Ameritas Investment Partners Inc. Decreases Stake in Caterpillar Inc. $CAT

Ameritas Investment Partners Inc. cut its stake in Caterpillar Inc. (NYSE:CAT) by 8.2% in the third quarter, HoldingsChannel.com reports. The fund owned 10,322 shares of the industrial products company’s stock after selling 928 shares during the period. Ameritas Investment Partners Inc.’s holdings in Caterpillar were worth $4,925,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in the company. Kilter Group LLC purchased a new position in shares of Caterpillar in the second quarter worth $27,000. Marquette Asset Management LLC grew its stake in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares in the last quarter. RiverPark Advisors LLC bought a new stake in shares of Caterpillar in the 2nd quarter worth about $32,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter worth approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its holdings in shares of Caterpillar by 107.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 46 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat: Caterpillar reported sequential EPS growth and revenue above expectations, snapping five quarters of EPS declines — a near‑term earnings positive that supports upside if margins stabilize. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Positive Sentiment: Bullish outlook: CNBC highlights momentum from 2025 and argues there’s more upside in 2026 based on order strength and secular exposures — a catalyst for positive analyst sentiment and fund flows. This industrial giant is off to the races in 2026 after a strong 2025
• Positive Sentiment: Mining tech M&A: Caterpillar completed the RPMGlobal acquisition to bolster software and data offerings — a strategic move to increase recurring, higher‑margin services revenue over time. Caterpillar acquires RPMGlobal to bolster mining tech solutions
• Positive Sentiment: Battery/capacity push: Caterpillar‑backed investments (ElevenEs Series B & reported mega battery plant plans) expand electrification exposure — long‑term growth potential in mining and power systems. ElevenEs Held 1st Closing of Its Series B Investment Round
• Positive Sentiment: AI/data‑center demand angle: Coverage points to Caterpillar exposure to data‑center power and electrification — a structural demand story that could diversify revenue beyond equipment cycles. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Investor events: Management will appear at CONEXPO and recently presented at Barclays — useful for incremental guidance but not immediate catalysts until management commentary or updates. Caterpillar CEO Joe Creed to Participate in Fireside Chat at CONEXPO
• Neutral Sentiment: Benchmarking: Caterpillar is among the Dow leaders YTD — positive sentiment but not a direct fundamental driver. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Negative Sentiment: Insider selling: Multiple disclosed sales (including CAO William Schaupp and other senior officers) have been reported this week — raising short‑term selling pressure and investor concern about timing. Insider Selling: Caterpillar CAO Sells 972 Shares
• Negative Sentiment: Margin and estimate risks: Reports flag tariffs, rising input costs and margin compression heading into 2026; Zacks has trimmed near‑term EPS estimates — a clear short‑term earnings risk. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Negative Sentiment: Valuation concerns: Coverage on mining tech and battery moves calls attention to a rich CAT valuation vs. the added execution risk of new initiatives — could limit multiple expansion. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns

Analysts Set New Price Targets

A number of analysts recently issued reports on the company. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a report on Friday, January 30th. Wolfe Research upped their price target on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Rothschild & Co Redburn raised their price objective on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, CICC Research initiated coverage on Caterpillar in a research report on Friday, February 6th. They set an “outperform” rating for the company. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and a consensus target price of $702.95.

Caterpillar Stock Down 0.1%

Shares of CAT stock opened at $759.52 on Monday. The company has a market capitalization of $353.40 billion, a price-to-earnings ratio of 40.36, a P/E/G ratio of 1.80 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. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The firm has a fifty day moving average of $649.75 and a 200-day moving average of $553.58.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the company posted $5.14 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. As a group, equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Insider Activity at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the transaction, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 141,172 shares of company stock valued at $96,514,673. Insiders own 0.33% of the company’s stock.

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.