Jones Kertz & Associates added 11,699 Caterpillar shares (~$6.7 million) in Q4, elevating CAT to the 8th-largest holding at 3.4% of assets; broader institutions increased CAT stakes, and analysts favor Buy/Hold with an average target of $757.55.Abstract: Jones Kertz & Associates acquired 11,699 Caterpillar shares for about $6.7 million in the fourth quarter, elevating CAT to the firm’s eighth-largest holding at 3.4% of assets. The move coincides with broader institutional buying and a generally favorable analyst stance, with Buy or Hold ratings and an average price target of $757.55.

NodeGuardian

2026-04-21 12:57:08

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Jones Kertz & Associates Inc. recently acquired a new position in Caterpillar Inc. (NYSE:CAT), purchasing 11,699 shares valued at approximately $6.70 million during the fourth quarter. This acquisition makes Caterpillar the 8th largest holding in Jones Kertz & Associates Inc.'s portfolio, representing 3.4% of their total investments. Other institutional investors have also significantly increased their holdings in Caterpillar, and analysts have issued mostly “Buy” or “Hold” ratings with an average target price of $757.55.

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Jones Kertz & Associates Inc. Invests $6.70 Million in Caterpillar Inc. $CAT

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