Rare Wolf Capital LLC Takes $691,000 Position in Caterpillar Inc. $CAT

Rare Wolf Capital LLC purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,207 shares of the industrial products company’s stock, valued at approximately $691,000.

Other institutional investors have also added to or reduced their stakes in the company. Torren Management LLC purchased a new stake in shares of Caterpillar in the 4th quarter worth about $27,000. Frazier Financial Advisors LLC lifted its position in Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter worth about $31,000. Rialto Wealth Management LLC grew its holdings in 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 purchasing an additional 18 shares during the period. Finally, Cornerstone Financial Management LLC bought a new position in shares of Caterpillar during the fourth quarter valued at approximately $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 3.3%

CAT stock opened at $987.79 on Friday. Caterpillar Inc. has a 1-year low of $357.73 and a 1-year high of $994.49. The business has a fifty day moving average price of $870.74 and a 200-day moving average price of $738.63. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The stock has a market capitalization of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.89 and a beta of 1.59.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the firm posted $4.25 earnings per share. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. Equities analysts forecast that Caterpillar Inc. will post 24.62 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is 30.06%.

Insider Transactions at Caterpillar

In other news, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the completion of the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were 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 $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 95,773 shares of company stock valued at $87,642,635. Company insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently commented on the company. Citigroup boosted their price target on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Truist Financial set a $1,043.00 price objective on Caterpillar in a research note on Friday, May 1st. Argus increased their target price on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. JPMorgan Chase & Co. lifted their price target on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday. Finally, Rothschild & Co Redburn increased their price objective on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $935.09.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target on Caterpillar to $1,165 from $1,125 and reiterated an overweight rating, reinforcing a bullish analyst outlook for the stock.
• Positive Sentiment: Analysts currently view Caterpillar as a “Moderate Buy,” suggesting Wall Street remains constructive on the company’s earnings and growth prospects.
• Positive Sentiment: Several writeups highlight Caterpillar as a blue-chip name benefiting from strong market momentum, with the stock featured among top industrial and Dow stocks to watch.
• Positive Sentiment: Investor interest is also being supported by Caterpillar’s recent dividend hike, which signals confidence in cash flow and capital returns.
• Positive Sentiment: Commentary around Caterpillar’s growing power generation business and its exposure to AI data-center infrastructure is improving the long-term growth story. Article: Caterpillar (CAT) Is Recasting Its Growth Story With A $63 Billion AI Backlog
• Neutral Sentiment: Some articles are simply repeating recent market strength and record-high Dow leadership, which supports sentiment but does not add new company-specific information.
• Negative Sentiment: One article references a legal/political dispute over the SEC’s Consolidated Audit Trail, but this appears to concern the CAT data system rather than Caterpillar Inc., so it is not a meaningful fundamental driver for the 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.