Czech National Bank Has $70.69 Million Stock Holdings in Caterpillar Inc. $CAT

Czech National Bank lifted its position in Caterpillar Inc. (NYSE:CAT) by 3.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 123,400 shares of the industrial products company’s stock after buying an additional 4,416 shares during the quarter. Czech National Bank’s holdings in Caterpillar were worth $70,692,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of CAT. Norges Bank bought a new stake in Caterpillar during the 2nd quarter valued at approximately $2,165,899,000. Illinois Municipal Retirement Fund increased its position in Caterpillar by 7.3% in the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after buying an additional 1,181 shares during the period. Groupe la Francaise lifted its holdings in shares of Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after buying an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA boosted its position in shares of Caterpillar by 155.9% in the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after acquiring an additional 28,773 shares during the period. Finally, Caprock Group LLC acquired a new stake in shares of Caterpillar in the third quarter worth $8,893,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar wins meaningful power/AI demand — CAT has a global framework and multiple orders tied to power generation for data centers and AI campuses, extending its Power & Energy backlog and recurring-service revenue potential. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Large AI compute opportunity — Coverage highlighting CAT supplying power for Nscale’s massive AI compute campus frames the company as a beneficiary of booming data-center buildouts, which supports upside to long-term equipment and aftermarket demand. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Product momentum — Caterpillar introduced a compact 1-ton 301 CR mini-excavator at CONEXPO, reinforcing its lineup for rental fleets and urban construction where small, efficient machines see steady demand. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Analysts mixed — Some analysts applaud the power/AI contract opportunities while others remain cautious on margins and valuation; consensus remains varied. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Neutral Sentiment: Geopolitical and safety focus — Management says the company is prioritizing safety on Middle East projects while noting increased on-site power demand; this is supportive but adds geopolitical risk exposure. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Note on ticker confusion — A press release about “CAT Strategic Metals” consolidating a mining project relates to a different small-cap ticker (CAT on CSE) and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: New legal headache — Caterpillar has challenged a Doosan Bobcat patent suit and alleges industrial espionage in filings; litigation risk can drive legal costs and execution distractions if escalated. Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage
• Negative Sentiment: Margin pressure — Analysts and Zacks flag a slip in operating margins in 2025 and rising tariff costs that could compress margins into 2026, a key fundamental risk for earnings. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CAT. JPMorgan Chase & Co. boosted their target price on shares of Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Royal Bank Of Canada raised their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a report on Tuesday, March 10th. Rothschild & Co Redburn upped their price objective on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Finally, CICC Research began coverage on Caterpillar in a research report on Friday, February 6th. They set an “outperform” rating on the stock. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus price target of $730.50.

Caterpillar Stock Up 0.3%

Shares of NYSE:CAT opened at $718.64 on Thursday. The company’s fifty day moving average is $706.59 and its 200-day moving average is $600.52. 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 Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a market capitalization of $334.38 billion, a PE ratio of 38.18, a P/E/G ratio of 1.69 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating 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 net margin of 13.14% and a return on equity of 45.76%. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the firm posted $5.14 EPS. Equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 7,891 shares of Caterpillar stock in a transaction that occurred on 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 approximately $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO William E. Schaupp sold 972 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the sale, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 135,950 shares of company stock valued at $94,327,990. Insiders own 0.33% of the company’s stock.

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.