Caterpillar Inc. $CAT Stock Position Decreased by Bowen Hanes & Co. Inc.

Bowen Hanes & Co. Inc. decreased its position in Caterpillar Inc. (NYSE:CAT) by 31.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,044 shares of the industrial products company’s stock after selling 2,740 shares during the quarter. Bowen Hanes & Co. Inc.’s holdings in Caterpillar were worth $2,884,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Kilter Group LLC bought a new position in Caterpillar during the second quarter valued at about $27,000. Marquette Asset Management LLC increased its holdings in shares of Caterpillar by 1,060.0% during 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 last quarter. RiverPark Advisors LLC bought a new position in shares of Caterpillar in the 2nd quarter valued at approximately $32,000. Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter worth approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Caterpillar by 107.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 46 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

More Caterpillar News

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

Caterpillar Trading Down 0.1%

Shares of CAT opened at $759.52 on Friday. The stock’s 50-day moving average price is $649.75 and its 200 day moving average price is $552.70. 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 has a market capitalization of $353.40 billion, a price-to-earnings ratio of 40.36, a P/E/G ratio of 1.80 and a beta of 1.58. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81.

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, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the firm earned $5.14 EPS. As a group, research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The firm also recently disclosed 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. This represents a $6.04 dividend on an annualized basis 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%.

Insider Buying and Selling at Caterpillar

In other news, insider Anthony D. Fassino sold 7,891 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider directly owned 46,643 shares in the company, valued at approximately $36,236,946.70. This represents a 14.47% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Rodney Michael Shurman sold 1,764 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $763.39, for a total value of $1,346,619.96. Following 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 SEC filing for this sale provides additional information. Insiders sold 141,172 shares of company stock worth $96,514,673 in the last 90 days. 0.33% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Truist Financial boosted their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. DA Davidson boosted their target price on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Oppenheimer raised their price target on Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a research report on Friday, January 30th. UBS Group reissued a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. raised their target price on Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $702.95.

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.