Caterpillar Inc. $CAT Holdings Lifted by Ashton Thomas Private Wealth LLC

Ashton Thomas Private Wealth LLC grew its holdings in Caterpillar Inc. (NYSE:CAT) by 9.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,248 shares of the industrial products company’s stock after purchasing an additional 1,773 shares during the period. Ashton Thomas Private Wealth LLC’s holdings in Caterpillar were worth $9,662,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Premier Path Wealth Partners LLC increased its position in Caterpillar by 6.9% in the 3rd quarter. Premier Path Wealth Partners LLC now owns 3,115 shares of the industrial products company’s stock worth $1,486,000 after purchasing an additional 200 shares during the last quarter. Adell Harriman & Carpenter Inc. raised its position in Caterpillar by 9.7% during the third quarter. Adell Harriman & Carpenter Inc. now owns 2,264 shares of the industrial products company’s stock valued at $1,080,000 after acquiring an additional 200 shares in the last quarter. Westside Investment Management Inc. lifted its stake in Caterpillar by 18.4% in the third quarter. Westside Investment Management Inc. now owns 926 shares of the industrial products company’s stock valued at $444,000 after acquiring an additional 144 shares during the last quarter. Strengthening Families & Communities LLC bought a new stake in Caterpillar in the third quarter worth approximately $253,000. Finally, Elm Partners Management LLC acquired a new position in shares of Caterpillar during the 3rd quarter worth $331,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total value of $6,034,465.20. Following the sale, the insider owned 8,649 shares of the company’s stock, valued at $4,874,576.40. The trade was a 55.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the transaction, the insider owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. This represents a 20.59% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 65,539 shares of company stock worth $40,339,032 in the last three months. Company insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

NYSE:CAT opened at $702.84 on Wednesday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a one year low of $267.30 and a one year high of $710.03. The company has a fifty day moving average price of $609.65 and a 200 day moving average price of $524.56. The stock has a market cap of $328.92 billion, a P/E ratio of 37.35, a PEG ratio of 1.65 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the business posted $5.14 EPS. Analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analysts Forecast Growth

CAT has been the subject of several analyst reports. Wolfe Research lifted their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Citigroup raised their target price on Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a report on Monday. Rothschild & Co Redburn upped their price target on Caterpillar from $420.00 to $650.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 21st. Barclays increased their price objective on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a report on Friday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $679.48.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 earnings beat and data-center demand — Caterpillar reported revenue and EPS above estimates, with Power & Energy sales up sharply as data-center buildouts drove demand for natural-gas turbines and backup power. That beat reinforces near-term earnings momentum. CAT Earnings Beat
• Positive Sentiment: Analysts raising price targets — Multiple firms (including Truist and Citi) bumped CAT targets and kept buy ratings, giving the stock fresh upward catalysts and validating the post-earnings narrative. Analyst Price Target Raises
• Positive Sentiment: Record backlog and multi-year growth visibility — Management cites a record ~$51B backlog and sees 5–7% annual sales through 2030, supported by planned capacity spend (higher 2026 capex) that could convert backlog into revenue over time. MarketBeat CAT Analysis
• Positive Sentiment: Large shareholder returns narrative — Coverage highlighting the company’s strong free-cash-flow returns and sizable capital returns program can support investor sentiment. Forbes: Shareholder Returns
• Neutral Sentiment: Strategic tech partnership — ACI won a multi-year engagement to modernize Caterpillar’s digital infrastructure; operationally useful but unlikely to move near-term revenue much. ACI Partnership PR
• Neutral Sentiment: Product rollout — New compact 308CR mini-excavator announced; supports product-cycle narrative but is incremental to overall results. 308CR Mini-Excavator
• Negative Sentiment: Insider selling — Two senior insiders disclosed sizable sales (multi-million-dollar disposals), reducing their stakes. While often routine, large insider sales can weigh on sentiment if interpreted as profit-taking at lofty valuations. Insider Sale Filing

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.