Caterpillar Inc. $CAT Shares Sold by Studio Investment Management LLC

Studio Investment Management LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 12.7% during the 3rd quarter, Holdings Channel reports. The firm owned 11,126 shares of the industrial products company’s stock after selling 1,613 shares during the quarter. Caterpillar comprises approximately 1.0% of Studio Investment Management LLC’s investment portfolio, making the stock its 27th largest position. Studio Investment Management LLC’s holdings in Caterpillar were worth $5,309,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Kilter Group LLC purchased a new position in Caterpillar during the second quarter valued at approximately $27,000. Marquette Asset Management LLC boosted its holdings in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the last quarter. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar during the second quarter worth approximately $32,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar in the third quarter valued at about $32,000. Finally, Vermillion & White Wealth Management Group LLC lifted its stake in Caterpillar by 107.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 46 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 141,172 shares of company stock worth $96,514,673. Company insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on CAT shares. DA Davidson boosted their price target on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Argus lifted their price objective on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Citigroup boosted their price target on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Rothschild & Co Redburn raised their target price on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. Finally, CICC Research initiated coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating for the company. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $702.95.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar completed the acquisition of mining software firm RPMGlobal, expanding its data‑driven mining technology and software portfolio—a strategic move to boost recurring, higher‑margin services and digital solutions revenue. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Market coverage highlights Caterpillar’s exposure to data‑center power and electrification demand—an attractive, long‑term growth market that could diversify revenue beyond heavy equipment. High‑tech data centers get a powerful assist from a century‑old company
• Neutral Sentiment: Caterpillar presented at Barclays’ industrial conference; the transcript may contain management commentary on demand, margins and capital allocation—useful for guidance but not an immediate earnings surprise. Barclays 43rd Annual Industrial Select Conference Transcript
• Neutral Sentiment: Analyst commentary and feature pieces (Zacks, MarketBeat) are raising investor attention and highlighting Caterpillar vs. peers; this can affect sentiment and flows but doesn’t change fundamentals immediately. Caterpillar vs. Deere: Which Equipment Stock is a Better Buy Now?
• Negative Sentiment: Large insider sales: Chief Accounting Officer William Schaupp sold 972 shares (filed with the SEC), reducing his stake significantly—multiple insider disposals can spook investors. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Insider Rodney Michael Shurman sold 1,764 shares (≈55% cut of his holding); another material insider reduction that can add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony D. Fassino sold 7,891 shares (~$6.13M at ~\$776.90), trimming his position ~14.5%; a large, recent sale that investors often interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks lowered Q2 EPS estimates for Caterpillar, indicating softer near‑term earnings expectations—this analyst downgrade pressure can weigh on the stock until guidance or results change the outlook. Q2 EPS Estimates Lowered by Zacks Research

Caterpillar Stock Performance

NYSE CAT opened at $752.97 on Thursday. The firm has a market cap of $350.35 billion, a P/E ratio of 40.01, a P/E/G ratio of 1.81 and a beta of 1.58. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The business’s 50-day moving average price is $643.83 and its 200 day moving average price is $548.14. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same period last year, the company earned $5.14 earnings per share. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. On average, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

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

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.