Caterpillar Inc. $CAT Shares Purchased by Chicago Capital LLC

Chicago Capital LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 22.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 7,274 shares of the industrial products company’s stock after acquiring an additional 1,315 shares during the period. Chicago Capital LLC’s holdings in Caterpillar were worth $3,471,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in CAT. Norges Bank bought a new stake in Caterpillar during the second quarter valued at about $2,165,899,000. Groupe la Francaise boosted its stake in Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after purchasing an additional 12,278 shares during the period. Trivium Point Advisory LLC grew its holdings in Caterpillar by 132.9% in the 2nd quarter. Trivium Point Advisory LLC now owns 1,926 shares of the industrial products company’s stock valued at $748,000 after buying an additional 1,099 shares during the last quarter. Union Bancaire Privee UBP SA increased its position in Caterpillar by 155.9% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after buying an additional 28,773 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Caterpillar by 9.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 78,947 shares of the industrial products company’s stock worth $26,037,000 after buying an additional 7,125 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value 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. The trade was a 55.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer owned 45,460 shares in the company, valued at $26,142,227.60. The trade was a 18.03% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 71,895 shares of company stock worth $39,758,116. 0.33% of the stock is owned by company insiders.

Caterpillar Trading Up 3.1%

Shares of CAT opened at $616.92 on Tuesday. 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 market cap of $288.71 billion, a PE ratio of 31.67, a PEG ratio of 2.36 and a beta of 1.57. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $627.50. The stock has a 50 day simple moving average of $575.82 and a 200-day simple moving average of $487.93.

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

Caterpillar Dividend Announcement

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

Key Headlines Impacting Caterpillar

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

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on CAT shares. Jefferies Financial Group boosted their target price on shares of Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. JPMorgan Chase & Co. boosted their price objective on shares of Caterpillar from $650.00 to $730.00 and gave the stock an “overweight” rating in a report on Thursday, October 30th. Hsbc Global Res upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. UBS Group boosted their price target on Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Finally, DA Davidson raised their price objective on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $618.70.

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.