Greenberg Financial Group Makes New Investment in Caterpillar Inc. $CAT

Greenberg Financial Group purchased a new position in Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,865 shares of the industrial products company’s stock, valued at approximately $1,641,000.

Other hedge funds have also modified their holdings of the company. Wellington Management Group LLP boosted its position in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after acquiring an additional 5,098,964 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after acquiring an additional 1,736,631 shares during the last quarter. Bank of New York Mellon Corp boosted its position in shares of Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after acquiring an additional 609,023 shares during the last quarter. Voya Investment Management LLC boosted its position in shares of Caterpillar by 36.9% during the third quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after acquiring an additional 478,972 shares during the last quarter. Finally, Amundi boosted its position in shares of Caterpillar by 24.3% during the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock worth $1,176,870,000 after acquiring an additional 464,036 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Caterpillar

In other news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 125,950 shares of company stock valued at $88,577,390 over the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on CAT shares. Citigroup upped their target price on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Wall Street Zen lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Wolfe Research upped their target price on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. Finally, Oppenheimer increased their price objective on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $737.55.

Caterpillar Price Performance

CAT stock opened at $771.46 on Thursday. Caterpillar Inc. has a 52 week low of $269.13 and a 52 week 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. The company has a fifty day simple moving average of $721.47 and a two-hundred day simple moving average of $619.87. The firm has a market capitalization of $358.95 billion, a P/E ratio of 40.99, a price-to-earnings-growth ratio of 1.69 and a beta of 1.52.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS 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 business had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the business earned $5.14 earnings per share. Caterpillar’s quarterly revenue was up 17.9% compared to the same quarter last year. Analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date is Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: CFO succession announced — long‑time CFO Andrew Bonfield will retire (effective Oct. 1, 2026) and internal candidate Kyle Epley will become CFO May 1, 2026; management framed this as a planned, internal transition that reduces uncertainty around financial leadership. Caterpillar Elects New Chief Financial Officer
• Positive Sentiment: Board maintained the quarterly dividend at $1.51/share (payable May 19, 2026), supporting income investors and signaling confidence in cash flow. Caterpillar Inc. Maintains Dividend
• Positive Sentiment: Demand tailwinds: analysts and commentary highlight a $51bn backlog and rising AI/data‑center power needs driving generator demand — a structural growth driver beyond cyclical construction/mining recovery. Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside
• Positive Sentiment: Analyst estimate momentum — at least one shop (Erste) raised FY2026 EPS forecasts, and recent analyst price targets remain elevated versus the long‑run average, lending support to higher valuation expectations. Marketbeat CAT coverage
• Neutral Sentiment: Options and social chatter show heavy call activity and bullish targets (some traders eyeing $850), reflecting momentum trading that can amplify moves but also increase short‑term volatility. Caterpillar Inc. Stock (CAT) Opinions on AI Data Center Generator Demand
• Neutral Sentiment: Market is positioning ahead of Caterpillar’s upcoming Q1 earnings; previews expect continued revenue strength but will scrutinize margins and order/backlog commentary. Here’s What to Expect From Caterpillar’s Next Earnings Report
• Negative Sentiment: Legal risk: Caterpillar and Bobcat have filed patent suits against each other — potential litigation expense, distraction, and reputational/headline risk. Caterpillar, Bobcat sue each other over patent infringement
• Negative Sentiment: High insider selling noted in recent filings (many senior executives have sold shares over the past six months), which some investors view as a soft signal even if sales may be for personal/liquidity reasons. Caterpillar Inc. Stock (CAT) Opinions on AI Data Center Generator Demand

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.