Caterpillar Inc. $CAT Shares Sold by Paradiem LLC

Paradiem LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 6.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,020 shares of the industrial products company’s stock after selling 2,069 shares during the quarter. Caterpillar accounts for 4.3% of Paradiem LLC’s investment portfolio, making the stock its 3rd biggest position. Paradiem LLC’s holdings in Caterpillar were worth $17,771,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Norges Bank purchased a new position in shares of Caterpillar in the second quarter valued at $2,165,899,000. Illinois Municipal Retirement Fund increased its stake in Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after buying an additional 1,181 shares during the period. Groupe la Francaise lifted its holdings in Caterpillar by 82.0% in the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after buying an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA boosted its position in Caterpillar by 155.9% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after buying an additional 28,773 shares during the last quarter. Finally, Caprock Group LLC acquired a new stake in shares of Caterpillar during the third quarter valued at about $8,893,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 0.8%

Caterpillar stock opened at $688.01 on Friday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The firm’s 50-day moving average is $700.70 and its 200-day moving average is $591.34. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The company has a market cap of $320.12 billion, a P/E ratio of 36.56, a PEG ratio of 1.64 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating 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 business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the prior year, the firm earned $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, equities analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

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.

Wall Street Analyst Weigh In

Several research analysts recently commented on CAT shares. Robert W. Baird set a $805.00 price target on Caterpillar in a research note on Friday, January 30th. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Rothschild & Co Redburn upped their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Barclays raised their price target 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. Finally, Jefferies Financial Group upped their price target on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

Insider Activity at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the transaction, the insider owned 41,151 shares of the company’s stock, valued at $28,001,197.95. This represents a 20.59% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is owned by insiders.

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.