7,033 Shares in Caterpillar Inc. $CAT Acquired by Marvin & Palmer Associates Inc.

Marvin & Palmer Associates Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 7,033 shares of the industrial products company’s stock, valued at approximately $3,356,000. Caterpillar accounts for approximately 2.9% of Marvin & Palmer Associates Inc.’s investment portfolio, making the stock its 14th biggest holding.

A number of other large investors also recently added to or reduced their stakes in CAT. Norges Bank purchased a new stake in Caterpillar during the 2nd quarter worth approximately $2,165,899,000. Illinois Municipal Retirement Fund grew its stake in shares of Caterpillar by 7.3% in the third quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after acquiring an additional 1,181 shares in the last quarter. Groupe la Francaise increased its position in shares of Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after acquiring an additional 12,278 shares during the period. Union Bancaire Privee UBP SA raised its stake in shares of Caterpillar by 155.9% in the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after acquiring an additional 28,773 shares in the last quarter. Finally, Caprock Group LLC purchased a new position in Caterpillar in the third quarter valued at $8,893,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Stock Performance

Shares of CAT opened at $681.31 on Friday. The company has a market capitalization of $317.01 billion, a price-to-earnings ratio of 36.20, a price-to-earnings-growth ratio of 1.61 and a beta of 1.54. 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 stock has a 50 day moving average price of $681.47 and a 200 day moving average price of $575.30.

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, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter last year, the company earned $5.14 earnings per share. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. Research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were given a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s payout ratio is 32.09%.

Analyst Ratings Changes

Several equities research analysts have weighed in on CAT shares. Royal Bank Of Canada upped their price target on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Citigroup upped their target price on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Wells Fargo & Company increased their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research report on Wednesday, February 25th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $724.81.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Insider Buying and Selling

In related news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. This represents a 6.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 135,950 shares of company stock valued at $94,327,990 over the last ninety days. Company insiders own 0.33% of the company’s stock.

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.