Bradley Foster & Sargent Inc. CT Sells 1,119 Shares of Caterpillar Inc. $CAT

Bradley Foster & Sargent Inc. CT reduced its stake in Caterpillar Inc. (NYSE:CAT) by 1.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 107,732 shares of the industrial products company’s stock after selling 1,119 shares during the period. Bradley Foster & Sargent Inc. CT’s holdings in Caterpillar were worth $51,404,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Kilter Group LLC purchased a new stake in shares of Caterpillar in the second quarter worth about $27,000. Marquette Asset Management LLC increased its stake in 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 acquiring an additional 53 shares during the last quarter. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Joseph Group Capital Management bought a new position in shares of Caterpillar during the 3rd quarter valued at approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC grew its holdings in shares of Caterpillar by 107.0% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 46 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 1.5%

CAT opened at $768.20 on Wednesday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock’s 50 day moving average price is $656.64 and its 200-day moving average price is $558.44. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The stock has a market cap of $357.43 billion, a price-to-earnings ratio of 40.82, a P/E/G ratio of 1.79 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the previous year, the business earned $5.14 EPS. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. On average, equities analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current 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 $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Caterpillar’s payout ratio is 32.09%.

Insiders Place Their Bets

In other news, insider Lange Bob De sold 22,656 shares of the firm’s 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 transaction, the insider directly owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares of the company’s stock, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 143,450 shares of company stock worth $98,245,065. 0.33% of the stock is owned by company insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long‑term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short‑ and long‑term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Analyst Upgrades and Downgrades

CAT has been the topic of a number of recent research reports. Jefferies Financial Group upped their price target on shares of Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research note on Tuesday, January 27th. Citigroup upped their target price on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Rothschild & Co Redburn lifted their price target on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Finally, Wolfe Research raised their price objective on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $702.95.

Caterpillar Profile

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.