RFG Advisory LLC Purchases 1,559 Shares of Caterpillar Inc. $CAT

RFG Advisory LLC boosted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 20.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 9,371 shares of the industrial products company’s stock after buying an additional 1,559 shares during the period. RFG Advisory LLC’s holdings in Caterpillar were worth $5,368,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of CAT. Torren Management LLC acquired a new stake in Caterpillar during the 4th quarter worth approximately $27,000. Marquette Asset Management LLC raised its holdings 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 acquired a new stake in Caterpillar during the 4th quarter worth approximately $31,000. Joseph Group Capital Management acquired a new stake in Caterpillar during the 3rd quarter worth approximately $32,000. Finally, Rialto Wealth Management LLC raised its holdings in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after buying an additional 18 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Price Performance

NYSE CAT opened at $927.22 on Thursday. The company has a market capitalization of $427.07 billion, a PE ratio of 46.15, a price-to-earnings-growth ratio of 1.85 and a beta of 1.63. Caterpillar Inc. has a 12-month low of $318.11 and a 12-month high of $930.54. The firm’s 50 day moving average is $753.19 and its 200-day moving average is $662.31. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share 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 the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period in the previous year, the company earned $4.25 earnings per share. Equities research analysts anticipate that Caterpillar Inc. will post 23.84 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

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

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 results and backlog: CAT reported revenue and EPS well above expectations and management flagged rising backlog and a constructive outlook — the core earnings beat remains the primary driver of momentum. Read More.
• Positive Sentiment: Analyst upgrades / bigger price targets: Multiple firms raised targets (Argus to $990 with a buy rating; HSBC raised its target sharply). These raises validate the stronger outlook and support re‑rating. Read More.
• Positive Sentiment: AI / data‑center narrative re‑rating the stock: Coverage framing CAT as an AI‑infrastructure beneficiary (generators, power systems, site construction) is attracting thematic buyers and helping push multiples higher. Read More.
• Positive Sentiment: Corporate wins and product traction: New commercial deployments of Cat autonomy and electric power products (e.g., Carmeuse selecting CAT autonomous hauling) support incremental revenue diversification. Read More.
• Positive Sentiment: Insider buy (supportive signal): Director David Maclennan purchased 250 shares, a modest but positive insider action that can reassure some investors. Read More.
• Neutral Sentiment: Mixed analyst nuance: DA Davidson raised its target to $845 but kept a Neutral rating — shows some analysts see upside but also limited near‑term stretch from current levels. Read More.
• Neutral Sentiment: Heavy media attention & options flow: Trending coverage and increased options activity are amplifying volatility and momentum; these raise trading volume but don’t necessarily change fundamentals. Read More.
• Negative Sentiment: Large insider sales: Two reported insider sales (including ~5.6k shares by Jason Kaiser and another ~5.6k by Rodney Shurman) reduce insider ownership and may concern some investors about near‑term profit‑taking. Read More.

Insider Buying and Selling at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jason Kaiser sold 5,642 shares of the business’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the transaction, the insider owned 9,594 shares in the company, valued at approximately $8,471,789.82. The trade was a 37.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 55,375 shares of company stock valued at $42,494,287 in the last 90 days. Company insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have commented on the stock. Williams Trading set a $825.00 target price on shares of Caterpillar in a report on Tuesday, March 10th. Argus lifted their price objective on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday. HSBC lifted their price objective on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday. Morgan Stanley set a $915.00 price objective on shares of Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $890.27.

Caterpillar Company Profile

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.