Caterpillar Inc. $CAT Position Reduced by Capital Investment Advisors LLC

Capital Investment Advisors LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 2.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 36,970 shares of the industrial products company’s stock after selling 950 shares during the period. Capital Investment Advisors LLC’s holdings in Caterpillar were worth $21,179,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the company. Stephens Consulting LLC boosted its stake in Caterpillar by 18.7% during the fourth quarter. Stephens Consulting LLC now owns 564 shares of the industrial products company’s stock valued at $323,000 after buying an additional 89 shares in the last quarter. CoreCap Advisors LLC lifted its holdings in Caterpillar by 6.0% in the 4th quarter. CoreCap Advisors LLC now owns 4,928 shares of the industrial products company’s stock valued at $2,823,000 after acquiring an additional 280 shares during the last quarter. Sage Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at about $334,000. Kathmere Capital Management LLC grew its stake in shares of Caterpillar by 6.6% in the 4th quarter. Kathmere Capital Management LLC now owns 3,456 shares of the industrial products company’s stock worth $1,980,000 after purchasing an additional 213 shares during the last quarter. Finally, Triangle Securities Wealth Management raised its holdings in shares of Caterpillar by 94.9% in the 4th quarter. Triangle Securities Wealth Management now owns 13,600 shares of the industrial products company’s stock worth $7,123,000 after purchasing an additional 6,623 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Price Performance

CAT opened at $695.49 on Friday. The stock has a fifty day moving average of $708.66 and a 200-day moving average of $603.12. The firm has a market capitalization of $323.61 billion, a P/E ratio of 36.96, a PEG ratio of 1.66 and a beta of 1.54. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month 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 results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $5.14 earnings per share. Equities analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 135,950 shares of company stock worth $94,327,990. Company insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group nudged up its profit forecasts — the bank raised FY2027 EPS to $27.95 (from $27.65) and slightly lifted FY2026 to $22.70, both well above the street consensus of ~$19.86. This supports a stronger earnings outlook for CAT. Erste Group raises EPS estimates
• Neutral Sentiment: Deal and growth coverage — coverage of Caterpillar supplying power‑generation equipment to Atlas Energy and its role in powering Nscale’s AI compute campus highlights revenue diversification and exposure to AI/energy demand, but analysts are mixed on near-term financial impact and timing. Analysts mixed on Atlas Energy agreement Caterpillar and Nscale AI campus
• Neutral Sentiment: Community & STEM initiatives may support brand and hiring but have limited direct near‑term financial impact (Alvernia collaboration; Goodwill Arkansas funding). Alvernia partnership Goodwill Arkansas funding
• Negative Sentiment: Heightened legal risk — Caterpillar has countersued Bobcat (Doosan Bobcat) over alleged patent infringement and has accused the rival of industrial espionage; litigation can lead to legal costs, injunction risk or distraction. Reuters: Caterpillar countersues Bobcat ENR: alleges industrial espionage
• Negative Sentiment: Divestment headline — Washington state sold off ~$62M of Caterpillar bonds amid activist pressure; public-sector divestment can dent sentiment and signal ESG-related investor risk. WA sells Caterpillar bonds
• Negative Sentiment: Market/sector selloff — Caterpillar was mentioned among stocks that weighed on the Dow amid a near‑350 point decline, so broad risk‑off flows likely pressured the share price alongside company‑specific headlines. Market drop including CAT

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday, January 30th. Bank of America raised their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating on the stock. Finally, Daiwa Securities Group upped their target price on Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. 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.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

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.