Archer Investment Corp Sells 1,008 Shares of Caterpillar Inc. $CAT

Archer Investment Corp trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 43.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,305 shares of the industrial products company’s stock after selling 1,008 shares during the quarter. Archer Investment Corp’s holdings in Caterpillar were worth $623,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently made changes to their positions in CAT. WealthShield Partners LLC boosted its stake in shares of Caterpillar by 1.6% in the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after buying an additional 18 shares during the period. one8zero8 LLC grew its holdings in shares of Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. raised its stake in Caterpillar by 0.6% in the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after purchasing an additional 20 shares in the last quarter. Coastwise Capital Group LLC lifted its position in Caterpillar by 1.8% during the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after purchasing an additional 21 shares during the period. Finally, Yarger Wealth Strategies LLC grew its stake in Caterpillar by 3.3% during the third quarter. Yarger Wealth Strategies LLC now owns 649 shares of the industrial products company’s stock worth $310,000 after buying an additional 21 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on CAT shares. Rothschild & Co Redburn upped their price target on shares of Caterpillar from $420.00 to $650.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. JPMorgan Chase & Co. upped their target price on Caterpillar from $730.00 to $740.00 and gave the stock an “overweight” rating in a research note on Wednesday, January 14th. UBS Group boosted their price target on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Finally, Citigroup boosted their target price on Caterpillar from $690.00 to $710.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $640.20.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: A strategic alliance and purchase agreement with American Intelligence & Power and Boyd CAT to supply 2 gigawatts of fast‑response natural‑gas generator sets for a hyperscale AI campus — deliveries begin Sept 2026 and 2 GW online in 2027 — gives Caterpillar a clear, near‑term revenue opportunity in hyperscale data‑center power. American Intelligence & Power Forms Strategic Alliance with Caterpillar and Boyd CAT to Deploy 2 Gigawatts of Dedicated Power for Hyperscale AI Infrastructure
• Positive Sentiment: High‑profile media and TV commentary (e.g., Jim Cramer) are framing Caterpillar as less likely to fall on earnings day than in the past, which can lift investor sentiment and support multiple expansion. Jim Cramer on Caterpillar: “In the Old Days, CAT Usually Went Down on Earnings, That’s Over”
• Positive Sentiment: Analysts and video coverage are increasingly calling CAT an “overlooked” AI play because its power‑generation and fast‑response equipment are directly relevant to data‑center builds. That narrative is helping re‑rate the stock relative to pure industrial peers. Caterpillar stock is an ‘overlooked’ AI play. Here’s how.
• Neutral Sentiment: Barron’s notes investors have set a high bar for Caterpillar’s upcoming earnings because of the AI data‑center story; that raises volatility risk around the print despite the growth opportunity. Caterpillar Earnings Are Coming. The Bar Is High, Thanks to AI.
• Neutral Sentiment: Multiple earnings previews highlight that investors will focus on Q4 results and management commentary (orders, pricing, margins, and guidance) — the report could move the shares in either direction depending on how results reconcile AI demand with near‑term margin pressure. Caterpillar Q4 earnings on deck: What to expect
• Negative Sentiment: Zacks warns Q4 EPS may seasonally decline for a sixth consecutive quarter as weaker pricing and higher costs offset higher volumes — a disappointing print or cautious guidance could cap gains and trigger profit‑taking. Caterpillar is Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $643.82 on Thursday. The stock has a market cap of $301.29 billion, a price-to-earnings ratio of 33.05, a P/E/G ratio of 2.46 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $655.78. The company’s fifty day moving average is $599.82 and its 200 day moving average is $516.28.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating the consensus estimate of $4.52 by $0.43. The company had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business’s quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $5.17 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 8,184 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the completion of the sale, the insider directly owned 41,512 shares in the company, valued at $23,669,312.16. This represents a 16.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director David Maclennan bought 300 shares of the company’s stock in a transaction that occurred on Thursday, November 6th. The stock was purchased at an average price of $568.86 per share, for a total transaction of $170,658.00. Following the acquisition, the director owned 7,947 shares of the company’s stock, valued at $4,520,730.42. This trade represents a 3.92% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders sold 54,729 shares of company stock worth $31,084,308. Corporate insiders own 0.33% of the company’s stock.

Caterpillar 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.