Caterpillar Inc. $CAT Stock Position Lifted by Wealth Advisors of Iowa LLC

Wealth Advisors of Iowa LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT) by 125.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,053 shares of the industrial products company’s stock after buying an additional 585 shares during the period. Wealth Advisors of Iowa LLC’s holdings in Caterpillar were worth $603,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Vanguard Group Inc. raised its position in shares of Caterpillar by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after purchasing an additional 442,164 shares during the period. Wellington Management Group LLP raised its position in shares of Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares during the period. Bank of New York Mellon Corp raised its position in shares of Caterpillar by 20.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the period. Legal & General Group Plc raised its position in shares of Caterpillar by 2.2% during the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock worth $1,337,007,000 after purchasing an additional 58,993 shares during the period. Finally, Amundi raised its position in shares of Caterpillar by 24.3% during the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock worth $1,176,870,000 after purchasing an additional 464,036 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Caterpillar

In other news, insider Denise C. Johnson sold 6,196 shares of Caterpillar stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $909.79, for a total transaction of $5,637,058.84. Following the transaction, the insider directly owned 49,825 shares in the company, valued at approximately $45,330,286.75. This trade represents a 11.06% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 90,682 shares of company stock worth $81,815,568 in the last quarter. Company insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

CAT has been the topic of a number of research reports. Argus increased their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Jefferies Financial Group increased their price target on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Wells Fargo & Company raised their target price on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. raised their target price on Caterpillar from $860.00 to $1,125.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Finally, Morgan Stanley set a $915.00 target price on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Sixteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $923.14.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Rothschild & Co Redburn raised its price target on Caterpillar to $950 from $700, signaling continued upside expectations even while keeping a neutral rating. Rothschild & Co Redburn adjusts price target on Caterpillar to $950 from $700, maintains neutral rating
• Positive Sentiment: Commentary from Jim Cramer called Caterpillar “a buy,” pointing to tailwinds from oil, infrastructure spending, and rising demand for AI data-center power equipment. Jim Cramer Just Called Caterpillar a Buy on Oil, Infrastructure, and AI Data-Center Power Demand
• Positive Sentiment: Caterpillar said it is hiring 600 workers at its Sanford, North Carolina plant to support production of compact track loaders, suggesting strong manufacturing demand. Caterpillar hiring 600 workers at Sanford plant
• Positive Sentiment: Industry research on Saudi Arabia’s construction equipment market highlighted Caterpillar as a key player in a market expected to grow steadily through 2030, supported by major infrastructure projects. Saudi Arabia Construction Equipment Industry Research 2026-2031 Featuring Caterpillar and others
• Neutral Sentiment: Several articles reiterated Caterpillar’s strong recent performance and its growing role in AI-related power generation, but these were largely commentary pieces rather than new company-specific developments. Caterpillar: A Masterclass In Execution Meeting An Irrationally Exuberant Valuation
• Negative Sentiment: Insider sales by executives Denise C. Johnson and William E. Schaupp may slightly weigh on sentiment, though the transactions were relatively modest compared with their remaining holdings. Denise C. Johnson insider trade

Caterpillar Stock Up 1.8%

CAT opened at $918.99 on Friday. Caterpillar Inc. has a 12 month low of $336.24 and a 12 month high of $931.35. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The stock has a market cap of $423.28 billion, a P/E ratio of 45.74, a P/E/G ratio of 1.81 and a beta of 1.63. The stock’s 50 day moving average price is $772.09 and its 200 day moving average price is $678.58.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the firm earned $4.25 EPS. The firm’s revenue was up 22.2% compared to the same quarter last year. As a group, research analysts predict that Caterpillar Inc. will post 24.21 earnings per share for the current year.

Caterpillar Dividend Announcement

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

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.