Caterpillar Inc. $CAT Shares Sold by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 7.6% in the third quarter, according to its most recent filing with the SEC. The firm owned 20,633 shares of the industrial products company’s stock after selling 1,708 shares during the quarter. Caterpillar comprises approximately 0.7% of Silver Oak Securities Incorporated’s holdings, making the stock its 29th largest position. Silver Oak Securities Incorporated’s holdings in Caterpillar were worth $9,845,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Pacific Point Advisors LLC bought a new position in Caterpillar in the 4th quarter valued at about $579,000. Brighton Jones LLC raised 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 buying an additional 2,519 shares in the last quarter. Graham Capital Management L.P. acquired a new stake in shares of Caterpillar in the 1st quarter worth approximately $1,000,000. Adage Capital Partners GP L.L.C. boosted its holdings in shares of Caterpillar by 87.1% in the first quarter. Adage Capital Partners GP L.L.C. now owns 134,754 shares of the industrial products company’s stock valued at $44,442,000 after acquiring an additional 62,727 shares in the last quarter. Finally, Aprio Wealth Management LLC increased its stake in shares of Caterpillar by 3.4% during the first quarter. Aprio Wealth Management LLC now owns 1,958 shares of the industrial products company’s stock valued at $646,000 after acquiring an additional 65 shares during the period. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 8,184 shares of the business’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the sale, the insider directly owned 41,512 shares of the company’s stock, valued at $23,669,312.16. The trade was a 16.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction on Monday, December 1st. The shares were sold at an average price of $571.44, for a total value of $5,714,400.00. Following the completion of the sale, the chief financial officer owned 55,460 shares of the company’s stock, valued at $31,692,062.40. The trade was a 15.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 61,895 shares of company stock valued at $34,007,516 over the last three months. 0.33% of the stock is owned by insiders.

Analyst Ratings Changes

A number of research firms have weighed in on CAT. Citigroup upgraded Caterpillar from a “buy” rating to a “mixed” rating in a research report on Tuesday, December 16th. UBS Group boosted their price objective on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Evercore ISI lifted their target price on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a report on Monday, November 17th. Finally, DA Davidson upped their price target on shares of Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $616.00.

Caterpillar Stock Down 0.8%

Shares of Caterpillar stock opened at $573.03 on Friday. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $627.50. The firm has a market capitalization of $268.17 billion, a PE ratio of 29.42, a price-to-earnings-growth ratio of 2.69 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The stock’s fifty day moving average is $572.51 and its 200-day moving average is $482.71.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. The business had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.Caterpillar’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter last year, the company posted $5.17 EPS. Equities analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be given a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 1.1%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 31.01%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

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.