Coastline Trust Co Increases Stake in Caterpillar Inc. $CAT

Coastline Trust Co raised its position in Caterpillar Inc. (NYSE:CAT) by 39.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,077 shares of the industrial products company’s stock after acquiring an additional 2,547 shares during the period. Coastline Trust Co’s holdings in Caterpillar were worth $5,200,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank acquired a new stake in Caterpillar in the second quarter valued at about $2,165,899,000. Wellington Management Group LLP increased its position in Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares during the period. Massachusetts Financial Services Co. MA raised its stake in shares of Caterpillar by 1,851.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after buying an additional 1,736,631 shares in the last quarter. Marshall Wace LLP lifted its holdings in shares of Caterpillar by 425.2% in the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after buying an additional 616,739 shares during the period. Finally, Bank of New York Mellon Corp boosted its stake in shares of Caterpillar by 20.7% in the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after buying an additional 609,023 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have issued reports on CAT shares. Bank of America increased their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research report on Friday, January 30th. HSBC increased their price target on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Argus boosted their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, DA Davidson upped their target price 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. Sixteen equities research 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.com, Caterpillar has a consensus rating of “Moderate Buy” and an average target price of $730.50.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Insiders Place Their Bets

In other news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the transaction, the chief accounting officer directly owned 824 shares of the company’s stock, valued at $629,700.80. This trade represents a 54.12% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction that occurred 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 transaction, the insider 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 0.8%

Caterpillar stock opened at $688.01 on Friday. 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 capitalization of $320.12 billion, a price-to-earnings ratio of 36.56, a price-to-earnings-growth ratio of 1.64 and a beta of 1.54. The stock’s fifty day moving average is $700.70 and its two-hundred day moving average is $591.34. 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 released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion during 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 was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.14 EPS. Analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

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.