Wealth Enhancement Advisory Services LLC Sells 1,680 Shares of Caterpillar Inc. $CAT

Wealth Enhancement Advisory Services LLC decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 1.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 157,290 shares of the industrial products company’s stock after selling 1,680 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Caterpillar were worth $98,540,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Pacific Point Advisors LLC bought a new stake in shares of Caterpillar during the fourth quarter worth approximately $579,000. Brighton Jones LLC increased its stake in shares of Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank lifted its holdings in Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in Caterpillar by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares during the period. Finally, Prudential PLC boosted its stake in Caterpillar by 13.1% in the 2nd quarter. Prudential PLC now owns 9,760 shares of the industrial products company’s stock valued at $3,789,000 after purchasing an additional 1,131 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts — FY2026 to $21.46 (from $21.36), FY2027 to $24.17 (from $24.04), FY2028 to $28.88 (from $28.62), Q1 2026 to $4.46 (from $4.38) and Q4 2027 to $7.12 (from $7.05) — signaling analysts see stronger earnings momentum ahead.
• Positive Sentiment: Zacks’s analyst note also concludes Caterpillar still has the edge vs. Komatsu on earnings momentum and returns, supporting a relative‑outperformance case. Read More.
• Neutral Sentiment: Human‑interest coverage highlighting skilled heavy‑machinery operators (industry color rather than company news) — provides positive context for equipment demand but is not company‑specific. Read More.
• Negative Sentiment: Macro/media scrutiny on valuation after a 105% one‑year surge — pieces asking “Is it too late?” can pressure the stock as investors reassess upside vs. stretched multiples. Read More.
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate slightly to $5.99 from $6.01 — a very small near‑term downgrade that may reinforce short‑term caution despite larger upward revisions elsewhere.

Analyst Ratings Changes

CAT has been the topic of several recent research reports. Citigroup increased their price objective on Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Wolfe Research upped their price target 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. Rothschild & Co Redburn raised their price target on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. JPMorgan Chase & Co. lifted their price objective on shares of Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Finally, Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $730.50.

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 2,500 shares of Caterpillar stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the transaction, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. This trade represents a 47.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 135,950 shares of company stock valued at $94,327,990. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 1.2%

NYSE CAT opened at $680.15 on Friday. The business has a fifty day moving average price of $701.95 and a two-hundred day moving average price of $594.39. 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 fifty-two week low of $267.30 and a fifty-two week high of $789.81. The stock has a market capitalization of $316.47 billion, a PE ratio of 36.14, a PEG ratio of 1.61 and a beta of 1.54.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating 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 company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the company posted $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. Equities analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

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.