Chicago Capital LLC Purchases 1,315 Shares of Caterpillar Inc. $CAT

Chicago Capital LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 22.1% in the third quarter, HoldingsChannel reports. The fund owned 7,274 shares of the industrial products company’s stock after buying an additional 1,315 shares during the period. Chicago Capital LLC’s holdings in Caterpillar were worth $3,471,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the company. Valeo Financial Advisors LLC raised its holdings in Caterpillar by 36,842.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock worth $2,833,836,000 after purchasing an additional 7,279,991 shares during the last quarter. Norges Bank bought a new stake in shares of Caterpillar during the second quarter worth approximately $2,165,899,000. Assenagon Asset Management S.A. lifted its holdings in Caterpillar by 546.6% in the second quarter. Assenagon Asset Management S.A. now owns 843,093 shares of the industrial products company’s stock valued at $327,297,000 after buying an additional 712,711 shares during the period. Marshall Wace LLP grew its holdings in Caterpillar by 425.2% during the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock worth $295,738,000 after acquiring an additional 616,739 shares during the period. Finally, Voya Investment Management LLC raised its position in shares of Caterpillar by 36.9% during the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock valued at $848,177,000 after acquiring an additional 478,972 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

More Caterpillar News

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

Insider Buying and Selling at Caterpillar

In related news, insider Lange Bob De sold 14,638 shares of Caterpillar stock in a transaction that occurred on Wednesday, November 5th. The stock was sold at an average price of $562.36, for a total value of $8,231,825.68. Following the sale, the insider owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. This trade represents a 15.43% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Chairman Donald J. Umpleby III sold 17,166 shares of the company’s stock in a transaction that occurred on Friday, October 10th. The stock was sold at an average price of $505.29, for a total value of $8,673,808.14. Following the transaction, the chairman directly owned 448,173 shares of the company’s stock, valued at approximately $226,457,335.17. This trade represents a 3.69% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 71,895 shares of company stock valued at $39,758,116 in the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Stock Performance

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

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

Caterpillar Dividend Announcement

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 given a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 31.01%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on CAT shares. DA Davidson lifted their price objective on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. UBS Group boosted their target price on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. Oppenheimer increased their price target on shares of Caterpillar from $513.00 to $645.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Finally, Robert W. Baird increased their target price on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $618.70.

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.