Xponance Inc. Lowers Stock Holdings in Caterpillar Inc. $CAT

Xponance Inc. trimmed its stake in Caterpillar Inc. (NYSE:CAT) by 4.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 67,039 shares of the industrial products company’s stock after selling 3,369 shares during the quarter. Xponance Inc.’s holdings in Caterpillar were worth $31,988,000 as of its most recent filing with the SEC.

Several other institutional investors also recently bought and sold shares of CAT. WealthShield Partners LLC boosted its position in Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock worth $535,000 after purchasing an additional 18 shares during the period. one8zero8 LLC lifted its position in Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after acquiring an additional 19 shares in the last quarter. Abacus Planning Group Inc. lifted its position in shares of Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after purchasing an additional 20 shares in the last quarter. Cyr Financial Inc. lifted its holdings in Caterpillar by 2.5% in the 3rd quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after buying an additional 20 shares in the last quarter. Finally, Coastwise Capital Group LLC boosted its position in Caterpillar by 1.8% in the 3rd 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. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $752.81 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The firm has a market cap of $350.27 billion, a P/E ratio of 40.00, a price-to-earnings-growth ratio of 1.81 and a beta of 1.58. The firm’s 50-day simple moving average is $664.48 and its 200-day simple moving average is $561.23. 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 (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the company earned $5.14 EPS. As a group, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

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

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target on CAT to $870 and kept an Overweight rating — a high-profile upgrade that supports upside expectations and likely helped intraday buying interest earlier in the week. Wells Fargo Raises Caterpillar Price Target to $870
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, another analyst upgrade adding to the consensus of higher fair‑value estimates. Daiwa Raises Caterpillar Price Target to $790
• Positive Sentiment: High-profile commentary (Jim Cramer) and media pieces highlight continued bullish sentiment and momentum — reinforcing investor interest in CAT as a “hard asset” beneficiary of infrastructure/AI/data‑center capex. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Industry reports (mining trucks, rock drilling, tunneling equipment) point to multi‑year market growth from electrification, autonomy and mining demand — structural tailwinds for CAT but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Operational items — Caterpillar hosting its Global Technician Finals, launching a redesigned rental-management experience, and investing in ElevenEs — improve service/technology positioning but are incremental to near‑term earnings. Caterpillar hosts its Global Technician Finals Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s market weakness: the Dow fell with losses attributed in part to Caterpillar shares, indicating CAT is being hit by broader risk‑off flows and tech‑led volatility rather than company‑specific bad news. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest spiked (~61% month‑over‑month to ~10.0M shares), increasing potential selling pressure and volatility if shorts add or attempt to cover — a near‑term headwind for the stock.

Insider Activity at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction 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 transaction, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, the insider directly owned 41,151 shares of the company’s stock, valued at $28,001,197.95. This trade represents a 20.59% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 143,450 shares of company stock valued at $98,245,065 in the last three months. 0.33% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Oppenheimer boosted their price objective on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Bank of America upped their price objective on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Daiwa Securities Group upped their price target on shares of Caterpillar from $640.00 to $790.00 in a report on Wednesday. Morgan Stanley increased their price target on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Finally, HSBC increased their price target on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $712.52.

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.