Caterpillar Inc. $CAT Position Boosted by Blair William & Co. IL

Blair William & Co. IL increased its position in Caterpillar Inc. (NYSE:CAT) by 1.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 115,616 shares of the industrial products company’s stock after purchasing an additional 2,072 shares during the period. Blair William & Co. IL’s holdings in Caterpillar were worth $55,166,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of CAT. Baltimore Washington Financial Advisors Inc. lifted its holdings in Caterpillar by 14.8% during the 3rd quarter. Baltimore Washington Financial Advisors Inc. now owns 697 shares of the industrial products company’s stock worth $333,000 after buying an additional 90 shares during the last quarter. First Trust Advisors LP increased its holdings in shares of Caterpillar by 19.3% in the 3rd quarter. First Trust Advisors LP now owns 334,495 shares of the industrial products company’s stock valued at $159,604,000 after acquiring an additional 54,048 shares during the last quarter. Modern Wealth Management LLC increased its holdings in shares of Caterpillar by 0.8% in the 3rd quarter. Modern Wealth Management LLC now owns 10,308 shares of the industrial products company’s stock valued at $4,918,000 after acquiring an additional 83 shares during the last quarter. Neo Ivy Capital Management acquired a new stake in shares of Caterpillar during the 3rd quarter valued at approximately $604,000. Finally, Ramirez Asset Management Inc. lifted its stake in Caterpillar by 11.4% during the third quarter. Ramirez Asset Management Inc. now owns 9,850 shares of the industrial products company’s stock worth $4,700,000 after purchasing an additional 1,010 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CAT. JPMorgan Chase & Co. boosted 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. Argus raised their price target on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Royal Bank Of Canada boosted their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Finally, Morgan Stanley raised their target price on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average target price of $724.81.

Caterpillar News Roundup

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

Insider Buying and Selling

In other Caterpillar news, 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 sale, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the transaction, the chief accounting officer owned 824 shares of the company’s stock, valued at $629,700.80. This trade represents a 54.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock valued at $94,327,990 in the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

CAT stock opened at $681.31 on Friday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The stock has a market capitalization of $317.01 billion, a price-to-earnings ratio of 36.20, a PEG ratio of 1.61 and a beta of 1.54. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock’s fifty day moving average is $681.47 and its two-hundred day moving average is $575.30.

Caterpillar (NYSE:CAT) last released its quarterly 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 net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the firm earned $5.14 earnings per share. The company’s quarterly revenue was up 17.9% on a year-over-year basis. On average, research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company 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 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is 32.09%.

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.