MASTERINVEST Kapitalanlage GmbH Has $2.72 Million Stock Holdings in Caterpillar Inc. $CAT

MASTERINVEST Kapitalanlage GmbH trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT) by 24.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,699 shares of the industrial products company’s stock after selling 1,862 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Caterpillar were worth $2,719,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Hudock Inc. boosted its holdings in shares of Caterpillar by 2.3% in the third quarter. Hudock Inc. now owns 8,411 shares of the industrial products company’s stock worth $4,014,000 after buying an additional 192 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in shares of Caterpillar by 0.5% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 308,035 shares of the industrial products company’s stock valued at $146,979,000 after acquiring an additional 1,385 shares in the last quarter. Valmark Advisers Inc. boosted its stake in Caterpillar by 21.6% in the 3rd quarter. Valmark Advisers Inc. now owns 4,188 shares of the industrial products company’s stock worth $1,998,000 after purchasing an additional 745 shares during the period. Oregon Public Employees Retirement Fund grew its position in Caterpillar by 31.7% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 53,510 shares of the industrial products company’s stock worth $25,532,000 after purchasing an additional 12,881 shares in the last quarter. Finally, Planned Solutions Inc. raised its stake in Caterpillar by 46.0% during the 3rd quarter. Planned Solutions Inc. now owns 940 shares of the industrial products company’s stock valued at $449,000 after purchasing an additional 296 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Up 1.6%

NYSE:CAT opened at $617.59 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. The company has a market capitalization of $289.02 billion, a P/E ratio of 31.70, a P/E/G ratio of 2.36 and a beta of 1.57. The stock’s 50 day moving average price is $579.31 and its 200 day moving average price is $493.09. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $627.50.

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

Caterpillar Announces Dividend

The business 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 $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. Caterpillar’s payout ratio is currently 31.01%.

Insider Activity at Caterpillar

In other news, insider Anthony D. Fassino sold 8,184 shares of Caterpillar 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 transaction, the insider owned 41,512 shares of the company’s stock, valued at $23,669,312.16. This trade represents a 16.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director David Maclennan acquired 300 shares of Caterpillar stock in a transaction dated Thursday, November 6th. The stock was purchased at an average price of $568.86 per share, with a total value of $170,658.00. Following the completion of the purchase, the director directly owned 7,947 shares of the company’s stock, valued at $4,520,730.42. The trade was a 3.92% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 54,729 shares of company stock worth $31,084,308 in the last 90 days. Insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar rolled out a suite of AI and autonomy initiatives at CES — including the Cat AI assistant, previews of autonomous machine lines, and expanded autonomy beyond mining — positioning CAT to capture software and services revenue as well as higher-margin aftermarket sales. Read More.
• Positive Sentiment: CAT announced a partnership with Nvidia to integrate voice and other AI capabilities into machines and operations, accelerating technical differentiation and faster time-to-market for autonomous features. Read More.
• Positive Sentiment: Caterpillar committed $25M toward a global innovation prize and said it’s investing in upskilling the workforce that will build its AI/autonomy systems — a sign management is funding long-term revenue mix shift to software/services. Read More.
• Positive Sentiment: Analysts at Zacks raised multiple near‑ and mid‑term EPS forecasts (Q4 2025–FY2026 and into 2027), lifting FY2026 estimates substantially — a direct driver of investor bullishness on CAT’s earnings trajectory. Read More.
• Neutral Sentiment: Coverage pieces highlight CAT’s long-term income profile (dividend aristocrat status) and the company’s strategic positioning in AI/autonomy, but these are general narratives rather than immediate catalysts. Read More.
• Neutral Sentiment: Volume notes: markets flagged unusually large options activity in CAT, which can amplify intraday moves but is not itself an earnings or strategy signal. Read More.
• Negative Sentiment: Political/legal risk: commentary warns that a potential rollback of tariffs that helped shield domestic equipment makers could remove a tailwind for CAT’s U.S. demand — a macro risk investors are watching. Read More.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Morgan Stanley lifted their price target on Caterpillar from $380.00 to $395.00 and gave the company an “underweight” rating in a report on Wednesday, December 10th. Wolfe Research lifted their target price on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Bank of America increased their price target on shares of Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a research report on Thursday, October 30th. Jefferies Financial Group boosted their price objective on shares of Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, HSBC upgraded shares of Caterpillar from a “hold” rating to a “buy” rating and upped their price objective for the company from $405.00 to $660.00 in a research note on Wednesday, November 5th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $618.70.

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.