Delta Capital Management LLC Sells 1,000 Shares of Caterpillar Inc. $CAT

Delta Capital Management LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 10.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 8,870 shares of the industrial products company’s stock after selling 1,000 shares during the period. Caterpillar accounts for approximately 1.9% of Delta Capital Management LLC’s investment portfolio, making the stock its 6th biggest position. Delta Capital Management LLC’s holdings in Caterpillar were worth $5,081,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. IFS Advisors LLC acquired a new stake in Caterpillar during the 4th quarter worth approximately $31,000. Rialto Wealth Management LLC increased its position in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the period. Marquette Asset Management LLC raised its stake in shares of 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. Noble Wealth Management PBC lifted its holdings in shares of Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares during the period. Finally, Joseph Group Capital Management bought a new stake in shares of Caterpillar in the third quarter worth $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

Caterpillar stock opened at $667.36 on Tuesday. The stock has a market capitalization of $310.52 billion, a price-to-earnings ratio of 35.46, a PEG ratio of 1.64 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. The stock’s 50 day moving average price is $709.06 and its two-hundred day moving average price is $607.36.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping 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 business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the firm earned $5.14 earnings per share. Caterpillar’s revenue was up 17.9% on a year-over-year basis. On average, equities analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on CAT shares. Morgan Stanley upped their price target on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Williams Trading set a $825.00 price objective on Caterpillar in a research note on Tuesday, March 10th. DA Davidson upped their target price on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Royal Bank Of Canada increased their target price on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Finally, Sanford C. Bernstein restated a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a report on Friday, January 30th. Sixteen equities research 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 MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $730.50.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Momentum/outperformance narrative: Coverage highlights that CAT has substantially outperformed many peers over the past year (strong total returns vs. names like Nvidia), which supports momentum and buy‑and‑hold interest from institutional investors. This helps explain resilient investor demand after recent gains. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Longer‑term bullish theses: multiple writeups (incl. Yahoo/InsiderMonkey summaries) reiterate a bullish case — steady aftermarket demand, infrastructure/energy exposure, and a possible data‑center angle (natural‑gas generators as AI/data‑center backup). Those narratives keep buy‑side interest alive even amid short‑term volatility. Is Caterpillar Inc. (CAT) A Good Stock To Buy Now?
• Neutral Sentiment: Options flow/strategies: An options piece highlights a bull‑put trade on CAT while broader markets weakened, signaling some traders are willing to be paid to bet on limited downside — this shows structured bullish income strategies are active but isn’t a consensus directional catalyst. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Neutral Sentiment: Media mentions: CAT was discussed on CNBC’s “Final Trades,” keeping the stock in the news cycle — helpful for liquidity and attention but not a direct fundamental change. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Negative Sentiment: Today’s pullback: Coverage notes CAT fell more than the broader market in the latest session, consistent with profit‑taking after a large run‑up; higher beta and recent gains make the stock vulnerable to sharper declines in weakness. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Political/price pressure risk: A news item highlights political pressure on tractor/equipment pricing (comments from former President Trump urging lower prices), which could feed concerns about pricing power in ag/equipment end markets if it gains traction. Trump tells farmers that tractor companies should lower prices
• Neutral Sentiment: Analyst/estimate notes: Erste Group published FY2027 estimates — analyst model updates can move shares but the item is currently informational until it leads to consensus changes. Erste Group Bank Estimates Caterpillar FY2027 Earnings

Insider Transactions at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were 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 $25,222,221.19. This trade represents a 6.65% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 135,950 shares of company stock valued at $94,327,990. Company 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.