Windsor Capital Management LLC Sells 109 Shares of Caterpillar Inc. (NYSE:CAT)

Windsor Capital Management LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 4.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,345 shares of the industrial products company’s stock after selling 109 shares during the period. Windsor Capital Management LLC’s holdings in Caterpillar were worth $851,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of CAT. Geode Capital Management LLC boosted its stake in shares of Caterpillar by 0.7% in the 3rd quarter. Geode Capital Management LLC now owns 10,213,455 shares of the industrial products company’s stock valued at $3,987,206,000 after purchasing an additional 67,148 shares during the last quarter. Fisher Asset Management LLC grew its holdings in Caterpillar by 2.3% during the 3rd quarter. Fisher Asset Management LLC now owns 8,952,632 shares of the industrial products company’s stock worth $3,501,554,000 after acquiring an additional 205,012 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Caterpillar by 1.8% in the 3rd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,627,513 shares of the industrial products company’s stock worth $1,418,793,000 after acquiring an additional 64,452 shares in the last quarter. Charles Schwab Investment Management Inc. boosted its position in shares of Caterpillar by 0.3% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 3,227,378 shares of the industrial products company’s stock valued at $1,262,290,000 after purchasing an additional 8,088 shares in the last quarter. Finally, International Assets Investment Management LLC increased its holdings in Caterpillar by 39,534.0% in the third quarter. International Assets Investment Management LLC now owns 2,136,667 shares of the industrial products company’s stock worth $8,356,930,000 after purchasing an additional 2,131,276 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other news, Director Gerald Johnson purchased 100 shares of the company’s stock in a transaction dated Wednesday, December 4th. The shares were purchased at an average price of $398.57 per share, with a total value of $39,857.00. Following the transaction, the director now directly owns 2,953 shares of the company’s stock, valued at approximately $1,176,977.21. This represents a 3.51 % increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 6,279 shares of Caterpillar stock in a transaction dated Friday, November 29th. The stock was sold at an average price of $408.59, for a total value of $2,565,536.61. Following the completion of the sale, the insider now directly owns 33,565 shares of the company’s stock, valued at approximately $13,714,323.35. This trade represents a 15.76 % decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 0.29% of the company’s stock.

Caterpillar Price Performance

Caterpillar stock opened at $363.84 on Friday. The company has a quick ratio of 0.89, a current ratio of 1.42 and a debt-to-equity ratio of 1.40. The stock has a market cap of $175.66 billion, a P/E ratio of 16.49, a P/E/G ratio of 1.95 and a beta of 1.12. The company’s 50 day moving average price is $377.44 and its two-hundred day moving average price is $371.18. Caterpillar Inc. has a 52 week low of $307.05 and a 52 week high of $418.50.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 30th. The industrial products company reported $5.14 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.97 by $0.17. Caterpillar had a return on equity of 58.18% and a net margin of 16.65%. On average, equities analysts predict that Caterpillar Inc. will post 21.45 earnings per share for the current year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 20th. Shareholders of record on Tuesday, January 21st will be given a $1.41 dividend. This represents a $5.64 annualized dividend and a yield of 1.55%. The ex-dividend date of this dividend is Tuesday, January 21st. Caterpillar’s dividend payout ratio is 25.56%.

Analysts Set New Price Targets

A number of research firms recently issued reports on CAT. Truist Financial dropped their target price on shares of Caterpillar from $455.00 to $438.00 and set a “buy” rating on the stock in a research report on Monday, February 3rd. Morgan Stanley decreased their target price on Caterpillar from $330.00 to $300.00 and set an “underweight” rating for the company in a research report on Friday, January 31st. Citigroup increased their price target on Caterpillar from $420.00 to $430.00 and gave the stock a “buy” rating in a report on Friday, January 31st. Bank of America decreased their price objective on Caterpillar from $452.00 to $414.00 and set a “buy” rating for the company in a report on Friday, January 31st. Finally, Jefferies Financial Group lifted their price target on shares of Caterpillar from $455.00 to $475.00 and gave the company a “buy” rating in a research report on Friday, December 6th. Two investment analysts have rated the stock with a sell rating, nine have issued a hold rating and seven have assigned a buy rating to the company. According to MarketBeat.com, Caterpillar has a consensus rating of “Hold” and a consensus target price of $383.13.

Caterpillar Company Profile

Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.