Aull & Monroe Investment Management Corp Lowers Position in Caterpillar Inc. $CAT

Aull & Monroe Investment Management Corp lowered its holdings in Caterpillar Inc. (NYSE:CAT) by 4.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,146 shares of the industrial products company’s stock after selling 745 shares during the period. Caterpillar makes up about 4.9% of Aull & Monroe Investment Management Corp’s portfolio, making the stock its 2nd largest holding. Aull & Monroe Investment Management Corp’s holdings in Caterpillar were worth $9,822,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in CAT. Kilter Group LLC bought a new position in Caterpillar during the 2nd quarter worth $27,000. Marquette Asset Management LLC lifted its position in shares of Caterpillar by 1,060.0% during the 3rd 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 period. RiverPark Advisors LLC acquired a new stake in shares of Caterpillar during the 2nd quarter worth $32,000. Joseph Group Capital Management bought a new position in shares of Caterpillar in the third quarter worth $32,000. Finally, Noble Wealth Management PBC raised its stake in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. Bank of America raised their target price on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Barclays boosted their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research report on Friday, January 30th. Citigroup upped their target price on Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. DA Davidson raised their price objective on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Finally, Daiwa Securities Group boosted their target price on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Sixteen equities research 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 presently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

Caterpillar Trading Down 1.2%

Shares of NYSE CAT opened at $680.15 on Monday. The firm has a 50 day moving average price of $701.95 and a two-hundred day moving average price of $595.65. The stock has a market cap of $316.47 billion, a P/E ratio of 36.14, a price-to-earnings-growth ratio of 1.61 and a beta of 1.53. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. 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 issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping 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%. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $5.14 earnings per share. As a group, equities analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised multiple EPS forecasts for Caterpillar, including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), Q4 FY2027 (to $7.12) and FY2028 (to $28.88). Those upgrades signal modestly stronger earnings outlooks across several periods, which is supportive for the stock.
• Neutral Sentiment: Local interest/brand stories highlighting heavy‑equipment operators may support long‑term demand narratives but are unlikely to move the stock near term. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks trimmed Q2 FY2027 EPS slightly (6.01 → 5.99), a small downgrade that could signal near‑term variability. Additionally, valuation concerns after a ~100% one‑year rally are being highlighted in market commentary, which can pressure the stock as investors weigh future growth vs current price levels. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?

Insider Buying and Selling

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were 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 approximately $57,574,954.83. This represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 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 approximately $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

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.