Juno Financial Group LLC Acquires New Stake in Caterpillar Inc. $CAT

Juno Financial Group LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the fourth quarter, Holdings Channel reports. The firm acquired 1,532 shares of the industrial products company’s stock, valued at approximately $877,000.

Other institutional investors have also bought and sold shares of the company. Marquette Asset Management LLC boosted its position in Caterpillar by 1,060.0% during the third 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 last quarter. IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter valued at $31,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter valued at $32,000. Rialto Wealth Management LLC boosted its position in Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC boosted its position 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 worth $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction that occurred 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 sale, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s 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 sale, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 125,950 shares of company stock worth $88,577,390. Company insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

CAT has been the topic of a number of research analyst reports. Daiwa Securities Group increased their price objective on shares of Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Royal Bank Of Canada increased their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. Robert W. Baird set a $805.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. CICC Research initiated coverage on shares of Caterpillar in a research report on Friday, February 6th. They set an “outperform” rating on the stock. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $761.64.

Caterpillar Trading Up 1.1%

NYSE:CAT opened at $808.96 on Thursday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The firm has a market cap of $376.40 billion, a price-to-earnings ratio of 42.98, a price-to-earnings-growth ratio of 1.88 and a beta of 1.52. Caterpillar Inc. has a 52 week low of $295.18 and a 52 week high of $820.20. The firm has a 50-day moving average price of $738.25 and a two-hundred day moving average price of $641.87.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the business posted $5.14 EPS. On average, equities analysts expect that Caterpillar Inc. will post 22.88 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a $1.51 dividend. The ex-dividend date is Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target (to ~$960) and kept an Overweight/Buy view, citing AI/data?center demand for heavy equipment as a catalyst — a major bullish input for investors. Caterpillar Stock Can Gain 20%, Analyst Says
• Positive Sentiment: Caterpillar named a longtime executive as its new CFO — a management change that markets often view positively when it preserves continuity and signals steady execution. Industry Roundup: Caterpillar Names Longtime Executive as New CFO
• Positive Sentiment: Caterpillar reiterated its quarterly dividend ($1.51 per share) and emphasized commitment to shareholder value amid the management change — supports income investor confidence. Caterpillar Inc. (CAT) Asserts Commitment to Shareholder Value Amid Management Change
• Positive Sentiment: Strategic M&A: Caterpillar acquired a California self?driving tractor startup — enhances automation/robotics capabilities and long?term product mix optionality. Caterpillar acquires Californian self-driving tractor startup
• Positive Sentiment: Partnerships: Cat partnered with Geotab to provide a fuller fleet telematics view — strengthens recurring?revenue services and data monetization opportunities. Caterpillar Partners with Geotab on Full Fleet Telematics
• Positive Sentiment: Analyst support: Truist and other analysts have published bullish notes suggesting further upside — adds sell?side momentum behind the rally. Caterpillar (NYSE:CAT) Stock Price Expected to Rise, Truist Financial Analyst Says
• Neutral Sentiment: Price action update: Reports note CAT rose in the latest session and continues to trade near its 52?week highs — confirms strength but is descriptive rather than causal. Caterpillar (CAT) Stock Moves 1.05%: What You Should Know
• Neutral Sentiment: Speculative upside narratives (e.g., $1,000 target) are circulating as market participants extrapolate AI/data?center demand into CAT’s addressable market — bullish but speculative. Is Caterpillar stock headed for $1,000 after soaring 170% in a year
• Negative Sentiment: Valuation concern: Commentary asks whether investors are “too late” after a sharp rally (strong YTD and 1?year gains), highlighting elevated valuation and higher downside risk if macro or end?market demand softens. Is It Too Late To Consider Caterpillar (CAT) After Its Strong Share Price Rally?

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.