Compagnie Lombard Odier SCmA Increases Stock Position in Caterpillar Inc. $CAT

Compagnie Lombard Odier SCmA lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 21.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,810 shares of the industrial products company’s stock after buying an additional 1,700 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Caterpillar were worth $5,620,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. KWB Wealth increased its stake in Caterpillar by 3.2% during the fourth quarter. KWB Wealth now owns 549 shares of the industrial products company’s stock worth $315,000 after acquiring an additional 17 shares during the last quarter. Montecito Bank & Trust lifted its stake in shares of Caterpillar by 0.5% in the 4th quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company’s stock valued at $1,926,000 after purchasing an additional 17 shares in the last quarter. WealthShield Partners LLC grew its holdings in shares of Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock worth $535,000 after purchasing an additional 18 shares during the period. Rialto Wealth Management LLC increased its position in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares in the last quarter. Finally, one8zero8 LLC raised its holdings in Caterpillar by 3.2% in the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after buying an additional 19 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wolfe Research raised its price target to $750 and kept an “outperform” rating, giving investors a notable sell‑side endorsement that supports buying interest. Wolfe Research Raises PT
• Positive Sentiment: CAT recently moved above its 50‑day moving average on rising revenue/estimate momentum — a technical breakout that often attracts momentum traders. Analysts point to record revenues and a strong backlog underpinning the move. Zacks: Above 50‑Day SMA
• Positive Sentiment: Fundamentals cited by social/analyst coverage highlight a roughly $50B order backlog and solid revenue growth, reinforcing expectations for multi‑quarter demand resilience. That supports upside expectations for sales and cash flow. QuiverQuant: Backlog & Revenue
• Positive Sentiment: Broader market strength and a rally in industrial names helped lift CAT as part of a Dow advance tied to easing geopolitical headlines and stabilized oil prices. MSN: Dow Rally
• Neutral Sentiment: Barclays raised its target to $700 but kept an “equal weight” rating — a mixed signal that tempers the upside from other upgrades. Barclays PT Raise
• Neutral Sentiment: Changes in U.S. tax law are reducing Caterpillar’s federal cash tax payments (positive for cash flow) while increasing its reported book tax rate, which could cloud year‑over‑year EPS comparisons. Yahoo: Tax Shift
• Neutral Sentiment: Increased media and analyst coverage (Zacks, Yahoo pieces) has put CAT on many watchlists — attention that can amplify moves in either direction. Zacks: Investor Attention
• Negative Sentiment: Analysts warn of margin pressure from tariffs and higher costs — revenue growth is solid but profit margins have compressed, which could limit upside to earnings multiple expansion. Zacks: Margin Pressure
• Negative Sentiment: Notable insider selling and some large institutional position reductions have been reported, which can be interpreted as caution from certain insiders/institutions even amid broader buying. QuiverQuant: Insider & Institutional Moves

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares of the company’s stock, 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 Securities & Exchange Commission, which is available at the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer directly owned 35,083 shares of the company’s stock, valued at $25,222,221.19. The trade was a 6.65% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 125,950 shares of company stock valued at $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the topic of a number of recent research reports. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Daiwa Securities Group raised their target price on shares of Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Morgan Stanley increased their price target on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Jefferies Financial Group boosted their price objective on Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Finally, JPMorgan Chase & Co. increased their target price on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Trading Up 3.1%

NYSE:CAT opened at $730.55 on Thursday. The stock has a market cap of $339.92 billion, a price-to-earnings ratio of 38.82, a price-to-earnings-growth ratio of 1.67 and a beta of 1.52. Caterpillar Inc. has a one year low of $267.30 and a one year 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 business’s 50-day simple moving average is $712.35 and its 200 day simple moving average is $610.15.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the firm earned $5.14 EPS. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. As a group, sell-side analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

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.