Caterpillar Inc. $CAT Holdings Decreased by Jacobs & Co. CA

Jacobs & Co. CA reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 6.5% in the 4th quarter, Holdings Channel reports. The fund owned 35,351 shares of the industrial products company’s stock after selling 2,439 shares during the period. Caterpillar makes up about 1.9% of Jacobs & Co. CA’s portfolio, making the stock its 12th biggest position. Jacobs & Co. CA’s holdings in Caterpillar were worth $20,251,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new position in Caterpillar in the 2nd quarter worth about $2,165,899,000. Illinois Municipal Retirement Fund lifted its holdings in shares of Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock valued at $8,237,000 after buying an additional 1,181 shares during the last quarter. Groupe la Francaise grew its stake in shares of Caterpillar by 82.0% in the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after buying an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA increased its holdings 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 worth $21,014,000 after buying an additional 28,773 shares during the last quarter. Finally, Caprock Group LLC bought a new position in Caterpillar during the third quarter valued at approximately $8,893,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $693.26 on Thursday. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The firm has a fifty day simple moving average of $699.12 and a 200-day simple moving average of $590.66. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The stock has a market capitalization of $322.57 billion, a price-to-earnings ratio of 36.84, a PEG ratio of 1.66 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced its 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. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the firm posted $5.14 EPS. The business’s quarterly revenue was up 17.9% on a year-over-year basis. On average, sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction that occurred on 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 transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 in the last ninety days. 0.33% of the stock is owned by insiders.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar won a large power-supply role for the new Monarch AI campus in West Virginia, agreeing to supply large natural‑gas generator sets to support up to ~2 GW of capacity. That expands CAT’s addressable market in long‑duration/critical-power for hyperscale AI data centers and could drive recurring long‑term revenue and service contracts. Caterpillar Taps Monarch AI Campus Power Deal As Valuation Stays Steady
• Positive Sentiment: Broader coverage highlights data‑center demand as a potential catalyst for a renewed rally in CAT shares—analysts and media point to the company’s positioning in power solutions (generators, engines, rentals, service) as a structural tailwind from AI build‑outs. Caterpillar’s secret weapon: Data centers could fuel a new rally
• Positive Sentiment: Underlying fundamentals remain supportive: Caterpillar beat Q4 earnings and revenue expectations (Jan 29), showing margin strength and revenue growth—factors that keep longer‑term analyst estimates and valuation narratives intact.
• Neutral Sentiment: CAT is getting increased retail/trader attention and media coverage; several “trending stock” roundups summarize drivers and risks but add no new fundamental data. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Technical/market commentary notes CAT is testing support amid a broader pullback; this is useful for traders but not a fundamental change. Dow Jones Giant Caterpillar Hits Key Level Amid Stock Market Pullback
• Neutral Sentiment: Caterpillar appears as a named client in a corporate‑history AI launch (History Factory’s Chroniqle)—small PR/brand relevance but minimal near‑term impact on performance. History Factory Launches Chroniqle™: A Secure, Private AI Intelligence Engine for Enterprise
• Neutral Sentiment: Non-financial media pieces (e.g., lifestyle articles about literal caterpillars) are unrelated to the company’s stock fundamentals. 12 Types Of Caterpillars In Your Yard (& The Butterflies They Become)
• Negative Sentiment: Market reaction: coverage and intraday trade reports show CAT pulling back today as investors take profits and react to broader equity weakness; short‑term momentum and volume are below average, putting pressure on the 50‑day moving average level. Caterpillar (CAT) Stock Moves -1.19%: What You Should Know

Wall Street Analyst Weigh In

CAT has been the subject of several recent research reports. Barclays boosted their target price on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Rothschild & Co Redburn raised their price target on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. HSBC upped their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Wells Fargo & Company increased their target price on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Finally, Oppenheimer raised their target price on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

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.