CIBC Bancorp USA Inc. Purchases New Position in Caterpillar Inc. $CAT

CIBC Bancorp USA Inc. purchased a new stake in Caterpillar Inc. (NYSE:CAT) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 64,699 shares of the industrial products company’s stock, valued at approximately $30,871,000.

Other hedge funds have also bought and sold shares of the company. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar in the 4th quarter valued at $579,000. Brighton Jones LLC grew its position in Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after buying an additional 2,519 shares during the period. United Bank increased its holdings in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after buying an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. raised its position in shares of Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares during the period. Finally, United Advisor Group LLC raised its position in shares of Caterpillar by 8.5% in the second quarter. United Advisor Group LLC now owns 908 shares of the industrial products company’s stock worth $352,000 after acquiring an additional 71 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the topic of a number of analyst reports. Wells Fargo & Company raised their target price on Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research report on Wednesday, February 25th. Truist Financial upped their price target on Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. DA Davidson increased their price target on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Barclays raised their price objective on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Finally, UBS Group reaffirmed a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average target price of $730.50.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 135,950 shares of company stock valued at $94,327,990. Insiders own 0.33% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar won a large power-supply role for the new Monarch AI campus in West Virginia, agreeing to supply large natural‑gas generator sets to support up to ~2 GW of capacity. That expands CAT’s addressable market in long‑duration/critical-power for hyperscale AI data centers and could drive recurring long‑term revenue and service contracts. Caterpillar Taps Monarch AI Campus Power Deal As Valuation Stays Steady
• Positive Sentiment: Broader coverage highlights data‑center demand as a potential catalyst for a renewed rally in CAT shares—analysts and media point to the company’s positioning in power solutions (generators, engines, rentals, service) as a structural tailwind from AI build‑outs. Caterpillar’s secret weapon: Data centers could fuel a new rally
• Positive Sentiment: Underlying fundamentals remain supportive: Caterpillar beat Q4 earnings and revenue expectations (Jan 29), showing margin strength and revenue growth—factors that keep longer‑term analyst estimates and valuation narratives intact.
• Neutral Sentiment: CAT is getting increased retail/trader attention and media coverage; several “trending stock” roundups summarize drivers and risks but add no new fundamental data. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Technical/market commentary notes CAT is testing support amid a broader pullback; this is useful for traders but not a fundamental change. Dow Jones Giant Caterpillar Hits Key Level Amid Stock Market Pullback
• Neutral Sentiment: Caterpillar appears as a named client in a corporate‑history AI launch (History Factory’s Chroniqle)—small PR/brand relevance but minimal near‑term impact on performance. History Factory Launches Chroniqle™: A Secure, Private AI Intelligence Engine for Enterprise
• Neutral Sentiment: Non-financial media pieces (e.g., lifestyle articles about literal caterpillars) are unrelated to the company’s stock fundamentals. 12 Types Of Caterpillars In Your Yard (& The Butterflies They Become)
• Negative Sentiment: Market reaction: coverage and intraday trade reports show CAT pulling back today as investors take profits and react to broader equity weakness; short‑term momentum and volume are below average, putting pressure on the 50‑day moving average level. Caterpillar (CAT) Stock Moves -1.19%: What You Should Know

Caterpillar Stock Down 1.2%

CAT opened at $693.26 on Thursday. The company has a market cap of $322.57 billion, a PE ratio of 36.84, a price-to-earnings-growth ratio of 1.66 and a beta of 1.54. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a 50-day moving average price of $699.12 and a 200 day moving average price of $590.66. 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 (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, topping 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 company had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same period in the previous year, the firm posted $5.14 EPS. Caterpillar’s revenue was up 17.9% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

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.