Blue Trust Inc. Purchases 2,402 Shares of Caterpillar Inc. $CAT

Blue Trust Inc. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 10.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,869 shares of the industrial products company’s stock after acquiring an additional 2,402 shares during the period. Blue Trust Inc.’s holdings in Caterpillar were worth $14,820,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. IFS Advisors LLC acquired a new stake in Caterpillar during the fourth quarter worth approximately $31,000. Rialto Wealth Management LLC lifted its stake in Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares during the period. Marquette Asset Management LLC boosted its holdings in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares in the last quarter. Noble Wealth Management PBC grew its position in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after buying an additional 35 shares during the period. Finally, Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the 3rd quarter worth approximately $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Caterpillar

In other 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 transaction, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This trade represents 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 worth $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Stock Performance

Shares of CAT stock opened at $730.55 on Thursday. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a fifty day simple moving average of $712.35 and a two-hundred day simple moving average of $610.15. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The firm has a market capitalization of $339.92 billion, a PE ratio of 38.82, a price-to-earnings-growth ratio of 1.67 and a beta of 1.52.

Caterpillar (NYSE:CAT) last released 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. The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period last year, the firm earned $5.14 earnings per share. Analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

CAT has been the topic of a number of research reports. Citigroup boosted their target price 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. Daiwa Securities Group lifted their price target on shares of Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. UBS Group reiterated a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a report on Monday, February 2nd. Truist Financial increased their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Finally, HSBC raised their target price on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $737.55.

Key Caterpillar News

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

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.