Dynamic Advisor Solutions LLC Sells 2,579 Shares of Caterpillar Inc. $CAT

Dynamic Advisor Solutions LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 10.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 21,244 shares of the industrial products company’s stock after selling 2,579 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Caterpillar were worth $12,170,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CAT. Kilter Group LLC acquired a new position in Caterpillar during the 2nd quarter worth about $27,000. Marquette Asset Management LLC increased its position 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 valued at $28,000 after acquiring an additional 53 shares in the last quarter. RiverPark Advisors LLC bought a new position in shares of Caterpillar in the second quarter worth about $32,000. Joseph Group Capital Management acquired a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Finally, Noble Wealth Management PBC grew its stake in shares of Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised multiple EPS forecasts for Caterpillar, including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), Q4 FY2027 (to $7.12) and FY2028 (to $28.88). Those upgrades signal modestly stronger earnings outlooks across several periods, which is supportive for the stock.
• Neutral Sentiment: Local interest/brand stories highlighting heavy‑equipment operators may support long‑term demand narratives but are unlikely to move the stock near term. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks trimmed Q2 FY2027 EPS slightly (6.01 → 5.99), a small downgrade that could signal near‑term variability. Additionally, valuation concerns after a ~100% one‑year rally are being highlighted in market commentary, which can pressure the stock as investors weigh future growth vs current price levels. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?

Insider Buying and Selling

In other Caterpillar news, CEO Joseph E. Creed sold 2,500 shares of Caterpillar stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at approximately $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 over the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 1.2%

Caterpillar stock opened at $680.15 on Monday. The company’s 50 day simple moving average is $701.95 and its 200 day simple moving average is $595.65. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The firm has a market capitalization of $316.47 billion, a price-to-earnings ratio of 36.14, a PEG ratio of 1.61 and a beta of 1.53. 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 (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $5.14 earnings per share. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Analyst Ratings Changes

CAT has been the subject of several research analyst reports. Barclays boosted their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. UBS Group reiterated a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Daiwa Securities Group boosted their target price on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Argus upped their price target on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Finally, Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price 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.