LGT Fund Management Co Ltd. Has $4.22 Million Stock Position in Caterpillar Inc. $CAT

LGT Fund Management Co Ltd. raised its stake in Caterpillar Inc. (NYSE:CAT) by 24.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,778 shares of the industrial products company’s stock after acquiring an additional 1,707 shares during the quarter. LGT Fund Management Co Ltd.’s holdings in Caterpillar were worth $4,221,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Kilter Group LLC bought a new stake in shares of Caterpillar during the second quarter valued at approximately $27,000. Marquette Asset Management LLC raised its position 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 purchasing an additional 53 shares during the last quarter. RiverPark Advisors LLC bought a new position in Caterpillar in the 2nd quarter worth approximately $32,000. Joseph Group Capital Management acquired a new position in Caterpillar during the 3rd quarter worth $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position 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 valued at $35,000 after buying an additional 46 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction dated 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 transaction, the insider owned 79,953 shares in the company, valued at $57,574,954.83. The trade was a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the completion of the transaction, the insider owned 46,643 shares of the company’s stock, valued at $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 135,950 shares of company stock valued at $94,327,990 over the last 90 days. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Down 3.5%

Shares of NYSE CAT opened at $681.31 on Monday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The stock has a market cap of $317.01 billion, a price-to-earnings ratio of 36.20, a P/E/G ratio of 1.61 and a beta of 1.53. 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 company’s fifty day moving average is $681.47 and its 200-day moving average is $576.40.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. The business 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%. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.14 EPS. Equities research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were issued a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s dividend payout ratio is 32.09%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised price targets, signaling upside vs. the market: separate lifts to $817 and $825 increase the consensus upside narrative and support buy/outperform views. Price Target Raised to $817.00 Price Target Raised to $825.00
• Positive Sentiment: Company is pitching AI/autonomy and digital fleet tools at CONEXPO‑CON/AGG 2026 — a strategic push that markets view as positioning CAT as an industrial AI/autonomy play and a driver of higher‑margin services. Caterpillar Showcases AI Jobsite Tech
• Positive Sentiment: Product innovation: CAT introduced a heavy electric‑drive dozer using legacy mechanical/elec concepts — supports sustainability and mining/construction electrification demand. CAT electric drive dozer
• Positive Sentiment: Investor pieces highlighting long‑term demand (infrastructure, data‑center/power needs) and CAT’s AI/power exposure boost conviction among buy‑side readers. 3 Reasons to Buy Caterpillar Stock in 2026 Is This Industrial Giant an AI Play?
• Neutral Sentiment: Zacks / market‑edge coverage included CAT in a highlights piece — helpful for visibility but limited near‑term price impact on its own. Zacks Market Edge Highlights
• Neutral Sentiment: Viral PR (AI pickup image → real concept) is brand‑enhancing and free publicity but has minimal direct revenue effect. Caterpillar built a real pickup truck
• Negative Sentiment: Insider selling: CEO Joseph Creed sold 2,500 shares (≈$1.8M) — the disclosure triggered headlines and investor caution even if management says selling is routine. CEO Sells $1,797,325.00 in Stock
• Negative Sentiment: Immediate market reaction and profit‑taking: outlets linked the insider sale and elevated valuation to intraday selling (stock trading down), amplifying short‑term downside despite positive fundamentals. Trading Down Following Insider Selling

Wall Street Analysts Forecast Growth

Several research firms have recently commented on CAT. Truist Financial lifted their target price on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. HSBC raised their price target on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Morgan Stanley boosted their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. Wolfe Research upped their target price on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Finally, Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $724.81.

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.