Sax Wealth Advisors LLC Purchases 831 Shares of Caterpillar Inc. $CAT

Sax Wealth Advisors LLC raised its position in Caterpillar Inc. (NYSE:CAT) by 30.9% in the 4th quarter, Holdings Channel reports. The firm owned 3,520 shares of the industrial products company’s stock after buying an additional 831 shares during the period. Sax Wealth Advisors LLC’s holdings in Caterpillar were worth $2,017,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Kilter Group LLC acquired a new position in shares of Caterpillar in the 2nd quarter valued at $27,000. Marquette Asset Management LLC raised its stake in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the period. IFS Advisors LLC bought a new position in Caterpillar during the fourth quarter worth about $31,000. RiverPark Advisors LLC bought a new position in Caterpillar during the second quarter worth about $32,000. Finally, Joseph Group Capital Management acquired a new position in Caterpillar in the third quarter valued at about $32,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Stock Up 0.3%

CAT stock opened at $718.64 on Thursday. 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 stock has a market capitalization of $334.38 billion, a P/E ratio of 38.18, a P/E/G ratio of 1.69 and a beta of 1.54. 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 of $706.59 and a 200-day moving average of $600.52.

Caterpillar (NYSE:CAT) last announced its earnings results 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the firm earned $5.14 EPS. Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar wins meaningful power/AI demand — CAT has a global framework and multiple orders tied to power generation for data centers and AI campuses, extending its Power & Energy backlog and recurring-service revenue potential. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Large AI compute opportunity — Coverage highlighting CAT supplying power for Nscale’s massive AI compute campus frames the company as a beneficiary of booming data-center buildouts, which supports upside to long-term equipment and aftermarket demand. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Product momentum — Caterpillar introduced a compact 1-ton 301 CR mini-excavator at CONEXPO, reinforcing its lineup for rental fleets and urban construction where small, efficient machines see steady demand. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Analysts mixed — Some analysts applaud the power/AI contract opportunities while others remain cautious on margins and valuation; consensus remains varied. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Neutral Sentiment: Geopolitical and safety focus — Management says the company is prioritizing safety on Middle East projects while noting increased on-site power demand; this is supportive but adds geopolitical risk exposure. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Note on ticker confusion — A press release about “CAT Strategic Metals” consolidating a mining project relates to a different small-cap ticker (CAT on CSE) and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: New legal headache — Caterpillar has challenged a Doosan Bobcat patent suit and alleges industrial espionage in filings; litigation risk can drive legal costs and execution distractions if escalated. Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage
• Negative Sentiment: Margin pressure — Analysts and Zacks flag a slip in operating margins in 2025 and rising tariff costs that could compress margins into 2026, a key fundamental risk for earnings. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Wells Fargo & Company raised their price target on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Morgan Stanley boosted their price objective on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Wall Street Zen cut Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Daiwa Securities Group lifted their price target on shares of Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Finally, JPMorgan Chase & Co. upped their price target on shares of Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a report on Wednesday, March 4th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $730.50.

Insider Buying and Selling

In related news, insider Rodney Michael Shurman sold 2,278 shares of the firm’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 completion of the transaction, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This trade represents a 61.22% 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 hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of Caterpillar stock in a transaction on Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the completion of the sale, the insider owned 46,643 shares in the company, valued at $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 135,950 shares of company stock valued at $94,327,990 over the last ninety days. 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.