629 Shares in Caterpillar Inc. $CAT Purchased by Stonebridge Financial Group LLC MO

Stonebridge Financial Group LLC MO purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) in the 4th quarter, HoldingsChannel reports. The fund purchased 629 shares of the industrial products company’s stock, valued at approximately $360,000.

Several other hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its position in shares of Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock valued at $26,572,681,000 after buying an additional 442,164 shares during the last quarter. Wellington Management Group LLP lifted its position in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after buying an additional 5,098,964 shares during the last quarter. Bank of New York Mellon Corp lifted its position in shares of Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after buying an additional 609,023 shares during the last quarter. Legal & General Group Plc lifted its position in shares of Caterpillar by 2.2% during the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after buying an additional 58,993 shares during the last quarter. Finally, Amundi lifted its position in shares of Caterpillar by 24.3% during the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after buying an additional 464,036 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Argus raised its price target on Caterpillar to $990 from $820 and reiterated a Buy rating, saying it expects strong demand and continued business momentum. Argus Lifts PT on Caterpillar Inc. (CAT), Expects Strong Demand
• Positive Sentiment: Evercore also boosted its price target, lifting it to $1,103 from $878, signaling further upside expectations for shares. Evercore price target update
• Positive Sentiment: Caterpillar released its 2025 Annual and Sustainability Reports, highlighting record full-year sales and revenue in its centennial year and a refreshed strategy focused on profitable growth. Caterpillar Inc. Releases 2025 Annual and Sustainability Reports
• Positive Sentiment: Recent coverage also highlighted Caterpillar’s strong first-quarter results, upbeat full-year guidance, and progress on its share buyback program, all of which support the investment case. Caterpillar (CAT) Is Up 5.9% After Strong Q1…
• Neutral Sentiment: CNBC’s “lightning round” segment featured Jim Cramer saying to buy Caterpillar, adding to the positive sentiment but without new fundamentals. Cramer’s lightning round: Buy Caterpillar
• Negative Sentiment: Insider Anthony D. Fassino sold 16,283 shares at an average price of $916.80, a transaction that may be viewed as a modest negative signal even though he still owns a meaningful stake. Insider trade filing

Caterpillar Price Performance

Shares of NYSE CAT opened at $912.17 on Wednesday. The stock has a market capitalization of $420.14 billion, a price-to-earnings ratio of 45.40, a PEG ratio of 1.86 and a beta of 1.63. Caterpillar Inc. has a 12 month low of $336.24 and a 12 month high of $931.35. The firm’s 50 day simple moving average is $765.20 and its 200-day simple moving average is $673.10. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business’s revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the company earned $4.25 EPS. Analysts expect that Caterpillar Inc. will post 24.21 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s payout ratio is 30.06%.

Wall Street Analyst Weigh In

Several research firms have commented on CAT. Jefferies Financial Group increased their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Citigroup upped their price objective on shares of Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a report on Friday, May 1st. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Evercore restated an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a report on Monday. Finally, Barclays upped their price objective on shares of Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and a consensus target price of $911.77.

Insider Activity at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the sale, the chief financial officer owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 92,017 shares of company stock worth $81,982,867 over the last 90 days. Corporate insiders own 0.33% of the company’s stock.

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.