Caterpillar Inc. $CAT Shares Sold by Accredited Wealth Management LLC

Accredited Wealth Management LLC cut its position in Caterpillar Inc. (NYSE:CAT) by 86.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 329 shares of the industrial products company’s stock after selling 2,093 shares during the quarter. Accredited Wealth Management LLC’s holdings in Caterpillar were worth $157,000 at the end of the most recent quarter.

Several other institutional investors also recently added to or reduced their stakes in CAT. Norges Bank purchased a new position in shares of Caterpillar during the second quarter worth approximately $2,165,899,000. Massachusetts Financial Services Co. MA raised its position in Caterpillar by 1,851.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the last quarter. Marshall Wace LLP boosted its stake in Caterpillar by 425.2% during the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock worth $295,738,000 after purchasing an additional 616,739 shares during the period. Bank of New York Mellon Corp grew its position in Caterpillar by 20.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the last quarter. Finally, Voya Investment Management LLC increased its stake in Caterpillar by 36.9% in the third quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock valued at $848,177,000 after purchasing an additional 478,972 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Performance

NYSE:CAT opened at $742.53 on Friday. The firm’s fifty day simple moving average is $667.81 and its 200-day simple moving average is $563.55. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The stock has a market cap of $345.49 billion, a PE ratio of 39.45, a price-to-earnings-growth ratio of 1.78 and a beta of 1.58. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81.

Caterpillar (NYSE:CAT) last released its quarterly earnings data 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 firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the previous year, the firm earned $5.14 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. Analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

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

Insider Transactions at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the transaction, the chief financial officer owned 45,460 shares in the company, valued at $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. The trade was a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 143,450 shares of company stock worth $98,245,065 over the last ninety days. 0.33% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities analysts recently issued reports on CAT shares. Rothschild & Co Redburn raised their price target on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Wolfe Research increased their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Daiwa Securities Group lifted their target price on Caterpillar from $640.00 to $790.00 in a research note on Wednesday. Royal Bank Of Canada upped their price target on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. 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 stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $712.52.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $870, citing continued momentum and demand drivers that support higher valuations for CAT. Wells Fargo Raises Caterpillar (NYSE:CAT) Price Target to $870.00
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, adding to analyst bullishness and reinforcing upside expectations from peers. Daiwa Securities Group Raises Caterpillar (NYSE:CAT) Price Target to $790.00
• Positive Sentiment: Market commentary highlights CAT as a beneficiary of AI-related capex (data center construction) and sustained infrastructure/mining demand — a thematic tailwind supporting long-term revenue and equipment replacement cycles. Does Caterpillar’s AI Power Deal And Record Results Redefine The Bull Case For CAT?
• Positive Sentiment: High-profile investors/commentators (Jim Cramer) and strategists are publicly backing CAT as a “hard asset” play tied to construction and AI-related buildout, bolstering retail/institutional interest. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Research reports forecast solid market expansion in mining trucks, rock drilling and tunneling equipment through 2030, identifying CAT as a key market leader — supportive for long-term demand but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Corporate activity: CAT hosted its Global Technician Finals and is rolling out a redesigned rental management experience; these operational initiatives improve service/aftermarket positioning but are incremental. Caterpillar hosts its Global Technician Finals in Peoria
• Neutral Sentiment: Caterpillar and BST invested in ElevenEs (electrification/technology), a strategic move toward EV/efficiency solutions that supports medium-term product mix shifts. Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s share weakness is partly tied to broader market pressure: the Dow fell with losses in Nvidia and Caterpillar cited among decliners, which knocked CAT lower. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest rose sharply in February (≈61% month-over-month growth to ~10M shares), indicating increased bearish positioning that can amplify near-term downside volatility.

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.