Noesis Capital Mangement Corp Has $20.07 Million Stock Position in Caterpillar Inc. $CAT

Noesis Capital Mangement Corp lifted its stake in Caterpillar Inc. (NYSE:CAT) by 2.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 42,063 shares of the industrial products company’s stock after acquiring an additional 1,183 shares during the period. Caterpillar makes up about 3.1% of Noesis Capital Mangement Corp’s holdings, making the stock its 9th largest holding. Noesis Capital Mangement Corp’s holdings in Caterpillar were worth $20,070,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of CAT. Kilter Group LLC bought a new position in shares of Caterpillar in the second quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. purchased a new position in Caterpillar in the 2nd quarter worth approximately $28,000. Family Legacy Financial Solutions LLC bought a new stake in Caterpillar during the 2nd quarter valued at $32,000. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar during the second quarter worth about $32,000. Finally, Harbor Asset Planning Inc. purchased a new position in shares of Caterpillar during the second quarter valued at approximately $34,000. 70.98% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the sale, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anthony D. Fassino sold 8,184 shares of the business’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the completion of the transaction, the insider directly owned 41,512 shares in the company, valued at approximately $23,669,312.16. The trade was a 16.47% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 71,895 shares of company stock worth $39,758,116 in the last 90 days. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

CAT has been the topic of several research analyst reports. JPMorgan Chase & Co. boosted their price target on shares of Caterpillar from $650.00 to $730.00 and gave the company an “overweight” rating in a research report on Thursday, October 30th. Citigroup raised shares of Caterpillar from a “buy” rating to a “mixed” rating in a report on Tuesday, December 16th. Wolfe Research upped their price target on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Barclays boosted their target price on shares of Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a research note on Thursday, October 30th. Finally, Royal Bank Of Canada started coverage on shares of Caterpillar in a report on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $618.70.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Launched “Cat AI Assistant” at CES — an operator‑facing AI that integrates equipment data, diagnostics and workflow tools. The product positions Caterpillar to monetize software and services on top of its hardware fleet, supporting higher recurring revenue expectations. Caterpillar Introduces Cat AI Assistant
• Positive Sentiment: Expanded collaboration with NVIDIA to accelerate “physical AI” and robotics across machines, factories and supply chains — this can speed product development and create differentiation vs. peers, supporting a higher valuation multiple for growth in autonomy and software. Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics
• Positive Sentiment: Committed $25 million toward a global innovation prize and workforce development tied to its AI/autonomy push — a signal management expects a multi‑year shift in skill needs and is investing to capture the long‑term market. Caterpillar Launches AI Assistant, Commits $25M Toward Global Innovation Prize
• Positive Sentiment: Unusually large call‑option volume with heavy call buying (31,623 calls, ~62% above typical) suggests traders are betting on further upside or short covering, which can amplify intraday gains. Caterpillar Sees Unusually Large Options Volume (NYSE:CAT)
• Neutral Sentiment: CEO Joe Creed was elected chairman as longtime executive D. James Umpleby III will retire April 1; management continuity is intact but investors will monitor any governance impacts. Caterpillar Chief Executive Officer Joe Creed Elected Chairman of the Board
• Neutral Sentiment: Caterpillar presented prepared CES remarks and demos (transcript/coverage available) — useful for modeling product roadmap and timelines but not an immediate revenue guide. Caterpillar Inc. (CAT) Presents at CES Las Vegas Prepared Remarks Transcript
• Negative Sentiment: Insider sale: director Andrew Bonfield sold 10,000 shares — a small transaction relative to the float but sometimes perceived negatively by investors who watch insider activity. Andrew Bonfield Sells 10,000 Shares of Caterpillar (NYSE:CAT) Stock

Caterpillar Stock Down 4.2%

Shares of NYSE:CAT opened at $596.64 on Thursday. 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 52-week low of $267.30 and a 52-week high of $627.50. The business’s 50 day moving average is $577.99 and its 200 day moving average is $490.53. The stock has a market cap of $279.22 billion, a P/E ratio of 30.63, a price-to-earnings-growth ratio of 2.46 and a beta of 1.57.

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

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 1.0%. Caterpillar’s dividend payout ratio is currently 31.01%.

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.