Blue Edge Capital LLC Has $6.08 Million Position in Caterpillar Inc. $CAT

Blue Edge Capital LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 5.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 12,744 shares of the industrial products company’s stock after selling 724 shares during the quarter. Blue Edge Capital LLC’s holdings in Caterpillar were worth $6,081,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the business. Kilter Group LLC acquired a new position in shares of Caterpillar in the second quarter worth approximately $27,000. Marquette Asset Management LLC lifted its position in shares of Caterpillar by 1,060.0% in the 3rd 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 during the period. RiverPark Advisors LLC bought a new stake in shares of Caterpillar in the 2nd quarter valued at $32,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the third quarter worth $32,000. Finally, Vermillion & White Wealth Management Group LLC raised its stake 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 buying an additional 46 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Down 3.5%

NYSE:CAT opened at $706.40 on Friday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The stock’s fifty day moving average price is $679.50 and its two-hundred day moving average price is $572.33. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The company has a market cap of $328.68 billion, a P/E ratio of 37.53, a P/E/G ratio of 1.73 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) 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 prior year, the firm posted $5.14 earnings per share. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were given a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is 32.09%.

Insider Activity at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction that occurred on Wednesday, December 31st. The shares were 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 in the company, valued at $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 133,450 shares of company stock worth $92,530,665 in the last quarter. 0.33% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

CAT has been the subject of several research analyst reports. Rothschild & Co Redburn lifted their price objective on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. CICC Research began coverage on shares of Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating for the company. Robert W. Baird set a $805.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Jefferies Financial Group boosted their target price on Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research report on Tuesday, January 27th. Finally, UBS Group reiterated a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $717.05.

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

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.