Canada Post Corp Registered Pension Plan Buys 15,785 Shares of Caterpillar Inc. $CAT

Canada Post Corp Registered Pension Plan raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 138.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 27,216 shares of the industrial products company’s stock after acquiring an additional 15,785 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in Caterpillar were worth $12,835,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in CAT. Fisher Asset Management LLC raised its holdings in Caterpillar by 2.3% in the second quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after purchasing an additional 208,196 shares in the last quarter. Norges Bank bought a new position in shares of Caterpillar in the 2nd quarter worth about $2,165,899,000. Bank of New York Mellon Corp lifted its position in Caterpillar by 20.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after acquiring an additional 609,023 shares during the period. Charles Schwab Investment Management Inc. boosted its stake in Caterpillar by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after acquiring an additional 33,467 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in Caterpillar by 4.5% in the second quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after purchasing an additional 140,784 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the transaction, the insider directly owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the transaction, the insider owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 120,747 shares of company stock worth $78,324,008. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 7.1%

Shares of Caterpillar stock opened at $726.38 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $727.40. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The company’s 50 day moving average is $617.15 and its 200 day moving average is $528.99. The company has a market cap of $339.93 billion, a price-to-earnings ratio of 38.60, a price-to-earnings-growth ratio of 1.61 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm’s revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $5.14 EPS. Research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on CAT shares. Wolfe Research lifted their target price on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Morgan Stanley boosted their target price on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday. Truist Financial raised their price target on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a report on Monday, February 2nd. William Blair set a $735.00 price target on Caterpillar in a research report on Friday, January 30th. Finally, Royal Bank Of Canada increased their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $690.90.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Caterpillar Company Profile

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.