Caterpillar Inc. $CAT Shares Sold by Dakota Wealth Management

Dakota Wealth Management trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 59,590 shares of the industrial products company’s stock after selling 4,456 shares during the period. Dakota Wealth Management’s holdings in Caterpillar were worth $34,137,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Stephens Consulting LLC grew its holdings in Caterpillar by 18.7% during the fourth quarter. Stephens Consulting LLC now owns 564 shares of the industrial products company’s stock worth $323,000 after acquiring an additional 89 shares during the period. CoreCap Advisors LLC boosted its position in shares of Caterpillar by 6.0% during the 4th quarter. CoreCap Advisors LLC now owns 4,928 shares of the industrial products company’s stock worth $2,823,000 after purchasing an additional 280 shares in the last quarter. Sage Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth $334,000. Kathmere Capital Management LLC increased its holdings in shares of Caterpillar by 6.6% in the 4th quarter. Kathmere Capital Management LLC now owns 3,456 shares of the industrial products company’s stock valued at $1,980,000 after purchasing an additional 213 shares in the last quarter. Finally, Triangle Securities Wealth Management lifted its stake in shares of Caterpillar by 94.9% in the fourth quarter. Triangle Securities Wealth Management now owns 13,600 shares of the industrial products company’s stock valued at $7,123,000 after purchasing an additional 6,623 shares during the period. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $701.96 on Friday. The company has a market cap of $326.61 billion, a P/E ratio of 37.30, a P/E/G ratio of 1.70 and a beta of 1.54. The business has a fifty day simple moving average of $707.68 and a 200-day simple moving average of $601.23. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44.

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

Insider Transactions at Caterpillar

In other news, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction on Tuesday, February 17th. The shares were 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the completion of the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 135,950 shares of company stock valued at $94,327,990 in the last quarter. Insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the subject of a number of research reports. Truist Financial lifted their price target on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. Citigroup raised their price objective on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. Daiwa Securities Group increased their target price on Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. Barclays increased their price objective on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. Finally, Williams Trading set a $825.00 target price on shares of Caterpillar in a research note on Tuesday, March 10th. Sixteen investment 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’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $730.50.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group slightly raised its FY2026 EPS forecast for Caterpillar, a modest analyst upgrade that supports forward earnings expectations. Erste Group raises FY2026 estimate for Caterpillar
• Positive Sentiment: Analysis highlighting Caterpillar’s role supplying equipment for Nscale’s large AI compute campus frames a material long-term revenue opportunity if equipment and service demand materializes. Assessing Caterpillar’s Valuation As It Powers Nscale’s Massive AI Compute Campus
• Positive Sentiment: Caterpillar debuted a new 1‑ton 301 CR mini excavator — product expansion that helps address compact equipment demand and supports aftermarket/service revenue. Cat Debuts its Smallest Mini Excavator Yet, the 1-Ton 301 CR
• Neutral Sentiment: Local education and workforce partnerships (e.g., Alvernia collaboration on STEM) are positive for long-term talent/PR but have limited near-term revenue impact. Alvernia and Caterpillar collaborate to strengthen STEM education
• Neutral Sentiment: Be careful not to confuse tickers: a press release from “CAT Strategic Metals” (ticker CAT on other exchanges) concerns a mining project and is unrelated to Caterpillar Inc. (NYSE:CAT). CAT Strategic Metals Consolidates 100% Ownership…
• Negative Sentiment: Washington state advocates praised the sale of $62M in Caterpillar bonds — a public divestment tied to ESG/policy concerns that can pressure investor sentiment. Advocates praise WA for selling off $62M in Caterpillar bonds
• Negative Sentiment: Broad market weakness contributed to a Dow decline that cited losses in Caterpillar among others, amplifying short‑term downside risk. Dow drops nearly 350 points on losses for NVIDIA Corp., Caterpillar stocks
• Negative Sentiment: Analysts remain mixed on a power‑generation equipment agreement with Atlas Energy, creating uncertainty about margins and the deal’s contribution to near-term earnings. Analysts Remain Mixed on Caterpillar (CAT) Amid Power-Generation Equipment Agreement with Atlas Energy
• Negative Sentiment: Operating margins slipped in 2025 and rising tariff costs are highlighted as a continuing headwind into 2026 — a direct pressure on profitability. Caterpillar’s Operating Margins Slipped in 2025: Bounce Back Ahead?
• Negative Sentiment: Ongoing litigation: Caterpillar has counter‑sued Bobcat/Doosan over alleged patent infringement and raised industrial‑espionage claims — legal exposure and distraction that can increase costs and create uncertainty. Caterpillar countersues Bobcat for infringing machinery patents Caterpillar Challenges Doosan Bobcat Patent Lawsuit, Alleges Industrial Espionage

Caterpillar 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.