Blue Trust Inc. Purchases 2,402 Shares of Caterpillar Inc. $CAT

Blue Trust Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 10.2% during the 4th quarter, Holdings Channel reports. The firm owned 25,869 shares of the industrial products company’s stock after purchasing an additional 2,402 shares during the quarter. Blue Trust Inc.’s holdings in Caterpillar were worth $14,820,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CAT. Applied Capital LLC bought a new position in shares of Caterpillar during the 4th quarter worth approximately $201,000. Banque Pictet & Cie SA bought a new position in shares of Caterpillar in the fourth quarter valued at approximately $229,000. Surience Private Wealth LLC purchased a new stake in shares of Caterpillar during the fourth quarter valued at approximately $4,154,000. Linden Thomas Advisory Services LLC lifted its holdings in Caterpillar by 2.9% during the fourth quarter. Linden Thomas Advisory Services LLC now owns 711 shares of the industrial products company’s stock worth $407,000 after acquiring an additional 20 shares during the period. Finally, Compagnie Lombard Odier SCmA boosted its position in Caterpillar by 21.0% in the fourth quarter. Compagnie Lombard Odier SCmA now owns 9,810 shares of the industrial products company’s stock worth $5,620,000 after purchasing an additional 1,700 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 3.1%

Shares of NYSE CAT opened at $730.55 on Thursday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock has a market capitalization of $339.92 billion, a PE ratio of 38.82, a P/E/G ratio of 1.67 and a beta of 1.52. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The business’s fifty day moving average price is $712.35 and its 200-day moving average price is $610.15.

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, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion during 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 firm’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the firm posted $5.14 EPS. On average, equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Insider Transactions at Caterpillar

In other news, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction that occurred 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 owned 35,083 shares of the company’s stock, valued at $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Wolfe Research upped their price objective on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th. UBS Group reaffirmed a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Finally, Morgan Stanley boosted their target price on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research note on Tuesday, February 3rd. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average price target of $737.55.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wolfe Research raised its price target to $750 and kept an “outperform” rating, giving investors a notable sell‑side endorsement that supports buying interest. Wolfe Research Raises PT
• Positive Sentiment: CAT recently moved above its 50‑day moving average on rising revenue/estimate momentum — a technical breakout that often attracts momentum traders. Analysts point to record revenues and a strong backlog underpinning the move. Zacks: Above 50‑Day SMA
• Positive Sentiment: Fundamentals cited by social/analyst coverage highlight a roughly $50B order backlog and solid revenue growth, reinforcing expectations for multi‑quarter demand resilience. That supports upside expectations for sales and cash flow. QuiverQuant: Backlog & Revenue
• Positive Sentiment: Broader market strength and a rally in industrial names helped lift CAT as part of a Dow advance tied to easing geopolitical headlines and stabilized oil prices. MSN: Dow Rally
• Neutral Sentiment: Barclays raised its target to $700 but kept an “equal weight” rating — a mixed signal that tempers the upside from other upgrades. Barclays PT Raise
• Neutral Sentiment: Changes in U.S. tax law are reducing Caterpillar’s federal cash tax payments (positive for cash flow) while increasing its reported book tax rate, which could cloud year‑over‑year EPS comparisons. Yahoo: Tax Shift
• Neutral Sentiment: Increased media and analyst coverage (Zacks, Yahoo pieces) has put CAT on many watchlists — attention that can amplify moves in either direction. Zacks: Investor Attention
• Negative Sentiment: Analysts warn of margin pressure from tariffs and higher costs — revenue growth is solid but profit margins have compressed, which could limit upside to earnings multiple expansion. Zacks: Margin Pressure
• Negative Sentiment: Notable insider selling and some large institutional position reductions have been reported, which can be interpreted as caution from certain insiders/institutions even amid broader buying. QuiverQuant: Insider & Institutional Moves

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.