Robeco Institutional Asset Management B.V. Lowers Position in Caterpillar Inc. $CAT

Robeco Institutional Asset Management B.V. trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT) by 53.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,452 shares of the industrial products company’s stock after selling 26,418 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Caterpillar were worth $11,190,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of the stock. Kilter Group LLC bought a new stake in shares of Caterpillar in the second quarter worth about $27,000. Mid American Wealth Advisory Group Inc. purchased a new position in Caterpillar during the 2nd quarter valued at approximately $28,000. Compass Financial Services Inc increased its stake in Caterpillar by 49.2% in the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 31 shares during the last quarter. Family Legacy Financial Solutions LLC purchased a new stake in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Finally, RiverPark Advisors LLC bought a new position in shares of Caterpillar during the 2nd quarter valued at approximately $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 14,638 shares of Caterpillar stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the sale, the insider directly owned 80,209 shares of the company’s stock, valued at $45,106,333.24. This represents a 15.43% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,729 shares of company stock worth $31,084,308 over the last ninety days. 0.33% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the stock. UBS Group upped their price target on shares of Caterpillar from $506.00 to $581.00 and gave the company a “neutral” rating in a research note on Tuesday, November 4th. Bank of America increased their price target on shares of Caterpillar from $594.00 to $650.00 and gave the company a “buy” rating in a report on Thursday, October 30th. Royal Bank Of Canada began coverage on Caterpillar in a research note on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price objective on the stock. Sanford C. Bernstein raised their price objective on Caterpillar from $557.00 to $630.00 and gave the company a “market perform” rating in a research note on Friday, December 19th. Finally, Jefferies Financial Group boosted their target price on Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $618.70.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar rolled out a suite of AI and autonomy initiatives at CES — including the Cat AI assistant, previews of autonomous machine lines, and expanded autonomy beyond mining — positioning CAT to capture software and services revenue as well as higher-margin aftermarket sales. Read More.
• Positive Sentiment: CAT announced a partnership with Nvidia to integrate voice and other AI capabilities into machines and operations, accelerating technical differentiation and faster time-to-market for autonomous features. Read More.
• Positive Sentiment: Caterpillar committed $25M toward a global innovation prize and said it’s investing in upskilling the workforce that will build its AI/autonomy systems — a sign management is funding long-term revenue mix shift to software/services. Read More.
• Positive Sentiment: Analysts at Zacks raised multiple near‑ and mid‑term EPS forecasts (Q4 2025–FY2026 and into 2027), lifting FY2026 estimates substantially — a direct driver of investor bullishness on CAT’s earnings trajectory. Read More.
• Neutral Sentiment: Coverage pieces highlight CAT’s long-term income profile (dividend aristocrat status) and the company’s strategic positioning in AI/autonomy, but these are general narratives rather than immediate catalysts. Read More.
• Neutral Sentiment: Volume notes: markets flagged unusually large options activity in CAT, which can amplify intraday moves but is not itself an earnings or strategy signal. Read More.
• Negative Sentiment: Political/legal risk: commentary warns that a potential rollback of tariffs that helped shield domestic equipment makers could remove a tailwind for CAT’s U.S. demand — a macro risk investors are watching. Read More.

Caterpillar Trading Up 1.6%

CAT opened at $617.59 on Friday. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. The stock’s 50 day moving average price is $579.31 and its 200-day moving average price is $493.09. Caterpillar Inc. has a one year low of $267.30 and a one year high of $627.50. The stock has a market cap of $289.02 billion, a price-to-earnings ratio of 31.70, a P/E/G ratio of 2.36 and a beta of 1.57.

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

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. Caterpillar’s dividend payout ratio is presently 31.01%.

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.