Profund Advisors LLC Sells 1,215 Shares of Caterpillar Inc. $CAT

Profund Advisors LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 11.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,477 shares of the industrial products company’s stock after selling 1,215 shares during the period. Profund Advisors LLC’s holdings in Caterpillar were worth $4,522,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Norges Bank bought a new position in shares of Caterpillar during the 2nd quarter worth $2,165,899,000. Massachusetts Financial Services Co. MA lifted its stake in Caterpillar by 1,851.8% in the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after acquiring an additional 1,736,631 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 in the last quarter. Bank of New York Mellon Corp increased its position in Caterpillar by 20.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after purchasing an additional 609,023 shares during the period. Finally, Voya Investment Management LLC lifted its position in shares of Caterpillar by 36.9% in the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after purchasing an additional 478,972 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 7.1%

CAT stock opened at $726.38 on Monday. The stock has a market capitalization of $339.93 billion, a PE ratio of 38.60, a price-to-earnings-growth ratio of 1.72 and a beta of 1.58. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $727.40. 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 50 day moving average of $617.15 and a 200 day moving average of $530.49.

Caterpillar (NYSE:CAT) last posted its quarterly 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. The business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company posted $5.14 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Analyst Ratings Changes

A number of research firms have weighed in on CAT. Citigroup upped their target price on Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Wolfe Research upped their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Royal Bank Of Canada lifted their target price on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. UBS Group reaffirmed a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $690.90.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the transaction, the insider owned 41,151 shares of the company’s stock, valued at $28,001,197.95. The trade was a 20.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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 sale, the chief financial officer owned 45,460 shares in the company, valued at $26,142,227.60. The trade was a 18.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 112,563 shares of company stock valued at $73,657,655 over the last ninety days. Corporate insiders own 0.33% of the company’s stock.

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.