RWA Wealth Partners LLC Increases Position in Caterpillar Inc. $CAT

RWA Wealth Partners LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 20.8% in the third quarter, HoldingsChannel reports. The firm owned 107,770 shares of the industrial products company’s stock after buying an additional 18,591 shares during the period. Caterpillar makes up approximately 0.6% of RWA Wealth Partners LLC’s investment portfolio, making the stock its 26th largest position. RWA Wealth Partners LLC’s holdings in Caterpillar were worth $51,423,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. JFS Wealth Advisors LLC raised its holdings in Caterpillar by 3.0% in the third quarter. JFS Wealth Advisors LLC now owns 6,133 shares of the industrial products company’s stock worth $2,926,000 after purchasing an additional 176 shares in the last quarter. Zhang Financial LLC boosted its holdings in shares of Caterpillar by 2.8% in the 3rd quarter. Zhang Financial LLC now owns 10,576 shares of the industrial products company’s stock valued at $5,046,000 after buying an additional 284 shares in the last quarter. Rollins Financial Advisors LLC grew its position in shares of Caterpillar by 2.1% in the 3rd quarter. Rollins Financial Advisors LLC now owns 5,326 shares of the industrial products company’s stock worth $2,541,000 after buying an additional 107 shares during the last quarter. Optiver Holding B.V. bought a new position in shares of Caterpillar during the 3rd quarter worth approximately $116,000. Finally, Corepath Wealth Partners LLC purchased a new stake in Caterpillar during the third quarter valued at approximately $211,000. Institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of the firm’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 completion of the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. The trade was a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 143,450 shares of company stock worth $98,245,065 in the last ninety days. 0.33% of the stock is owned by company insiders.

Caterpillar Stock Performance

Shares of CAT stock opened at $768.20 on Wednesday. The business has a fifty day moving average of $656.64 and a 200 day moving average of $558.44. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. 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 firm has a market capitalization of $357.43 billion, a price-to-earnings ratio of 40.82, a price-to-earnings-growth ratio of 1.79 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $17.81 billion. During the same quarter in the previous year, the business earned $5.14 EPS. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were issued a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio is 32.09%.

Analyst Ratings Changes

Several research firms have issued reports on CAT. Oppenheimer lifted their price target on shares of Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Rothschild & Co Redburn raised their price objective on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Truist Financial boosted their target price on Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Citigroup increased their price target on Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Finally, Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $702.95.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long?term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short? and long?term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

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.