WINTON GROUP Ltd Takes $12.70 Million Position in Caterpillar Inc. $CAT

WINTON GROUP Ltd purchased a new position in shares of 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 firm purchased 26,613 shares of the industrial products company’s stock, valued at approximately $12,698,000.

Several other institutional investors have also recently added to or reduced their stakes in CAT. Norges Bank acquired a new stake in shares of Caterpillar in the 2nd quarter worth $2,165,899,000. Illinois Municipal Retirement Fund increased its stake in shares of Caterpillar by 7.3% during 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 during the period. Groupe la Francaise raised its holdings in 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 purchasing an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA lifted its position in 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 purchasing an additional 28,773 shares during the period. Finally, Caprock Group LLC acquired a new stake in Caterpillar in the third quarter valued at about $8,893,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Performance

CAT opened at $681.31 on Monday. The stock has a market cap of $317.01 billion, a P/E ratio of 36.20, a P/E/G ratio of 1.61 and a beta of 1.53. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock’s 50 day simple moving average is $681.47 and its 200 day simple moving average is $576.40. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue was up 17.9% on a year-over-year basis. During the same period in the previous year, the firm posted $5.14 earnings per share. As a group, equities analysts anticipate 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 paid 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 of this dividend was Tuesday, January 20th. Caterpillar’s payout ratio is 32.09%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised price targets, signaling upside vs. the market: separate lifts to $817 and $825 increase the consensus upside narrative and support buy/outperform views. Price Target Raised to $817.00 Price Target Raised to $825.00
• Positive Sentiment: Company is pitching AI/autonomy and digital fleet tools at CONEXPO‑CON/AGG 2026 — a strategic push that markets view as positioning CAT as an industrial AI/autonomy play and a driver of higher‑margin services. Caterpillar Showcases AI Jobsite Tech
• Positive Sentiment: Product innovation: CAT introduced a heavy electric‑drive dozer using legacy mechanical/elec concepts — supports sustainability and mining/construction electrification demand. CAT electric drive dozer
• Positive Sentiment: Investor pieces highlighting long‑term demand (infrastructure, data‑center/power needs) and CAT’s AI/power exposure boost conviction among buy‑side readers. 3 Reasons to Buy Caterpillar Stock in 2026 Is This Industrial Giant an AI Play?
• Neutral Sentiment: Zacks / market‑edge coverage included CAT in a highlights piece — helpful for visibility but limited near‑term price impact on its own. Zacks Market Edge Highlights
• Neutral Sentiment: Viral PR (AI pickup image → real concept) is brand‑enhancing and free publicity but has minimal direct revenue effect. Caterpillar built a real pickup truck
• Negative Sentiment: Insider selling: CEO Joseph Creed sold 2,500 shares (≈$1.8M) — the disclosure triggered headlines and investor caution even if management says selling is routine. CEO Sells $1,797,325.00 in Stock
• Negative Sentiment: Immediate market reaction and profit‑taking: outlets linked the insider sale and elevated valuation to intraday selling (stock trading down), amplifying short‑term downside despite positive fundamentals. Trading Down Following Insider Selling

Wall Street Analyst Weigh In

CAT has been the topic of several recent analyst reports. Sanford C. Bernstein reiterated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Rothschild & Co Redburn lifted their price target on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. CICC Research assumed coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Royal Bank Of Canada raised their target price on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Finally, Evercore boosted their target price on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. 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. Based on data from MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $724.81.

Insiders Place Their Bets

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the company’s 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 sale, the insider owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is owned by company insiders.

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.