Precision Wealth Strategies LLC Sells 1,930 Shares of Caterpillar Inc. $CAT

Precision Wealth Strategies LLC lowered its position in shares of Caterpillar Inc. (NYSE:CAT) by 55.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,520 shares of the industrial products company’s stock after selling 1,930 shares during the period. Precision Wealth Strategies LLC’s holdings in Caterpillar were worth $725,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Valeo Financial Advisors LLC raised its position in Caterpillar by 36,842.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock worth $2,833,836,000 after buying an additional 7,279,991 shares during the last quarter. Norges Bank purchased a new position in shares of Caterpillar during the second quarter valued at approximately $2,165,899,000. Assenagon Asset Management S.A. lifted its position in Caterpillar by 546.6% during the second quarter. Assenagon Asset Management S.A. now owns 843,093 shares of the industrial products company’s stock valued at $327,297,000 after purchasing an additional 712,711 shares during the period. Marshall Wace LLP boosted its holdings in Caterpillar by 425.2% in the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock worth $295,738,000 after purchasing an additional 616,739 shares during the last quarter. Finally, Voya Investment Management LLC grew its position in Caterpillar by 36.9% in the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after purchasing an additional 478,972 shares during the period. Institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Evercore ISI raised their price target on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a report on Monday. HSBC upgraded Caterpillar from a “hold” rating to a “buy” rating and boosted their price target for the company from $405.00 to $660.00 in a research note on Wednesday, November 5th. Jefferies Financial Group boosted their target price on shares of Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, UBS Group boosted their price objective on shares of Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $616.00.

Insider Activity

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total value of $6,034,465.20. Following the sale, the insider directly owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David Maclennan acquired 300 shares of the company’s stock in a transaction on Thursday, November 6th. The shares were bought at an average cost of $568.86 per share, with a total value of $170,658.00. Following the acquisition, the director directly owned 7,947 shares in the company, valued at approximately $4,520,730.42. The trade was a 3.92% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have sold 61,895 shares of company stock valued at $34,007,516. Company insiders own 0.33% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Consensus analyst view is modestly bullish — CAT has a “Moderate Buy” consensus from analysts, which can underpin investor confidence and support buying interest. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: High-profile trader endorsement — Pete Najarian included CAT among his 2026 picks, highlighting it as part of a favored group in the current “most hated” rally; such media attention can boost flows and options activity. Pete Najarian’s 2026 Picks: C, GOOGL, CAT
• Positive Sentiment: Strong long-term track record noted — a Benzinga piece highlighting 10?year returns reminds investors of Caterpillar’s compound performance, which supports buy-and-hold sentiment among long-term shareholders. $100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Momentum may be outpacing fundamentals — an analysis flags that CAT’s 2025 rally is largely technical and that fundamental indicators and demand trends are lagging; this raises the risk of a pullback if upcoming earnings or order trends disappoint. Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag

Caterpillar Stock Down 0.0%

Shares of CAT stock opened at $582.25 on Friday. The company has a market capitalization of $272.48 billion, a price-to-earnings ratio of 29.89, a PEG ratio of 2.74 and a beta of 1.57. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The company’s fifty day moving average price is $567.17 and its 200-day moving average price is $475.16. Caterpillar Inc. has a one year low of $267.30 and a one year high of $627.50.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. The business had revenue of $17.64 billion for the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business’s quarterly revenue was up 9.5% on a year-over-year basis. During the same period last year, the firm earned $5.17 earnings per share. Sell-side analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 31.01%.

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.