Commerzbank Aktiengesellschaft FI Sells 16,883 Shares of Caterpillar Inc. $CAT

Commerzbank Aktiengesellschaft FI cut its stake in Caterpillar Inc. (NYSE:CAT) by 10.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 150,507 shares of the industrial products company’s stock after selling 16,883 shares during the quarter. Caterpillar accounts for 1.5% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 21st biggest position. Commerzbank Aktiengesellschaft FI’s holdings in Caterpillar were worth $71,814,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Kilter Group LLC bought a new position in shares of Caterpillar during the second quarter worth $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in Caterpillar during the 2nd quarter worth $28,000. Marquette Asset Management LLC lifted its holdings in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 53 shares in the last quarter. RiverPark Advisors LLC acquired a new position in Caterpillar in the second quarter valued at about $32,000. Finally, Joseph Group Capital Management bought a new stake in shares of Caterpillar in the third quarter worth about $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Activity

In related news, CAO William E. Schaupp sold 1,200 shares of the business’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $572.22, for a total transaction of $686,664.00. Following the transaction, the chief accounting officer directly owned 1,323 shares in the company, valued at approximately $757,047.06. The trade was a 47.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Lange Bob De sold 14,638 shares of the stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the completion of the sale, the insider owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. This represents a 15.43% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 54,729 shares of company stock worth $31,084,308. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Evercore ISI lifted their price objective on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. Robert W. Baird lifted their price target on shares of Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Citigroup increased their price objective on shares of Caterpillar from $690.00 to $710.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Truist Financial restated a “buy” rating and set a $729.00 price objective (up from $582.00) on shares of Caterpillar in a report on Thursday, October 30th. Finally, Wells Fargo & Company upped their target price on shares of Caterpillar from $675.00 to $702.00 and gave the stock an “overweight” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $637.70.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

Caterpillar Stock Performance

Shares of CAT opened at $626.71 on Friday. The stock has a market capitalization of $293.29 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 2.42 and a beta of 1.57. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $655.78. The firm has a fifty day simple moving average of $594.45 and a 200 day simple moving average of $511.37. 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 (NYSE:CAT) last issued its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, topping the consensus estimate 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 net margin of 14.34% and a return on equity of 47.16%. The company’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the previous year, the firm posted $5.17 EPS. Research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a $1.51 dividend. 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 (DPR) is currently 31.01%.

About Caterpillar

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.