Signet Financial Management LLC Sells 7,063 Shares of Caterpillar Inc. $CAT

Signet Financial Management LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 31.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 15,234 shares of the industrial products company’s stock after selling 7,063 shares during the quarter. Caterpillar makes up 1.0% of Signet Financial Management LLC’s investment portfolio, making the stock its 26th biggest holding. Signet Financial Management LLC’s holdings in Caterpillar were worth $8,727,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of CAT. WealthShield Partners LLC lifted its holdings in Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock worth $535,000 after buying an additional 18 shares during the period. one8zero8 LLC grew its holdings in Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after acquiring an additional 19 shares during the period. Finivi Inc. boosted its holdings in shares of Caterpillar by 1.5% during 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 in the last quarter. Abacus Planning Group Inc. boosted its stake in Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after acquiring an additional 20 shares in the last quarter. Finally, Cyr Financial Inc. grew its stake in shares of Caterpillar by 2.5% in the 3rd quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after buying an additional 20 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were 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 of the company’s stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the transaction, the insider owned 43,350 shares in the company, valued at $29,524,818. This represents a 47.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 over the last 90 days. 0.33% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on CAT shares. Sanford C. Bernstein reiterated a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a report on Friday, January 30th. Williams Trading set a $825.00 target price on Caterpillar in a research note on Tuesday, March 10th. Wolfe Research increased their price target on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Daiwa Securities Group boosted their price objective on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Finally, Robert W. Baird set a $805.00 price objective on Caterpillar in a research note on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts for Caterpillar — including FY2026 to $21.46, FY2027 to $24.17, FY2028 to $28.88, Q1 2026 to $4.46 and Q4 2027 to $7.12 — signaling stronger expected earnings momentum and supporting a premium multiple for CAT. (No article link provided)
• Positive Sentiment: Zacks research says Caterpillar currently edges Komatsu on earnings momentum, growth outlook and returns, which supports investor preference for CAT despite its higher valuation. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: The Yahoo Finance piece questions whether CAT still offers value after a ~105% one‑year surge, highlighting strong multi‑year returns and recent volatility — a reminder investors should weigh valuation vs. growth before adding. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Neutral Sentiment: Local human‑interest coverage about a top heavy‑machinery operator (Press Herald) is not material to fundamentals but can support the brand narrative in end markets. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks slightly trimmed its Q2 2027 EPS view (from $6.01 to $5.99) — a very small downgrade but it may feed short‑term caution around the next quarter’s outlook. (No article link provided)

Caterpillar Price Performance

Shares of NYSE CAT opened at $680.15 on Friday. The stock’s 50-day simple moving average is $701.95 and its two-hundred day simple moving average is $594.39. The firm has a market capitalization of $316.47 billion, a P/E ratio of 36.14, a P/E/G ratio of 1.61 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 twelve month low of $267.30 and a twelve month high of $789.81.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s revenue was up 17.9% on a year-over-year basis. During the same period in the prior year, the company earned $5.14 EPS. As a group, equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

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.