Caterpillar Inc. $CAT Shares Bought by Contravisory Investment Management Inc.

Contravisory Investment Management Inc. boosted its stake in Caterpillar Inc. (NYSE:CAT) by 201.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,599 shares of the industrial products company’s stock after buying an additional 1,069 shares during the quarter. Contravisory Investment Management Inc.’s holdings in Caterpillar were worth $916,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Kilter Group LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares during the last quarter. IFS Advisors LLC acquired a new position in Caterpillar in the 4th quarter valued at about $31,000. RiverPark Advisors LLC acquired a new stake in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Finally, Joseph Group Capital Management purchased a new stake in shares of Caterpillar during the 3rd quarter valued at approximately $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised its earnings outlook for Caterpillar, forecasting higher EPS — a direct positive for investor expectations and support for the stock after Caterpillar’s January quarter beat. Zacks Research Forecasts Higher Earnings for Caterpillar
• Positive Sentiment: A Chicago Tribune editorial highlights Hyundai Translead’s large Joliet manufacturing investment and broader regional manufacturing momentum; such industrial investments can indirectly lift demand for heavy equipment, parts and services that benefit suppliers like CAT. Editorial: Gov. JB Pritzker gets a big win with Hyundai Translead’s splashy Joliet investment
• Neutral Sentiment: Human-interest coverage referencing “caterpillars” as food for songbirds — not related to Caterpillar Inc.’s business; minimal investor impact. ‘The great munching’: Caterpillars’ gluttony means food for baby songbirds
• Neutral Sentiment: Feature on interactive machines at an Illinois museum — raises local brand visibility but has little bearing on fundamentals. The Massive Interactive Machines At This Illinois Museum Will Blow You Away
• Negative Sentiment: A Seeking Alpha piece warns that while data‑center demand tailwinds for Caterpillar are real, current valuation appears to price in aggressive growth that may be unrealistic — a caution for multiple expansion and a potential cap on further upside if growth slows. Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $701.38 on Tuesday. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The business has a 50-day simple moving average of $703.39 and a 200-day simple moving average of $597.63. 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 company has a market cap of $326.34 billion, a PE ratio of 37.27, a P/E/G ratio of 1.61 and a beta of 1.53.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 for the quarter, compared to analysts’ expectations of $17.81 billion. During the same period last year, the firm earned $5.14 earnings per share. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on CAT shares. Daiwa Securities Group increased their price objective on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Barclays increased their price target on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Wolfe Research upped their target price on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Finally, Rothschild & Co Redburn lifted their price target on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. 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, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $730.50.

Insider Buying and Selling

In other news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction dated 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 transaction, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 135,950 shares of company stock valued at $94,327,990 in the last 90 days. Company insiders own 0.33% of the company’s stock.

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.