Level Four Advisory Services LLC Has $6.98 Million Position in Caterpillar Inc. $CAT

28 Nov 2025, 08:48 by Doug Wharley · The Cerbat Gem

Level Four Advisory Services LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 2.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 17,985 shares of the industrial products company’s stock after buying an additional 426 shares during the period. Level Four Advisory Services LLC’s holdings in Caterpillar were worth $6,982,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Mid American Wealth Advisory Group Inc. acquired a new stake in Caterpillar in the second quarter valued at $28,000. Compass Financial Services Inc increased its stake in shares of Caterpillar by 49.2% in the first quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock valued at $31,000 after buying an additional 31 shares during the period. Family Legacy Financial Solutions LLC bought a new position in shares of Caterpillar during the second quarter worth about $32,000. RiverPark Advisors LLC acquired a new position in shares of Caterpillar in the second quarter worth approximately $32,000. Finally, Harbor Asset Planning Inc. bought a new stake in Caterpillar in the second quarter valued at approximately $34,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

CAT has been the subject of several analyst reports. Jefferies Financial Group raised their price target on shares of Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. DA Davidson boosted their target price on shares of Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Citigroup increased their price target on Caterpillar from $570.00 to $670.00 and gave the stock a “buy” rating in a report on Friday, October 31st. Bank of America lifted their price objective on Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Finally, UBS Group upped their target price on Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research report on Tuesday, November 4th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $610.32.

Check Out Our Latest Report on CAT

Insider Buying and Selling at Caterpillar

In other Caterpillar news, Director David Maclennan bought 300 shares of the firm’s stock in a transaction dated Thursday, November 6th. The stock was 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 in the company, valued at approximately $4,520,730.42. The trade was a 3.92% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the completion of the transaction, the insider directly owned 80,209 shares in the company, valued at approximately $45,106,333.24. The trade was a 15.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 86,229 shares of company stock worth $43,323,118 in the last ninety days. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Price Performance

CAT stock opened at $572.56 on Friday. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.81. The company’s 50-day moving average is $528.23 and its 200-day moving average is $441.88. The stock has a market capitalization of $267.95 billion, a PE ratio of 29.39, a price-to-earnings-growth ratio of 3.33 and a beta of 1.51. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $596.21.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings results on Wednesday, October 29th. The industrial products company reported $4.95 earnings per share for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business had revenue of $17.64 billion for the quarter, compared to the consensus estimate of $16.72 billion. During the same period in the prior year, the business earned $5.17 EPS. The firm’s revenue for the quarter was up 9.5% on a year-over-year basis. Equities research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 20th. Investors of record on Monday, October 20th were given a $1.51 dividend. The ex-dividend date of this dividend was Monday, October 20th. This represents a $6.04 annualized dividend and a yield of 1.1%. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

About Caterpillar

(Free Report)

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.