Nordea Investment Management AB Reduces Position in Caterpillar Inc. $CAT

Nordea Investment Management AB decreased its holdings in Caterpillar Inc. (NYSE:CAT) by 29.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 271,038 shares of the industrial products company’s stock after selling 115,370 shares during the period. Nordea Investment Management AB owned approximately 0.06% of Caterpillar worth $156,007,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the stock. Pacific Point Advisors LLC purchased a new position in Caterpillar during the fourth quarter worth about $579,000. Brighton Jones LLC lifted its holdings in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after acquiring an additional 2,519 shares during the last quarter. United Bank increased its stake in Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after acquiring an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. raised its position in Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares during the period. Finally, Hillsdale Investment Management Inc. boosted its position in shares of Caterpillar by 361.2% during the 2nd quarter. Hillsdale Investment Management Inc. now owns 4,737 shares of the industrial products company’s stock worth $1,839,000 after acquiring an additional 3,710 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Price Performance

Shares of CAT opened at $680.15 on Monday. The company has a market capitalization of $316.47 billion, a price-to-earnings ratio of 36.14, a price-to-earnings-growth ratio of 1.61 and a beta of 1.53. 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 50-day simple moving average of $701.95 and a 200-day simple moving average of $595.65. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. The firm 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 company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same period last year, the company earned $5.14 earnings per share. On average, equities research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Wells Fargo & Company boosted their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Citigroup upped their price objective on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research note on Monday, March 9th. DA Davidson lifted their target price on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Finally, Oppenheimer boosted their target price on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a report on Friday, March 6th. 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 MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $730.50.

Insiders Place Their Bets

In related news, insider Lange Bob De sold 22,656 shares of the firm’s 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 completion of the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s 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 completion of the sale, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 135,950 shares of company stock worth $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised multiple EPS forecasts for Caterpillar, including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), Q4 FY2027 (to $7.12) and FY2028 (to $28.88). Those upgrades signal modestly stronger earnings outlooks across several periods, which is supportive for the stock.
• Neutral Sentiment: Local interest/brand stories highlighting heavy‑equipment operators may support long‑term demand narratives but are unlikely to move the stock near term. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks trimmed Q2 FY2027 EPS slightly (6.01 → 5.99), a small downgrade that could signal near‑term variability. Additionally, valuation concerns after a ~100% one‑year rally are being highlighted in market commentary, which can pressure the stock as investors weigh future growth vs current price levels. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?

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.