Caterpillar (NYSE:CAT) Insider Sells $7,261,081.95 in Stock

Caterpillar Inc. (NYSE:CAT) insider Anthony Fassino sold 10,671 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, the insider directly owned 41,151 shares in the company, valued at $28,001,197.95. This trade represents a 20.59% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink.

Caterpillar Stock Down 2.0%

Shares of CAT stock opened at $678.22 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $723.16. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm has a market cap of $317.39 billion, a PE ratio of 36.04, a price-to-earnings-growth ratio of 1.64 and a beta of 1.58. The stock has a 50 day moving average of $614.16 and a 200-day moving average of $526.79.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) 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 business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the previous year, the firm posted $5.14 earnings per share. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. On average, equities analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently announced 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. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Institutional Trading of Caterpillar

Several large investors have recently added to or reduced their stakes in the company. Torren Management LLC acquired a new position in shares of Caterpillar in the 4th quarter worth approximately $27,000. IFS Advisors LLC bought a new position in Caterpillar in the 4th quarter valued at $31,000. Rialto Wealth Management LLC grew its holdings in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the last quarter. Marquette Asset Management LLC increased its stake in shares of Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares in the last quarter. Finally, Noble Wealth Management PBC raised its holdings in shares of 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 buying an additional 35 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 earnings beat and data‑center tailwind — CAT reported revenue and EPS above estimates, driven by strong Power & Energy demand from data‑center buildouts (supports near‑term revenue and margins). Read More.
• Positive Sentiment: Analysts raising targets and reaffirming buys — Multiple shops (including Rothschild/Redburn, Truist, Citi and others) have lifted price targets or kept positive ratings, providing fresh upside catalysts. Read More.
• Positive Sentiment: Record backlog and multi‑year growth plan — Management cites a roughly $51B backlog and guidance for 5–7% annual sales through 2030 plus higher 2026 capex to expand capacity, supporting revenue visibility. Read More.
• Positive Sentiment: Shareholder returns narrative — Coverage highlights strong free cash flow and sizable dividends/repurchases, which supports investor demand at current levels. Read More.
• Neutral Sentiment: Strategic tech partnership — Multi‑year ACI engagement to modernize Caterpillar’s infrastructure is operationally useful but unlikely to move near‑term revenue materially. Read More.
• Neutral Sentiment: Valuation debate — Coverage notes the strong rally and asks whether shares now price in much of the upside; important for risk/reward but not a near‑term fundamental change. Read More.
• Neutral Sentiment: Product update — New compact 308CR mini‑excavator announced; incremental to overall results but supports product-cycle narrative. Read More.
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million‑dollar sales this week (Denise C. Johnson, Anthony Fassino, Bob De Lange), trimming holdings considerably; the size/timing of these disposals can pressure the stock short‑term as investors interpret them as profit‑taking. Read More.

Analyst Upgrades and Downgrades

A number of analysts have commented on the company. Royal Bank Of Canada raised their price objective on Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research report on Friday, January 30th. Jefferies Financial Group lifted their price target on shares of Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a research note on Tuesday, January 27th. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a report on Friday, January 30th. William Blair set a $735.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Finally, Citigroup increased their price target on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a research report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued 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 a consensus rating of “Moderate Buy” and a consensus price target of $681.86.

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.