Sunpointe LLC Has $734,000 Stock Position in Caterpillar Inc. $CAT

Sunpointe LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT) by 67.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,538 shares of the industrial products company’s stock after selling 3,248 shares during the period. Sunpointe LLC’s holdings in Caterpillar were worth $734,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. LOM Asset Management Ltd raised its position in Caterpillar by 3.1% during the third quarter. LOM Asset Management Ltd now owns 5,452 shares of the industrial products company’s stock worth $2,601,000 after acquiring an additional 166 shares in the last quarter. Integrity Advisory Solutions LLC acquired a new position in shares of Caterpillar during the 3rd quarter worth about $213,000. Perennial Investment Advisors LLC raised its holdings in shares of Caterpillar by 1.2% in the 3rd quarter. Perennial Investment Advisors LLC now owns 1,719 shares of the industrial products company’s stock valued at $821,000 after purchasing an additional 20 shares during the period. Orion Porfolio Solutions LLC lifted its stake in Caterpillar by 19.3% in the 3rd quarter. Orion Porfolio Solutions LLC now owns 36,303 shares of the industrial products company’s stock valued at $17,322,000 after purchasing an additional 5,874 shares during the last quarter. Finally, Advisory Alpha LLC lifted its stake in shares of Caterpillar by 3.7% during the 3rd quarter. Advisory Alpha LLC now owns 5,471 shares of the industrial products company’s stock worth $2,686,000 after buying an additional 196 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. Royal Bank Of Canada increased their price target on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Morgan Stanley lifted their price target on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Wall Street Zen cut Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Argus upped their target price on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Bank of America lifted their price target on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. 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 company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $717.05.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and reiterated an Overweight rating, signaling strong analyst conviction and a sizable upside versus recent levels. JPMorgan Adjusts Price Target on Caterpillar
• Positive Sentiment: An analyst upgrade drove short-term buying earlier this week, lifting the shares before the broader pullback — evidence that upgrades can offset some selling pressure. Caterpillar Stock Price Up After Analyst Upgrade
• Positive Sentiment: Sector/technology thesis: a Seeking Alpha piece highlights a potential underappreciated tailwind from AI-related on-site power needs where Caterpillar’s power systems could benefit — a thematic growth angle beyond construction cyclicality. Caterpillar: Everyone Is Betting On AI Bottlenecks
• Neutral Sentiment: Product/branding news: Caterpillar unveiled heavy-duty pickup/truck concepts (and a PR story showing an AI-generated mockup first), which support brand and marketing momentum but are unlikely to materially move near-term earnings. Caterpillar’s New Heavy-Duty Truck Concept
• Neutral Sentiment: Workforce initiatives: Caterpillar is promoting technician/operator challenges and training programs—positive for long-term service capability and dealer strength but not an immediate earnings driver. Caterpillar Elevates Skilled Trades
• Negative Sentiment: Investors punished the stock amid concerns about an “extreme” valuation and premium multiples; several analysis pieces flagged that CAT trades at a rich valuation relative to cyclicality, pressuring the share price. Caterpillar: High-Quality Cyclical Company With An Extreme Valuation
• Negative Sentiment: Market action: Caterpillar’s decline was a major contributor to a sharp Dow drop, reflecting outsized intraday selling and amplifying downside momentum. Dow Falls on Losses in Shares of Caterpillar
• Negative Sentiment: Zacks and other outlets flagged risks from tariffs, premium valuation and macro sensitivity despite recent record revenue — reinforcing caution among some investors. Caterpillar Trades at Premium Valuation

Caterpillar Stock Performance

NYSE CAT opened at $706.40 on Friday. The firm’s fifty day moving average price is $679.50 and its two-hundred day moving average price is $572.33. The stock has a market cap of $328.68 billion, a PE ratio of 37.53, a PEG ratio of 1.73 and a beta of 1.54. 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 Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81.

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 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%.Caterpillar’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the business posted $5.14 EPS. On average, equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s payout ratio is 32.09%.

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were 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. This trade represents a 20.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the sale, the insider directly owned 1,443 shares in the company, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 133,450 shares of company stock valued at $92,530,665 over the last three months. Insiders own 0.33% of the company’s stock.

Caterpillar 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.