Geneos Wealth Management Inc. Acquires 2,572 Shares of Caterpillar Inc. $CAT

Key Points

• Geneos Wealth Management Inc. increased its stake in Caterpillar by 18.8% in Q4, buying 2,572 shares to hold 16,261 shares valued at about $9.316 million.
• Significant insider selling has occurred recently: CEO Joseph E. Creed sold 2,500 shares and another executive sold 7,891 shares, with insiders offloading 125,950 shares worth $88.58 million over the past 90 days and now owning just 0.33% of the company.
• Caterpillar beat quarterly EPS estimates ($5.16 vs. $4.67) with revenue up 17.9%, the stock trading near its 52‑week high (~$835), analysts raising price targets, and a declared quarterly dividend of $1.51 (annualized $6.04, ~0.7% yield).

Geneos Wealth Management Inc. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 18.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,261 shares of the industrial products company's stock after buying an additional 2,572 shares during the period. Geneos Wealth Management Inc.'s holdings in Caterpillar were worth $9,316,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Marquette Asset Management LLC boosted its holdings in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company's stock valued at $28,000 after buying an additional 53 shares in the last quarter. IFS Advisors LLC bought a new stake in shares of Caterpillar during the 4th quarter valued at $31,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar during the 3rd quarter valued at $32,000. Rialto Wealth Management LLC boosted its holdings in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock valued at $32,000 after buying an additional 18 shares in the last quarter. Finally, Noble Wealth Management PBC boosted its stake in Caterpillar by 140.0% in the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company's stock worth $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors own 70.98% of the company's stock.

Insider Activity

In other news, CEO Joseph E. Creed sold 2,500 shares of the company's stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares of the company's stock, valued at $25,222,221.19. This represents a 6.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Anthony D. Fassino sold 7,891 shares of the company's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the sale, the insider directly owned 46,643 shares of the company's stock, valued at $36,236,946.70. The trade was a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 125,950 shares of company stock worth $88,577,390. Company insiders own 0.33% of the company's stock.

Caterpillar Price Performance

NYSE CAT opened at $835.53 on Friday. Caterpillar Inc. has a 52 week low of $297.07 and a 52 week high of $845.27. The firm has a market capitalization of $388.76 billion, a P/E ratio of 44.40, a PEG ratio of 1.90 and a beta of 1.52. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The company has a 50-day moving average price of $739.78 and a 200-day moving average price of $643.21.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the firm earned $5.14 EPS. The business's revenue for the quarter was up 17.9% compared to the same quarter last year. Equities research analysts anticipate that Caterpillar Inc. will post 22.88 earnings per share for the current year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. Caterpillar's dividend payout ratio is presently 32.09%.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CAT. Raymond James Financial reiterated a "market perform" rating on shares of Caterpillar in a research note on Wednesday, January 7th. Wells Fargo & Company upped their price target on shares of Caterpillar from $870.00 to $960.00 and gave the stock an "overweight" rating in a research note on Tuesday. JPMorgan Chase & Co. upped their price target on shares of Caterpillar from $765.00 to $860.00 and gave the stock an "overweight" rating in a research note on Wednesday, March 4th. Daiwa Securities Group upped their price target on shares of Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Finally, Citigroup upped their price target on shares of Caterpillar from $785.00 to $905.00 and gave the stock a "buy" rating in a research note on Monday, April 13th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Caterpillar has an average rating of "Moderate Buy" and an average price target of $767.77.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 and kept an "outperform" rating, giving an explicit upside thesis that likely supported buying interest. Baird Adjusts Price Target on Caterpillar
• Positive Sentiment: Coverage framing Caterpillar as an unexpected AI/data-center and automation play is boosting the growth narrative beyond traditional construction/machinery demand. That thematic re-rating is supporting higher multiples. More Than Just Dirt: Caterpillar Is the AI Stock
• Positive Sentiment: Several analyst notes and outlets reiterate expectation for continued earnings growth and a likely beat in upcoming results, reinforcing investor confidence in near-term fundamentals. Caterpillar Earnings Expected to Grow
• Positive Sentiment: Broker and analyst optimism beyond one note: other outlets discuss bullish price targets and forecasts (speculative $1,000 scenarios), adding momentum from retail and momentum-focused funds. Is Caterpillar Stock Headed for $1,000?
• Positive Sentiment: Caterpillar reiterated its dividend and named a longtime executive as CFO — actions that reduce governance uncertainty and support shareholder-value narratives. Caterpillar Names New CFO
• Neutral Sentiment: Morgan Stanley nudged its price target to $430 but maintained an Underweight rating and flagged macro risks to earnings — a mixed signal that tempers some of the bullish momentum. Morgan Stanley Ups Caterpillar Target
• Neutral Sentiment: Market write-ups noting the recent intraday/short-term moves and questioning whether it's "too late" highlight valuation and momentum risk—important context for risk-aware investors. Caterpillar Stock Moves
• Negative Sentiment: Critical pieces outline reasons to avoid CAT after a big run (valuation, mean-reversion risk, and concentrated upside already priced in), which could pressure sentiment if investors rotate out. 3 Reasons to Avoid CAT

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company's product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.

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