Caterpillar Inc. $CAT Position Decreased by Elo Mutual Pension Insurance Co

Elo Mutual Pension Insurance Co lowered its holdings in Caterpillar Inc. (NYSE:CAT) by 37.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,706 shares of the industrial products company’s stock after selling 14,642 shares during the period. Elo Mutual Pension Insurance Co’s holdings in Caterpillar were worth $11,788,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC lifted its position in shares of 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 acquiring an additional 53 shares during the last quarter. Joseph Group Capital Management acquired a new position in shares of Caterpillar in the 3rd quarter worth $32,000. Kilter Group LLC purchased a new stake in shares of Caterpillar during the second quarter valued at $27,000. Sellwood Investment Partners LLC acquired a new position in shares of Caterpillar in the 3rd quarter valued at $35,000. Finally, RiverPark Advisors LLC purchased a new position in Caterpillar in the 2nd quarter worth about $32,000. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Caterpillar

In related news, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the transaction, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 133,450 shares of company stock valued at $92,530,665 in the last three months. Company insiders own 0.33% of the company’s stock.

Caterpillar Trading Down 1.4%

Caterpillar stock opened at $742.53 on Monday. The business’s 50-day simple moving average is $667.81 and its 200-day simple moving average is $565.67. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The firm has a market capitalization of $345.49 billion, a PE ratio of 39.45, a PEG ratio of 1.76 and a beta of 1.53. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

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

Caterpillar Dividend Announcement

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

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $870, citing continued momentum and demand drivers that support higher valuations for CAT. Wells Fargo Raises Caterpillar (NYSE:CAT) Price Target to $870.00
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, adding to analyst bullishness and reinforcing upside expectations from peers. Daiwa Securities Group Raises Caterpillar (NYSE:CAT) Price Target to $790.00
• Positive Sentiment: Market commentary highlights CAT as a beneficiary of AI-related capex (data center construction) and sustained infrastructure/mining demand — a thematic tailwind supporting long-term revenue and equipment replacement cycles. Does Caterpillar’s AI Power Deal And Record Results Redefine The Bull Case For CAT?
• Positive Sentiment: High-profile investors/commentators (Jim Cramer) and strategists are publicly backing CAT as a “hard asset” play tied to construction and AI-related buildout, bolstering retail/institutional interest. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Research reports forecast solid market expansion in mining trucks, rock drilling and tunneling equipment through 2030, identifying CAT as a key market leader — supportive for long-term demand but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Corporate activity: CAT hosted its Global Technician Finals and is rolling out a redesigned rental management experience; these operational initiatives improve service/aftermarket positioning but are incremental. Caterpillar hosts its Global Technician Finals in Peoria
• Neutral Sentiment: Caterpillar and BST invested in ElevenEs (electrification/technology), a strategic move toward EV/efficiency solutions that supports medium-term product mix shifts. Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s share weakness is partly tied to broader market pressure: the Dow fell with losses in Nvidia and Caterpillar cited among decliners, which knocked CAT lower. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest rose sharply in February (≈61% month-over-month growth to ~10M shares), indicating increased bearish positioning that can amplify near-term downside volatility.

Analyst Ratings Changes

Several research analysts have commented on CAT shares. Jefferies Financial Group raised their target price on shares of Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. Argus raised their target price on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Daiwa Securities Group increased their price objective on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Robert W. Baird set a $805.00 price target on shares of Caterpillar in a report on Friday, January 30th. Finally, Wells Fargo & Company lifted their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $712.52.

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.