Caterpillar Inc. $CAT Shares Bought by Benjamin Edwards Inc.

Benjamin Edwards Inc. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 2.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 41,488 shares of the industrial products company’s stock after acquiring an additional 874 shares during the quarter. Benjamin Edwards Inc.’s holdings in Caterpillar were worth $19,800,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC increased its position in shares of Caterpillar by 2.3% during the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock valued at $3,656,286,000 after purchasing an additional 208,196 shares during the period. Valeo Financial Advisors LLC grew its holdings in shares of Caterpillar by 36,842.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock valued at $2,833,836,000 after acquiring an additional 7,279,991 shares in the last quarter. Norges Bank bought a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $2,165,899,000. Charles Schwab Investment Management Inc. raised its holdings in shares of Caterpillar by 1.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock valued at $1,295,432,000 after purchasing an additional 33,467 shares in the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Caterpillar by 4.5% during the 2nd quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after acquiring an additional 140,784 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Launched Cat AI Assistant and committed $25M to workforce/innovation — positions Caterpillar to monetize AI-enabled services across sales, maintenance and fleet management, a high‑margin recurring revenue avenue. Caterpillar Unveils AI-Powered Future and Invests in the Workforce Building It
• Positive Sentiment: Expanded collaboration with NVIDIA to add edge/physical AI and robotics to machines and factories — could accelerate time‑to‑revenue for autonomy and data services across construction, mining and power customers. Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics
• Positive Sentiment: Unveiled next‑generation autonomy deployments (including first quarry deployment) and machine previews at CES — visibility on commercial autonomy rollouts supports upgradeable hardware + software/service revenue mix. Caterpillar Unveils the Next Era of Autonomy in Construction
• Neutral Sentiment: CEO Joe Creed elected chairman (Umpleby retiring April 1) — smooth leadership transition reduces governance uncertainty but is largely neutral for near‑term operations. Caterpillar Chief Executive Officer Joe Creed Elected Chairman of the Board
• Neutral Sentiment: Unusual options activity (large call buying) indicates speculative bullish positioning that can amplify intraday moves but is ambiguous for fundamentals.
• Negative Sentiment: CFO Andrew Bonfield sold 10,000 shares late‑Dec (SEC filing) — can be interpreted as executive profit‑taking amid a strong rally. Andrew Bonfield Sells 10,000 Shares of Caterpillar (NYSE:CAT) Stock
• Negative Sentiment: Valuation concerns and some analyst caution after a large run‑up: outlets note gains may be priced in and recommend consolidation/holds for now. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Negative Sentiment: Minor institutional trimming reported (Asset Management One) — small signal of portfolio rebalancing after strong performance. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

Insider Activity at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated 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 approximately $26,142,227.60. The trade was a 18.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of the company’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the sale, the insider owned 8,649 shares of the company’s stock, valued at $4,874,576.40. The trade was a 55.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 71,895 shares of company stock valued at $39,758,116 over the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 6th. Barclays raised their price objective on shares of Caterpillar from $485.00 to $555.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 30th. Royal Bank Of Canada started coverage on shares of Caterpillar in a report on Wednesday, October 22nd. They issued a “sector perform” rating and a $560.00 price target for the company. Finally, Wells Fargo & Company initiated coverage on shares of Caterpillar in a report on Thursday, November 13th. They set an “overweight” rating and a $675.00 price objective on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $618.70.

Caterpillar Stock Performance

NYSE:CAT opened at $596.64 on Thursday. The stock has a market capitalization of $279.22 billion, a P/E ratio of 30.63, a price-to-earnings-growth ratio of 2.46 and a beta of 1.57. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $627.50. The firm has a 50 day moving average of $577.99 and a 200-day moving average of $490.53.

Caterpillar (NYSE:CAT) last announced its 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 company had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period last year, the company posted $5.17 earnings per share. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

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

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.