Caterpillar Inc. $CAT Shares Sold by Perfromance Wealth Partners LLC

Perfromance Wealth Partners LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 36.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,273 shares of the industrial products company’s stock after selling 1,322 shares during the period. Perfromance Wealth Partners LLC’s holdings in Caterpillar were worth $1,302,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. 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 last quarter. IFS Advisors LLC acquired a new position in Caterpillar in the 4th quarter valued at about $31,000. Joseph Group Capital Management acquired a new position in shares of Caterpillar in the 3rd quarter worth approximately $32,000. Rialto Wealth Management LLC lifted its holdings in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC lifted its holdings in shares of Caterpillar by 140.0% in the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 35 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Trading Up 0.3%

NYSE CAT opened at $723.38 on Wednesday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The firm’s fifty day moving average price is $718.91 and its 200 day moving average price is $618.80. The company has a market capitalization of $336.58 billion, a price-to-earnings ratio of 38.44, a price-to-earnings-growth ratio of 1.69 and a beta of 1.52. Caterpillar Inc. has a 12 month low of $268.27 and a 12 month high of $789.81.

Caterpillar (NYSE:CAT) last posted its earnings results 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 firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company’s revenue was up 17.9% on a year-over-year basis. During the same period last year, the firm posted $5.14 EPS. On average, sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Insider Transactions at Caterpillar

In related news, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer directly owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This trade represents a 6.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the transaction, the insider directly owned 79,953 shares in the company, valued at $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 125,950 shares of company stock worth $88,577,390. Insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS estimate for Caterpillar, which supports a stronger near‑term earnings outlook and helps justify current multiples. Zacks estimate raise
• Positive Sentiment: Zacks’ industry outlook and related coverage highlight that Caterpillar is benefiting from infrastructure and mining demand, plus a strong backlog — factors that underpin revenue visibility despite tariff pressures. Zacks Industry Outlook Highlights
• Positive Sentiment: Market commentators (IBD Leaderboard) are flagging Caterpillar as a stock to watch amid a potential market rally, increasing investor attention and momentum interest. Leaderboard trimmed, But…
• Positive Sentiment: Zacks’ sector commentary lists CAT among construction/mining equipment names worth watching despite a weak industry rank, signaling confidence in Caterpillar’s relative strength. 3 Construction & Mining Equipment Stocks
• Neutral Sentiment: Zacks trimmed its Q1 2026 EPS estimate slightly (to $4.41 from $4.46), a small revision that may temper near‑term expectations but does not materially change consensus full‑year estimates. Zacks estimate cut
• Negative Sentiment: Caterpillar and Bobcat have filed patent‑infringement suits against each other, introducing legal uncertainty, potential costs, and reputational risk that could pressure the stock if disputes escalate. Caterpillar, Bobcat sue each other
• Negative Sentiment: Analysis questioning whether it’s “too late” to buy after a ~161% one‑year surge highlights valuation concerns; stretched multiples increase downside sensitivity if growth slows. Is It Too Late To Consider Caterpillar?

Wall Street Analysts Forecast Growth

Several equities analysts have commented on CAT shares. CICC Research started coverage on shares of Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating for the company. Jefferies Financial Group increased their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Argus increased their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Rothschild & Co Redburn increased their price objective on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. Finally, HSBC increased their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. 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 stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $737.55.

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.