Czech National Bank Buys 4,416 Shares of Caterpillar Inc. $CAT

Czech National Bank lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 3.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 123,400 shares of the industrial products company’s stock after purchasing an additional 4,416 shares during the period. Czech National Bank’s holdings in Caterpillar were worth $70,692,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of CAT. Kilter Group LLC acquired a new position in Caterpillar during the 2nd quarter worth $27,000. Marquette Asset Management LLC increased its stake in shares of 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 buying an additional 53 shares during the period. IFS Advisors LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at $31,000. RiverPark Advisors LLC bought a new stake in shares of Caterpillar during the second quarter worth $32,000. Finally, Joseph Group Capital Management acquired a new position in shares of Caterpillar during the third quarter valued at $32,000. 70.98% of the stock is owned by institutional investors.

Insider Transactions at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the transaction, the insider owned 1,443 shares of the company’s stock, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar wins meaningful power/AI demand — CAT has a global framework and multiple orders tied to power generation for data centers and AI campuses, extending its Power & Energy backlog and recurring-service revenue potential. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Large AI compute opportunity — Coverage highlighting CAT supplying power for Nscale’s massive AI compute campus frames the company as a beneficiary of booming data-center buildouts, which supports upside to long-term equipment and aftermarket demand. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Product momentum — Caterpillar introduced a compact 1-ton 301 CR mini-excavator at CONEXPO, reinforcing its lineup for rental fleets and urban construction where small, efficient machines see steady demand. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Analysts mixed — Some analysts applaud the power/AI contract opportunities while others remain cautious on margins and valuation; consensus remains varied. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Neutral Sentiment: Geopolitical and safety focus — Management says the company is prioritizing safety on Middle East projects while noting increased on-site power demand; this is supportive but adds geopolitical risk exposure. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Note on ticker confusion — A press release about “CAT Strategic Metals” consolidating a mining project relates to a different small-cap ticker (CAT on CSE) and is unrelated to Caterpillar Inc.; ignore for CAT equity analysis. CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: New legal headache — Caterpillar has challenged a Doosan Bobcat patent suit and alleges industrial espionage in filings; litigation risk can drive legal costs and execution distractions if escalated. Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage
• Negative Sentiment: Margin pressure — Analysts and Zacks flag a slip in operating margins in 2025 and rising tariff costs that could compress margins into 2026, a key fundamental risk for earnings. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?

Wall Street Analyst Weigh In

CAT has been the subject of a number of research reports. Bank of America lifted their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Williams Trading set a $825.00 price target on shares of Caterpillar in a research report on Tuesday, March 10th. Barclays boosted their price target on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Finally, Oppenheimer raised their price objective on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar Price Performance

Shares of CAT opened at $718.64 on Thursday. The stock has a market cap of $334.38 billion, a P/E ratio of 38.18, a price-to-earnings-growth ratio of 1.69 and a beta of 1.54. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The stock’s 50-day moving average price is $706.59 and its two-hundred day moving average price is $600.52. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

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

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.