NewSquare Capital LLC Purchases 2,916 Shares of Caterpillar Inc. $CAT

NewSquare Capital LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 701.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,332 shares of the industrial products company’s stock after acquiring an additional 2,916 shares during the quarter. NewSquare Capital LLC’s holdings in Caterpillar were worth $1,590,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in CAT. Kilter Group LLC bought a new position in Caterpillar during the 2nd quarter worth $27,000. Marquette Asset Management LLC increased its holdings in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares during the period. RiverPark Advisors LLC acquired a new stake in shares of Caterpillar in the second quarter valued at approximately $32,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar in the third quarter valued at approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC grew its position in Caterpillar by 107.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after buying an additional 46 shares in the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and kept an “overweight” rating, signaling strong analyst conviction that CAT has upside from current levels. JPMorgan raises price target on Caterpillar
• Positive Sentiment: Caterpillar showcased AI, autonomy and connected-jobsite initiatives at CONEXPO (including a concept pickup and new compact equipment), reinforcing a growth narrative tied to higher‑margin tech and aftermarket opportunities. CONEXPO tech push meets pricy but momentum backed shares
• Neutral Sentiment: Caterpillar’s recent quarterly results showed record Q4 revenue and an EPS beat, supporting the company’s fundamental strength even as investors debate valuation. (Company results and analyst estimates remain supportive of earnings growth.)
• Neutral Sentiment: The company discussed a new construction strategy and leadership transition in a recent industry transcript — items that matter for medium-term execution but are not an immediate catalyst. Caterpillar discusses new strategy and leadership transition
• Negative Sentiment: Today’s pullback was amplified by broad market weakness: losses in Caterpillar were a notable contributor to a large Dow decline as investors rotated out of recent winners (profit‑taking). Dow falls 910 points on losses in shares of Caterpillar, Goldman Sachs
• Negative Sentiment: Several commentators and research pieces flag CAT’s premium valuation relative to cyclicals, arguing the stock already prices in much of the industrial recovery — a headwind for near-term upside. Caterpillar: High-quality cyclical with an extreme valuation
• Negative Sentiment: Headline coverage noting that CAT “dipped more than the broader market” highlights the stock-specific selling pressure and higher volume, suggesting today’s move was partly stock‑specific rather than purely market-driven. Why Caterpillar dipped more than broader market today

Caterpillar Trading Down 3.5%

CAT opened at $706.40 on Friday. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The company’s 50-day moving average is $679.50 and its 200 day moving average is $572.33. The firm has a market capitalization of $328.68 billion, a PE ratio of 37.53, a P/E/G ratio of 1.73 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the prior year, the company posted $5.14 earnings per share. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. As a group, research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is currently 32.09%.

Insider Activity

In related news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This represents a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 133,450 shares of company stock worth $92,530,665. 0.33% of the stock is owned by insiders.

Analyst Ratings Changes

CAT has been the subject of a number of analyst reports. Truist Financial boosted their price target on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Barclays increased their price target on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Morgan Stanley lifted their target price on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 3rd. Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Finally, Royal Bank Of Canada increased their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $717.05.

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.