Compound Planning Inc. Acquires 864 Shares of Caterpillar Inc. $CAT

Compound Planning Inc. increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 5.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 17,237 shares of the industrial products company’s stock after acquiring an additional 864 shares during the quarter. Compound Planning Inc.’s holdings in Caterpillar were worth $8,225,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Kilter Group LLC bought a new stake in shares of Caterpillar in the second quarter valued at about $27,000. Marquette Asset Management LLC raised its holdings in 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 in the last quarter. RiverPark Advisors LLC acquired a new position in Caterpillar in the 2nd quarter valued at approximately $32,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the 3rd quarter worth approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC increased its position in shares of 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 valued at $35,000 after purchasing an additional 46 shares during the period. 70.98% of the stock is owned by institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group lifted its FY2026 EPS estimate for Caterpillar, which supports higher forward earnings expectations and can help justify the multiple investors are paying. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s combination of earnings growth and price strength, flagging it as a stock to watch — a narrative that can attract momentum and institutional flows. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Media coverage (including Jim Cramer) reports hedge funds buying Caterpillar, signaling institutional demand that can prop up the share price and reduce downside. Hedge Funds Are Buying Power From Caterpillar, (CAT) Says Jim Cramer
• Neutral Sentiment: Benzinga aggregates analyst expectations for Caterpillar’s future — useful context on consensus targets and ratings but mixed in immediate directional impact unless analysts change price targets. Analyst Expectations For Caterpillar’s Future
• Negative Sentiment: A valuation-focused piece points out that recent powerful short- and long-term gains have pushed Caterpillar’s multiples higher — a reminder that elevated P/E and stretched sentiment could prompt profit-taking or slower near-term upside. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Caterpillar Stock Down 0.5%

NYSE CAT opened at $755.72 on Tuesday. The stock’s 50 day simple moving average is $653.06 and its 200 day simple moving average is $555.96. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The firm has a market cap of $351.63 billion, a PE ratio of 40.16, a price-to-earnings-growth ratio of 1.80 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 (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates 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%.The business’s revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $5.14 earnings per share. As a group, sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

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. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Analyst Upgrades and Downgrades

Several research analysts recently commented on CAT shares. Rothschild & Co Redburn raised their target price on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Barclays raised their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. HSBC upped their target price on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Finally, Jefferies Financial Group increased their target price on Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a report on Tuesday, January 27th. Sixteen investment 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 company has a consensus rating of “Moderate Buy” and a consensus target price of $702.95.

Insider Buying and Selling

In other news, insider Rodney Michael Shurman sold 1,764 shares of the company’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total transaction of $1,346,619.96. Following the transaction, the insider directly owned 1,440 shares in the company, valued at approximately $1,099,281.60. This represents a 55.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares of the company’s stock, 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 sold 141,172 shares of company stock valued at $96,514,673. Insiders own 0.33% of the company’s stock.

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.