Caterpillar Inc. $CAT Holdings Reduced by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 10.8% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 40,185 shares of the industrial products company’s stock after selling 4,861 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in Caterpillar were worth $19,174,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Pacific Point Advisors LLC bought a new position in Caterpillar during the 4th quarter valued at $579,000. Brighton Jones LLC boosted its position in shares of Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank increased its position in shares of Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after acquiring an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. grew its position in Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after purchasing an additional 347 shares in the last quarter. Finally, Csenge Advisory Group grew its holdings in shares of Caterpillar by 11.0% during the second quarter. Csenge Advisory Group now owns 5,198 shares of the industrial products company’s stock valued at $2,018,000 after buying an additional 515 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Down 3.5%

CAT stock opened at $706.40 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. 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 has a market cap of $328.68 billion, a PE ratio of 37.53, a price-to-earnings-growth ratio of 1.73 and a beta of 1.54. The business’s 50-day simple moving average is $679.50 and its 200 day simple moving average is $572.33.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company earned $5.14 EPS. On average, research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were paid a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is currently 32.09%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and kept an “overweight” rating, signaling strong analyst conviction that CAT has upside from current levels. JPMorgan raises price target on Caterpillar
• Positive Sentiment: Caterpillar showcased AI, autonomy and connected-jobsite initiatives at CONEXPO (including a concept pickup and new compact equipment), reinforcing a growth narrative tied to higher‑margin tech and aftermarket opportunities. CONEXPO tech push meets pricy but momentum backed shares
• Neutral Sentiment: Caterpillar’s recent quarterly results showed record Q4 revenue and an EPS beat, supporting the company’s fundamental strength even as investors debate valuation. (Company results and analyst estimates remain supportive of earnings growth.)
• Neutral Sentiment: The company discussed a new construction strategy and leadership transition in a recent industry transcript — items that matter for medium-term execution but are not an immediate catalyst. Caterpillar discusses new strategy and leadership transition
• Negative Sentiment: Today’s pullback was amplified by broad market weakness: losses in Caterpillar were a notable contributor to a large Dow decline as investors rotated out of recent winners (profit‑taking). Dow falls 910 points on losses in shares of Caterpillar, Goldman Sachs
• Negative Sentiment: Several commentators and research pieces flag CAT’s premium valuation relative to cyclicals, arguing the stock already prices in much of the industrial recovery — a headwind for near-term upside. Caterpillar: High-quality cyclical with an extreme valuation
• Negative Sentiment: Headline coverage noting that CAT “dipped more than the broader market” highlights the stock-specific selling pressure and higher volume, suggesting today’s move was partly stock‑specific rather than purely market-driven. Why Caterpillar dipped more than broader market today

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the sale, the insider directly owned 41,151 shares in the company, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the company’s 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 directly owned 43,350 shares in the company, valued at approximately $29,524,818. The trade was a 47.45% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 133,450 shares of company stock worth $92,530,665 in the last ninety days. Company insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on the stock. Truist Financial boosted their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. UBS Group reiterated a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a report on Monday, February 2nd. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Daiwa Securities Group upped their price target on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Finally, DA Davidson raised their price objective on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $717.05.

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.