Caterpillar Inc. $CAT Holdings Trimmed by Denali Advisors LLC

Denali Advisors LLC lowered its holdings in Caterpillar Inc. (NYSE:CAT) by 41.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,619 shares of the industrial products company’s stock after selling 1,150 shares during the quarter. Denali Advisors LLC’s holdings in Caterpillar were worth $773,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC raised its position in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares during the period. Joseph Group Capital Management acquired a new stake in Caterpillar during the 3rd quarter worth about $32,000. Kilter Group LLC purchased a new stake in Caterpillar during the second quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Caterpillar in the second quarter worth about $28,000. Finally, Sellwood Investment Partners LLC purchased a new position in shares of Caterpillar in the third quarter worth approximately $35,000. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the sale, the insider owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 130,545 shares of company stock valued at $88,294,733 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is being positioned as a supplier to the AI/data‑center buildout (generators, power systems and site infrastructure), which traders interpret as a structural growth tailwind beyond traditional construction and mining cycles. Caterpillar Rides AI Data Center Boom As Earnings Story Evolves
• Positive Sentiment: Public radio piece highlights how a century-old industrial firm (Caterpillar) is providing power solutions that high‑tech data centers need, reinforcing the narrative that CAT can capture durable aftermarket and electrification revenue from the data‑center market. High-tech data centers get a powerful assist from a century-old company
• Positive Sentiment: Recent quarterly results showed an earnings and revenue beat with strong margins (EPS and revenue above consensus; year‑over‑year revenue growth), supporting the thesis that Caterpillar’s profit outlook can improve as demand mix shifts. (Company results released Jan. 29; investors cite improved ROE and margin metrics.)
• Neutral Sentiment: Coverage in a dividend‑stock roundup frames long‑term income investors’ interest in durable, cash‑generating industrials; this may attract dividend‑focused buyers but is unlikely to move the stock materially by itself. 2 Dividend Stocks to Hold for the Next 10 Years
• Negative Sentiment: Zacks Research lowered Q2 EPS estimates for Caterpillar, introducing short‑term downside risk to the shares if revisions continue; this helps explain some analyst caution despite the data‑center narrative. Q2 EPS Estimates for Caterpillar Lowered by Zacks Research
• Negative Sentiment: Valuation is relatively rich (high P/E versus historical averages), so the stock’s upside could be sensitive to any slowdown in end markets or further estimate cuts; watch upcoming guidance and analyst revisions.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the stock. HSBC boosted their target price on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Oppenheimer increased their price objective on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Rothschild & Co Redburn lifted their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Finally, Argus raised their price target on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Sixteen 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’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

Caterpillar Trading Up 2.1%

Shares of CAT stock opened at $774.37 on Tuesday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The company has a market cap of $362.39 billion, a PE ratio of 41.15, a price-to-earnings-growth ratio of 1.83 and a beta of 1.58. 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 business’s 50 day moving average is $637.66 and its two-hundred day moving average is $544.34.

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

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s payout ratio is currently 32.09%.

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.