Wellspring Financial Advisors LLC Purchases 1,850 Shares of Caterpillar Inc. $CAT

Wellspring Financial Advisors LLC lifted its position in Caterpillar Inc. (NYSE:CAT) by 330.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,409 shares of the industrial products company’s stock after purchasing an additional 1,850 shares during the quarter. Wellspring Financial Advisors LLC’s holdings in Caterpillar were worth $1,381,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Invst LLC increased its holdings in shares of Caterpillar by 1.9% in the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after purchasing an additional 14 shares during the period. Plancorp LLC increased its holdings in shares of Caterpillar by 0.5% in the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after purchasing an additional 15 shares during the period. BlueStem Wealth Partners LLC increased its holdings in shares of Caterpillar by 1.3% in the fourth quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after purchasing an additional 15 shares during the period. KDT Advisors LLC increased its holdings in shares of Caterpillar by 2.3% in the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after purchasing an additional 15 shares during the period. Finally, CFO4Life Group LLC increased its holdings in shares of Caterpillar by 2.5% in the fourth quarter. CFO4Life Group LLC now owns 626 shares of the industrial products company’s stock worth $359,000 after purchasing an additional 15 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Down 6.3%

CAT opened at $856.74 on Thursday. The stock has a market cap of $394.61 billion, a PE ratio of 42.65, a P/E/G ratio of 1.80 and a beta of 1.59. 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 Inc. has a 52 week low of $355.70 and a 52 week high of $946.83. The business’s fifty day simple moving average is $844.44 and its 200 day simple moving average is $722.90.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s revenue was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.25 earnings per share. As a group, research analysts expect that Caterpillar Inc. will post 24.68 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s payout ratio is 30.06%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 EPS forecasts for Caterpillar, signaling stronger expected profitability ahead and reinforcing the view that earnings momentum remains solid.
• Positive Sentiment: Caterpillar announced a quarterly dividend increase to $1.63 per share, an 8% boost from the prior payout, which should appeal to income-focused investors and suggests confidence in cash flow generation.
• Positive Sentiment: Recent commentary highlighted Caterpillar as a beneficiary of the AI data center buildout, especially through its Power & Energy business, which could support future growth in demand for generators and related equipment.
• Positive Sentiment: Zacks upgraded Caterpillar from “hold” to “strong-buy” and also placed it on a momentum stock list, reflecting improving analyst sentiment and relative strength.
• Neutral Sentiment: Some market commentary noted Caterpillar is trading near its 52-week high and may be getting stretched after a powerful multi-month rally, which could limit near-term upside even if fundamentals remain strong.
• Negative Sentiment: The stock has been moving lower alongside the broader market, and a recent session saw Caterpillar decline more than the market overall as investors rotated out of large industrials.

Analyst Ratings Changes

Several research analysts have recently weighed in on the stock. Jefferies Financial Group upped their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. Truist Financial set a $1,043.00 target price on Caterpillar in a research note on Friday, May 1st. DA Davidson increased their target price on Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Finally, Wells Fargo & Company increased their target price on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $933.27.

Insider Activity

In other news, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the transaction, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. Company 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.