Advisors Management Group Inc. ADV Sells 1,009 Shares of Caterpillar Inc. $CAT

Advisors Management Group Inc. ADV lowered its position in Caterpillar Inc. (NYSE:CAT) by 18.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,371 shares of the industrial products company’s stock after selling 1,009 shares during the quarter. Advisors Management Group Inc. ADV’s holdings in Caterpillar were worth $2,504,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Illinois Municipal Retirement Fund increased its stake in Caterpillar by 7.3% in the third quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock valued at $8,237,000 after acquiring an additional 1,181 shares during the period. Groupe la Francaise lifted its stake in Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after purchasing an additional 12,278 shares during the period. Union Bancaire Privee UBP SA lifted its stake in Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after purchasing an additional 28,773 shares during the period. Caprock Group LLC acquired a new position in Caterpillar during the third quarter worth $8,893,000. Finally, ZEGA Investments LLC lifted its holdings in shares of Caterpillar by 149.6% during the third quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after acquiring an additional 2,508 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Down 1.1%

Shares of Caterpillar stock opened at $695.49 on Friday. The business has a fifty day simple moving average of $708.66 and a 200 day simple moving average of $604.42. The stock has a market cap of $323.61 billion, a PE ratio of 36.96, a price-to-earnings-growth ratio of 1.64 and a beta of 1.54. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81.

Caterpillar (NYSE:CAT) last released its earnings results 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. The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.14 earnings per share. Research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the stock. Oppenheimer upped their target price on shares of Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. HSBC lifted their price objective on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Williams Trading set a $825.00 price target on Caterpillar in a report on Tuesday, March 10th. Morgan Stanley increased their price objective on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. 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 company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $730.50.

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer directly owned 35,083 shares in the company, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. The SEC filing for this sale provides additional information. 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: Erste Group nudged up its profit forecasts — the bank raised FY2027 EPS to $27.95 (from $27.65) and slightly lifted FY2026 to $22.70, both well above the street consensus of ~$19.86. This supports a stronger earnings outlook for CAT. Erste Group raises EPS estimates
• Neutral Sentiment: Deal and growth coverage — coverage of Caterpillar supplying power‑generation equipment to Atlas Energy and its role in powering Nscale’s AI compute campus highlights revenue diversification and exposure to AI/energy demand, but analysts are mixed on near-term financial impact and timing. Analysts mixed on Atlas Energy agreement Caterpillar and Nscale AI campus
• Neutral Sentiment: Community & STEM initiatives may support brand and hiring but have limited direct near‑term financial impact (Alvernia collaboration; Goodwill Arkansas funding). Alvernia partnership Goodwill Arkansas funding
• Negative Sentiment: Heightened legal risk — Caterpillar has countersued Bobcat (Doosan Bobcat) over alleged patent infringement and has accused the rival of industrial espionage; litigation can lead to legal costs, injunction risk or distraction. Reuters: Caterpillar countersues Bobcat ENR: alleges industrial espionage
• Negative Sentiment: Divestment headline — Washington state sold off ~$62M of Caterpillar bonds amid activist pressure; public-sector divestment can dent sentiment and signal ESG-related investor risk. WA sells Caterpillar bonds
• Negative Sentiment: Market/sector selloff — Caterpillar was mentioned among stocks that weighed on the Dow amid a near‑350 point decline, so broad risk‑off flows likely pressured the share price alongside company‑specific headlines. Market drop including CAT

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.