Caterpillar Inc. $CAT Shares Sold by CCM Investment Advisers LLC

CCM Investment Advisers LLC trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 51,365 shares of the industrial products company’s stock after selling 3,854 shares during the quarter. Caterpillar makes up 2.8% of CCM Investment Advisers LLC’s holdings, making the stock its 8th biggest holding. CCM Investment Advisers LLC’s holdings in Caterpillar were worth $29,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Burns J W & Co. Inc. NY boosted its holdings in Caterpillar by 1.1% in the fourth quarter. Burns J W & Co. Inc. NY now owns 2,886 shares of the industrial products company’s stock valued at $1,653,000 after acquiring an additional 31 shares during the last quarter. Stokes Capital Advisors LLC raised its holdings in Caterpillar by 2.9% during the 4th quarter. Stokes Capital Advisors LLC now owns 11,453 shares of the industrial products company’s stock worth $6,561,000 after purchasing an additional 320 shares during the last quarter. Sax Wealth Advisors LLC lifted its position in shares of Caterpillar by 30.9% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,520 shares of the industrial products company’s stock worth $2,017,000 after purchasing an additional 831 shares during the period. Czech National Bank boosted its stake in shares of Caterpillar by 3.7% in the 4th quarter. Czech National Bank now owns 123,400 shares of the industrial products company’s stock valued at $70,692,000 after purchasing an additional 4,416 shares during the last quarter. Finally, First Bank & Trust boosted its stake in shares of Caterpillar by 8.0% in the 4th quarter. First Bank & Trust now owns 555 shares of the industrial products company’s stock valued at $318,000 after purchasing an additional 41 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar wins meaningful power/AI demand — CAT has a global framework and multiple orders tied to power generation for data centers and AI campuses, extending its Power & Energy backlog and recurring-service revenue potential. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Large AI compute opportunity — Coverage highlighting CAT supplying power for Nscale’s massive AI compute campus frames the company as a beneficiary of booming data-center buildouts, which supports upside to long-term equipment and aftermarket demand. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Product momentum — Caterpillar introduced a compact 1-ton 301 CR mini-excavator at CONEXPO, reinforcing its lineup for rental fleets and urban construction where small, efficient machines see steady demand. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Analysts mixed — Some analysts applaud the power/AI contract opportunities while others remain cautious on margins and valuation; consensus remains varied. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Neutral Sentiment: Geopolitical and safety focus — Management says the company is prioritizing safety on Middle East projects while noting increased on-site power demand; this is supportive but adds geopolitical risk exposure. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Note on ticker confusion — A press release about “CAT Strategic Metals” consolidating a mining project relates to a different small-cap ticker (CAT on CSE) and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: New legal headache — Caterpillar has challenged a Doosan Bobcat patent suit and alleges industrial espionage in filings; litigation risk can drive legal costs and execution distractions if escalated. Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage
• Negative Sentiment: Margin pressure — Analysts and Zacks flag a slip in operating margins in 2025 and rising tariff costs that could compress margins into 2026, a key fundamental risk for earnings. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?

Insider Buying and Selling

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the stock in a transaction that occurred 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 in the company, valued at approximately $629,700.80. This represents a 54.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 135,950 shares of company stock worth $94,327,990 over the last 90 days. 0.33% of the stock is owned by company insiders.

Caterpillar Stock Up 0.3%

Shares of NYSE CAT opened at $718.64 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm has a market cap of $334.38 billion, a PE ratio of 38.18, a P/E/G ratio of 1.69 and a beta of 1.54. The company’s fifty day simple moving average is $706.59 and its 200 day simple moving average is $600.52. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating 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 firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the previous year, the firm posted $5.14 earnings per share. The business’s revenue was up 17.9% compared to the same quarter last year. As a group, sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

CAT has been the subject of a number of analyst reports. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research note on Friday, January 30th. Citigroup upped their price target on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research report on Monday, March 9th. Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday, January 30th. Argus boosted their price objective on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Daiwa Securities Group upped their target price on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $730.50.

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.