Dakota Wealth Management Reduces Stake in Caterpillar Inc. $CAT

Dakota Wealth Management cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 15.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 64,046 shares of the industrial products company’s stock after selling 11,658 shares during the quarter. Dakota Wealth Management’s holdings in Caterpillar were worth $30,560,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kilter Group LLC bought a new position in Caterpillar in the 2nd quarter worth $27,000. Marquette Asset Management LLC increased 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 valued at $28,000 after buying an additional 53 shares during the period. RiverPark Advisors LLC bought a new position in Caterpillar in the second quarter worth about $32,000. Joseph Group Capital Management purchased a new stake in Caterpillar in the third quarter worth about $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Caterpillar by 107.0% during the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after acquiring an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group lifted its FY2026 EPS estimate for Caterpillar, which supports higher forward earnings expectations and can help justify the multiple investors are paying. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s combination of earnings growth and price strength, flagging it as a stock to watch — a narrative that can attract momentum and institutional flows. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Media coverage (including Jim Cramer) reports hedge funds buying Caterpillar, signaling institutional demand that can prop up the share price and reduce downside. Hedge Funds Are Buying Power From Caterpillar, (CAT) Says Jim Cramer
• Neutral Sentiment: Benzinga aggregates analyst expectations for Caterpillar’s future — useful context on consensus targets and ratings but mixed in immediate directional impact unless analysts change price targets. Analyst Expectations For Caterpillar’s Future
• Negative Sentiment: A valuation-focused piece points out that recent powerful short- and long-term gains have pushed Caterpillar’s multiples higher — a reminder that elevated P/E and stretched sentiment could prompt profit-taking or slower near-term upside. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Insider Activity at Caterpillar

In related news, insider Rodney Michael Shurman sold 1,764 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the sale, the insider owned 1,440 shares in the company, valued at approximately $1,099,281.60. This trade represents a 55.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the completion of the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 141,172 shares of company stock valued at $96,514,673 over the last quarter. 0.33% of the stock is owned by company insiders.

Caterpillar Trading Down 0.5%

NYSE:CAT opened at $755.72 on Tuesday. The stock has a market cap of $351.63 billion, a price-to-earnings ratio of 40.16, a PEG 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. The company’s 50 day moving average price is $653.06 and its 200-day moving average price is $555.96. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81.

Caterpillar (NYSE:CAT) last released its quarterly earnings data 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period in the prior year, the firm posted $5.14 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued 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 of this dividend was Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on CAT shares. Sanford C. Bernstein restated a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a research report on Friday, January 30th. CICC Research assumed coverage on shares of Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Jefferies Financial Group increased their price target on shares of Caterpillar from $700.00 to $750.00 and gave the stock a “buy” rating in a research note on Tuesday, January 27th. Wall Street Zen cut shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Robert W. Baird set a $805.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $702.95.

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.