HF Advisory Group LLC Grows Position in Caterpillar Inc. $CAT

HF Advisory Group LLC grew its position in Caterpillar Inc. (NYSE:CAT) by 703.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,770 shares of the industrial products company’s stock after purchasing an additional 5,052 shares during the period. HF Advisory Group LLC’s holdings in Caterpillar were worth $3,305,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CAT. IFS Advisors LLC acquired a new position in Caterpillar during the fourth quarter valued at approximately $31,000. Rialto Wealth Management LLC increased its position in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares in the last quarter. Marquette Asset Management LLC raised its stake in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. Noble Wealth Management PBC lifted its holdings in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares in the last quarter. Finally, Joseph Group Capital Management acquired a new position in shares of Caterpillar during the 3rd quarter valued at $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on CAT. Royal Bank Of Canada increased their price target on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Wells Fargo & Company upped their target price on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Jefferies Financial Group raised their target price on Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a report on Friday, March 6th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Finally, Rothschild & Co Redburn upped their price target on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $737.55.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Macro tailwind — de?escalation hopes around the Iran conflict have driven a market rally that boosted industrial cyclicals, with Caterpillar named among the stocks helping lead Dow gains. The Iran War FOMO Trade Is Sending Stocks Surging
• Positive Sentiment: Analyst upgrade — Wolfe Research raised its price target to $750 and maintained an Outperform rating, providing a near?term bullish signal and supporting investor sentiment. Wolfe Research adjusts PT on Caterpillar to $750
• Positive Sentiment: Technical breakout — CAT has climbed above its 50?day simple moving average, which traders often view as a near?term bullish trigger backed by recent record revenues and a large backlog. Caterpillar Climbs Above 50-Day SMA
• Neutral Sentiment: Mixed analyst views — Barclays raised its target to $700 but kept an Equal Weight rating, signaling the stock may have limited upside from current levels despite higher targets. Barclays adjusts Caterpillar price target to $700
• Neutral Sentiment: Tax-law effect — Recent U.S. tax changes reduce Caterpillar’s federal cash tax payments (improving near?term cash flow) but raise its book tax rate and complicate comparability of reported earnings. This is supportive for cash generation but muddy for EPS guidance. Caterpillar Tax Shift Boosts Cash While Clouding Earnings Picture
• Neutral Sentiment: Investor attention & fundamentals — Media pieces highlight strong revenue growth and a ~$50B backlog that underpin demand, keeping CAT on buy lists despite mixed margin trends. Caterpillar Inc. is Attracting Investor Attention
• Negative Sentiment: Insider selling and margin pressure — Aggregated filings show heavy insider sales in recent months and analysts flag operating?margin compression from tariffs and costs, which could limit upside if profitability doesn’t stabilize. Caterpillar Inc. Stock Opinions on Quarterly Earnings

Caterpillar Stock Performance

NYSE:CAT opened at $730.55 on Thursday. The firm has a 50-day moving average of $712.35 and a two-hundred day moving average of $610.15. 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 stock has a market cap of $339.92 billion, a P/E ratio of 38.82, a PEG ratio of 1.67 and a beta of 1.52. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81.

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

Insider Activity at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares in the company, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 125,950 shares of company stock worth $88,577,390 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Caterpillar 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.