Andra AP fonden Cuts Stock Position in Caterpillar Inc. $CAT

Andra AP fonden decreased its stake in Caterpillar Inc. (NYSE:CAT) by 69.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,600 shares of the industrial products company’s stock after selling 3,600 shares during the period. Andra AP fonden’s holdings in Caterpillar were worth $763,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Kilter Group LLC acquired a new position in shares of Caterpillar in the second quarter worth about $27,000. Marquette Asset Management LLC lifted its holdings in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the last quarter. RiverPark Advisors LLC acquired a new position in shares of Caterpillar in the 2nd quarter worth approximately $32,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar in the 3rd quarter valued at approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC raised its position in shares of Caterpillar by 107.0% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 46 shares in the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Stock Down 1.4%

Caterpillar stock opened at $742.53 on Monday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month 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 firm has a market cap of $345.49 billion, a PE ratio of 39.45, a P/E/G ratio of 1.76 and a beta of 1.53. The firm’s 50 day moving average price is $667.81 and its two-hundred day moving average price is $565.67.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $17.81 billion. During the same period in the previous year, the company posted $5.14 EPS. Caterpillar’s revenue was up 17.9% on a year-over-year basis. On average, research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

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

Insider Buying and Selling at Caterpillar

In related news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 133,450 shares of company stock worth $92,530,665 in the last 90 days. Company insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

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.

Wall Street Analysts Forecast Growth

CAT has been the topic of several analyst reports. Wolfe Research increased their target price on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Truist Financial raised their price target on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a report on Monday, February 2nd. Citigroup upped their price objective on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Finally, Argus raised their target price on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $712.52.

Caterpillar Company 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.