Aptus Capital Advisors LLC Has $43.15 Million Stock Holdings in Caterpillar Inc. $CAT

Aptus Capital Advisors LLC decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 4.7% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 90,431 shares of the industrial products company’s stock after selling 4,484 shares during the period. Aptus Capital Advisors LLC’s holdings in Caterpillar were worth $43,149,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of CAT. Norges Bank acquired a new position in shares of Caterpillar in the second quarter valued at approximately $2,165,899,000. Massachusetts Financial Services Co. MA boosted its stake in Caterpillar by 1,851.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the period. Marshall Wace LLP boosted its stake in Caterpillar by 425.2% in the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after purchasing an additional 616,739 shares during the period. Bank of New York Mellon Corp grew its holdings in Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after buying an additional 609,023 shares in the last quarter. Finally, Voya Investment Management LLC increased its position in Caterpillar by 36.9% during the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after buying an additional 478,972 shares during the period. 70.98% of the stock is owned by institutional investors.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and kept an “overweight” rating, signaling strong analyst conviction that CAT has upside from current levels. JPMorgan raises price target on Caterpillar
• Positive Sentiment: Caterpillar showcased AI, autonomy and connected-jobsite initiatives at CONEXPO (including a concept pickup and new compact equipment), reinforcing a growth narrative tied to higher‑margin tech and aftermarket opportunities. CONEXPO tech push meets pricy but momentum backed shares
• Neutral Sentiment: Caterpillar’s recent quarterly results showed record Q4 revenue and an EPS beat, supporting the company’s fundamental strength even as investors debate valuation. (Company results and analyst estimates remain supportive of earnings growth.)
• Neutral Sentiment: The company discussed a new construction strategy and leadership transition in a recent industry transcript — items that matter for medium-term execution but are not an immediate catalyst. Caterpillar discusses new strategy and leadership transition
• Negative Sentiment: Today’s pullback was amplified by broad market weakness: losses in Caterpillar were a notable contributor to a large Dow decline as investors rotated out of recent winners (profit‑taking). Dow falls 910 points on losses in shares of Caterpillar, Goldman Sachs
• Negative Sentiment: Several commentators and research pieces flag CAT’s premium valuation relative to cyclicals, arguing the stock already prices in much of the industrial recovery — a headwind for near-term upside. Caterpillar: High-quality cyclical with an extreme valuation
• Negative Sentiment: Headline coverage noting that CAT “dipped more than the broader market” highlights the stock-specific selling pressure and higher volume, suggesting today’s move was partly stock‑specific rather than purely market-driven. Why Caterpillar dipped more than broader market today

Insider Activity

In related news, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares in the company, valued at $29,524,818. The trade was a 47.45% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the company’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 46,643 shares of the company’s stock, valued at approximately $36,236,946.70. The trade was a 14.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 133,450 shares of company stock valued at $92,530,665. 0.33% of the stock is currently owned by insiders.

Caterpillar Stock Performance

NYSE:CAT opened at $706.40 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month 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 stock’s 50-day simple moving average is $679.50 and its 200 day simple moving average is $572.33. The firm has a market capitalization of $328.68 billion, a PE ratio of 37.53, a price-to-earnings-growth ratio of 1.73 and a beta of 1.54.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the previous year, the firm earned $5.14 earnings per share. The business’s quarterly revenue was up 17.9% on a year-over-year basis. On average, analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the stock. Evercore boosted their target price on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research report on Monday, November 17th. Wolfe Research boosted their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Wells Fargo & Company increased their target price on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Robert W. Baird set a $805.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Finally, Citigroup boosted their price target on Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $717.05.

About Caterpillar

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.