Almanack Investment Partners LLC. Sells 4,761 Shares of Caterpillar Inc. $CAT

Almanack Investment Partners LLC. lowered its stake in shares of Caterpillar Inc. (NYSE:CAT) by 83.4% in the third quarter, Holdings Channel reports. The institutional investor owned 947 shares of the industrial products company’s stock after selling 4,761 shares during the period. Almanack Investment Partners LLC.’s holdings in Caterpillar were worth $452,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in CAT. Kilter Group LLC purchased a new position in Caterpillar in the second quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Caterpillar in the 2nd quarter valued at about $28,000. Compass Financial Services Inc grew its position in shares of Caterpillar by 49.2% in the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock worth $31,000 after buying an additional 31 shares during the last quarter. Family Legacy Financial Solutions LLC bought a new position in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Finally, RiverPark Advisors LLC purchased a new stake in Caterpillar during the second quarter valued at approximately $32,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. DA Davidson upped their price target on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Citigroup raised Caterpillar from a “buy” rating to a “mixed” rating in a research report on Tuesday, December 16th. Royal Bank Of Canada started coverage on Caterpillar in a research note on Wednesday, October 22nd. They issued a “sector perform” rating and a $560.00 price target for the company. Wells Fargo & Company started coverage on Caterpillar in a research note on Thursday, November 13th. They set an “overweight” rating and a $675.00 price target on the stock. Finally, HSBC raised shares of Caterpillar from a “hold” rating to a “buy” rating and increased their price objective for the company from $405.00 to $660.00 in a research report on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $618.70.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Data‑center and power‑generation demand is a clear growth driver for CAT — Energy & Transportation led recent segment growth with a $2.4B sequential backlog increase that supports revenue visibility. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Positive Sentiment: Wolfe Research raised its price target to $670, signaling continued analyst conviction and providing upside reference for investors. Wolfe Research Boosts Caterpillar (NYSE:CAT) Price Target to $670.00
• Positive Sentiment: Caterpillar will headline CES 2026 to showcase industrial AI and autonomy — a high‑visibility push that reinforces its strategy to monetize automation and AI across worksites. Caterpillar to Showcase Next Era in Industrial AI and Autonomy at CES 2026
• Neutral Sentiment: Sector momentum from top‑performing S&P groups (industrial/industrial‑tech tailwinds) helps CAT but ties performance to broader cyclical dynamics. The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025 (CAT)
• Neutral Sentiment: Market commentary notes CAT has outperformed but also that much of the move is already priced in; Zacks and analyst blogs are weighing the company’s 2025 run and 2026 outlook. Caterpillar (CAT) Beats Stock Market Upswing: What Investors Need to Know
• Negative Sentiment: Insider selling: CFO Andrew Bonfield sold 10,000 shares (disclosed SEC filing), which may be read as executive profit‑taking amid the rally. Insider Sale Filing (Andrew R. J. Bonfield)
• Negative Sentiment: Valuation/technical caution: at ~57–69% YTD gains in various writeups, some analysts now advise a Hold given near‑intrinsic valuation and consolidation risk ahead of fresh earnings. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Negative Sentiment: Some institutional trimming: Asset Management One slightly reduced its stake, a modest sign of portfolio rebalancing after strong gains. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

Caterpillar Price Performance

Shares of NYSE CAT opened at $616.92 on Tuesday. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $627.50. The business’s 50 day moving average price is $575.82 and its 200 day moving average price is $487.93. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The firm has a market cap of $288.71 billion, a P/E ratio of 31.67, a P/E/G ratio of 2.36 and a beta of 1.57.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating the consensus estimate of $4.52 by $0.43. The business had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the business posted $5.17 EPS. On average, sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 14,638 shares of Caterpillar stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total value of $8,231,825.68. Following the completion of the transaction, the insider owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. The trade was a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction dated Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. The trade was a 18.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 71,895 shares of company stock worth $39,758,116. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar 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.