Foster & Motley Inc. Reduces Stock Holdings in Caterpillar Inc. $CAT

Foster & Motley Inc. trimmed its stake in Caterpillar Inc. (NYSE:CAT) by 12.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,527 shares of the industrial products company’s stock after selling 2,195 shares during the period. Foster & Motley Inc.’s holdings in Caterpillar were worth $8,895,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of CAT. Illinois Municipal Retirement Fund boosted its stake in shares of Caterpillar by 7.3% during 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 purchasing an additional 1,181 shares in the last quarter. Groupe la Francaise grew its stake in Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after buying an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA increased its holdings in shares of 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 valued at $21,014,000 after acquiring an additional 28,773 shares in the last quarter. Caprock Group LLC acquired a new position in Caterpillar during the 3rd quarter valued at approximately $8,893,000. Finally, ZEGA Investments LLC raised its stake in Caterpillar by 149.6% in the 3rd quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock worth $1,996,000 after acquiring an additional 2,508 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Activity at Caterpillar

In other Caterpillar news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar 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 completion of the sale, the insider directly 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 link. Also, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the sale, the chief accounting officer directly owned 824 shares in the company, valued at approximately $629,700.80. The trade was a 54.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 135,950 shares of company stock worth $94,327,990 over the last three months. Company insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

CAT has been the subject of several recent research reports. CICC Research initiated coverage on shares of Caterpillar in a report on Friday, February 6th. They set an “outperform” rating for the company. Barclays upped their target price on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Bank of America raised their price target on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Daiwa Securities Group raised their price objective on Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. Finally, Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Sixteen 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 MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar Trading Down 4.0%

CAT opened at $667.36 on Tuesday. The business has a fifty day moving average price of $709.06 and a 200 day moving average price of $607.36. The stock has a market capitalization of $310.52 billion, a price-to-earnings ratio of 35.46, a PEG ratio of 1.64 and a beta of 1.53. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. 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 announced its quarterly earnings data 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. The business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company’s revenue was up 17.9% on a year-over-year basis. During the same period last year, the business earned $5.14 EPS. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Momentum/outperformance narrative: Coverage highlights that CAT has substantially outperformed many peers over the past year (strong total returns vs. names like Nvidia), which supports momentum and buy‑and‑hold interest from institutional investors. This helps explain resilient investor demand after recent gains. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Longer‑term bullish theses: multiple writeups (incl. Yahoo/InsiderMonkey summaries) reiterate a bullish case — steady aftermarket demand, infrastructure/energy exposure, and a possible data‑center angle (natural‑gas generators as AI/data‑center backup). Those narratives keep buy‑side interest alive even amid short‑term volatility. Is Caterpillar Inc. (CAT) A Good Stock To Buy Now?
• Neutral Sentiment: Options flow/strategies: An options piece highlights a bull‑put trade on CAT while broader markets weakened, signaling some traders are willing to be paid to bet on limited downside — this shows structured bullish income strategies are active but isn’t a consensus directional catalyst. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Neutral Sentiment: Media mentions: CAT was discussed on CNBC’s “Final Trades,” keeping the stock in the news cycle — helpful for liquidity and attention but not a direct fundamental change. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Negative Sentiment: Today’s pullback: Coverage notes CAT fell more than the broader market in the latest session, consistent with profit‑taking after a large run‑up; higher beta and recent gains make the stock vulnerable to sharper declines in weakness. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Political/price pressure risk: A news item highlights political pressure on tractor/equipment pricing (comments from former President Trump urging lower prices), which could feed concerns about pricing power in ag/equipment end markets if it gains traction. Trump tells farmers that tractor companies should lower prices
• Neutral Sentiment: Analyst/estimate notes: Erste Group published FY2027 estimates — analyst model updates can move shares but the item is currently informational until it leads to consensus changes. Erste Group Bank Estimates Caterpillar FY2027 Earnings

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.