Aster Capital Management DIFC Ltd Cuts Position in Caterpillar Inc. $CAT

Aster Capital Management DIFC Ltd reduced its position in shares of Caterpillar Inc. (NYSE:CAT) by 93.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 918 shares of the industrial products company’s stock after selling 12,290 shares during the period. Aster Capital Management DIFC Ltd’s holdings in Caterpillar were worth $438,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $579,000. Brighton Jones LLC increased its stake in Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after buying an additional 2,519 shares during the period. United Bank boosted its position in Caterpillar by 108.5% in the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after buying an additional 2,125 shares during the period. Schnieders Capital Management LLC. grew its stake in shares of Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares in the last quarter. Finally, World Investment Advisors increased its position in shares of Caterpillar by 13.8% during the second quarter. World Investment Advisors now owns 10,344 shares of the industrial products company’s stock worth $4,016,000 after acquiring an additional 1,255 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $870, citing continued momentum and demand drivers that support higher valuations for CAT. Wells Fargo Raises Caterpillar (NYSE:CAT) Price Target to $870.00
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, adding to analyst bullishness and reinforcing upside expectations from peers. Daiwa Securities Group Raises Caterpillar (NYSE:CAT) Price Target to $790.00
• Positive Sentiment: Market commentary highlights CAT as a beneficiary of AI-related capex (data center construction) and sustained infrastructure/mining demand — a thematic tailwind supporting long-term revenue and equipment replacement cycles. Does Caterpillar’s AI Power Deal And Record Results Redefine The Bull Case For CAT?
• Positive Sentiment: High-profile investors/commentators (Jim Cramer) and strategists are publicly backing CAT as a “hard asset” play tied to construction and AI-related buildout, bolstering retail/institutional interest. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Research reports forecast solid market expansion in mining trucks, rock drilling and tunneling equipment through 2030, identifying CAT as a key market leader — supportive for long-term demand but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Corporate activity: CAT hosted its Global Technician Finals and is rolling out a redesigned rental management experience; these operational initiatives improve service/aftermarket positioning but are incremental. Caterpillar hosts its Global Technician Finals in Peoria
• Neutral Sentiment: Caterpillar and BST invested in ElevenEs (electrification/technology), a strategic move toward EV/efficiency solutions that supports medium-term product mix shifts. Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s share weakness is partly tied to broader market pressure: the Dow fell with losses in Nvidia and Caterpillar cited among decliners, which knocked CAT lower. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest rose sharply in February (≈61% month-over-month growth to ~10M shares), indicating increased bearish positioning that can amplify near-term downside volatility.

Insider Transactions at Caterpillar

In related news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the transaction, the chief accounting officer owned 824 shares in the company, valued at $629,700.80. This trade represents a 54.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 143,450 shares of company stock worth $98,245,065. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 1.4%

CAT stock opened at $742.53 on Friday. The company’s 50 day moving average is $667.81 and its two-hundred day moving average is $563.55. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The stock has a market cap of $345.49 billion, a P/E ratio of 39.45, a PEG ratio of 1.78 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 EPS for the quarter, beating 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 last year, the firm posted $5.14 EPS. The company’s revenue was up 17.9% on a year-over-year basis. Research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued 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 payout ratio is presently 32.09%.

Analysts Set New Price Targets

Several research firms recently commented on CAT. Bank of America boosted their target price on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Wells Fargo & Company raised their target price on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a report on Wednesday. JPMorgan Chase & Co. boosted their price target on shares of Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Finally, Barclays raised their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $712.52.

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.