Caterpillar (NYSE:CAT) CFO Andrew Bonfield Sells 10,000 Shares

Caterpillar Inc. (NYSE:CAT) CFO Andrew Bonfield sold 10,000 shares of the business’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the completion of the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.

Caterpillar Stock Up 3.1%

CAT opened at $616.92 on Tuesday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 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 business’s 50-day moving average price is $575.82 and its 200-day moving average price is $487.93. The company has a market cap of $288.71 billion, a P/E ratio of 31.67, a P/E/G ratio of 2.36 and a beta of 1.57.

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

Caterpillar Announces Dividend

The company 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 is Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 31.01%.

Institutional Investors Weigh In On Caterpillar

Hedge funds have recently made changes to their positions in the company. Marquette Asset Management LLC raised its holdings in Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares in the last quarter. Noble Wealth Management PBC lifted its position in Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares during the last quarter. Joseph Group Capital Management acquired a new stake in Caterpillar in the third quarter valued at approximately $32,000. Kilter Group LLC purchased a new position in Caterpillar in the second quarter worth $27,000. Finally, Mid American Wealth Advisory Group Inc. purchased a new stake in shares of Caterpillar during the 2nd quarter valued at $28,000. 70.98% of the stock is currently owned by institutional investors.

Trending Headlines about 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

Analyst Ratings Changes

Several equities analysts have recently commented on CAT shares. Argus upped their price objective 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. Morgan Stanley boosted their price target on Caterpillar from $380.00 to $395.00 and gave the company an “underweight” rating in a report on Wednesday, December 10th. Wolfe Research increased their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a report on Friday. Robert W. Baird boosted their target price on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, Erste Group Bank upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus 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.