Yeomans Consulting Group Inc. Takes Position in Caterpillar Inc. $CAT

Yeomans Consulting Group Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 757 shares of the industrial products company’s stock, valued at approximately $434,000.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Kilter Group LLC acquired a new position in shares of Caterpillar in the second quarter valued at about $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 valued at $28,000 after purchasing an additional 53 shares during the period. RiverPark Advisors LLC bought a new stake in Caterpillar in the 2nd quarter valued at about $32,000. Joseph Group Capital Management bought a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Finally, Noble Wealth Management PBC raised its position in shares of Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after buying an additional 35 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the subject of several analyst reports. Royal Bank Of Canada lifted their price objective on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. DA Davidson boosted their price target on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Robert W. Baird set a $805.00 price objective on shares of Caterpillar in a research report on Friday, January 30th. Oppenheimer raised their target price on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Finally, Jefferies Financial Group upped their price target on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $730.50.

Caterpillar Stock Down 1.2%

CAT stock opened at $680.15 on Friday. The firm has a 50-day moving average price of $701.95 and a 200-day moving average price of $593.15. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The stock has a market capitalization of $316.47 billion, a P/E ratio of 36.14, a price-to-earnings-growth ratio of 1.63 and a beta of 1.54.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping 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 business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same period in the prior year, the company earned $5.14 EPS. The firm’s quarterly revenue was up 17.9% compared to the same quarter last year. As a group, equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the transaction, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents 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, insider Anthony D. Fassino sold 7,891 shares of the company’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 directly owned 46,643 shares of the company’s stock, valued at $36,236,946.70. This represents a 14.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 135,950 shares of company stock worth $94,327,990 over the last three months. 0.33% of the stock is owned by corporate insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward EPS forecasts for Caterpillar — including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), FY2028 (to $28.88) and Q4 2027 (to $7.12). The pack of upgrades increases expected earnings power and supports valuation and target-price upside.
• Positive Sentiment: Zacks published a comparison pushing Caterpillar ahead of Komatsu on earnings momentum and returns, reinforcing a preference for CAT among equipment stocks and potentially attracting relative-strength buyers. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: Regional market reports point to growing construction machinery demand in the GCC through 2031; positive for long-term revenue exposure but not an immediate catalyst. GCC Construction Machinery Market Analysis 2026-2031
• Neutral Sentiment: Industry and product coverage (backhoe lineup, operator features) highlight Caterpillar’s product positioning and brand strength — useful for long-term share and margin outlook but limited near-term stock impact. Caterpillar Breaks Down the 2026 Backhoe Market
• Neutral Sentiment: Valuation-focused commentary asks whether CAT is still attractive after a large one-year rally — this can moderate momentum buyers and encourage profit-taking by some investors. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate slightly (from $6.01 to $5.99). The cut is minimal but signals some quarter-to-quarter timing or demand uncertainty.
• Negative Sentiment: Broader-market pressure (a Dow drop) flagged Caterpillar among intraday losers, showing CAT can be pulled down by macro or market-risk moves even with company-specific positives. Dow’s 225-point fall led by losses for Boeing, Caterpillar stocks

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.