Alberta Investment Management Corp Has $4.77 Million Stock Position in Caterpillar Inc. $CAT

Alberta Investment Management Corp lowered its position in Caterpillar Inc. (NYSE:CAT) by 47.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,000 shares of the industrial products company’s stock after selling 9,000 shares during the period. Alberta Investment Management Corp’s holdings in Caterpillar were worth $4,772,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CAT. Kilter Group LLC bought a new stake in shares of Caterpillar during the second quarter worth about $27,000. Marquette Asset Management LLC grew 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 buying an additional 53 shares in the last quarter. RiverPark Advisors LLC purchased a new stake in Caterpillar in the 2nd quarter valued at $32,000. Joseph Group Capital Management bought a new position in Caterpillar during the 3rd quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its holdings in Caterpillar by 107.0% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 46 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is reported to be investing in a large LFP battery cell mega‑factory in Subotica — a move that supports its electrification and power‑systems growth strategy and signals longer‑term recurring revenue potential. FT Exclusive: Caterpillar Invests in Mega Battery Factory
• Positive Sentiment: Caterpillar Venture Capital backed ElevenEs’ Series B and construction of a 1 GWh LFP battery cell factory is starting — this supports CAT’s strategy to scale electrification supply‑chain exposure and capture higher‑margin services. Business Wire: ElevenEs Series B
• Positive Sentiment: Caterpillar completed the acquisition of RPMGlobal to expand its mining software and digital services — a strategic bolt‑on that can boost recurring, higher‑margin software revenue and strengthen its mining tech offering. Australian Mining: RPMGlobal Acquisition
• Positive Sentiment: Analysis pieces highlight Caterpillar’s exposure to AI/data‑center infrastructure and electrification demand — a narrative helping the stock’s multiple expand as investors price in new end markets beyond traditional construction and mining. Forbes: Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Caterpillar’s CEO Joe Creed and Group President Rod Shurman will speak at CONEXPO (March 5) — a high‑visibility event where management commentary could influence sentiment but is not an immediate fundamental catalyst. PR Newswire: CONEXPO Fireside Chat
• Neutral Sentiment: Management presented at Barclays’ industrial conference (slides/transcript available) — useful for guidance and strategy detail but not an earnings surprise by itself. Seeking Alpha: Barclays Conference Transcript
• Negative Sentiment: Several insiders have sold stock recently: CAO William Schaupp disclosed a sale (972 shares), which reduces his holding materially and can spook short‑term sentiment. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Rodney M. Shurman sold 1,764 shares (≈55% reduction of his position), another insider reduction that could add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony Fassino sold ~7,891 shares (~$6.1M), a sizable disposition that investors may interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks trimmed Q2 EPS estimates for CAT, suggesting softer near‑term earnings expectations that could cap further multiple expansion until guidance or results improve. American Banking News: Zacks Lowers Q2 EPS Estimates

Insider Activity

In other news, insider Lange Bob De sold 22,656 shares of the stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the transaction, the insider owned 43,350 shares in the company, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 141,172 shares of company stock valued at $96,514,673. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the stock. Evercore raised their price target on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research report on Monday, November 17th. Truist Financial lifted their price target on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Wolfe Research increased their price objective on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Morgan Stanley upped their price target on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Finally, Royal Bank Of Canada lifted their price objective on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $702.95.

Caterpillar Price Performance

CAT stock opened at $760.08 on Friday. The firm has a market cap of $353.66 billion, a P/E ratio of 40.39, a P/E/G ratio of 1.78 and a beta of 1.58. The firm’s fifty day moving average is $646.52 and its 200 day moving average is $549.61. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the business posted $5.14 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. Research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s payout ratio is presently 32.09%.

Caterpillar 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.