CAT Ticker Curator

Jim Cramer spotlighted Caterpillar (CAT)—up 0.46%—among top gainers in his review of 22 stocks post-Iran ceasefire rally. He urged focusing on such performers as buys when markets calm.

• U.S. Capital Wealth Advisors LLC grew its CAT position by 21.6% in Q4 to 15,414 shares worth $8.83M.
• Q4 results crushed estimates: EPS $5.16 (vs....

Mixed 13F signals for CAT despite 70.98% institutional ownership:

• Robbins Farley cut Q4 stake 19.1% to 11,747 shares ($6.73M), still 3.1% of...

Market Trends

• Investor Shift from UPS: Investors are shifting from UPS to Applied Materials and Caterpillar amid 2026 market trends driven by...

Investors rotate from UPS, hit by union wage costs and client loss, to CAT with robust sales from data center generators and large engine backlog.

Jim Cramer reveals hedge funds are buying Caterpillar's power products, boosting the Power & Energy unit to $9.4B revenue (+23%).

Key tailwinds:
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Key challenges for incoming CFO Kyle Epley (effective May 1):

• Cat Financial trap: 61% profit drop despite 7% revenue growth, signaling margin...

Key Q4 13F updates signal institutional confidence in CAT:

• Apollon Financial LLC increased holdings by 199.8%, adding 3,155 shares to own 4,734...

Stock Breakout and Analyst Views

• 🔥 Breakout Amid Market Slump: Caterpillar stock rose 0.5% on Friday, surpassing a buy point of 789.81, while...

CAT's technical breakout shines amid market slump:

• Stock rose 0.5% Friday, surpassing 789.81 buy point after 2% Thu gain and 10% weekly rise.
• AI...

• Bonfield retires Oct 1, 2026, after 8 years of record financial performance and strong shareholder returns.
• Veteran Kyle Epley appointed CFO May 1...

Seamless leadership handoff at Caterpillar amid Bonfield's strong tenure:

• Andrew Bonfield retires Oct 1, 2026 after 8 years of record financial...

• Strong endorsement: Cramer deems CAT "one of the most viable stocks," poised for gigantic gains if the Iran war ends.
• Resilient outlook: Unfazed...

CAT's AI exposure spans power and ops:

• Data Center Surge: P&E revenues hit $9.4B (+23% YoY) in Q4 2025 from gensets/turbines; $51B backlog (62%...

Zacks' bullish long-term call on CAT leverages its proprietary tools:

• Added to Focus List in 2017 at $94.14; now $787.07 (+736%)
• #2 Buy rank with...

Rock-solid coverage powers Caterpillar's 32-year dividend growth streak as a Dividend Aristocrat.

• Conservative payouts: 26.8% FCF ratio ($2.7B div...

Leadership continuity as Kyle Epley succeeds retiring CFO Andrew Bonfield in planned transition.

• Peak performance: Record quarterly/full-year...

• Massive reduction: BOCHK Asset Management slashed its Caterpillar holdings by 81% in Q4, selling 3,240 shares to leave 760 worth $435K.
• Broader...

CFO Transition

• 🔥 Kyle Epley Named Next CFO: Caterpillar named long-serving insider Kyle Epley as next CFO effective May 1, succeeding retiring...

Key CAT leadership change: Long-serving Kyle Epley succeeds retiring Andrew Bonfield, linked to record performance.

• Momentum strong: Shares at...