Insider Selling: Caterpillar (NYSE:CAT) Insider Sells $6,130,517.90 in Stock

Caterpillar Inc. (NYSE:CAT) insider Anthony Fassino sold 7,891 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider owned 46,643 shares in the company, valued at approximately $36,236,946.70. This trade represents a 14.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Caterpillar Stock Up 1.1%

CAT stock opened at $760.08 on Friday. The stock has a market capitalization of $353.66 billion, a PE ratio of 40.39, a price-to-earnings-growth ratio of 1.78 and a beta of 1.58. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. 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 firm has a 50 day moving average of $646.52 and a 200 day moving average of $549.61.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (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 analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company posted $5.14 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s payout ratio is presently 32.09%.

Wall Street Analyst Weigh In

A number of brokerages recently commented on CAT. DA Davidson upped their target price on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. upped their price objective on shares of Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Truist Financial increased their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Finally, Argus increased their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $702.95.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is reported to be investing in a large LFP battery cell mega‑factory in Subotica — a move that supports its electrification and power‑systems growth strategy and signals longer‑term recurring revenue potential. FT Exclusive: Caterpillar Invests in Mega Battery Factory
• Positive Sentiment: Caterpillar Venture Capital backed ElevenEs’ Series B and construction of a 1 GWh LFP battery cell factory is starting — this supports CAT’s strategy to scale electrification supply‑chain exposure and capture higher‑margin services. Business Wire: ElevenEs Series B
• Positive Sentiment: Caterpillar completed the acquisition of RPMGlobal to expand its mining software and digital services — a strategic bolt‑on that can boost recurring, higher‑margin software revenue and strengthen its mining tech offering. Australian Mining: RPMGlobal Acquisition
• Positive Sentiment: Analysis pieces highlight Caterpillar’s exposure to AI/data‑center infrastructure and electrification demand — a narrative helping the stock’s multiple expand as investors price in new end markets beyond traditional construction and mining. Forbes: Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Caterpillar’s CEO Joe Creed and Group President Rod Shurman will speak at CONEXPO (March 5) — a high‑visibility event where management commentary could influence sentiment but is not an immediate fundamental catalyst. PR Newswire: CONEXPO Fireside Chat
• Neutral Sentiment: Management presented at Barclays’ industrial conference (slides/transcript available) — useful for guidance and strategy detail but not an earnings surprise by itself. Seeking Alpha: Barclays Conference Transcript
• Negative Sentiment: Several insiders have sold stock recently: CAO William Schaupp disclosed a sale (972 shares), which reduces his holding materially and can spook short‑term sentiment. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Rodney M. Shurman sold 1,764 shares (≈55% reduction of his position), another insider reduction that could add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony Fassino sold ~7,891 shares (~$6.1M), a sizable disposition that investors may interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks trimmed Q2 EPS estimates for CAT, suggesting softer near‑term earnings expectations that could cap further multiple expansion until guidance or results improve. American Banking News: Zacks Lowers Q2 EPS Estimates

Hedge Funds Weigh In On Caterpillar

Large investors have recently added to or reduced their stakes in the stock. Advisory Resource Group grew its stake in shares of Caterpillar by 0.8% during the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after acquiring an additional 13 shares during the last quarter. Invst LLC boosted its stake in Caterpillar by 1.9% in the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after purchasing an additional 14 shares in the last quarter. Plancorp LLC grew its position in Caterpillar by 0.5% during the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after purchasing an additional 15 shares during the last quarter. BlueStem Wealth Partners LLC increased its stake in Caterpillar by 1.3% during the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after purchasing an additional 15 shares in the last quarter. Finally, KDT Advisors LLC raised its holdings in shares of Caterpillar by 2.3% in the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after buying an additional 15 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

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.