Rodney Michael Shurman Sells 1,764 Shares of Caterpillar (NYSE:CAT) Stock

Caterpillar Inc. (NYSE:CAT) insider Rodney Michael Shurman sold 1,764 shares of the stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the completion of the transaction, the insider owned 1,440 shares of the company’s stock, valued at $1,099,281.60. This trade represents a 55.06% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

Caterpillar Stock Performance

Shares of CAT opened at $760.08 on Friday. The company has a 50-day moving average of $646.52 and a two-hundred day moving average of $549.61. The stock has a market cap of $353.66 billion, a price-to-earnings ratio of 40.39, a PEG ratio of 1.78 and a beta of 1.58. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 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 the consensus estimate of $17.81 billion. During the same quarter in the prior year, the firm earned $5.14 EPS. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. On average, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

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

Institutional Investors Weigh In On Caterpillar

Several institutional investors and hedge funds have recently bought and sold shares of CAT. Kilter Group LLC bought a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $27,000. Torren Management LLC acquired a new stake in Caterpillar in the 4th quarter valued at $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in Caterpillar in the second quarter valued at $28,000. Marquette Asset Management LLC raised its stake 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. Finally, Frazier Financial Advisors LLC lifted its holdings in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. Institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

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

Analyst Upgrades and Downgrades

Several research firms have weighed in on CAT. Evercore lifted their target price on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research note on Monday, November 17th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Bank of America upped their price objective on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. UBS Group restated a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Finally, Royal Bank Of Canada increased their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $702.95.

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.