Meyer Handelman Co. Has $66.29 Million Stock Holdings in Caterpillar Inc. $CAT

Meyer Handelman Co. lowered its position in shares of Caterpillar Inc. (NYSE:CAT) by 3.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 115,721 shares of the industrial products company’s stock after selling 3,870 shares during the period. Caterpillar makes up about 2.1% of Meyer Handelman Co.’s portfolio, making the stock its 12th largest position. Meyer Handelman Co.’s holdings in Caterpillar were worth $66,293,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Pacific Point Advisors LLC acquired a new stake in Caterpillar in the 4th quarter worth about $579,000. Brighton Jones LLC grew its position in shares of Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares in the last quarter. United Bank grew its position in shares of Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after purchasing an additional 347 shares during the period. Finally, Van Hulzen Asset Management LLC raised its position in shares of Caterpillar by 28.6% in the second quarter. Van Hulzen Asset Management LLC now owns 1,864 shares of the industrial products company’s stock valued at $724,000 after buying an additional 415 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bill Gates / data‑center narrative: Coverage highlighting CAT as part of Bill Gates’ 2026 portfolio and its exposure to large natural‑gas generators is reinforcing a new growth narrative beyond heavy equipment, supporting investor demand. Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
• Positive Sentiment: Strong YTD/outperformance story: Commentary noting CAT has outperformed many tech names over the past year (over 100% YTD in some writeups) is drawing momentum investors into the stock. That price action makes dips attractive to momentum players. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Options market bullishness: A pieces highlighting a “bull put” trade suggests some traders are willing to take bullish option positions (collect premium while betting CAT won’t collapse), which can indicate market conviction and provide support. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Positive Sentiment: Analyst/quant interest: Zacks and other screens calling CAT a stock to watch for earnings growth and price strength keeps it on institutional/retail radars and supports buying on weakness. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Media/TV mentions: CAT appeared on CNBC’s “Final Trades,” which can drive short‑term flows but is informational rather than a fundamental catalyst. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Irrelevant local stories (no market impact): Local human‑interest items using the word “caterpillar” (an amusement‑park piece and an insect warning) are unrelated to CAT stock performance. First construction-theme adventure park to open in Grapevine in June Don’t touch! Fuzzy, skin-irritating caterpillars are popping up across Florida again
• Negative Sentiment: Geopolitical risk spike: Markets dumped risk after reporting that President Trump threatened to “completely obliterate” Iran’s energy infrastructure; that shock sent cyclical and industrial names lower, including CAT. The threat raises short‑term volatility risk for companies with global energy/extraction exposure. Caterpillar, Thermon, Enpro, Methode Electronics, and Mobileye Shares Plummet, What You Need To Know
• Negative Sentiment: Recent pullback data point: Coverage and data noting a ~4% drop in a recent session underline that CAT can see sharp intraday declines on risk events; investors should watch geopolitical headlines and macro flows. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. 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. Rothschild & Co Redburn lifted their price objective on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. Wells Fargo & Company upped their target price on Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research report on Wednesday, February 25th. Argus increased their target price on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Finally, JPMorgan Chase & Co. boosted their price target on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research note on Wednesday, March 4th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar Stock Up 6.1%

NYSE CAT opened at $707.88 on Wednesday. The business has a fifty day moving average price of $710.65 and a two-hundred day moving average price of $609.31. The stock has a market capitalization of $329.37 billion, a PE ratio of 37.61, a PEG ratio of 1.57 and a beta of 1.53. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94.

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, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter last year, the company posted $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. Equities analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insider Transactions at Caterpillar

In other news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 125,950 shares of company stock valued at $88,577,390. Company insiders own 0.33% of the company’s stock.

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.