LaFleur & Godfrey LLC Trims Holdings in Caterpillar Inc. $CAT

LaFleur & Godfrey LLC trimmed its stake in Caterpillar Inc. (NYSE:CAT) by 5.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 50,914 shares of the industrial products company’s stock after selling 3,070 shares during the period. Caterpillar comprises approximately 2.9% of LaFleur & Godfrey LLC’s holdings, making the stock its 8th largest position. LaFleur & Godfrey LLC’s holdings in Caterpillar were worth $24,294,000 at the end of the most recent quarter.

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

Insider Activity at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 7,891 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the sale, the insider owned 46,643 shares of the company’s stock, valued at approximately $36,236,946.70. This trade represents a 14.47% 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 Lange Bob De sold 22,656 shares of the business’s 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 transaction, the insider directly owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 141,172 shares of company stock valued at $96,514,673 over the last 90 days. Insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat: Caterpillar reported sequential EPS growth and revenue above expectations, snapping five quarters of EPS declines — a near‑term earnings positive that supports upside if margins stabilize. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Positive Sentiment: Bullish outlook: CNBC highlights momentum from 2025 and argues there’s more upside in 2026 based on order strength and secular exposures — a catalyst for positive analyst sentiment and fund flows. This industrial giant is off to the races in 2026 after a strong 2025
• Positive Sentiment: Mining tech M&A: Caterpillar completed the RPMGlobal acquisition to bolster software and data offerings — a strategic move to increase recurring, higher‑margin services revenue over time. Caterpillar acquires RPMGlobal to bolster mining tech solutions
• Positive Sentiment: Battery/capacity push: Caterpillar‑backed investments (ElevenEs Series B & reported mega battery plant plans) expand electrification exposure — long‑term growth potential in mining and power systems. ElevenEs Held 1st Closing of Its Series B Investment Round
• Positive Sentiment: AI/data‑center demand angle: Coverage points to Caterpillar exposure to data‑center power and electrification — a structural demand story that could diversify revenue beyond equipment cycles. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Investor events: Management will appear at CONEXPO and recently presented at Barclays — useful for incremental guidance but not immediate catalysts until management commentary or updates. Caterpillar CEO Joe Creed to Participate in Fireside Chat at CONEXPO
• Neutral Sentiment: Benchmarking: Caterpillar is among the Dow leaders YTD — positive sentiment but not a direct fundamental driver. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Negative Sentiment: Insider selling: Multiple disclosed sales (including CAO William Schaupp and other senior officers) have been reported this week — raising short‑term selling pressure and investor concern about timing. Insider Selling: Caterpillar CAO Sells 972 Shares
• Negative Sentiment: Margin and estimate risks: Reports flag tariffs, rising input costs and margin compression heading into 2026; Zacks has trimmed near‑term EPS estimates — a clear short‑term earnings risk. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Negative Sentiment: Valuation concerns: Coverage on mining tech and battery moves calls attention to a rich CAT valuation vs. the added execution risk of new initiatives — could limit multiple expansion. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns

Caterpillar Price Performance

CAT opened at $759.52 on Monday. The company has a market capitalization of $353.40 billion, a price-to-earnings ratio of 40.36, a PEG ratio of 1.80 and a beta of 1.58. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The business’s fifty day simple moving average is $649.75 and its 200-day simple moving average is $553.58.

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

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were paid a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s payout ratio is 32.09%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on CAT shares. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. UBS Group restated a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a report on Monday, February 2nd. Citigroup upped their price objective on Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Sanford C. Bernstein reiterated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Finally, Bank of America upped their price target on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Sixteen research 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, Caterpillar currently has an average rating of “Moderate Buy” and a consensus price target of $702.95.

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.