Insider Selling: Caterpillar (NYSE:CAT) Insider Sells $1,346,619.96 in Stock

Caterpillar Inc. (NYSE:CAT) insider Rodney Michael Shurman sold 1,764 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the completion of the sale, the insider directly owned 1,440 shares of the company’s stock, valued at approximately $1,099,281.60. This trade represents a 55.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $759.52 on Friday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The business’s 50 day simple moving average is $649.75 and its two-hundred day simple moving average is $551.87. The stock has a market capitalization of $353.40 billion, a P/E ratio of 40.36, a price-to-earnings-growth ratio of 1.80 and a beta of 1.58.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the firm posted $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

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

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat: Caterpillar reported sequential EPS growth and revenue above expectations, snapping five quarters of EPS declines — a near‑term earnings positive that supports upside if margins stabilize. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Positive Sentiment: Bullish outlook: CNBC highlights momentum from 2025 and argues there’s more upside in 2026 based on order strength and secular exposures — a catalyst for positive analyst sentiment and fund flows. This industrial giant is off to the races in 2026 after a strong 2025
• Positive Sentiment: Mining tech M&A: Caterpillar completed the RPMGlobal acquisition to bolster software and data offerings — a strategic move to increase recurring, higher‑margin services revenue over time. Caterpillar acquires RPMGlobal to bolster mining tech solutions
• Positive Sentiment: Battery/capacity push: Caterpillar‑backed investments (ElevenEs Series B & reported mega battery plant plans) expand electrification exposure — long‑term growth potential in mining and power systems. ElevenEs Held 1st Closing of Its Series B Investment Round
• Positive Sentiment: AI/data‑center demand angle: Coverage points to Caterpillar exposure to data‑center power and electrification — a structural demand story that could diversify revenue beyond equipment cycles. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Investor events: Management will appear at CONEXPO and recently presented at Barclays — useful for incremental guidance but not immediate catalysts until management commentary or updates. Caterpillar CEO Joe Creed to Participate in Fireside Chat at CONEXPO
• Neutral Sentiment: Benchmarking: Caterpillar is among the Dow leaders YTD — positive sentiment but not a direct fundamental driver. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Negative Sentiment: Insider selling: Multiple disclosed sales (including CAO William Schaupp and other senior officers) have been reported this week — raising short‑term selling pressure and investor concern about timing. Insider Selling: Caterpillar CAO Sells 972 Shares
• Negative Sentiment: Margin and estimate risks: Reports flag tariffs, rising input costs and margin compression heading into 2026; Zacks has trimmed near‑term EPS estimates — a clear short‑term earnings risk. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Negative Sentiment: Valuation concerns: Coverage on mining tech and battery moves calls attention to a rich CAT valuation vs. the added execution risk of new initiatives — could limit multiple expansion. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns

Institutional Trading of Caterpillar

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Kilter Group LLC bought a new stake in Caterpillar during the second quarter worth about $27,000. Torren Management LLC bought a new stake in shares of Caterpillar in the 4th quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Caterpillar in the 2nd quarter worth approximately $28,000. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares in the last quarter. Finally, Frazier Financial Advisors LLC raised its stake in Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on the company. DA Davidson boosted their price target on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday, January 30th. Morgan Stanley upped their target price on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Citigroup lifted their price target on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Finally, Bank of America upped their price objective on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $702.95.

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.