Altrius Capital Management Inc Has $5.27 Million Holdings in Caterpillar Inc. $CAT

Altrius Capital Management Inc trimmed its position in Caterpillar Inc. (NYSE:CAT) by 20.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,045 shares of the industrial products company’s stock after selling 2,765 shares during the quarter. Altrius Capital Management Inc’s holdings in Caterpillar were worth $5,270,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Pacific Point Advisors LLC acquired a new position in Caterpillar in the fourth quarter worth about $579,000. Brighton Jones LLC grew its stake in shares of Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the period. Belpointe Asset Management LLC raised its holdings in shares of Caterpillar by 8.5% in the 2nd quarter. Belpointe Asset Management LLC now owns 2,416 shares of the industrial products company’s stock worth $938,000 after buying an additional 189 shares in the last quarter. RMG Wealth Management LLC bought a new position in shares of Caterpillar during the 2nd quarter worth approximately $56,000. Finally, Joel Isaacson & Co. LLC boosted its stake in Caterpillar by 1.7% in the 2nd quarter. Joel Isaacson & Co. LLC now owns 2,776 shares of the industrial products company’s stock valued at $1,077,000 after buying an additional 47 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 15,977 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $682.99, for a total value of $10,912,131.23. Following the transaction, the insider owned 79,953 shares of the company’s stock, valued at approximately $54,607,099.47. This trade represents a 16.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider directly owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 104,677 shares of company stock worth $66,995,141. Insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 earnings beat and data‑center demand — CAT reported stronger‑than‑expected Q4 revenue and EPS, with Power & Energy (natural‑gas turbines/backup power) cited as a key growth driver from data‑center buildouts, underpinning near‑term revenue visibility. Earnings Beat
• Positive Sentiment: Analyst upgrades and higher targets — Several firms have raised price targets (example: Rothschild & Co Redburn moved its PT higher), and banks like Truist, Citi and others have reiterated/raised buy ratings, providing additional upside catalysts. Rothschild PT Raise
• Positive Sentiment: Record backlog and capacity investment support multi‑year growth — Management cites a roughly $51B backlog, guidance for 5–7% annual sales through 2030 and a planned ~25% increase in 2026 capex to expand capacity and convert backlog into revenue. Backlog & Capex
• Positive Sentiment: Shareholder‑returns narrative remains supportive — Coverage highlights strong free cash flow and a large capital‑return program (dividends + buybacks), which helps investor demand even at elevated multiples. Forbes on Returns
• Neutral Sentiment: Strategic tech partnership announced — CAT selected ACI for a multi‑year digital infrastructure modernization engagement; operationally useful but unlikely to move near‑term revenue materially. ACI Partnership
• Neutral Sentiment: Valuation debate — Analysts and writeups note the stock’s big run and ask whether current multiples already price in continued data‑center momentum; this shapes sentiment but doesn’t change fundamentals immediately. Valuation Coverage
• Negative Sentiment: Large insider selling — Several senior executives disclosed multi‑million dollar stock sales (Denise C. Johnson, Anthony Fassino, Bob De Lange), materially trimming stakes; while sales can be routine, the size and clustering of trades can increase short‑term selling pressure and amplify valuation worries. InsiderTrades: Denise Johnson

Caterpillar Price Performance

Shares of CAT stock opened at $692.01 on Thursday. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a market capitalization of $323.85 billion, a price-to-earnings ratio of 36.77, a PEG ratio of 1.68 and a beta of 1.58. The firm’s 50 day moving average is $612.04 and its 200-day moving average is $525.73. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $723.16.

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

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. Truist Financial increased their price objective on Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday. Wells Fargo & Company increased their target price on shares of Caterpillar from $702.00 to $756.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Oppenheimer lifted their price target on shares of Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Evercore ISI upped their price objective on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Finally, Barclays raised their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $681.86.

About Caterpillar

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.