U S Global Investors Inc. Acquires New Stake in Caterpillar Inc. $CAT

U S Global Investors Inc. purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 1,000 shares of the industrial products company’s stock, valued at approximately $573,000.

Other large investors have also bought and sold shares of the company. Wellington Management Group LLP raised its position in Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after acquiring an additional 5,098,964 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in Caterpillar by 20.7% during the third 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 buying an additional 609,023 shares in the last quarter. Amundi grew its holdings in shares of 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 acquiring an additional 464,036 shares during the last quarter. Finally, Alphinity Investment Management Pty Ltd purchased a new stake in shares of Caterpillar during the fourth quarter valued at $252,204,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of CAT stock opened at $835.53 on Friday. The stock has a 50 day moving average of $739.78 and a two-hundred day moving average of $643.21. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The company has a market capitalization of $388.76 billion, a P/E ratio of 44.40, a P/E/G ratio of 1.90 and a beta of 1.52. Caterpillar Inc. has a 12 month low of $297.07 and a 12 month high of $845.27.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter last year, the company earned $5.14 earnings per share. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. As a group, equities analysts expect that Caterpillar Inc. will post 22.88 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be issued a dividend of $1.51 per share. The ex-dividend date of this dividend 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 32.09%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on CAT. Williams Trading set a $825.00 price target on Caterpillar in a research note on Tuesday, March 10th. Wells Fargo & Company boosted their price target on shares of Caterpillar from $870.00 to $960.00 and gave the company an “overweight” rating in a report on Tuesday. Robert W. Baird lifted their price objective on shares of Caterpillar from $805.00 to $940.00 and gave the stock an “outperform” rating in a research report on Wednesday. CICC Research initiated coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Finally, Rothschild & Co Redburn increased their price objective on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $767.77.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target to $940 from $805 and kept an outperform rating, providing a visible catalyst for buying and supporting a re?rating of the shares. Caterpillar (NYSE:CAT) Stock Price Up 3.3% Following Analyst Upgrade
• Positive Sentiment: Analysts and data outlets are highlighting Caterpillar’s strong fundamentals and the setup for another potential earnings beat, citing favorable expectations and recent revenue/EPS strength that underpin investor confidence. Caterpillar (CAT) Earnings Expected to Grow: Should You Buy?
• Positive Sentiment: Coverage is emerging on a structural growth story — Caterpillar’s moves into automation and data?center power solutions position it as a beneficiary of AI/data?center investment, a narrative that can expand multiple and demand. More Than Just Dirt: Caterpillar Is the AI Stock Nobody Saw Coming
• Positive Sentiment: Caterpillar has reiterated shareholder?friendly actions — a confirmed dividend and management messaging around value following a leadership change — which supports income?oriented and conviction buyers. Caterpillar Inc. (CAT) Asserts Commitment to Shareholder Value Amid Management Change
• Neutral Sentiment: Caterpillar named a longtime executive as CFO in an industry roundup; the change appears orderly and was framed as continuity rather than disruption. Industry Roundup: Caterpillar Names Longtime Executive as New CFO
• Neutral Sentiment: Recent intraday and short?term price moves have shown continued appetite but also volatility as the market digests upgrades and cautionary takes. Caterpillar (CAT) Stock Moves 1.05%: What You Should Know
• Negative Sentiment: Morgan Stanley kept an Underweight rating and a $430 target (up from $425), explicitly flagging macro risks to equipment demand — its target sits far below the current market price, a cautionary signal for more risk?averse investors. Morgan Stanley Ups Caterpillar (CAT) Target to $430, Flags Macro Risks to Earnings
• Negative Sentiment: Opinion pieces warn the stock’s recent rally may have left it stretched and list reasons to avoid CAT, highlighting valuation and the potential for mean reversion after a big run. 3 Reasons to Avoid CAT and 1 Stock to Buy Instead
• Negative Sentiment: Analyses asking “Is it too late?” stress that the stock’s strong multi?month gains increase risk for late entrants and make forward returns more dependent on execution and macro stability. Is It Too Late To Consider Caterpillar (CAT) After Its Strong Share Price Rally?

Insiders Place Their Bets

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares of the company’s stock, valued at $629,700.80. This trade represents a 54.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 125,950 shares of company stock worth $88,577,390 in the last quarter. 0.33% of the stock is 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.