iA Global Asset Management Inc. Raises Position in Caterpillar Inc. $CAT

iA Global Asset Management Inc. boosted its position in Caterpillar Inc. (NYSE:CAT) by 19,648.9% in the third quarter, Holdings Channel.com reports. The firm owned 26,661 shares of the industrial products company’s stock after buying an additional 26,526 shares during the quarter. iA Global Asset Management Inc.’s holdings in Caterpillar were worth $12,721,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the stock. Abacus Planning Group Inc. boosted its stake in Caterpillar by 0.6% during the 3rd 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 during the last quarter. Coastwise Capital Group LLC increased its holdings 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 valued at $557,000 after buying an additional 21 shares during the last quarter. Live Oak Private Wealth LLC raised its holdings in Caterpillar by 0.7% in the 3rd quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock worth $1,682,000 after purchasing an additional 23 shares during the period. Syntegra Private Wealth Group LLC lifted its position in shares of Caterpillar by 2.4% during the 3rd quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock valued at $495,000 after buying an additional 24 shares in the last quarter. Finally, Coastline Trust Co raised its stake in Caterpillar by 0.4% during the 3rd quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock worth $3,116,000 after acquiring an additional 24 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI/technology partnership with Nvidia to bring generative AI and edge computing into machines and manufacturing — a strategic push that could lift product differentiation, aftermarket services, and long-term margins. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Feature coverage highlights Caterpillar’s broader technology transformation and digital strategy, reinforcing the narrative that CAT is moving beyond heavy equipment into higher-value software and services — a tailwind for multiple-year revenue mix improvement. Building The World Through Technology At Caterpillar
• Positive Sentiment: An Oppenheimer analyst note cited by the press expects CAT’s stock to rise, providing short-term bullish analyst sentiment that can support buying interest. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Positive Sentiment: Rothschild & Co Redburn raised its price target sharply to $650 (from $420) while keeping a neutral rating — the PT increase signals higher analyst valuation sensitivity even if the formal stance remains cautious. Rothschild & Co Redburn Adjusts Caterpillar PT
• Neutral Sentiment: Market-note: CAT recently outperformed the broader market in session-level moves, which can amplify momentum trading but is not a fundamental driver by itself. Caterpillar Surpasses Market Returns
• Neutral Sentiment: Caterpillar is scheduled to report quarterly earnings this week — an event that increases short-term volatility; investors should watch guidance, margin commentary, and orders/backlog for directional cues. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Analysts polled by Zacks expect a decline in Caterpillar’s upcoming earnings and note the company lacks the mix of drivers typically associated with an earnings beat — this raises the risk of a negative surprise and profit-taking around the print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Caterpillar faces an employment-related lawsuit alleging wrongful termination after a racial harassment complaint — a reputational and legal risk that could draw attention if it escalates. Caterpillar Worker Sues After Racial Harassment Report

Analyst Upgrades and Downgrades

CAT has been the subject of a number of research analyst reports. DA Davidson increased their price objective on shares of Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Sanford C. Bernstein upped their price objective on Caterpillar from $557.00 to $630.00 and gave the company a “market perform” rating in a research report on Friday, December 19th. Robert W. Baird raised their target price on shares of Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Bank of America boosted their price objective on Caterpillar from $650.00 to $708.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. Finally, Wolfe Research upped their target price on shares of Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $633.35.

Caterpillar Stock Performance

Shares of CAT stock opened at $648.27 on Friday. The company has a market capitalization of $303.38 billion, a P/E ratio of 33.28, a P/E/G ratio of 2.49 and a beta of 1.57. The business’s 50 day moving average is $592.97 and its two-hundred day moving average is $508.92. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $655.78.

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

Caterpillar Dividend Announcement

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 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 dividend yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is currently 31.01%.

Insider Transactions at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares in the company, valued at $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $562.36, for a total value of $8,231,825.68. Following the transaction, the insider directly owned 80,209 shares in the company, valued at approximately $45,106,333.24. The trade was a 15.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 54,729 shares of company stock worth $31,084,308 in the last three months. Company 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.