WINTON GROUP Ltd Takes Position in Caterpillar Inc. $CAT

WINTON GROUP Ltd acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 26,613 shares of the industrial products company’s stock, valued at approximately $12,698,000.

Several other institutional investors have also recently added to or reduced their stakes in the company. WealthShield Partners LLC boosted its stake in shares of 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 last quarter. one8zero8 LLC raised its position in shares of Caterpillar by 3.2% in the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. raised its position in shares of Caterpillar by 0.6% in the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after buying an additional 20 shares during the last quarter. Cyr Financial Inc. lifted its stake in shares of Caterpillar by 2.5% during the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after buying an additional 20 shares during the period. Finally, Perennial Investment Advisors LLC boosted its position in Caterpillar by 1.2% during the third quarter. Perennial Investment Advisors LLC now owns 1,719 shares of the industrial products company’s stock worth $821,000 after acquiring an additional 20 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

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

Caterpillar Trading Down 3.5%

CAT stock opened at $681.31 on Monday. 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 has a market cap of $317.01 billion, a price-to-earnings ratio of 36.20, a PEG ratio of 1.61 and a beta of 1.53. The business has a fifty day simple moving average of $681.47 and a 200-day simple moving average of $576.40. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81.

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

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s payout ratio is presently 32.09%.

Insider Activity

In other Caterpillar news, 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 transaction of $6,130,517.90. Following the completion of the sale, the insider directly owned 46,643 shares in the company, valued at $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer directly owned 824 shares of the company’s stock, valued at $629,700.80. The trade was a 54.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 135,950 shares of company stock worth $94,327,990. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Jefferies Financial Group boosted their price target on Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a report on Friday. Morgan Stanley raised 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. Bank of America upped their target price on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a research note on Friday, January 30th. Finally, Wall Street Zen cut Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $724.81.

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.