Caterpillar Inc. $CAT is Asahi Life Asset Management CO. LTD.’s 8th Largest Position

Asahi Life Asset Management CO. LTD. cut its stake in shares of Caterpillar Inc. (NYSE:CAT) by 16.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,198 shares of the industrial products company’s stock after selling 1,825 shares during the period. Caterpillar comprises about 2.4% of Asahi Life Asset Management CO. LTD.’s investment portfolio, making the stock its 8th biggest position. Asahi Life Asset Management CO. LTD.’s holdings in Caterpillar were worth $4,389,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Kilter Group LLC purchased a new stake in Caterpillar in the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC increased its stake in shares of Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares in the last quarter. RiverPark Advisors LLC bought a new stake in shares of Caterpillar during the 2nd quarter valued at $32,000. Joseph Group Capital Management purchased a new position in shares of Caterpillar during the 3rd quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its holdings in Caterpillar by 107.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after buying an additional 46 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In related news, insider Rodney Michael Shurman sold 1,764 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $763.39, for a total transaction of $1,346,619.96. Following the sale, the insider owned 1,440 shares in the company, valued at approximately $1,099,281.60. This represents a 55.06% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 141,172 shares of company stock worth $96,514,673. 0.33% of the stock is currently owned by corporate insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat: Caterpillar reported sequential EPS growth and revenue above expectations, snapping five quarters of EPS declines — a near‑term earnings positive that supports upside if margins stabilize. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Positive Sentiment: Bullish outlook: CNBC highlights momentum from 2025 and argues there’s more upside in 2026 based on order strength and secular exposures — a catalyst for positive analyst sentiment and fund flows. This industrial giant is off to the races in 2026 after a strong 2025
• Positive Sentiment: Mining tech M&A: Caterpillar completed the RPMGlobal acquisition to bolster software and data offerings — a strategic move to increase recurring, higher‑margin services revenue over time. Caterpillar acquires RPMGlobal to bolster mining tech solutions
• Positive Sentiment: Battery/capacity push: Caterpillar‑backed investments (ElevenEs Series B & reported mega battery plant plans) expand electrification exposure — long‑term growth potential in mining and power systems. ElevenEs Held 1st Closing of Its Series B Investment Round
• Positive Sentiment: AI/data‑center demand angle: Coverage points to Caterpillar exposure to data‑center power and electrification — a structural demand story that could diversify revenue beyond equipment cycles. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Investor events: Management will appear at CONEXPO and recently presented at Barclays — useful for incremental guidance but not immediate catalysts until management commentary or updates. Caterpillar CEO Joe Creed to Participate in Fireside Chat at CONEXPO
• Neutral Sentiment: Benchmarking: Caterpillar is among the Dow leaders YTD — positive sentiment but not a direct fundamental driver. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Negative Sentiment: Insider selling: Multiple disclosed sales (including CAO William Schaupp and other senior officers) have been reported this week — raising short‑term selling pressure and investor concern about timing. Insider Selling: Caterpillar CAO Sells 972 Shares
• Negative Sentiment: Margin and estimate risks: Reports flag tariffs, rising input costs and margin compression heading into 2026; Zacks has trimmed near‑term EPS estimates — a clear short‑term earnings risk. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Negative Sentiment: Valuation concerns: Coverage on mining tech and battery moves calls attention to a rich CAT valuation vs. the added execution risk of new initiatives — could limit multiple expansion. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns

Analyst Ratings Changes

CAT has been the topic of a number of recent analyst reports. DA Davidson raised their price target on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Rothschild & Co Redburn lifted their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Robert W. Baird set a $805.00 price target on Caterpillar in a research note on Friday, January 30th. Royal Bank Of Canada lifted their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Finally, Truist Financial upped their target price on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Sixteen 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’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Caterpillar Price Performance

Caterpillar stock opened at $759.52 on Friday. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm’s fifty day moving average is $649.75 and its 200 day moving average is $551.87. The company has a market cap of $353.40 billion, a price-to-earnings ratio of 40.36, a PEG ratio of 1.80 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the previous year, the firm posted $5.14 EPS. The business’s quarterly revenue was up 17.9% on a year-over-year basis. Sell-side analysts forecast 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 was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were paid a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 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.