Caterpillar Inc. [CAT] gain 5.49% so far this year. What now?


Caterpillar Inc. [NYSE: CAT] price surged by 5.35 percent to reach at $11.08. The company report on December 21, 2021 that Cat Financial Contributes to the National Museum of African American Music to Promote Education, Understanding and Diversity to Youth Throughout the Nashville Area.

Caterpillar Financial Services Corporation (Cat Financial) is announcing a $1 million donation to the National Museum of African American Music (NMAAM) to support and promote the museum’s focus on education and youth outreach in the Nashville area. The newly built museum is a state-of-the-art gallery designed to engage audiences in hands-on experiences that inform and inspire fans and students. NMAAM’s mission is to educate the world, preserve the legacy, and celebrate the central role African Americans play in creating the American soundtrack.

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“This contribution will expose thousands of Nashville youth to the museum,” said Cat Financial President Dave Walton. “Our partnership will foster a greater understanding and appreciation for the influence and impact of African Americans on music and enrich the dialogue between students and the community through unique, culture-driven experiences.”.

A sum of 5177176 shares traded at recent session while its average daily volume was at 3.11M shares. Caterpillar Inc. shares reached a high of $218.92 and dropped to a low of $207.94 until finishing in the latest session at $218.08.

The one-year CAT stock forecast points to a potential upside of 5.02. The average equity rating for CAT stock is currently 2.50, trading closer to a bullish pattern in the stock market.

Guru’s Opinion on Caterpillar Inc. [CAT]:

Based on careful and fact-backed analyses by Wall Street experts, the current consensus on the target price for CAT shares is $229.60 per share. Analysis on target price and performance of stocks is usually carefully studied by market experts, and the current Wall Street consensus on CAT stock is a recommendation set at 2.50. This rating represents a strong Buy recommendation, on the scale from 1 to 5, where 5 would mean strong sell, 4 represents Sell, 3 is Hold, and 2 indicates Buy.

Bernstein have made an estimate for Caterpillar Inc. shares, keeping their opinion on the stock as Outperform, with their previous recommendation back on December 22, 2021. While these analysts kept the previous recommendation, UBS raised their target price from $232 to $235. The new note on the price target was released on October 29, 2021, representing the official price target for Caterpillar Inc. stock. Previously, the target price had yet another raise to $241, while Cowen analysts kept a Outperform rating on CAT stock.

The Average True Range (ATR) for Caterpillar Inc. is set at 4.81, with the Price to Sales ratio for CAT stock in the period of the last 12 months amounting to 2.43. The Price to Book ratio for the last quarter was 7.12. Price to Free Cash Flow for CAT in the course of the last twelve months was 25.56 with Quick ratio for the last quarter at 1.10.

CAT Stock Performance Analysis:

Caterpillar Inc. [CAT] gain into the green zone at the end of the last week, gaining into a positive trend and gaining by 5.55. With this latest performance, CAT shares gained by 10.25% in over the last four-week period, additionally plugging by 1.58% over the last 6 months – not to mention a rise of 18.75% in the past year of trading.

Overbought and oversold stocks can be easily traced with the Relative Strength Index (RSI), where an RSI result of over 70 would be overbought, and any rate below 30 would indicate oversold conditions. An RSI rate of 50 would represent a neutral market momentum. The current RSI for CAT stock in for the last two-week period is set at 69.46, with the RSI for the last a single of trading hit 77.37, and the three-weeks RSI is set at 64.24 for Caterpillar Inc. [CAT]. The present Moving Average for the last 50 days of trading for this stock 203.56, while it was recorded at 209.05 for the last single week of trading, and 213.90 for the last 200 days.

Insight into Caterpillar Inc. Fundamentals:

Operating Margin for any stock indicates how profitable investing would be, and Caterpillar Inc. [CAT] shares currently have an operating margin of +11.93 and a Gross Margin at +27.39. Caterpillar Inc.’s Net Margin is presently recorded at +7.18.

Return on Total Capital for CAT is now 9.39, given the latest momentum, and Return on Invested Capital for the company is 7.21. Return on Equity for this stock inclined to 20.04, with Return on Assets sitting at 3.82. When it comes to the capital structure of this company, Caterpillar Inc. [CAT] has a Total Debt to Total Equity ratio set at 246.45. Additionally, CAT Total Debt to Total Capital is recorded at 71.14, with Total Debt to Total Assets ending up at 48.24. Long-Term Debt to Equity for the company is recorded at 172.57, with the Long-Term Debt to Total Capital now at 49.81.

Reflecting on the efficiency of the workforce at the company, Caterpillar Inc. [CAT] managed to generate an average of $30,812 per employee. Receivables Turnover for the company is 2.41 with a Total Asset Turnover recorded at a value of 0.53.Caterpillar Inc.’s liquidity data is similarly interesting compelling, with a Quick Ratio of 1.10 and a Current Ratio set at 1.60.


The progress of the company may be observed through the prism of EPS growth rate, while Wall Street analysts are focusing on predicting the 5-year EPS growth rate for CAT. When it comes to the mentioned value, analysts are expecting to see the 5-year EPS growth rate for Caterpillar Inc. go to 32.24%.

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Caterpillar Inc. [CAT] Insider Position Details

There are presently around $76,133 million, or 69.50% of CAT stock, in the hands of institutional investors. The top three institutional holders of CAT stocks are: VANGUARD GROUP INC with ownership of 47,854,764, which is approximately 0.885% of the company’s market cap and around 0.19% of the total institutional ownership; STATE STREET CORP, holding 40,777,593 shares of the stock with an approximate value of $8.44 billion in CAT stocks shares; and BLACKROCK INC., currently with $7.81 billion in CAT stock with ownership of nearly 2.274% of the company’s market capitalization.

Positions in Caterpillar Inc. stocks held by institutional investors increased at the end of January and at the time of the January reporting period, where 918 institutional holders increased their position in Caterpillar Inc. [NYSE:CAT] by around 16,854,423 shares. Additionally, 851 investors decreased positions by around 24,084,366 shares, while 319 investors held positions by with 326,855,659 shares. The mentioned changes placed institutional holdings at 367,794,448 shares, according to the latest SEC report filing. CAT stock had 95 new institutional investments in for a total of 1,170,467 shares, while 152 institutional investors sold positions of 2,301,166 shares during the same period.