ABN Amro Investment Solutions Cuts Holdings in Caterpillar Inc. $CAT

ABN Amro Investment Solutions lowered its stake in shares of Caterpillar Inc. (NYSE:CAT) by 24.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,253 shares of the industrial products company’s stock after selling 1,990 shares during the quarter. ABN Amro Investment Solutions’ holdings in Caterpillar were worth $2,984,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CAT. Marquette Asset Management LLC boosted its holdings in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares in the last quarter. Joseph Group Capital Management bought a new stake in Caterpillar in the 3rd quarter worth approximately $32,000. Kilter Group LLC purchased a new stake in Caterpillar in the second quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new stake in Caterpillar in the second quarter worth approximately $28,000. Finally, Sellwood Investment Partners LLC bought a new position in Caterpillar during the third quarter valued at approximately $35,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction on 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 sale, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s 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 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 position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 130,545 shares of company stock valued at $88,294,733. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on CAT. Wells Fargo & Company upped their price objective on shares of Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Royal Bank Of Canada boosted their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. CICC Research initiated coverage on Caterpillar in a research note on Friday, February 6th. They set an “outperform” rating on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Finally, Robert W. Baird set a $805.00 price target on Caterpillar in a research report on Friday, January 30th. Sixteen equities research 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. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI/data-center demand — Reports note that AI-driven capital expenditures (hyperscaler data-center construction and mining electrification) are boosting demand for large construction and mining equipment, a structural tailwind for Caterpillar’s sales and backlog. Caterpillar Rides AI Data Center Boom With Priced In Expectations
• Positive Sentiment: Analyst upgrades and price-target lift — Bank of America raised its price target (and an upgrade triggered a new 1‑year high mention), adding buy-side momentum and validating higher valuations for CAT. Bank of America Raises Caterpillar (NYSE:CAT) Price Target to $825.00
• Positive Sentiment: Upgraded earnings estimates — Zacks refreshed its model, raising Q1 and multi‑year EPS forecasts for CAT (FY2026–FY2028), which supports higher forward earnings multiples and gives investors conviction about near‑term profitability. The Zacks Analyst Alphabet, Caterpillar,T-Mobile US and Onfolio
• Positive Sentiment: Market leadership / headline performance — Coverage and headlines highlight CAT as a top contributor to the Dow’s gains, which can attract momentum flows and index-related buying. Why Caterpillar’s Stock Is Benefiting From the AI Boom
• Neutral Sentiment: Macro data mixed — Recent reports show stronger January jobs but downward revisions to 2025 job growth and lingering inflation above 2%. That creates uncertainty around Fed policy; durable capex demand can offset tighter monetary risk, but macro backdrop remains a cross‑current. Wall Street Roundup: Economic Data, Earnings Updates
• Neutral Sentiment: Broad market momentum — Commentary about the Dow passing 50,000 and an AI‑led bull market supports risk appetite broadly, which benefits cyclical industrials like CAT but may also price in further outperformance. Dow 50,000 Shows This AI-Led Bull Market Has Plenty Of Room To Run
• Negative Sentiment: Valuation/“priced-in” concerns and stock-specific risks — Some coverage warns that much of the AI benefit is already reflected in CAT’s share price and flags potential red flags (valuation, execution risk, or reliance on cyclical capex), which could amplify pullbacks if growth disappoints. Watch Out For These Red Flags In CAT Stock

Caterpillar Price Performance

Shares of Caterpillar stock opened at $774.37 on Monday. The business has a 50 day moving average of $634.09 and a 200 day moving average of $541.97. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a market cap of $362.39 billion, a PE ratio of 41.15, a P/E/G ratio of 1.83 and a beta of 1.58. 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 (NYSE:CAT) last issued its quarterly earnings data 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 the consensus estimate of $17.81 billion. During the same period in the previous year, the firm earned $5.14 EPS. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

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

About Caterpillar

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.