ProShare Advisors LLC Sells 157,088 Shares of Caterpillar Inc. $CAT

ProShare Advisors LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 21.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 568,078 shares of the industrial products company’s stock after selling 157,088 shares during the quarter. Caterpillar comprises approximately 0.6% of ProShare Advisors LLC’s holdings, making the stock its 23rd largest position. ProShare Advisors LLC owned about 0.12% of Caterpillar worth $271,058,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Kilter Group LLC acquired a new position in Caterpillar in the second quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Caterpillar in the 2nd quarter valued at about $28,000. Marquette Asset Management LLC raised its position in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. RiverPark Advisors LLC bought a new position in Caterpillar during the 2nd quarter worth approximately $32,000. Finally, Joseph Group Capital Management acquired a new position in Caterpillar during the third quarter valued at approximately $32,000. 70.98% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, insider Jason Kaiser sold 10,707 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total value of $6,034,465.20. Following the completion of the transaction, the insider directly owned 8,649 shares of the company’s stock, valued at approximately $4,874,576.40. This trade represents a 55.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider directly owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 112,563 shares of company stock worth $73,657,655 in the last quarter. 0.33% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on CAT shares. William Blair set a $735.00 price objective on Caterpillar in a research report on Friday, January 30th. Wells Fargo & Company upped their price target on shares of Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a report on Friday, January 30th. CICC Research initiated coverage on shares of Caterpillar in a report on Friday. They set an “outperform” rating on the stock. Rothschild & Co Redburn upped their target price on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, Morgan Stanley increased their target price on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $690.90.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Caterpillar Stock Up 7.1%

Shares of CAT stock opened at $726.38 on Monday. The firm’s fifty day moving average price is $617.15 and its two-hundred day moving average price is $530.49. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $727.40. The firm has a market capitalization of $339.93 billion, a P/E ratio of 38.60, a PEG ratio of 1.72 and a beta of 1.58.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter last year, the company earned $5.14 EPS. Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, equities analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio is currently 32.09%.

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.