Caterpillar Inc. $CAT is Cannon Advisors Inc.’s 9th Largest Position

Cannon Advisors Inc. decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 10.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,651 shares of the industrial products company’s stock after selling 924 shares during the quarter. Caterpillar comprises 3.1% of Cannon Advisors Inc.’s holdings, making the stock its 9th largest holding. Cannon Advisors Inc.’s holdings in Caterpillar were worth $4,383,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Fifth Third Wealth Advisors LLC lifted its stake in shares of Caterpillar by 2.8% in the 4th quarter. Fifth Third Wealth Advisors LLC now owns 17,967 shares of the industrial products company’s stock valued at $10,293,000 after purchasing an additional 488 shares during the last quarter. Shrier Wealth Management LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth about $299,000. Brady Martz Wealth Solutions LLC raised its holdings in Caterpillar by 135.6% in the 4th quarter. Brady Martz Wealth Solutions LLC now owns 1,119 shares of the industrial products company’s stock valued at $641,000 after buying an additional 644 shares during the period. Saxony Capital Management LLC acquired a new position in Caterpillar in the fourth quarter valued at about $224,000. Finally, Alpine Bank Wealth Management lifted its position in Caterpillar by 20.5% in the fourth quarter. Alpine Bank Wealth Management now owns 1,586 shares of the industrial products company’s stock valued at $909,000 after buying an additional 270 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In related news, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares in the company, valued at $629,700.80. The trade was a 54.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the transaction, the insider owned 46,643 shares of the company’s stock, valued at $36,236,946.70. This trade represents a 14.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 125,950 shares of company stock valued at $88,577,390 over the last quarter. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Up 6.1%

CAT opened at $707.88 on Wednesday. The business has a fifty day moving average price of $710.65 and a 200 day moving average price of $609.31. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The stock has a market capitalization of $329.37 billion, a price-to-earnings ratio of 37.61, a PEG ratio of 1.57 and a beta of 1.53.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the company earned $5.14 EPS. Caterpillar’s revenue for the quarter was up 17.9% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of brokerages have weighed in on CAT. Citigroup lifted their price target on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research report on Monday, March 9th. Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Wells Fargo & Company lifted their target price on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a report on Wednesday, February 25th. Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Finally, 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. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average price target of $730.50.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bill Gates / data‑center narrative: Coverage highlighting CAT as part of Bill Gates’ 2026 portfolio and its exposure to large natural‑gas generators is reinforcing a new growth narrative beyond heavy equipment, supporting investor demand. Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
• Positive Sentiment: Strong YTD/outperformance story: Commentary noting CAT has outperformed many tech names over the past year (over 100% YTD in some writeups) is drawing momentum investors into the stock. That price action makes dips attractive to momentum players. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Options market bullishness: A pieces highlighting a “bull put” trade suggests some traders are willing to take bullish option positions (collect premium while betting CAT won’t collapse), which can indicate market conviction and provide support. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Positive Sentiment: Analyst/quant interest: Zacks and other screens calling CAT a stock to watch for earnings growth and price strength keeps it on institutional/retail radars and supports buying on weakness. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Media/TV mentions: CAT appeared on CNBC’s “Final Trades,” which can drive short‑term flows but is informational rather than a fundamental catalyst. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Irrelevant local stories (no market impact): Local human‑interest items using the word “caterpillar” (an amusement‑park piece and an insect warning) are unrelated to CAT stock performance. First construction-theme adventure park to open in Grapevine in June Don’t touch! Fuzzy, skin-irritating caterpillars are popping up across Florida again
• Negative Sentiment: Geopolitical risk spike: Markets dumped risk after reporting that President Trump threatened to “completely obliterate” Iran’s energy infrastructure; that shock sent cyclical and industrial names lower, including CAT. The threat raises short‑term volatility risk for companies with global energy/extraction exposure. Caterpillar, Thermon, Enpro, Methode Electronics, and Mobileye Shares Plummet, What You Need To Know
• Negative Sentiment: Recent pullback data point: Coverage and data noting a ~4% drop in a recent session underline that CAT can see sharp intraday declines on risk events; investors should watch geopolitical headlines and macro flows. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note

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.