Almanack Investment Partners LLC. Sells 4,761 Shares of Caterpillar Inc. $CAT

Posted by Defense World Staff on Jan 6th, 2026

Almanack Investment Partners LLC. cut its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 83.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 947 shares of the industrial products company’s stock after selling 4,761 shares during the period. Almanack Investment Partners LLC.’s holdings in Caterpillar were worth $452,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Chicago Capital LLC increased its position in Caterpillar by 22.1% in the third quarter. Chicago Capital LLC now owns 7,274 shares of the industrial products company’s stock worth $3,471,000 after purchasing an additional 1,315 shares during the last quarter. Financial Perspectives Inc grew its stake in shares of Caterpillar by 9.5% in the 3rd quarter. Financial Perspectives Inc now owns 1,148 shares of the industrial products company’s stock worth $548,000 after buying an additional 100 shares in the last quarter. Granite Harbor Advisors Inc. grew its stake in shares of Caterpillar by 4.6% in the 3rd quarter. Granite Harbor Advisors Inc. now owns 620 shares of the industrial products company’s stock worth $296,000 after buying an additional 27 shares in the last quarter. D.A. Davidson & CO. increased its holdings in shares of Caterpillar by 1.6% in the 3rd quarter. D.A. Davidson & CO. now owns 83,978 shares of the industrial products company’s stock worth $40,070,000 after buying an additional 1,351 shares during the last quarter. Finally, Bigelow Investment Advisors LLC lifted its holdings in shares of Caterpillar by 2.8% in the 3rd quarter. Bigelow Investment Advisors LLC now owns 1,715 shares of the industrial products company’s stock valued at $818,000 after acquiring an additional 46 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other news, insider Jason Kaiser sold 10,707 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the transaction, the insider owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This represents a 55.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David Maclennan purchased 300 shares of the business’s stock in a transaction dated Thursday, November 6th. The shares were purchased at an average price of $568.86 per share, for a total transaction of $170,658.00. Following the purchase, the director owned 7,947 shares of the company’s stock, valued at approximately $4,520,730.42. This trade represents a 3.92% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 71,895 shares of company stock valued at $39,758,116 in the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 3.1%

NYSE:CAT opened at $616.92 on Tuesday. The company has a market cap of $288.71 billion, a price-to-earnings ratio of 31.67, a price-to-earnings-growth ratio of 2.36 and a beta of 1.57. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $627.50. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The stock has a fifty day simple moving average of $575.82 and a 200-day simple moving average of $487.93.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The firm had revenue of $17.64 billion for the quarter, compared to analysts’ expectations of $16.72 billion. During the same period in the prior year, the business posted $5.17 earnings per share. The business’s revenue for the quarter was up 9.5% on a year-over-year basis. Analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s payout ratio is currently 31.01%.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Truist Financial reissued a “buy” rating and set a $729.00 price objective (up from $582.00) on shares of Caterpillar in a research note on Thursday, October 30th. Citigroup raised Caterpillar from a “buy” rating to a “mixed” rating in a research report on Tuesday, December 16th. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. JPMorgan Chase & Co. lifted their price objective on shares of Caterpillar from $650.00 to $730.00 and gave the stock an “overweight” rating in a research note on Thursday, October 30th. Finally, Argus increased their target price on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus target price of $618.70.

Read Our Latest Report on CAT

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Data‑center and power‑generation demand is a clear growth driver for CAT — Energy & Transportation led recent segment growth with a $2.4B sequential backlog increase that supports revenue visibility. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
Positive Sentiment: Wolfe Research raised its price target to $670, signaling continued analyst conviction and providing upside reference for investors. Wolfe Research Boosts Caterpillar (NYSE:CAT) Price Target to $670.00
Positive Sentiment: Caterpillar will headline CES 2026 to showcase industrial AI and autonomy — a high‑visibility push that reinforces its strategy to monetize automation and AI across worksites. Caterpillar to Showcase Next Era in Industrial AI and Autonomy at CES 2026
Neutral Sentiment: Sector momentum from top‑performing S&P groups (industrial/industrial‑tech tailwinds) helps CAT but ties performance to broader cyclical dynamics. The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025 (CAT)
Neutral Sentiment: Market commentary notes CAT has outperformed but also that much of the move is already priced in; Zacks and analyst blogs are weighing the company’s 2025 run and 2026 outlook. Caterpillar (CAT) Beats Stock Market Upswing: What Investors Need to Know
Negative Sentiment: Insider selling: CFO Andrew Bonfield sold 10,000 shares (disclosed SEC filing), which may be read as executive profit‑taking amid the rally. Insider Sale Filing (Andrew R. J. Bonfield)
Negative Sentiment: Valuation/technical caution: at ~57–69% YTD gains in various writeups, some analysts now advise a Hold given near‑intrinsic valuation and consolidation risk ahead of fresh earnings. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
Negative Sentiment: Some institutional trimming: Asset Management One slightly reduced its stake, a modest sign of portfolio rebalancing after strong gains. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

About Caterpillar

(Free Report)

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.