Capital Management Associates Inc Has $4.07 Million Stock Position in Caterpillar Inc. $CAT

Capital Management Associates Inc increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 82.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,098 shares of the industrial products company’s stock after acquiring an additional 3,199 shares during the quarter. Caterpillar comprises about 0.9% of Capital Management Associates Inc’s investment portfolio, making the stock its 21st largest position. Capital Management Associates Inc’s holdings in Caterpillar were worth $4,066,000 at the end of the most recent reporting period.

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

Insider Buying and Selling at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of Caterpillar 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 sale, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider owned 43,350 shares in the company, valued at $29,524,818. The trade was a 47.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 125,950 shares of company stock valued at $88,577,390 in the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have commented on CAT. UBS Group reiterated a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Morgan Stanley lifted their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. Jefferies Financial Group increased their target price on Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Sanford C. Bernstein restated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Trading Up 0.0%

Shares of NYSE:CAT opened at $717.23 on Monday. The firm has a market cap of $333.72 billion, a price-to-earnings ratio of 38.11, a PEG ratio of 1.69 and a beta of 1.52. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The company’s fifty day simple moving average is $715.54 and its 200 day simple moving average is $615.21. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the business earned $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. As a group, research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

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.