Generali Asset Management SPA SGR Has $20.46 Million Position in Caterpillar Inc. $CAT

Generali Asset Management SPA SGR lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 3.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,889 shares of the industrial products company’s stock after selling 1,306 shares during the period. Generali Asset Management SPA SGR’s holdings in Caterpillar were worth $20,464,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Kilter Group LLC acquired a new position in Caterpillar in the second quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar in the 2nd quarter valued at about $28,000. Family Legacy Financial Solutions LLC acquired a new position in shares of Caterpillar in the 2nd quarter valued at approximately $32,000. RiverPark Advisors LLC bought a new stake in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Finally, Harbor Asset Planning Inc. acquired a new stake in shares of Caterpillar during the 2nd quarter worth approximately $34,000. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

CAT has been the subject of several recent analyst reports. DA Davidson upped their target price on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Robert W. Baird upped their price objective on Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a research report on Thursday, October 30th. Erste Group Bank upgraded Caterpillar from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Bank of America increased their target price on shares of Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a report on Thursday, October 30th. Finally, UBS Group raised their price target on shares of Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and a consensus price target of $616.00.

Insiders Place Their Bets

In related news, Director David Maclennan bought 300 shares of the stock in a transaction that occurred on Thursday, November 6th. The stock was acquired at an average cost of $568.86 per share, with a total value of $170,658.00. Following the transaction, the director directly owned 7,947 shares in the company, valued at approximately $4,520,730.42. This trade represents a 3.92% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $571.44, for a total value of $5,714,400.00. Following the completion of the sale, the chief financial officer owned 55,460 shares in the company, valued at $31,692,062.40. This trade represents a 15.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 61,895 shares of company stock valued at $34,007,516 over the last ninety days. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Stock Performance

Shares of CAT stock opened at $573.03 on Friday. The firm has a market capitalization of $268.17 billion, a price-to-earnings ratio of 29.42, a PEG ratio of 2.69 and a beta of 1.57. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The business’s 50-day moving average price is $572.51 and its 200-day moving average price is $482.71. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $627.50.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. During the same quarter last year, the business earned $5.17 EPS. The firm’s quarterly revenue was up 9.5% on a year-over-year basis. Equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 1.1%. Caterpillar’s payout ratio is currently 31.01%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

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.