Gibbs Wealth Management Sells 1,044 Shares of Caterpillar Inc. $CAT

Posted by Defense World Staff on Jan 25th, 2026

Gibbs Wealth Management reduced its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 39.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,618 shares of the industrial products company’s stock after selling 1,044 shares during the period. Gibbs Wealth Management’s holdings in Caterpillar were worth $772,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Abacus Planning Group Inc. increased its stake in Caterpillar by 0.6% in the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after acquiring an additional 20 shares during the last quarter. Coastwise Capital Group LLC increased its position in Caterpillar by 1.8% in the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after purchasing an additional 21 shares during the last quarter. Live Oak Private Wealth LLC raised its stake in Caterpillar by 0.7% during the third quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock valued at $1,682,000 after purchasing an additional 23 shares in the last quarter. Syntegra Private Wealth Group LLC lifted its position in Caterpillar by 2.4% during the third quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock valued at $495,000 after purchasing an additional 24 shares during the last quarter. Finally, Coastline Trust Co grew its stake in shares of Caterpillar by 0.4% in the 3rd quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock worth $3,116,000 after buying an additional 24 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $626.71 on Friday. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The stock’s fifty day moving average is $594.45 and its two-hundred day moving average is $511.37. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $655.78. The company has a market capitalization of $293.29 billion, a PE ratio of 32.17, a price-to-earnings-growth ratio of 2.42 and a beta of 1.57.

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

Caterpillar Announces Dividend

The business also recently announced 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 is currently 31.01%.

Wall Street Analyst Weigh In

CAT has been the topic of several recent research reports. Morgan Stanley upped their target price on shares of Caterpillar from $395.00 to $400.00 and gave the company an “underweight” rating in a research report on Friday. Robert W. Baird raised their price objective on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Oppenheimer boosted their target price on Caterpillar from $645.00 to $700.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. JPMorgan Chase & Co. increased their price target on Caterpillar from $730.00 to $740.00 and gave the company an “overweight” rating in a report on Wednesday, January 14th. Finally, Argus lifted their price objective on shares of Caterpillar from $460.00 to $625.00 and gave the stock a “buy” rating in a research note on Wednesday, November 19th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $637.70.

Check Out Our Latest Stock Analysis on Caterpillar

Trending Headlines about Caterpillar

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

Insider Buying and Selling at Caterpillar

In other news, CAO William E. Schaupp sold 1,200 shares of Caterpillar stock in a transaction that occurred 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 completion of the sale, the chief accounting officer owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. The trade was a 47.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider owned 41,512 shares in the company, valued at $23,669,312.16. The trade was a 16.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 54,729 shares of company stock valued at $31,084,308. 0.33% of the stock is owned by corporate insiders.

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.