Caterpillar Inc. $CAT Stock Holdings Lowered by Advisors Management Group Inc. ADV

Advisors Management Group Inc. ADV trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 18.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,371 shares of the industrial products company’s stock after selling 1,009 shares during the period. Advisors Management Group Inc. ADV’s holdings in Caterpillar were worth $2,504,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in CAT. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth $31,000. Rialto Wealth Management LLC lifted its stake in Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares in the last quarter. Marquette Asset Management LLC boosted its holdings in shares of Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the period. Noble Wealth Management PBC increased its position in shares of Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 35 shares in the last quarter. Finally, Joseph Group Capital Management purchased a new position in shares of Caterpillar in the third quarter worth approximately $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Headlines Impacting 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

Several equities research analysts recently commented on CAT shares. Robert W. Baird set a $805.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Williams Trading set a $825.00 price target on Caterpillar in a research report on Tuesday, March 10th. Argus increased their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada lifted their target price on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $695.49 on Friday. The business’s 50-day simple moving average is $708.66 and its 200-day simple moving average is $604.42. 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 Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The firm has a market cap of $323.61 billion, a price-to-earnings ratio of 36.96, a P/E/G ratio of 1.64 and a beta of 1.54.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $17.81 billion. During the same period in the previous year, the company earned $5.14 EPS. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction that occurred on 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 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 position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Joseph E. Creed sold 2,500 shares of the company’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 value of $1,797,325.00. Following the transaction, the chief executive officer owned 35,083 shares of the company’s stock, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 135,950 shares of company stock worth $94,327,990. Insiders own 0.33% of the company’s stock.

About Caterpillar

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.