SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Acquires 5,066 Shares of Caterpillar Inc. $CAT

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co increased its holdings in Caterpillar Inc. (NYSE:CAT) by 124.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,140 shares of the industrial products company’s stock after purchasing an additional 5,066 shares during the period. Caterpillar accounts for 4.5% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 7th biggest position. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s holdings in Caterpillar were worth $5,236,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Illinois Municipal Retirement Fund boosted its holdings in Caterpillar by 7.3% in the third quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock valued at $8,237,000 after acquiring an additional 1,181 shares during the last quarter. Union Bancaire Privee UBP SA increased its stake in Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after acquiring an additional 28,773 shares during the last quarter. Caprock Group LLC purchased a new position in shares of Caterpillar in the 3rd quarter worth about $8,893,000. ZEGA Investments LLC lifted its stake in shares of Caterpillar by 149.6% in the 3rd quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after purchasing an additional 2,508 shares in the last quarter. Finally, State of New Jersey Common Pension Fund D grew its holdings in shares of Caterpillar by 2.5% during the 3rd quarter. State of New Jersey Common Pension Fund D now owns 165,677 shares of the industrial products company’s stock worth $79,053,000 after purchasing an additional 4,010 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Stock Up 0.0%

NYSE CAT opened at $717.23 on Friday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The business has a 50 day moving average price of $715.54 and a two-hundred day moving average price of $614.06. The stock has a market cap of $333.72 billion, a PE ratio of 38.11, a P/E/G ratio of 1.69 and a beta of 1.52.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 quarter last year, the firm posted $5.14 earnings per share. As a group, sell-side analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the business’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 owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 125,950 shares of company stock worth $88,577,390 over the last three months. Insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Analyst Ratings Changes

Several research analysts recently commented on the stock. Truist Financial raised their price target on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Rothschild & Co Redburn raised their target price on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. UBS Group restated a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a report on Monday, February 2nd. Finally, Royal Bank Of Canada upped their price target 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 given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $737.55.

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.