WJ Financial Advisors LLC Acquires Shares of 1,387 Caterpillar Inc. $CAT

WJ Financial Advisors LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 1,387 shares of the industrial products company’s stock, valued at approximately $662,000.

Several other institutional investors also recently bought and sold shares of CAT. Fisher Asset Management LLC increased its position in shares of Caterpillar by 2.3% during the second quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after purchasing an additional 208,196 shares in the last quarter. Norges Bank acquired a new stake in Caterpillar during the 2nd quarter worth $2,165,899,000. Bank of New York Mellon Corp grew its holdings in shares of Caterpillar by 20.7% during the third 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 buying an additional 609,023 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in shares of Caterpillar by 1.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock valued at $1,295,432,000 after buying an additional 33,467 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Caterpillar by 4.5% in the second quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after buying an additional 140,784 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the transaction, the chief financial officer owned 45,460 shares in the company, valued at $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the sale, the insider directly owned 41,151 shares in the company, valued at approximately $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 130,545 shares of company stock worth $88,294,733. 0.33% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have commented on CAT shares. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. HSBC increased their price target on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. DA Davidson lifted their price target on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Finally, Morgan Stanley raised their price objective on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research report on Tuesday, February 3rd. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $702.95.

Caterpillar Price Performance

CAT stock opened at $774.37 on Friday. The company has a market capitalization of $362.39 billion, a PE ratio of 41.15, a P/E/G ratio of 1.79 and a beta of 1.58. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The business’s fifty day moving average price is $634.09 and its 200 day moving average price is $540.45. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the previous year, the business posted $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI/data-center demand — Reports note that AI-driven capital expenditures (hyperscaler data-center construction and mining electrification) are boosting demand for large construction and mining equipment, a structural tailwind for Caterpillar’s sales and backlog. Caterpillar Rides AI Data Center Boom With Priced In Expectations
• Positive Sentiment: Analyst upgrades and price-target lift — Bank of America raised its price target (and an upgrade triggered a new 1?year high mention), adding buy-side momentum and validating higher valuations for CAT. Bank of America Raises Caterpillar (NYSE:CAT) Price Target to $825.00
• Positive Sentiment: Upgraded earnings estimates — Zacks refreshed its model, raising Q1 and multi?year EPS forecasts for CAT (FY2026–FY2028), which supports higher forward earnings multiples and gives investors conviction about near?term profitability. The Zacks Analyst Alphabet, Caterpillar,T-Mobile US and Onfolio
• Positive Sentiment: Market leadership / headline performance — Coverage and headlines highlight CAT as a top contributor to the Dow’s gains, which can attract momentum flows and index-related buying. Why Caterpillar’s Stock Is Benefiting From the AI Boom
• Neutral Sentiment: Macro data mixed — Recent reports show stronger January jobs but downward revisions to 2025 job growth and lingering inflation above 2%. That creates uncertainty around Fed policy; durable capex demand can offset tighter monetary risk, but macro backdrop remains a cross?current. Wall Street Roundup: Economic Data, Earnings Updates
• Neutral Sentiment: Broad market momentum — Commentary about the Dow passing 50,000 and an AI?led bull market supports risk appetite broadly, which benefits cyclical industrials like CAT but may also price in further outperformance. Dow 50,000 Shows This AI-Led Bull Market Has Plenty Of Room To Run
• Negative Sentiment: Valuation/“priced-in” concerns and stock-specific risks — Some coverage warns that much of the AI benefit is already reflected in CAT’s share price and flags potential red flags (valuation, execution risk, or reliance on cyclical capex), which could amplify pullbacks if growth disappoints. Watch Out For These Red Flags In CAT 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.