Sowell Financial Services LLC Grows Stock Holdings in Caterpillar Inc. $CAT

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Sowell Financial Services LLC significantly increased its stake in Caterpillar Inc. (NYSE:CAT) by 55.8% in Q4, now holding 18,619 shares valued at $10.67 million. This move is part of broader institutional interest in Caterpillar, which saw strong Q4 earnings, boosting analyst target prices and maintaining a “Moderate Buy” consensus. However, the company faces potential headwinds from recent insider stock sales totaling $88.6 million and a U.S. review of heavy-equipment imports from Mexico.

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