Caterpillar Inc. $CAT Stock Holdings Increased by Financial Enhancement Group LLC

Posted by Alphonse Anthony on Dec 20th, 2025

Financial Enhancement Group LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 925.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,725 shares of the industrial products company’s stock after buying an additional 6,972 shares during the period. Financial Enhancement Group LLC’s holdings in Caterpillar were worth $3,879,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Aire Advisors LLC boosted its holdings in Caterpillar by 0.3% in the second quarter. Aire Advisors LLC now owns 9,042 shares of the industrial products company’s stock worth $3,510,000 after purchasing an additional 25 shares during the period. Dumont & Blake Investment Advisors LLC lifted its position in shares of Caterpillar by 0.5% in the 2nd quarter. Dumont & Blake Investment Advisors LLC now owns 4,954 shares of the industrial products company’s stock worth $1,923,000 after buying an additional 25 shares during the last quarter. Redwood Wealth Management Group LLC boosted its holdings in shares of Caterpillar by 0.9% in the 2nd quarter. Redwood Wealth Management Group LLC now owns 2,669 shares of the industrial products company’s stock valued at $1,036,000 after buying an additional 25 shares during the period. Tsfg LLC grew its position in shares of Caterpillar by 9.8% during the 2nd quarter. Tsfg LLC now owns 279 shares of the industrial products company’s stock valued at $108,000 after buying an additional 25 shares during the last quarter. Finally, FSB Premier Wealth Management Inc. raised its stake in Caterpillar by 2.1% during the second quarter. FSB Premier Wealth Management Inc. now owns 1,193 shares of the industrial products company’s stock worth $463,000 after acquiring an additional 25 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Price Performance

Shares of NYSE CAT opened at $576.19 on Friday. The firm’s 50-day simple moving average is $562.75 and its 200 day simple moving average is $468.71. The stock has a market cap of $269.65 billion, a P/E ratio of 29.58, a P/E/G ratio of 2.66 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50.

Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings results on Wednesday, October 29th. The industrial products company reported $4.95 EPS for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. The company had revenue of $17.64 billion for the quarter, compared to the consensus estimate of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. Caterpillar’s revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the firm earned $5.17 EPS. Equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid 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 presently 31.01%.

Wall Street Analyst Weigh In

CAT has been the subject of several recent research reports. Argus upped their target price on Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. Evercore ISI upped their price objective on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Morgan Stanley increased their target price on Caterpillar from $380.00 to $395.00 and gave the stock an “underweight” rating in a research report on Wednesday, December 10th. JPMorgan Chase & Co. boosted their price target on shares of Caterpillar from $650.00 to $730.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Finally, Truist Financial reaffirmed a “buy” rating and issued a $729.00 price objective (up previously from $582.00) on shares of Caterpillar in a report on Thursday, October 30th. Three 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 assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $616.00.

View Our Latest Research Report on CAT

Insider Activity at Caterpillar

In related news, Chairman Donald J. Umpleby III sold 17,166 shares of Caterpillar stock in a transaction dated Friday, October 10th. The stock was sold at an average price of $505.29, for a total transaction of $8,673,808.14. Following the transaction, the chairman directly owned 448,173 shares of the company’s stock, valued at $226,457,335.17. The trade was a 3.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $571.44, for a total transaction of $5,714,400.00. Following the completion of the sale, the chief financial officer directly owned 55,460 shares of the company’s stock, valued at $31,692,062.40. The trade was a 15.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 79,061 shares of company stock worth $41,949,366 in the last quarter. Company insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Bernstein raised its price target on CAT to $630 from $557, signaling upgraded earnings/volume expectations and giving investors a higher valuation anchor for the stock. Caterpillar price target raised to $630 from $557 at Bernstein
Positive Sentiment: A Zacks piece highlights Caterpillar as one of three manufacturers benefiting from supply-chain reshoring into 2026, which supports stronger domestic sales, parts demand and shorter lead times — positive for order visibility and margins. 3 Manufacturing Stocks Benefiting From Supply-Chain Shifts Into 2026
Positive Sentiment: Caterpillar will show new motor graders, a dozer and an excavator at ConExpo 2026 — product refreshes can spur replacement cycles and aftermarket revenue, supporting near- to mid-term sales growth. Caterpillar to Reveal New Motor Graders, Dozer, Excavator at ConExpo 2026
Positive Sentiment: A Financial Post article reports a Canadian Caterpillar dealer on a record run amid a construction boom, evidence of strong end-market demand that can lift unit sales and parts/service revenue. Canada’s Building Push Puts Caterpillar Dealer on a Record Run
Neutral Sentiment: A Zacks comparison of CAT vs. KMTUY reiterates CAT’s revenue-revival thesis and infrastructure tailwinds but also reminds investors to weigh valuation and competitive factors — supportive context but not new company-specific news. CAT vs. KMTUY: Which Heavy Equipment Stock is the Better Buy?
Negative Sentiment: Earlier headlines noted Caterpillar shares contributed to a Dow decline, a reminder that broader market volatility can push the stock down even with positive company-specific news. Caterpillar, NVIDIA Corp. share losses lead Dow’s 132-point fall

Caterpillar Company Profile

(Free Report)

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.