1,090 Shares in Caterpillar Inc. $CAT Purchased by Ade LLC

Ade LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 1,090 shares of the industrial products company’s stock, valued at approximately $520,000.

Other institutional investors also recently modified their holdings of the company. Aberdeen Group plc raised its stake in shares of Caterpillar by 15.1% during the third quarter. Aberdeen Group plc now owns 500,220 shares of the industrial products company’s stock worth $236,164,000 after buying an additional 65,634 shares during the last quarter. Mason & Associates Inc acquired a new stake in shares of Caterpillar during the third quarter worth $258,000. Vista Capital Partners Inc. acquired a new position in Caterpillar in the third quarter valued at about $254,000. Camden National Bank boosted its holdings in Caterpillar by 2.9% during the third quarter. Camden National Bank now owns 1,647 shares of the industrial products company’s stock worth $786,000 after buying an additional 47 shares during the last quarter. Finally, Oxinas Partners Wealth Management LLC acquired a new position in shares of Caterpillar during the 3rd quarter worth about $247,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on CAT. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Bank of America lifted their price target on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Evercore boosted their price target on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. CICC Research started coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Finally, Truist Financial increased their price target on Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $702.95.

Caterpillar Trading Up 2.1%

NYSE:CAT opened at $774.37 on Friday. The company has a market cap of $362.39 billion, a P/E ratio of 41.15, a price-to-earnings-growth ratio of 1.83 and a beta of 1.58. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The business has a 50 day moving average price of $634.09 and a two-hundred day moving average price of $541.22. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 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. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm 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. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 32.09%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI/data-center demand — Reports note that AI-driven capital expenditures (hyperscaler data-center construction and mining electrification) are boosting demand for large construction and mining equipment, a structural tailwind for Caterpillar’s sales and backlog. Caterpillar Rides AI Data Center Boom With Priced In Expectations
• Positive Sentiment: Analyst upgrades and price-target lift — Bank of America raised its price target (and an upgrade triggered a new 1‑year high mention), adding buy-side momentum and validating higher valuations for CAT. Bank of America Raises Caterpillar (NYSE:CAT) Price Target to $825.00
• Positive Sentiment: Upgraded earnings estimates — Zacks refreshed its model, raising Q1 and multi‑year EPS forecasts for CAT (FY2026–FY2028), which supports higher forward earnings multiples and gives investors conviction about near‑term profitability. The Zacks Analyst Alphabet, Caterpillar,T-Mobile US and Onfolio
• Positive Sentiment: Market leadership / headline performance — Coverage and headlines highlight CAT as a top contributor to the Dow’s gains, which can attract momentum flows and index-related buying. Why Caterpillar’s Stock Is Benefiting From the AI Boom
• Neutral Sentiment: Macro data mixed — Recent reports show stronger January jobs but downward revisions to 2025 job growth and lingering inflation above 2%. That creates uncertainty around Fed policy; durable capex demand can offset tighter monetary risk, but macro backdrop remains a cross‑current. Wall Street Roundup: Economic Data, Earnings Updates
• Neutral Sentiment: Broad market momentum — Commentary about the Dow passing 50,000 and an AI‑led bull market supports risk appetite broadly, which benefits cyclical industrials like CAT but may also price in further outperformance. Dow 50,000 Shows This AI-Led Bull Market Has Plenty Of Room To Run
• Negative Sentiment: Valuation/“priced-in” concerns and stock-specific risks — Some coverage warns that much of the AI benefit is already reflected in CAT’s share price and flags potential red flags (valuation, execution risk, or reliance on cyclical capex), which could amplify pullbacks if growth disappoints. Watch Out For These Red Flags In CAT Stock

Insider Buying and Selling

In related news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar 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 sale, the insider owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. The trade was a 20.59% 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 Lange Bob De sold 22,656 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 130,545 shares of company stock worth $88,294,733 over the last 90 days. 0.33% of the stock is currently owned by insiders.

About Caterpillar

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.