Nisa Investment Advisors LLC Boosts Stake in Caterpillar Inc. $CAT

Nisa Investment Advisors LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 6.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 179,237 shares of the industrial products company’s stock after acquiring an additional 10,481 shares during the quarter. Caterpillar accounts for about 1.5% of Nisa Investment Advisors LLC’s investment portfolio, making the stock its 22nd biggest position. Nisa Investment Advisors LLC’s holdings in Caterpillar were worth $102,680,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Kilter Group LLC acquired a new stake in Caterpillar during the 2nd quarter valued at approximately $27,000. Marquette Asset Management LLC raised its position 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 valued at $28,000 after purchasing an additional 53 shares in the last quarter. IFS Advisors LLC purchased a new position in shares of Caterpillar during the 4th quarter valued at approximately $31,000. Joseph Group Capital Management purchased a new position in shares of Caterpillar during the 3rd quarter valued at approximately $32,000. Finally, Rialto Wealth Management LLC grew its position in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after buying an additional 18 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on CAT shares. Daiwa Securities Group upped their price target on shares of Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. CICC Research assumed coverage on shares of Caterpillar in a report on Friday, February 6th. They set an “outperform” rating for the company. 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. Truist Financial increased their price target on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Finally, Wells Fargo & Company lifted their price target on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $730.50.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bill Gates / data‑center narrative: Coverage highlighting CAT as part of Bill Gates’ 2026 portfolio and its exposure to large natural‑gas generators is reinforcing a new growth narrative beyond heavy equipment, supporting investor demand. Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
• Positive Sentiment: Strong YTD/outperformance story: Commentary noting CAT has outperformed many tech names over the past year (over 100% YTD in some writeups) is drawing momentum investors into the stock. That price action makes dips attractive to momentum players. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Options market bullishness: A pieces highlighting a “bull put” trade suggests some traders are willing to take bullish option positions (collect premium while betting CAT won’t collapse), which can indicate market conviction and provide support. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Positive Sentiment: Analyst/quant interest: Zacks and other screens calling CAT a stock to watch for earnings growth and price strength keeps it on institutional/retail radars and supports buying on weakness. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Media/TV mentions: CAT appeared on CNBC’s “Final Trades,” which can drive short‑term flows but is informational rather than a fundamental catalyst. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Irrelevant local stories (no market impact): Local human‑interest items using the word “caterpillar” (an amusement‑park piece and an insect warning) are unrelated to CAT stock performance. First construction-theme adventure park to open in Grapevine in June Don’t touch! Fuzzy, skin-irritating caterpillars are popping up across Florida again
• Negative Sentiment: Geopolitical risk spike: Markets dumped risk after reporting that President Trump threatened to “completely obliterate” Iran’s energy infrastructure; that shock sent cyclical and industrial names lower, including CAT. The threat raises short‑term volatility risk for companies with global energy/extraction exposure. Caterpillar, Thermon, Enpro, Methode Electronics, and Mobileye Shares Plummet, What You Need To Know
• Negative Sentiment: Recent pullback data point: Coverage and data noting a ~4% drop in a recent session underline that CAT can see sharp intraday declines on risk events; investors should watch geopolitical headlines and macro flows. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note

Caterpillar Stock Performance

Shares of CAT opened at $707.88 on Wednesday. The stock has a market capitalization of $329.37 billion, a PE ratio of 37.61, a price-to-earnings-growth ratio of 1.57 and a beta of 1.53. The business’s fifty day moving average price is $710.65 and its 200 day moving average price is $609.31. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81.

Caterpillar (NYSE:CAT) last released its earnings results 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. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the previous year, the firm earned $5.14 earnings per share. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. Equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS 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 completion of the transaction, the insider directly owned 79,953 shares in the company, valued at $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is owned by company 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.