Global Trust Wealth Management LLC Acquires Shares of 2,958 Caterpillar Inc. $CAT

Global Trust Wealth Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT) during the 4th quarter, HoldingsChannel.com reports. The fund bought 2,958 shares of the industrial products company’s stock, valued at approximately $1,695,000. Caterpillar accounts for about 1.3% of Global Trust Wealth Management LLC’s portfolio, making the stock its 25th biggest position.

Several other hedge funds also recently bought and sold shares of the company. Wellington Management Group LLP increased its position in Caterpillar by 3,949.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares during the last quarter. Bank of New York Mellon Corp increased its position in Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the last quarter. Legal & General Group Plc increased its position in Caterpillar by 2.2% in the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock worth $1,337,007,000 after purchasing an additional 58,993 shares during the last quarter. Amundi increased its position in Caterpillar by 24.3% in the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock worth $1,176,870,000 after purchasing an additional 464,036 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA increased its stake in shares of Caterpillar by 0.3% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,835,924 shares of the industrial products company’s stock worth $1,051,746,000 after purchasing an additional 5,510 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently commented on CAT. Royal Bank Of Canada increased their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Jefferies Financial Group increased their price target on shares of Caterpillar from $825.00 to $900.00 and gave the stock a “buy” rating in a research note on Wednesday, April 15th. Wall Street Zen lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a research note on Monday, February 2nd. Finally, HSBC increased their price objective on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $761.64.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Major analyst upgrades and price?target hikes signal upside: Truist raised its target (buy) citing stronger demand and upside potential, and other firms (Wells Fargo) have lifted targets into the ~$900s — supporting continued buying interest. Caterpillar (NYSE:CAT) Stock Price Expected to Rise, Truist Financial Analyst Says
• Positive Sentiment: AI/data?center power demand is a clear structural growth driver: coverage highlights Caterpillar’s generators and Energy & Transportation segment as critical suppliers of backup power for hyperscale data centers, adding a high?margin recurring demand stream. Is Caterpillar stock headed for $1,000 after soaring 170% in a year
• Positive Sentiment: Strategic tech moves strengthen long?term revenue mix: a newly announced telematics partnership with Geotab improves fleet data/aftermarket services, and the acquisition of a California self?driving tractor startup accelerates automation and potential software/subscription revenue. Caterpillar Partners with Geotab on Full Fleet Telematics Caterpillar acquires Californian self-driving tractor startup
• Neutral Sentiment: Positive media and screens (IBD, Zacks, MarketBeat) are highlighting earnings strength and technical momentum, which can attract momentum traders but may already be priced in. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Some headlines (e.g., Finbold/MarketBeat pieces) speculate on $1,000+ targets based on secular trends; useful for narrative but speculative — treat as bullish thesis rather than consensus. Caterpillar: More Than Just Dirt, The AI Stock Nobody Saw Coming
• Neutral Sentiment: Note: an item about “CAT Strategic Metals” is unrelated to Caterpillar Inc. (different ticker); ignore for CAT investment thesis. CAT Strategic Announces First Tranche Closing and Upsizing of the Offering
• Negative Sentiment: Valuation and macro risks: CAT trades at a rich multiple (P/E elevated vs. historical), has above?market beta and remains cyclical — a global slowdown or capex pullback could quickly reverse sentiment despite tech/AI tailwinds.

Caterpillar Stock Performance

CAT opened at $800.99 on Wednesday. The firm has a market capitalization of $372.69 billion, a P/E ratio of 42.56, a price-to-earnings-growth ratio of 1.87 and a beta of 1.52. The stock’s 50 day moving average price is $737.55 and its two-hundred day moving average price is $640.69. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 12-month low of $287.00 and a 12-month high of $820.20.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the firm posted $5.14 EPS. On average, equities analysts forecast that Caterpillar Inc. will post 22.85 earnings per share for the current year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

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.