Caterpillar Inc. $CAT Shares Bought by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 21.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 9,810 shares of the industrial products company’s stock after acquiring an additional 1,700 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Caterpillar were worth $5,620,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of the business. Kilter Group LLC bought a new stake in shares of Caterpillar during the 2nd quarter valued at about $27,000. Marquette Asset Management LLC boosted its stake in Caterpillar by 1,060.0% in the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. IFS Advisors LLC acquired a new position in Caterpillar in the fourth quarter valued at approximately $31,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the 3rd quarter worth approximately $32,000. Finally, Rialto Wealth Management LLC raised its position in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the period. 70.98% of the stock is currently owned by institutional investors.

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 Stock Up 3.1%

Shares of Caterpillar stock 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. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The business’s fifty day moving average price is $712.35 and its two-hundred day moving average price is $610.15. The company has a market capitalization of $339.92 billion, a P/E ratio of 38.82, a PEG ratio of 1.67 and a beta of 1.52.

Caterpillar (NYSE:CAT) last issued 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 for the quarter, compared to analyst estimates of $17.81 billion. During the same period last year, the company earned $5.14 earnings per share. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Analysts Set New Price Targets

CAT has been the subject of a number of analyst reports. Wolfe Research boosted their price objective on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday. Rothschild & Co Redburn raised their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Bank of America boosted their price target on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Finally, Jefferies Financial Group lifted their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $737.55.

Insider Transactions at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction that occurred 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 sale, the insider directly owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 125,950 shares of company stock worth $88,577,390 over the last ninety days. Insiders own 0.33% of the company’s stock.

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.