Centaurus Financial Inc. Sells 1,035 Shares of Caterpillar Inc. $CAT

Centaurus Financial Inc. cut its position in shares of Caterpillar Inc. (NYSE:CAT) by 27.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,670 shares of the industrial products company’s stock after selling 1,035 shares during the quarter. Centaurus Financial Inc.’s holdings in Caterpillar were worth $1,274,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Marquette Asset Management LLC grew 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 valued at $28,000 after acquiring an additional 53 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of Caterpillar in the 3rd quarter worth approximately $32,000. Kilter Group LLC bought a new stake in shares of Caterpillar in the 2nd quarter worth approximately $27,000. Sellwood Investment Partners LLC purchased a new stake in shares of Caterpillar in the 3rd quarter valued at $35,000. Finally, RiverPark Advisors LLC bought a new position in shares of Caterpillar during the 2nd quarter valued at $32,000. Institutional investors own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the stock. Barclays boosted their price target on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Williams Trading set a $825.00 price objective on Caterpillar in a report on Tuesday, March 10th. DA Davidson boosted their target price on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Wall Street Zen cut Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Finally, JPMorgan Chase & Co. raised their price target on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $730.50.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Insider Activity at Caterpillar

In related news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction dated 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 transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction dated 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 sale, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,950 shares of company stock valued at $94,327,990 over the last three months. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of CAT stock opened at $688.01 on Friday. The firm has a market capitalization of $320.12 billion, a price-to-earnings ratio of 36.56, a PEG ratio of 1.64 and a beta of 1.54. The stock has a fifty day moving average of $700.70 and a 200 day moving average of $591.34. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week 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.

Caterpillar (NYSE:CAT) last issued 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. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the previous year, the firm earned $5.14 EPS. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

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.