Caterpillar Inc. $CAT Stock Position Reduced by Aberdeen Group plc

Aberdeen Group plc lessened its stake in Caterpillar Inc. (NYSE:CAT) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 494,496 shares of the industrial products company’s stock after selling 5,724 shares during the quarter. Aberdeen Group plc owned 0.11% of Caterpillar worth $283,282,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Pacific Point Advisors LLC acquired a new stake in Caterpillar during the fourth quarter valued at $579,000. Brighton Jones LLC increased its position in Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the last quarter. United Bank raised its stake in shares of Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after buying an additional 347 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Caterpillar during the 2nd quarter valued at about $144,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares in the company, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the business’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 directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by corporate insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst upgrade and higher price target from Wolfe Research supports upside expectations for CAT. Wolfe Research adjusts PT on Caterpillar to $750 from $670, maintains outperform rating
• Positive Sentiment: Market momentum from easing Middle East tensions and “Iran war FOMO” recently lifted industrial names including Caterpillar, helping drive gains into quarter‑end. The Iran War FOMO Trade Is Sending Stocks Surging
• Positive Sentiment: Technical and fundamental bulls point to CAT clearing the 50‑day moving average, record revenues and a roughly $50B backlog as reasons the stock can continue outperforming industrial peers. Caterpillar Climbs Above 50‑Day SMA: Time to Buy the Stock?
• Neutral Sentiment: Barclays raised its price target to $700 but kept an equal‑weight rating — a modest signal that upside is present but not unanimous among brokers. Barclays adjusts Caterpillar price target to $700 from $625, maintains equal weight rating
• Neutral Sentiment: Changes in U.S. tax law are improving Caterpillar’s cash taxes while complicating reported book tax metrics — positive for cash flow planning but potentially confusing for EPS comparability. Caterpillar Tax Shift Boosts Cash While Clouding Earnings Picture For Investors
• Negative Sentiment: U.S. senators are pushing a national‑security review of heavy equipment imports from Mexico that could lead to tariffs or restrictions affecting Caterpillar’s Mexico manufacturing and cross‑border supply chains. This regulatory risk is a key near‑term headwind. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface
• Negative Sentiment: Notable insider selling and large institutional portfolio moves (some big fund reductions) are public and can weigh on sentiment, especially after CAT’s strong first‑quarter run. Caterpillar Inc. Stock (CAT) Opinions on Quarterly Earnings

Analyst Ratings Changes

A number of research firms recently commented on CAT. Bank of America increased their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Royal Bank Of Canada boosted their target price on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. HSBC increased their price target on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Jefferies Financial Group lifted their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Finally, CICC Research initiated coverage on shares of Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating for the company. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Trading Down 1.8%

NYSE:CAT opened at $717.23 on Friday. The company’s 50 day moving average is $713.73 and its 200-day moving average is $610.90. 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 Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The firm has a market cap of $333.72 billion, a price-to-earnings ratio of 38.11, a P/E/G ratio of 1.72 and a beta of 1.52.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data 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 during the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the prior year, the firm earned $5.14 EPS. Caterpillar’s quarterly revenue was up 17.9% compared to the same quarter last year. Equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

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.