Caterpillar Inc. $CAT Shares Bought by Coastline Trust Co

Coastline Trust Co increased its position in Caterpillar Inc. (NYSE:CAT) by 39.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 9,077 shares of the industrial products company’s stock after acquiring an additional 2,547 shares during the period. Coastline Trust Co’s holdings in Caterpillar were worth $5,200,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of CAT. GoalVest Advisory LLC grew its stake in Caterpillar by 59.4% in the 4th quarter. GoalVest Advisory LLC now owns 212 shares of the industrial products company’s stock worth $121,000 after acquiring an additional 79 shares during the period. Union Bancaire Privee UBP SA lifted its stake in shares of Caterpillar by 11.4% during the 4th quarter. Union Bancaire Privee UBP SA now owns 52,626 shares of the industrial products company’s stock worth $30,148,000 after purchasing an additional 5,395 shares during the period. Foguth Wealth Management LLC. acquired a new stake in shares of Caterpillar during the fourth quarter worth $266,000. Burkett Financial Services LLC grew its position in shares of Caterpillar by 40.0% in the fourth quarter. Burkett Financial Services LLC now owns 105 shares of the industrial products company’s stock valued at $60,000 after purchasing an additional 30 shares during the period. Finally, GAMMA Investing LLC increased its stake in Caterpillar by 9.8% in the fourth quarter. GAMMA Investing LLC now owns 12,914 shares of the industrial products company’s stock valued at $7,398,000 after purchasing an additional 1,151 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Activity

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider directly 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 disclosure for this sale is available in the SEC filing. Insiders sold a total of 135,950 shares of company stock valued at $94,327,990 over the last quarter. 0.33% of the stock is owned by insiders.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Caterpillar Stock Performance

Shares of NYSE:CAT opened at $688.01 on Friday. The business has a 50-day moving average of $700.70 and a two-hundred day moving average of $591.34. The firm has a market capitalization of $320.12 billion, a PE ratio of 36.56, a P/E/G ratio of 1.64 and a beta of 1.54. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month 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 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 analyst estimates of $17.81 billion. During the same period in the previous year, the company posted $5.14 EPS. The company’s revenue was up 17.9% compared to the same quarter last year. As a group, research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on CAT. Williams Trading set a $825.00 price target on Caterpillar in a research note on Tuesday, March 10th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Daiwa Securities Group increased their price objective on shares of Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Finally, Rothschild & Co Redburn upped their price target on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar Company 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.