Caterpillar Inc. $CAT Shares Sold by Neville Rodie & Shaw Inc.

Neville Rodie & Shaw Inc. cut its holdings in Caterpillar Inc. (NYSE:CAT) by 5.2% in the 4th quarter, HoldingsChannel reports. The fund owned 15,737 shares of the industrial products company’s stock after selling 857 shares during the period. Neville Rodie & Shaw Inc.’s holdings in Caterpillar were worth $9,016,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in CAT. WealthShield Partners LLC grew its position in shares of Caterpillar by 1.6% in the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after purchasing an additional 18 shares during the period. one8zero8 LLC lifted its position in Caterpillar by 3.2% during the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after buying an additional 19 shares during the period. Finivi Inc. boosted its stake in Caterpillar by 1.5% in the 3rd quarter. Finivi Inc. now owns 1,321 shares of the industrial products company’s stock worth $630,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. grew its holdings in Caterpillar by 0.6% in the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after buying an additional 20 shares during the period. Finally, Cyr Financial Inc. increased its stake in shares of Caterpillar by 2.5% during the 3rd quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after acquiring an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

CAT has been the topic of several research analyst reports. Jefferies Financial Group raised their target price on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. DA Davidson increased their price target on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Morgan Stanley lifted their price target on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Finally, Williams Trading set a $825.00 price objective on Caterpillar in a report on Tuesday, March 10th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Insider Activity

In related news, insider Lange Bob De sold 22,656 shares of the stock in a transaction 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 completion of the sale, the insider directly owned 79,953 shares in the company, valued at approximately $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 accessible through the SEC website. Also, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider owned 46,643 shares in the company, valued at approximately $36,236,946.70. This represents a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 135,950 shares of company stock worth $94,327,990 in the last quarter. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Down 0.8%

Shares of CAT stock opened at $688.01 on Friday. The stock has a market cap of $320.12 billion, a price-to-earnings ratio of 36.56, a price-to-earnings-growth ratio of 1.64 and a beta of 1.54. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The firm’s 50 day moving average price is $700.70 and its two-hundred day moving average price is $591.34.

Caterpillar (NYSE:CAT) last released 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. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the business earned $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. On average, analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

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.