B. Metzler seel. Sohn & Co. AG Boosts Holdings in Caterpillar Inc. $CAT

B. Metzler seel. Sohn & Co. AG lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 59,091 shares of the industrial products company’s stock after acquiring an additional 2,036 shares during the period. B. Metzler seel. Sohn & Co. AG’s holdings in Caterpillar were worth $28,195,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% during the third 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 last quarter. Joseph Group Capital Management acquired a new position in shares of Caterpillar in the 3rd quarter valued at $32,000. Kilter Group LLC purchased a new stake in shares of Caterpillar during the 2nd quarter valued at $27,000. Sellwood Investment Partners LLC acquired a new stake in shares of Caterpillar during the 3rd quarter worth $35,000. Finally, RiverPark Advisors LLC purchased a new position in shares of Caterpillar in the 2nd quarter worth $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages recently weighed in on CAT. Truist Financial lifted their target price on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Citigroup boosted their target price on Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Royal Bank Of Canada boosted their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Wells Fargo & Company increased their price objective 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. Finally, JPMorgan Chase & Co. raised their target price on shares of Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research note on Wednesday. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $724.81.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Caterpillar Stock Performance

Caterpillar stock opened at $681.31 on Friday. The firm has a market capitalization of $317.01 billion, a PE ratio of 36.20, a price-to-earnings-growth ratio of 1.61 and a beta of 1.54. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The stock’s 50 day moving average price is $681.47 and its 200 day moving average price is $575.30. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating 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 net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the firm posted $5.14 earnings per share. As a group, sell-side analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were issued a $1.51 dividend. The ex-dividend date of this dividend 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 is currently 32.09%.

Insider Activity

In related news, CEO Joseph E. Creed sold 2,500 shares of Caterpillar stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anthony D. Fassino sold 7,891 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the completion of the sale, the insider directly owned 46,643 shares in the company, valued at $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 over the last quarter. Corporate insiders own 0.33% of the company’s stock.

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.