Bradley Foster & Sargent Inc. CT Sells 1,119 Shares of Caterpillar Inc. $CAT

Bradley Foster & Sargent Inc. CT lessened its stake in Caterpillar Inc. (NYSE:CAT) by 1.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 107,732 shares of the industrial products company’s stock after selling 1,119 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Caterpillar were worth $51,404,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also bought and sold shares of CAT. Kilter Group LLC purchased a new position in Caterpillar in the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC increased 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. RiverPark Advisors LLC purchased a new position in shares of Caterpillar in the second quarter worth $32,000. Joseph Group Capital Management bought a new position in shares of Caterpillar during the third quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in shares of Caterpillar by 107.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after buying an additional 46 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the 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 completion of the sale, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the completion of the transaction, the insider owned 46,643 shares in the company, valued at $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 143,450 shares of company stock valued at $98,245,065. Company insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

NYSE CAT opened at $768.20 on Wednesday. The business’s fifty day moving average is $656.64 and its 200 day moving average is $558.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. 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 $357.43 billion, a PE ratio of 40.82, a price-to-earnings-growth ratio of 1.79 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data 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 return on equity of 45.76% and a net margin of 13.14%.The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter last year, the company earned $5.14 earnings per share. Sell-side analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio is presently 32.09%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the stock. UBS Group restated a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. HSBC increased their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Morgan Stanley boosted their target price on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research note on Tuesday, February 3rd. Bank of America raised their price target on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Finally, Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $702.95.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long‑term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short‑ and long‑term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

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.