Banque Cantonale Vaudoise Has $14.70 Million Position in Caterpillar Inc. $CAT

Banque Cantonale Vaudoise lessened its holdings in Caterpillar Inc. (NYSE:CAT) by 17.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,807 shares of the industrial products company’s stock after selling 6,453 shares during the period. Caterpillar comprises approximately 0.6% of Banque Cantonale Vaudoise’s portfolio, making the stock its 29th biggest position. Banque Cantonale Vaudoise’s holdings in Caterpillar were worth $14,699,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of CAT. Kilter Group LLC acquired a new stake in Caterpillar during the 2nd quarter worth about $27,000. Marquette Asset Management LLC increased its holdings 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 valued at $28,000 after purchasing an additional 53 shares during the period. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar in the second quarter worth approximately $32,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the third quarter worth approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC grew its position 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 valued at $35,000 after purchasing an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst price‑target raises lift the outlook and signal upside potential; Citigroup bumped its target to $785 and reiterated a Buy rating, implying further upside from current levels. Article Title MarketScreener
• Positive Sentiment: Additional published price‑target increases (to $817 and $825) further underpin analyst confidence and provide explicit upside benchmarks for investors. Price Target $817 Price Target $825
• Positive Sentiment: Product and tech innovation headlines — including a new heavy electric‑drive dozer and AI/autonomous jobsite showcases at CONEXPO — support a re‑rating toward higher valuation multiples if execution and adoption continue. Electric Dozer AI Jobsite Tech
• Positive Sentiment: Positive media/analyst features (Zacks, Motley Fool) frame CAT as a long‑term favorite and list reasons to buy, reinforcing investor interest and momentum narratives. Zacks Fool
• Neutral Sentiment: Forbes highlights a short‑term pullback from recent highs and debates buy‑the‑dip vs. profit‑taking; useful for traders weighing entry timing but not a change to the company’s fundamentals. Forbes
• Neutral Sentiment: Zacks Market Edge highlighted Caterpillar among notable names — additional visibility but no new company guidance reported. Zacks Market Edge
• Negative Sentiment: Insider selling: the CEO sold about $1.8M of stock; outlets note this activity and it has prompted intraday weakness in some reports — a potential near‑term headwind for sentiment. Insider Sale Trading Down Article

Caterpillar Price Performance

NYSE CAT opened at $704.10 on Tuesday. The stock has a 50-day simple moving average of $683.98 and a 200 day simple moving average of $578.41. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The stock has a market capitalization of $327.61 billion, a PE ratio of 37.41, a P/E/G ratio of 1.61 and a beta of 1.53. 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 released its earnings results 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the firm posted $5.14 EPS. The company’s revenue was up 17.9% on a year-over-year basis. Research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were given a dividend of $1.51 per share. 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 payout ratio is 32.09%.

Wall Street Analyst Weigh In

CAT has been the topic of several research reports. JPMorgan Chase & Co. upped their price objective on shares of Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Royal Bank Of Canada boosted their price target on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Wolfe Research upped their price target on shares of Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. HSBC increased their price objective on Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, UBS Group restated a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $726.00.

Insider Activity

In other Caterpillar news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the sale, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 135,950 shares of company stock worth $94,327,990. 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.