Caterpillar Inc. $CAT Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. trimmed its holdings in Caterpillar Inc. (NYSE:CAT) by 2.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 52,871 shares of the industrial products company’s stock after selling 1,213 shares during the quarter. Congress Asset Management Co.’s holdings in Caterpillar were worth $30,288,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Pacific Point Advisors LLC purchased a new position in shares of Caterpillar in the fourth quarter worth approximately $579,000. Brighton Jones LLC lifted 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 acquiring an additional 2,519 shares in the last quarter. United Bank boosted its stake in Caterpillar by 108.5% in the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares during the period. 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, Waterloo Capital L.P. raised its stake in Caterpillar by 28.7% during the 2nd quarter. Waterloo Capital L.P. now owns 1,348 shares of the industrial products company’s stock valued at $523,000 after purchasing an additional 301 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts recently weighed in on CAT shares. Rothschild & Co Redburn upped their price target on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Argus raised their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Wolfe Research lifted their target price on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Daiwa Securities Group increased their price target on shares of Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Finally, UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $730.50.

Caterpillar Stock Up 2.1%

Shares of CAT stock opened at $716.16 on Wednesday. The stock’s 50 day simple moving average is $704.99 and its 200 day simple moving average is $599.69. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. 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 capitalization of $333.22 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.66 and a beta of 1.54.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The firm had revenue of $19.13 billion for 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 last year, the firm posted $5.14 EPS. As a group, research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Insiders Place Their Bets

In other news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the transaction, the insider owned 46,643 shares of the company’s stock, valued at approximately $36,236,946.70. This represents a 14.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,950 shares of company stock valued at $94,327,990 in the last quarter. 0.33% of the stock is currently owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar secured large power and data‑center related orders, including a global framework with Atlas Energy Solutions (~1.4 GW) and additional AI/data‑center power deals — a direct revenue driver that strengthens its Power & Energy backlog and exposure to a fast‑growing end market. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Market commentary highlights CAT’s outperformance while the broader market slumped, signaling relative strength and investor rotation into cyclicals. That momentum is supporting the stock’s rise today. Caterpillar (CAT) Increases Despite Market Slip: Here’s What You Need to Know
• Positive Sentiment: Technical/quant notes (Dow Jones coverage) flag CAT as showing new buy points amid a weak market — this can draw short‑term momentum traders and institutional inflows. These Dow Jones Stocks Make Bullish Moves; Retailer Dumps OpenAI
• Positive Sentiment: Macro relief from reduced geopolitical risk (postponed military action vs. Iran) produced an industrials‑led rally, benefiting cyclical names like Caterpillar. Broad risk‑on flows are amplifying gains. Greenbrier, Acuity Brands, Werner, Kennametal, and Scorpio Tankers Stocks Trade Up, What You Need To Know
• Positive Sentiment: Analyst research (Zacks coverage summarized by media) is forecasting higher earnings for Caterpillar, reinforcing growth expectations and supporting valuation multiples. Zacks Research Forecasts Higher Earnings for Caterpillar
• Neutral Sentiment: Executive commentary on managing Middle East project safety and growing on‑site power demand from data centers underscores operational priorities and secular demand, but mainly provides context rather than immediate earnings impact. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Coverage noting CAT’s ~100% year‑over‑year move highlights momentum and dividend appeal — useful for sentiment but also raises attention on stretched performance. This Dow 30 dividend stock is up 100 in the past year
• Negative Sentiment: Analyst critique (Seeking Alpha) warns that while data‑center tailwinds are real, current valuation may already assume aggressive growth — a caution that could limit further multiple expansion and invite profit‑taking. Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth

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.