Hager Investment Management Services LLC Sells 762 Shares of Caterpillar Inc. $CAT

Hager Investment Management Services LLC lowered its stake in shares of Caterpillar Inc. (NYSE:CAT) by 14.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,402 shares of the industrial products company’s stock after selling 762 shares during the quarter. Caterpillar makes up approximately 1.4% of Hager Investment Management Services LLC’s holdings, making the stock its 25th biggest holding. Hager Investment Management Services LLC’s holdings in Caterpillar were worth $2,522,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Marquette Asset Management LLC lifted its position in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the period. IFS Advisors LLC acquired a new position in Caterpillar during the 4th quarter valued at about $31,000. Joseph Group Capital Management acquired a new position in Caterpillar during the 3rd quarter valued at about $32,000. Rialto Wealth Management LLC lifted its position in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 18 shares during the period. Finally, Noble Wealth Management PBC lifted its position in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Williams Trading set a $825.00 price target on shares of Caterpillar in a research report on Tuesday, March 10th. Truist Financial increased their price target on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Jefferies Financial Group increased their price target on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Finally, Oppenheimer increased their price target 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 equities research 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $737.55.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the chief executive officer directly 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the transaction, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

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 Stock Performance

Shares of CAT stock opened at $771.46 on Thursday. 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 company 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. The company’s 50 day moving average price is $721.47 and its two-hundred day moving average price is $619.87. Caterpillar Inc. has a 52 week low of $269.13 and a 52 week high of $789.81.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the company posted $5.14 EPS. On average, analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

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

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.