Capital World Investors Buys 2,280 Shares of Caterpillar Inc. $CAT

Capital World Investors boosted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 0.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,588,281 shares of the industrial products company’s stock after acquiring an additional 2,280 shares during the period. Capital World Investors owned 0.98% of Caterpillar worth $2,188,918,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in CAT. Kilter Group LLC purchased a new stake in shares of Caterpillar in the second quarter worth about $27,000. Marquette Asset Management LLC lifted its position in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the last quarter. RiverPark Advisors LLC purchased a new position in shares of Caterpillar in the 2nd quarter worth $32,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar in the 3rd quarter worth about $32,000. Finally, Vermillion & White Wealth Management Group LLC raised its position in shares of Caterpillar by 107.0% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after buying an additional 46 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider directly owned 46,643 shares in the company, valued at approximately $36,236,946.70. The trade was a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 135,950 shares of company stock valued at $94,327,990 over the last 90 days. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT stock opened at $704.10 on Tuesday. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The company has a market capitalization of $327.61 billion, a P/E ratio of 37.41, a P/E/G ratio of 1.61 and a beta of 1.53. The company’s 50-day simple moving average is $683.98 and its two-hundred day simple moving average is $578.41. 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 (NYSE:CAT) last released its quarterly earnings data 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same period last year, the business posted $5.14 EPS. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. As a group, equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

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

Analyst Upgrades and Downgrades

Several research firms recently commented on CAT. Evercore lifted their price target on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research report on Monday, November 17th. CICC Research initiated coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating for the company. Oppenheimer boosted their target price on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday. Wall Street Zen lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Finally, Wolfe Research raised their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $726.00.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Citigroup raised its price target to $785 and kept a “buy” rating, lending credibility to further upside from current levels. Benzinga / MarketScreener – Citigroup adjusts price target
• Positive Sentiment: Two separate outlets reported higher analyst price targets ($817 and $825), signaling continued analyst optimism and potential upside in consensus estimates. Caterpillar (NYSE:CAT) Price Target Raised to $817.00
• Positive Sentiment: Another reported price-target lift to $825 reinforces the analyst momentum behind the stock. Caterpillar (NYSE:CAT) Price Target Raised to $825.00
• Positive Sentiment: Coverage notes Caterpillar as a long-term favorite trading near 52-week highs, reflecting ongoing demand and bullish technical trends that can attract momentum buyers. Zacks – 2 Long Term Favorite Stocks Trading Near 52-Week Highs
• Positive Sentiment: Caterpillar highlighted new heavy electric-drive dozer technology, supporting its transition into electrified equipment and potential new market openings. Product innovation can support premium valuation over time. Electrek – CAT puts century-old tech to work in its newest, heaviest electric drive dozer
• Positive Sentiment: CEO Ogi Redzic discussed AI, data and industrial innovation—an operational narrative that supports margin expansion and aftermarket/service growth if executed. Investors often reward tech-enabled efficiency gains. Forbes – Caterpillar’s Ogi Redzic On AI, Data And Industrial Innovation
• Neutral Sentiment: Analysis pieces are debating valuation after a short-term pullback: some view the drop as a buying opportunity given multi-year returns, others warn of overvaluation — this keeps sentiment mixed near current levels. Yahoo Finance – Assessing Caterpillar’s Valuation After Recent Share Price Weakness
• Neutral Sentiment: Opinion pieces pose the classic “buy the dip or book profits” question; they increase volatility by prompting both profit-taking and dip-buying among different investor cohorts. Forbes – CAT Stock Pullback: Time To Buy The Dip Or Book Profits?
• Negative Sentiment: The CEO reported a personal sale of roughly $1.8M in Caterpillar stock; insider sales can be interpreted negatively by some investors even if they are routine or pre-scheduled. Caterpillar (NYSE:CAT) CEO Sells $1,797,325.00 in Stock

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.