Delta Financial Advisors LLC Grows Stock Position in Caterpillar Inc. $CAT

Delta Financial Advisors LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 276.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 2,306 shares of the industrial products company’s stock after purchasing an additional 1,693 shares during the period. Delta Financial Advisors LLC’s holdings in Caterpillar were worth $1,100,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Kilter Group LLC acquired a new stake in Caterpillar in the 2nd quarter valued at $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Caterpillar in the second quarter valued at approximately $28,000. Marquette Asset Management LLC raised its holdings in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 53 shares during the period. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $32,000. Finally, Joseph Group Capital Management acquired a new stake in Caterpillar during the third quarter worth $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

CAT has been the subject of a number of research analyst reports. HSBC upgraded Caterpillar from a “hold” rating to a “buy” rating and raised their target price for the company from $405.00 to $660.00 in a report on Wednesday, November 5th. Truist Financial restated a “buy” rating and set a $729.00 target price (up previously from $582.00) on shares of Caterpillar in a research note on Thursday, October 30th. Wells Fargo & Company boosted their target price on Caterpillar from $675.00 to $702.00 and gave the company an “overweight” rating in a report on Friday. Robert W. Baird increased their target price on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Finally, Hsbc Global Res raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $637.70.

Insider Activity at Caterpillar

In related news, Director David Maclennan bought 300 shares of the business’s stock in a transaction dated 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 completion of the transaction, the director directly owned 7,947 shares of the company’s stock, valued at approximately $4,520,730.42. This trade represents a 3.92% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the sale, the chief financial officer owned 45,460 shares in the company, valued at $26,142,227.60. This represents a 18.03% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is owned by corporate insiders.

Caterpillar Price Performance

CAT opened at $626.71 on Friday. The firm has a market cap of $293.29 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 2.50 and a beta of 1.57. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The company has a fifty day simple moving average of $594.45 and a 200 day simple moving average of $510.56. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $655.78.

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

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors 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 payout ratio is presently 31.01%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

Caterpillar 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.