Anthony Fassino Sells 7,891 Shares of Caterpillar (NYSE:CAT) Stock

Caterpillar Inc. (NYSE:CAT) insider Anthony Fassino sold 7,891 shares of Caterpillar stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider owned 46,643 shares in the company, valued at $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Caterpillar Stock Performance

Caterpillar stock opened at $752.97 on Thursday. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The stock has a market cap of $350.35 billion, a P/E ratio of 40.01, a price-to-earnings-growth ratio of 1.81 and a beta of 1.58. The stock has a 50 day moving average of $643.83 and a 200-day moving average of $548.14.

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, beating the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion for 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 firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the prior year, the company posted $5.14 earnings per share. On average, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The company also recently declared 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 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of CAT. Strive Financial Group LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $45,000. Blue Sparrow LLC DE bought a new position in Caterpillar in the 4th quarter worth approximately $2,291,000. Mercer Global Advisors Inc. ADV increased its position in Caterpillar by 11.6% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 156,535 shares of the industrial products company’s stock valued at $92,137,000 after acquiring an additional 16,299 shares during the period. Summit Global Investments raised its stake in Caterpillar by 457.6% during the 4th quarter. Summit Global Investments now owns 2,470 shares of the industrial products company’s stock valued at $1,415,000 after acquiring an additional 2,027 shares in the last quarter. Finally, Braeburn Wealth Management LLC acquired a new position in Caterpillar during the 4th quarter worth $1,962,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CAT has been the subject of a number of research analyst reports. Sanford C. Bernstein reiterated a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a report on Friday, January 30th. Oppenheimer boosted their target price on shares of Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. UBS Group reaffirmed a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Finally, Argus raised their target price 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 investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar completed the acquisition of mining software firm RPMGlobal, expanding its data‑driven mining technology and software portfolio—a strategic move to boost recurring, higher‑margin services and digital solutions revenue. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Market coverage highlights Caterpillar’s exposure to data‑center power and electrification demand—an attractive, long‑term growth market that could diversify revenue beyond heavy equipment. High‑tech data centers get a powerful assist from a century‑old company
• Neutral Sentiment: Caterpillar presented at Barclays’ industrial conference; the transcript may contain management commentary on demand, margins and capital allocation—useful for guidance but not an immediate earnings surprise. Barclays 43rd Annual Industrial Select Conference Transcript
• Neutral Sentiment: Analyst commentary and feature pieces (Zacks, MarketBeat) are raising investor attention and highlighting Caterpillar vs. peers; this can affect sentiment and flows but doesn’t change fundamentals immediately. Caterpillar vs. Deere: Which Equipment Stock is a Better Buy Now?
• Negative Sentiment: Large insider sales: Chief Accounting Officer William Schaupp sold 972 shares (filed with the SEC), reducing his stake significantly—multiple insider disposals can spook investors. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Insider Rodney Michael Shurman sold 1,764 shares (≈55% cut of his holding); another material insider reduction that can add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony D. Fassino sold 7,891 shares (~$6.13M at ~\$776.90), trimming his position ~14.5%; a large, recent sale that investors often interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks lowered Q2 EPS estimates for Caterpillar, indicating softer near‑term earnings expectations—this analyst downgrade pressure can weigh on the stock until guidance or results change the outlook. Q2 EPS Estimates Lowered by Zacks Research

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.