HBW Advisory Services LLC Increases Stake in Caterpillar Inc. $CAT

Key Points

• HBW Advisory Services LLC boosted its stake in Caterpillar by 74.7% in Q4, buying 1,500 shares to hold 3,508 shares worth about $2.01 million.
• Insiders have been heavy sellers, disposing of 125,950 shares in the last 90 days (roughly $88.6 million), including notable sales by Rodney Michael Shurman and Bob De Lange.
• Caterpillar recently beat quarterly expectations (EPS $5.16 vs. $4.67; revenue $19.13B vs. $17.81B), declared a $1.51 quarterly dividend, and carries a consensus "Moderate Buy" with an average price target of $741.68 while the stock trades near its 52‑week high (~$790).

HBW Advisory Services LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 74.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,508 shares of the industrial products company's stock after buying an additional 1,500 shares during the period. HBW Advisory Services LLC's holdings in Caterpillar were worth $2,010,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Revolve Wealth Partners LLC increased its stake in shares of Caterpillar by 2.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 681 shares of the industrial products company's stock valued at $390,000 after buying an additional 16 shares during the period. KWB Wealth increased its stake in shares of Caterpillar by 3.2% during the fourth quarter. KWB Wealth now owns 549 shares of the industrial products company's stock valued at $315,000 after buying an additional 17 shares during the period. Montecito Bank & Trust increased its stake in shares of Caterpillar by 0.5% during the fourth quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company's stock valued at $1,926,000 after buying an additional 17 shares during the period. Hilltop Partners LLC increased its stake in shares of Caterpillar by 3.0% during the fourth quarter. Hilltop Partners LLC now owns 591 shares of the industrial products company's stock valued at $338,000 after buying an additional 17 shares during the period. Finally, WealthShield Partners LLC increased its stake in shares of Caterpillar by 1.6% during the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company's stock valued at $535,000 after buying an additional 18 shares during the period. Hedge funds and other institutional investors own 70.98% of the company's stock.

Insiders Place Their Bets

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the firm's stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares of the company's stock, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the firm's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares of the company's stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

CAT has been the topic of several research reports. Rothschild & Co Redburn raised their price target on Caterpillar from $650.00 to $700.00 and gave the company a "neutral" rating in a research note on Wednesday, February 4th. Wall Street Zen lowered Caterpillar from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. Barclays raised their price objective on Caterpillar from $625.00 to $700.00 and gave the company an "equal weight" rating in a research report on Tuesday, March 31st. Bank of America raised their price objective on Caterpillar from $735.00 to $825.00 and gave the company a "buy" rating in a research report on Tuesday, February 10th. Finally, Weiss Ratings reaffirmed a "buy (b)" rating on shares of Caterpillar in a research report on Monday, December 29th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $741.68.

Caterpillar Price Performance

Shares of NYSE CAT opened at $790.60 on Monday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The company has a market cap of $367.85 billion, a PE ratio of 42.01, a P/E/G ratio of 1.86 and a beta of 1.52. The business has a 50-day simple moving average of $726.61 and a two-hundred day simple moving average of $625.39. Caterpillar Inc. has a fifty-two week low of $282.46 and a fifty-two week high of $797.85.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company's quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company earned $5.14 earnings per share. As a group, equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be issued a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar's dividend payout ratio (DPR) is currently 32.09%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar named veteran finance executive Kyle Epley as incoming CFO (effective May 1), an internal succession that reduces transition risk and preserves continuity in financial strategy. Caterpillar Names Veteran Executive Kyle Epley as CFO
• Positive Sentiment: Company messaging and coverage highlight record quarterly and full‑year results and a strong backlog — supporting revenue/earnings momentum that underpins the stock move. Caterpillar CFO Change Highlights Record Results And Valuation Questions
• Positive Sentiment: Earlier dividend action prompted a sharp intraday rally (reports showed a ~6.5% move after the announcement), underscoring management’s shareholder‑friendly posture. Caterpillar NYSE: CAT Trading Up 6.5% After Dividend Announcement
• Positive Sentiment: Analysts (Zacks and others) nudged up near‑term EPS forecasts and reiterated longer‑term upside cases, which supports estimates and reduces uncertainty around upcoming quarters. Why Caterpillar (CAT) is a Top Stock for the Long-Term
• Positive Sentiment: High‑profile bullish commentary (e.g., Jim Cramer) has amplified investor interest and momentum in the shares. Jim Cramer Believes “CAT Is One of the Most Viable Stocks”
• Neutral Sentiment: Sanford C. Bernstein raised its price target to $769 but kept a "market perform" rating — a mixed signal: higher PT but no upgrade to outperform. Bernstein adjusts price target on Caterpillar to $769
• Negative Sentiment: Valuation and cyclicality remain risks: coverage notes high valuation metrics (elevated P/E) and dependence on metals/mining and energy cycles — a sharp downturn in those end markets could hit demand and the share price. Caterpillar CFO Change Highlights Record Results And Valuation Questions

Caterpillar Profile

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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