Compass Capital Management Inc. Sells 6,976 Shares of Caterpillar Inc. $CAT

Compass Capital Management Inc. decreased its stake in Caterpillar Inc. (NYSE:CAT) by 25.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,560 shares of the industrial products company’s stock after selling 6,976 shares during the period. Compass Capital Management Inc.’s holdings in Caterpillar were worth $11,778,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of Caterpillar by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after buying an additional 442,164 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Caterpillar by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock valued at $6,072,572,000 after purchasing an additional 94,524 shares during the last quarter. Fisher Asset Management LLC grew its holdings in shares of Caterpillar by 0.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock valued at $5,438,408,000 after purchasing an additional 54,069 shares during the last quarter. Wellington Management Group LLP grew its holdings in shares of Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after purchasing an additional 5,098,964 shares during the last quarter. Finally, Legal & General Group Plc boosted its position in Caterpillar by 2.2% during the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after buying an additional 58,993 shares during the period. Institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the transaction, the chief financial officer directly owned 52,935 shares of the company’s stock, valued at $48,631,913.85. This trade represents a 22.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 over the last 90 days. 0.33% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on CAT shares. Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Monday. Citigroup increased their price target on shares of Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Bank of America increased their price target on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Daiwa Securities Group increased their price target on shares of Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, Truist Financial set a $1,043.00 price target on Caterpillar in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $933.27.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar boosted its quarterly dividend by 8% to $1.63 per share, reinforcing confidence in cash flow and shareholder returns. Caterpillar boosts quarterly dividend following shareholder meeting
• Positive Sentiment: Analysts lifted forward earnings estimates, and the stock was highlighted as a momentum name and a “strong buy,” which can attract additional buyers. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Erste Group Bank raised FY2026 and FY2027 EPS estimates for Caterpillar, suggesting stronger profit expectations ahead. Erste Group Bank estimate update
• Neutral Sentiment: Some commentary noted Caterpillar is nearing its highs and may be richly valued after a big run, which could limit upside if growth slows. Caterpillar Stock Nearing 52-Week High: Buy, Sell or Hold?
• Negative Sentiment: One trading note said CAT had declined more than the broader market in the prior session, reflecting some short-term pressure after a sharp pullback. Caterpillar (CAT) Declines More Than Market

Caterpillar Trading Up 4.9%

NYSE:CAT opened at $898.14 on Friday. The company has a 50-day moving average price of $848.24 and a 200-day moving average price of $725.35. Caterpillar Inc. has a 12 month low of $355.70 and a 12 month high of $946.83. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The stock has a market cap of $413.68 billion, a price-to-earnings ratio of 44.71, a P/E/G ratio of 1.69 and a beta of 1.59.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.42 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the company posted $4.25 EPS. The company’s quarterly revenue was up 22.2% compared to the same quarter last year. Equities analysts predict that Caterpillar Inc. will post 24.69 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio is 30.06%.

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.