Mission Wealth Management LP Has $5.47 Million Stake in Caterpillar Inc. $CAT

Mission Wealth Management LP decreased its stake in Caterpillar Inc. (NYSE:CAT) by 7.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,551 shares of the industrial products company’s stock after selling 746 shares during the quarter. Mission Wealth Management LP’s holdings in Caterpillar were worth $5,471,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the stock. High Note Wealth LLC lifted its stake in Caterpillar by 21.3% in the fourth quarter. High Note Wealth LLC now owns 199 shares of the industrial products company’s stock valued at $114,000 after buying an additional 35 shares during the period. Requisite Capital Management LLC acquired a new position in Caterpillar in the fourth quarter valued at about $507,000. RiverFront Investment Group LLC lifted its stake in Caterpillar by 21.1% in the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock valued at $5,107,000 after buying an additional 1,552 shares during the period. Sapient Capital LLC lifted its stake in Caterpillar by 1.8% in the fourth quarter. Sapient Capital LLC now owns 12,387 shares of the industrial products company’s stock valued at $7,152,000 after buying an additional 214 shares during the period. Finally, North Dakota State Investment Board acquired a new position in Caterpillar in the fourth quarter valued at about $9,094,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 0.1%

Shares of Caterpillar stock opened at $888.90 on Monday. 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 company has a market capitalization of $409.42 billion, a P/E ratio of 44.25, a price-to-earnings-growth ratio of 1.77 and a beta of 1.63. Caterpillar Inc. has a 1 year low of $336.24 and a 1 year high of $931.35. The business has a 50-day moving average of $775.21 and a two-hundred day moving average of $681.13.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s quarterly revenue was up 22.2% on a year-over-year basis. During the same period last year, the company earned $4.25 earnings per share. As a group, equities analysts predict that Caterpillar Inc. will post 24.48 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be issued a dividend of $1.51 per share. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Rothschild & Co Redburn lifted its price target on Caterpillar to $950 from $700, signaling continued upside potential despite keeping a neutral rating. Rothschild & Co Redburn adjusts price target on Caterpillar to $950 from $700, maintains neutral rating
• Positive Sentiment: Commentary from Jim Cramer called Caterpillar “a buy,” citing oil and gas exposure, infrastructure spending, and AI data-center power demand as potential tailwinds. Jim Cramer Says Caterpillar Is a Buy
• Positive Sentiment: Caterpillar said it is hiring 600 workers at its Sanford, North Carolina plant to support compact track loader production, suggesting strong demand and added manufacturing activity. Caterpillar hiring 600 jobs at Sanford plant
• Positive Sentiment: Industry research on Saudi Arabia’s construction equipment market pointed to Caterpillar as a key player in a market expected to grow steadily through 2030, supported by large infrastructure projects. Saudi Arabia Construction Equipment Industry Research 2026-2031 Featuring Caterpillar

Wall Street Analyst Weigh In

CAT has been the topic of several analyst reports. Daiwa Securities Group increased their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Sanford C. Bernstein increased their price target on Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. UBS Group restated a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Wolfe Research increased their price target on Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating for the company. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $923.14.

Insider Buying and Selling at Caterpillar

In related news, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the transaction, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 103,287 shares of company stock valued at $93,259,774 in the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

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.