Xcel Wealth Management LLC Increases Stock Position in Caterpillar Inc. $CAT

Xcel Wealth Management LLC lifted its position in Caterpillar Inc. (NYSE:CAT) by 65.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,545 shares of the industrial products company’s stock after purchasing an additional 2,585 shares during the quarter. Xcel Wealth Management LLC’s holdings in Caterpillar were worth $3,123,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Kilter Group LLC bought a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar during the second quarter valued at $28,000. Marquette Asset Management LLC lifted its holdings in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 53 shares during the last quarter. RiverPark Advisors LLC bought a new position in Caterpillar during the 2nd quarter valued at about $32,000. Finally, Joseph Group Capital Management bought a new stake in shares of Caterpillar during the third quarter worth $32,000. Institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on CAT shares. Evercore ISI lifted their price objective on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. UBS Group increased their price objective on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Oppenheimer lifted their price target on Caterpillar from $513.00 to $645.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Finally, Morgan Stanley upped their price objective on Caterpillar from $380.00 to $395.00 and gave the stock an “underweight” rating in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $623.10.

Caterpillar Trading Down 0.0%

Shares of NYSE:CAT opened at $646.95 on Monday. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The firm has a market capitalization of $302.76 billion, a P/E ratio of 33.21, a P/E/G ratio of 2.50 and a beta of 1.57. The business’s 50-day moving average is $586.90 and its 200 day moving average is $503.62. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $655.68.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.52 by $0.43. The firm had revenue of $17.64 billion for the quarter, compared to the consensus estimate of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.17 earnings per share. On average, research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a $1.51 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is 31.01%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on CAT to $708 and kept a “buy” rating — a meaningful bullish signal from a major shop that can attract flows and support the share price. MarketScreener
• Positive Sentiment: JPMorgan analyst told investors CAT shares are expected to rise, adding institutional conviction to the bullish case and potentially supporting buying interest. Caterpillar (NYSE:CAT) Stock Price Expected to Rise
• Positive Sentiment: Caterpillar announced a partnership with NVIDIA to develop foundations for autonomous systems — this accelerates higher-margin, software-enabled product opportunities (autonomy, telematics) over time. Caterpillar partners with NVIDIA
• Positive Sentiment: Bernstein highlighted CAT as a potential winner if data centers shift to on-site power generation — a new end market for power systems could boost equipment and power solutions demand. Caterpillar is potential winner if data centers move power generation on-site
• Positive Sentiment: Articles emphasizing CAT’s ~30% payout ratio argue its dividend is well-covered and likely sustainable through downturns — supportive for income-focused investors. Caterpillar’s 30% Payout Ratio Shows Why Its Dividend Can Survive the Next Recession
• Neutral Sentiment: Caterpillar set its Q4 and full-year 2025 earnings release for Jan. 29 — this is the next key event risk/opportunity that will likely drive short-term volatility. Caterpillar Inc. to Announce Fourth-Quarter and Full-Year 2025 Financial Results on January 29
• Neutral Sentiment: Zacks highlights industrial stocks that could beat earnings using its Earnings ESP screen — a potential catalyst if CAT is included, but specifics/odds are unclear. These 2 Industrial Products Stocks Could Beat Earnings
• Negative Sentiment: Caterpillar is contesting a patent complaint from Bobcat and the trade commission will investigate — pending legal/ITC outcomes create downside risk and potential remedy costs or product restrictions. Caterpillar Fights Bobcat Patent Complaint; Trade Commission to Investigate

Insider Buying and Selling at Caterpillar

In other news, insider Jason Kaiser sold 10,707 shares of the stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value of $6,034,465.20. Following the transaction, the insider directly owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This represents a 55.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 8,184 shares of the company’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the completion of the sale, the insider owned 41,512 shares in the company, valued at approximately $23,669,312.16. This represents a 16.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is owned by corporate insiders.

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.