Commerzbank Aktiengesellschaft FI Sells 16,883 Shares of Caterpillar Inc. $CAT

Commerzbank Aktiengesellschaft FI decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 10.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 150,507 shares of the industrial products company’s stock after selling 16,883 shares during the quarter. Caterpillar makes up 1.5% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 21st biggest position. Commerzbank Aktiengesellschaft FI’s holdings in Caterpillar were worth $71,814,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. Whittier Trust Co. of Nevada Inc. boosted its holdings in shares of Caterpillar by 0.3% during the third quarter. Whittier Trust Co. of Nevada Inc. now owns 34,236 shares of the industrial products company’s stock worth $17,044,000 after acquiring an additional 107 shares during the period. Sagespring Wealth Partners LLC boosted its stake in Caterpillar by 0.6% in the 3rd quarter. Sagespring Wealth Partners LLC now owns 21,264 shares of the industrial products company’s stock valued at $10,146,000 after purchasing an additional 124 shares during the period. Owen LaRue LLC acquired a new position in Caterpillar in the 3rd quarter valued at $244,000. Trek Financial LLC increased its position in Caterpillar by 5.0% during the 3rd quarter. Trek Financial LLC now owns 4,371 shares of the industrial products company’s stock worth $2,086,000 after buying an additional 208 shares during the period. Finally, Acorn Wealth Advisors LLC lifted its holdings in shares of Caterpillar by 0.9% during the third quarter. Acorn Wealth Advisors LLC now owns 4,213 shares of the industrial products company’s stock worth $2,010,000 after buying an additional 36 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Caterpillar Stock Performance

NYSE CAT opened at $626.71 on Friday. The firm’s 50 day simple moving average is $594.45 and its 200 day simple moving average is $511.37. The firm has a market capitalization of $293.29 billion, a price-to-earnings ratio of 32.17, a P/E/G ratio of 2.42 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. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $655.78.

Caterpillar (NYSE:CAT) last released its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, topping the consensus estimate of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. During the same period in the prior year, the company earned $5.17 earnings per share. The company’s quarterly revenue was up 9.5% on a year-over-year basis. As a group, research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

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 yield of 1.0%. Caterpillar’s dividend payout ratio (DPR) is 31.01%.

Insider Activity

In other news, CAO William E. Schaupp sold 1,200 shares of the stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $572.22, for a total value of $686,664.00. Following the completion of the transaction, the chief accounting officer owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. This represents a 47.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the sale, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 54,729 shares of company stock valued at $31,084,308. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. Rothschild & Co Redburn upped their price target on shares of Caterpillar from $420.00 to $650.00 and gave the company a “neutral” rating in a research note on Wednesday. Bank of America increased their target price on shares of Caterpillar from $650.00 to $708.00 and gave the stock a “buy” rating in a research report on Wednesday, January 14th. Argus lifted their price target on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. Jefferies Financial Group boosted their price target on Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Finally, Wells Fargo & Company raised their price objective on Caterpillar from $675.00 to $702.00 and gave the stock an “overweight” rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average price target of $637.70.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

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.