Caterpillar Inc. $CAT is Atwater Malick LLC’s 4th Largest Position

Atwater Malick LLC lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 4.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 39,666 shares of the industrial products company’s stock after selling 1,889 shares during the quarter. Caterpillar comprises about 6.3% of Atwater Malick LLC’s investment portfolio, making the stock its 4th biggest position. Atwater Malick LLC’s holdings in Caterpillar were worth $22,723,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. IFS Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at $31,000. Rialto Wealth Management LLC raised its holdings in shares of 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 in the last quarter. Marquette Asset Management LLC raised its holdings in shares of 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 in the last quarter. Noble Wealth Management PBC raised its holdings in shares of 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 in the last quarter. Finally, Joseph Group Capital Management bought a new position in shares of Caterpillar during the 3rd quarter valued at $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Performance

NYSE:CAT opened at $790.66 on Tuesday. Caterpillar Inc. has a 1 year low of $282.46 and a 1 year high of $798.54. The firm’s fifty day simple moving average is $728.61 and its 200 day simple moving average is $627.69. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a market capitalization of $367.89 billion, a PE ratio of 42.01, a PEG ratio of 1.86 and a beta of 1.52.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 last year, the business posted $5.14 EPS. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. On average, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

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

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of recent research reports. Rothschild & Co Redburn raised their price target on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. Jefferies Financial Group raised their price target on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a report on Friday, March 6th. Argus raised their price target on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Wolfe Research raised their target price on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $747.14.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Surging generator sales tied to AI and data-center buildouts — coverage argues Caterpillar is benefiting directly from AI-driven infrastructure demand, making CAT a de-facto AI play as orders for standby and prime power equipment accelerate. Is Caterpillar Actually An AI Stock?
• Positive Sentiment: Analyst upgrade and much higher price target — Citigroup raised its price target to $905 and kept a Buy rating, providing fresh upside justification for investors and supporting near-term buying interest. Citigroup Adjusts Price Target on Caterpillar to $905
• Positive Sentiment: Nvidia partnership and technical buy zone — follow‑on coverage highlights Caterpillar’s CES-era AI collaboration with Nvidia and frames the stock as trading in a renewed buy range as the market digests AI tailwinds. This supports both growth and sentiment narratives. Caterpillar Excavates Buy Zone Boosted By Nvidia AI Prowess
• Positive Sentiment: Strong earnings surprise history and upward estimate revisions — multiple pieces (Zacks, Yahoo) point to Caterpillar’s record of beating consensus and recent analyst upgrades to EPS forecasts, increasing the probability of another upside surprise at the next report. Will Caterpillar (CAT) Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Dividend policy steady but hike anticipated — management held the dividend for now; analysts note the large backlog and cash flow strength make a raise likely in the near term, which is supportive but not an immediate catalyst. CAT Holds Dividend Steady For Now: Is a Hike Around the Corner?
• Neutral Sentiment: Smaller/administrative items — people moves and secondary press items are out but unlikely to move the stock materially versus the AI/earnings/analyst drivers above. People News: Caterpillar, GoRail

Insider Buying and Selling

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares in the company, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction 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 completion of the sale, the insider owned 1,443 shares in the company, valued at $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 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.