Caterpillar (NYSE:CAT) CFO Andrew Bonfield Sells 10,000 Shares

Caterpillar Inc. (NYSE:CAT) CFO Andrew Bonfield sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website.

Caterpillar Price Performance

Shares of CAT traded up $19.07 on Monday, hitting $617.48. The company’s stock had a trading volume of 2,143,244 shares, compared to its average volume of 2,417,660. The company has a 50 day moving average price of $574.03 and a 200 day moving average price of $486.12. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50. The company has a market capitalization of $288.97 billion, a PE ratio of 31.70, a PEG ratio of 2.36 and a beta of 1.57.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. The firm had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.17 earnings per share. On average, research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 1.0%. Caterpillar’s payout ratio is presently 31.01%.

Analyst Ratings Changes

A number of analysts have recently commented on the company. Royal Bank Of Canada assumed coverage on shares of Caterpillar in a research note on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price target for the company. Truist Financial reaffirmed a “buy” rating and set a $729.00 target price (up from $582.00) on shares of Caterpillar in a research report on Thursday, October 30th. Argus upped their price target on Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. DA Davidson raised their price objective on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Finally, Bank of America upped their target price on Caterpillar from $594.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $618.70.

Institutional Trading of Caterpillar

A number of large investors have recently added to or reduced their stakes in CAT. WealthShield Partners LLC grew its stake in Caterpillar by 1.6% in the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after buying an additional 18 shares during the last quarter. one8zero8 LLC boosted its stake in Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after purchasing an additional 19 shares during the period. Finivi Inc. grew its holdings in Caterpillar by 1.5% in the 3rd quarter. Finivi Inc. now owns 1,321 shares of the industrial products company’s stock valued at $630,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. lifted its holdings in shares of Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after buying an additional 20 shares during the last quarter. Finally, Cyr Financial Inc. grew its stake in shares of Caterpillar by 2.5% in the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after acquiring an additional 20 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar will keynote and demo Industrial AI and autonomy at CES 2026 — a visible signal to investors that the company is pushing into AI/data‑center related power and automation markets, supporting growth narratives. Caterpillar to Showcase Next Era in Industrial AI and Autonomy at CES 2026
• Positive Sentiment: Wolfe Research raised its price target on CAT to $670, adding upside to the stock and providing a catalyst for buyers who follow broker targets. Wolfe Research Boosts Caterpillar (NYSE:CAT) Price Target to $670.00
• Positive Sentiment: Coverage pieces list CAT among “wide‑moat” stocks, reinforcing the long‑term investment case based on scale, pricing power and recurring aftermarket/service revenue. (This supports buy‑and‑hold demand from quality‑focused investors.) Top Wide-Moat Stocks to Buy for Steady Long-Term Returns
• Neutral Sentiment: Articles revisiting CAT after its big 2025 run highlight the company’s record backlog (roughly $39.9B) and data‑center driven power demand, which improve revenue visibility but also raise valuation questions. After A 58% Run In 2025, Is Caterpillar Stock Still A Buy In 2026?
• Neutral Sentiment: Meta coverage and analyst blogs note that CAT’s 2025 surge leaves it under more scrutiny in 2026 despite strong orders and revenue growth — useful context but not an immediate price driver. The Zacks Analyst Blog Caterpillar, Komatsu and Terex
• Neutral Sentiment: General market commentary on whether Wall Street’s bullish views justify fresh buys — informative for sentiment but not a direct company development. Is It Worth Investing in Caterpillar (CAT) Based on Wall Street’s Bullish Views?
• Neutral Sentiment: Human‑interest / local content (estate‑sale video about an old Caterpillar loader) is irrelevant to fundamentals. Estate sale discovery: Abandoned Caterpillar 955L track loader in a field – Part 1
• Negative Sentiment: A Seeking Alpha note downgraded CAT to “Hold,” arguing the stock has already captured much of the upside and technicals point to consolidation ahead of Q4 results — a near‑term selling trigger for momentum traders. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Negative Sentiment: An institutional investor (Asset Management One) trimmed a small position in CAT — a minor negative signal but not large enough to indicate broad selling by major holders. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.