Perfromance Wealth Partners LLC Cuts Stake in Caterpillar Inc. $CAT

Perfromance Wealth Partners LLC reduced its position in Caterpillar Inc. (NYSE:CAT) by 36.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,273 shares of the industrial products company’s stock after selling 1,322 shares during the quarter. Perfromance Wealth Partners LLC’s holdings in Caterpillar were worth $1,302,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of CAT. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth $579,000. Brighton Jones LLC lifted its stake in shares of Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after buying an additional 2,519 shares during the period. United Bank lifted its stake in shares of Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after buying an additional 2,125 shares during the period. Schnieders Capital Management LLC. lifted its stake in shares of Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after buying an additional 347 shares during the period. Finally, Ossiam lifted its stake in shares of Caterpillar by 2,189.7% during the second quarter. Ossiam now owns 6,434 shares of the industrial products company’s stock worth $2,498,000 after buying an additional 6,153 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Caterpillar

In other news, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at $629,700.80. The trade was a 54.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 125,950 shares of company stock valued at $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently commented on CAT shares. Barclays lifted their price objective on shares of Caterpillar from $625.00 to $700.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 31st. Wolfe Research boosted their target price on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Oppenheimer boosted their target price on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Finally, Williams Trading set a $825.00 target price on shares of Caterpillar in a research report on Tuesday, March 10th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $737.55.

Caterpillar Stock Up 0.3%

CAT opened at $723.38 on Wednesday. Caterpillar Inc. has a fifty-two week low of $268.27 and a fifty-two week high of $789.81. 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 fifty day moving average of $718.91 and a two-hundred day moving average of $618.80. The stock has a market capitalization of $336.58 billion, a price-to-earnings ratio of 38.44, a PEG ratio of 1.69 and a beta of 1.52.

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 analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $5.14 earnings per share. On average, research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS estimate for Caterpillar, which supports a stronger near‑term earnings outlook and helps justify current multiples. Zacks estimate raise
• Positive Sentiment: Zacks’ industry outlook and related coverage highlight that Caterpillar is benefiting from infrastructure and mining demand, plus a strong backlog — factors that underpin revenue visibility despite tariff pressures. Zacks Industry Outlook Highlights
• Positive Sentiment: Market commentators (IBD Leaderboard) are flagging Caterpillar as a stock to watch amid a potential market rally, increasing investor attention and momentum interest. Leaderboard trimmed, But…
• Positive Sentiment: Zacks’ sector commentary lists CAT among construction/mining equipment names worth watching despite a weak industry rank, signaling confidence in Caterpillar’s relative strength. 3 Construction & Mining Equipment Stocks
• Neutral Sentiment: Zacks trimmed its Q1 2026 EPS estimate slightly (to $4.41 from $4.46), a small revision that may temper near‑term expectations but does not materially change consensus full‑year estimates. Zacks estimate cut
• Negative Sentiment: Caterpillar and Bobcat have filed patent‑infringement suits against each other, introducing legal uncertainty, potential costs, and reputational risk that could pressure the stock if disputes escalate. Caterpillar, Bobcat sue each other
• Negative Sentiment: Analysis questioning whether it’s “too late” to buy after a ~161% one‑year surge highlights valuation concerns; stretched multiples increase downside sensitivity if growth slows. Is It Too Late To Consider Caterpillar?

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.