AlphaQuest LLC Increases Holdings in Caterpillar Inc. $CAT

AlphaQuest LLC boosted its stake in Caterpillar Inc. (NYSE:CAT) by 105.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,864 shares of the industrial products company’s stock after purchasing an additional 955 shares during the quarter. AlphaQuest LLC’s holdings in Caterpillar were worth $889,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of CAT. Schaeffer Financial LLC bought a new position in shares of Caterpillar in the third quarter valued at approximately $217,000. Argent Advisors Inc. grew its position in shares of Caterpillar by 2.8% during the 3rd quarter. Argent Advisors Inc. now owns 7,860 shares of the industrial products company’s stock valued at $3,750,000 after purchasing an additional 217 shares in the last quarter. Everett Harris & Co. CA raised its position in shares of Caterpillar by 2.9% in the third quarter. Everett Harris & Co. CA now owns 4,042 shares of the industrial products company’s stock worth $1,929,000 after buying an additional 115 shares in the last quarter. Trifecta Capital Advisors LLC boosted its stake in Caterpillar by 5.1% during the third quarter. Trifecta Capital Advisors LLC now owns 25,012 shares of the industrial products company’s stock valued at $11,934,000 after buying an additional 1,220 shares during the period. Finally, IFC Advisors LLC grew its position in Caterpillar by 4.6% during the third quarter. IFC Advisors LLC now owns 5,424 shares of the industrial products company’s stock worth $2,588,000 after buying an additional 238 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Earnings beat and commentary point to stronger demand from data centers, reinforcing revenue/earnings upside and durability of higher‑margin power systems sales. Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
• Positive Sentiment: Deal to supply power solutions for Monarch AI campus highlights a new, durable revenue stream from hyperscale/AI data centers — a market with long equipment lifecycles and recurring service. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
• Positive Sentiment: Analyst bullishness: Truist raised its price target substantially and kept a buy rating, signaling institutional confidence in growth and margins. The Fly: Truist price target raise
• Positive Sentiment: Citigroup also raised its price target and maintains a buy rating, adding to momentum from multiple firms upgrading valuation expectations. Benzinga: Citigroup raises Caterpillar price target
• Positive Sentiment: Additional price‑target lift from other outlets (e.g., American Banking News) underscores broader analyst re‑rating following the quarter and data‑center commentary. Caterpillar (NYSE:CAT) Price Target Raised to $735.00
• Positive Sentiment: Product refresh: launch of the 308CR mini excavator supports ongoing share and rental market activity in compact equipment. Product news helps aftermarket/service revenue over time. Cat debuts new 308CR mini excavator
• Neutral Sentiment: Inclusion in industry coverage pieces (railroad equipment & leasing lists) is background positive for sector positioning but is unlikely to move the stock materially on its own. Top 5 Railroad Equipment & Railcar Leasing Stocks
• Negative Sentiment: DA Davidson raised its target but kept a neutral rating and its target implies downside versus the current price — a reminder that not all analysts are projecting further near‑term upside. DA Davidson price target note

Wall Street Analyst Weigh In

CAT has been the subject of several recent analyst reports. HSBC raised Caterpillar from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $405.00 to $660.00 in a report on Wednesday, November 5th. Evercore ISI lifted their price objective on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a report on Monday, November 17th. William Blair set a $735.00 price target on Caterpillar in a research report on Friday. Robert W. Baird set a $805.00 price objective on Caterpillar in a report on Friday. Finally, Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $678.29.

Caterpillar Stock Performance

NYSE:CAT opened at $690.71 on Tuesday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $691.38. The business has a 50 day moving average price of $606.93 and a 200-day moving average price of $522.53. The firm has a market cap of $323.24 billion, a PE ratio of 36.70, a price-to-earnings-growth ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the previous year, the company earned $5.14 earnings per share. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. Equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. 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 0.9%. Caterpillar’s payout ratio is presently 32.09%.

Insider Activity at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the company’s stock in a transaction that occurred on 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 transaction, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. This represents a 55.32% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Lange Bob De sold 14,638 shares of the stock in a transaction that occurred on 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 completion of the transaction, the insider directly owned 80,209 shares of the company’s stock, valued at $45,106,333.24. This represents a 15.43% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,729 shares of company stock valued at $31,084,308 over the last three months. 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.