Dakota Wealth Management Sells 11,658 Shares of Caterpillar Inc. $CAT

Dakota Wealth Management lowered its stake in Caterpillar Inc. (NYSE:CAT) by 15.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 64,046 shares of the industrial products company’s stock after selling 11,658 shares during the quarter. Dakota Wealth Management’s holdings in Caterpillar were worth $30,560,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. WealthShield Partners LLC increased its holdings in Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock worth $535,000 after acquiring an additional 18 shares during the period. one8zero8 LLC grew its position in shares of Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. increased its holdings in shares of Caterpillar by 0.6% in the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after purchasing an additional 20 shares during the period. Cyr Financial Inc. raised its position in shares of Caterpillar by 2.5% in the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after buying an additional 20 shares in the last quarter. Finally, Coastwise Capital Group LLC boosted its stake in Caterpillar by 1.8% during the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock valued at $557,000 after buying an additional 21 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on CAT shares. JPMorgan Chase & Co. upped their target price on Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. DA Davidson upped their price objective on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. CICC Research started coverage on shares of Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating on the stock. Finally, Wall Street Zen cut shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and an average price target of $702.95.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group lifted its FY2026 EPS estimate for Caterpillar, which supports higher forward earnings expectations and can help justify the multiple investors are paying. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s combination of earnings growth and price strength, flagging it as a stock to watch — a narrative that can attract momentum and institutional flows. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Media coverage (including Jim Cramer) reports hedge funds buying Caterpillar, signaling institutional demand that can prop up the share price and reduce downside. Hedge Funds Are Buying Power From Caterpillar, (CAT) Says Jim Cramer
• Neutral Sentiment: Benzinga aggregates analyst expectations for Caterpillar’s future — useful context on consensus targets and ratings but mixed in immediate directional impact unless analysts change price targets. Analyst Expectations For Caterpillar’s Future
• Negative Sentiment: A valuation-focused piece points out that recent powerful short- and long-term gains have pushed Caterpillar’s multiples higher — a reminder that elevated P/E and stretched sentiment could prompt profit-taking or slower near-term upside. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Caterpillar Trading Down 0.5%

Shares of CAT opened at $755.72 on Tuesday. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The firm has a market cap of $351.63 billion, a price-to-earnings ratio of 40.16, a PEG ratio of 1.80 and a beta of 1.58. The firm has a 50 day moving average price of $653.06 and a 200-day moving average price of $555.96. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping 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 company had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter last year, the company earned $5.14 EPS. The firm’s 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 Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were issued a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s dividend payout ratio is currently 32.09%.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the transaction, the insider directly owned 41,151 shares of the company’s stock, valued at $28,001,197.95. The trade was a 20.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Rodney Michael Shurman sold 1,764 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the completion of the sale, the insider owned 1,440 shares of the company’s stock, valued at $1,099,281.60. The trade was a 55.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 141,172 shares of company stock worth $96,514,673 over the last quarter. Company insiders own 0.33% of the company’s stock.

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.