ProShare Advisors LLC Has $271.06 Million Stock Holdings in Caterpillar Inc. $CAT

ProShare Advisors LLC reduced its stake in Caterpillar Inc. (NYSE:CAT) by 21.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 568,078 shares of the industrial products company’s stock after selling 157,088 shares during the period. Caterpillar accounts for 0.6% of ProShare Advisors LLC’s holdings, making the stock its 23rd largest holding. ProShare Advisors LLC’s holdings in Caterpillar were worth $271,058,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently modified their holdings of the company. Oppenheimer & Co. Inc. boosted its holdings in shares of Caterpillar by 8.8% during the 3rd quarter. Oppenheimer & Co. Inc. now owns 64,755 shares of the industrial products company’s stock worth $30,898,000 after buying an additional 5,253 shares during the period. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co lifted its position in Caterpillar by 117.4% during the third quarter. SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now owns 4,074 shares of the industrial products company’s stock worth $1,944,000 after acquiring an additional 2,200 shares during the last quarter. D.B. Root & Company LLC boosted its holdings in shares of Caterpillar by 7.5% during the third quarter. D.B. Root & Company LLC now owns 893 shares of the industrial products company’s stock worth $426,000 after acquiring an additional 62 shares during the period. Breakwater Capital Group grew its holdings in Caterpillar by 3.8% in the 3rd quarter. Breakwater Capital Group now owns 1,986 shares of the industrial products company’s stock valued at $948,000 after buying an additional 73 shares in the last quarter. Finally, REAP Financial Group LLC grew its stake in shares of Caterpillar by 8.6% in the third quarter. REAP Financial Group LLC now owns 781 shares of the industrial products company’s stock valued at $372,000 after acquiring an additional 62 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, 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 transaction of $5,750,600.00. Following the completion of the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This trade represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 112,563 shares of company stock valued at $73,657,655 in the last ninety 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: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on CAT. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday. Citigroup increased their price target on Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Finally, Morgan Stanley boosted their price objective on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday, February 3rd. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $690.90.

Caterpillar Price Performance

CAT opened at $726.38 on Monday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $727.40. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The company has a market capitalization of $339.93 billion, a price-to-earnings ratio of 38.60, a P/E/G ratio of 1.72 and a beta of 1.58. The firm’s fifty day moving average price is $617.15 and its two-hundred day moving average price is $530.49.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period last year, the firm earned $5.14 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. As a group, analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio is currently 32.09%.

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.