Caterpillar Inc. $CAT Shares Acquired by Keybank National Association OH

Keybank National Association OH boosted its position in Caterpillar Inc. (NYSE:CAT) by 15.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 220,875 shares of the industrial products company’s stock after purchasing an additional 29,636 shares during the quarter. Keybank National Association OH’s holdings in Caterpillar were worth $105,391,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently modified their holdings of CAT. Fisher Asset Management LLC grew its stake in Caterpillar by 2.3% in the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock worth $3,656,286,000 after acquiring an additional 208,196 shares during the period. Valeo Financial Advisors LLC boosted its holdings in shares of Caterpillar by 36,842.1% during the second quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock worth $2,833,836,000 after purchasing an additional 7,279,991 shares during the last quarter. Norges Bank purchased a new stake in shares of Caterpillar in the second quarter valued at $2,165,899,000. Bank of New York Mellon Corp increased its stake in Caterpillar by 20.7% in the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after purchasing an additional 609,023 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its position in Caterpillar by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after buying an additional 33,467 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 Lange Bob De sold 14,638 shares of the business’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total value of $8,231,825.68. Following the transaction, the insider owned 80,209 shares in the company, valued at $45,106,333.24. The trade was a 15.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 54,729 shares of company stock valued at $31,084,308. 0.33% of the stock is owned by company insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 results beat expectations — adjusted EPS $5.16 vs. $4.67 consensus and revenue $19.1B (record quarterly sales). Management highlighted strong equipment volumes that drove top‑line growth. PR Newswire: Q4 and FY2025 Results
• Positive Sentiment: AI/data-center demand is a clear growth driver — power-generation and energy equipment sales to data centers boosted the quarter and are being positioned as durable, long‑lived demand rather than cyclical construction spend. MarketWatch: AI data-center boom
• Positive Sentiment: Analysts raised price targets — JPMorgan bumped its target to $765 and kept an overweight stance, signaling further upside from current levels. MarketScreener: JPMorgan PT to $765
• Positive Sentiment: Bank of America also raised its target to $735 and maintained a buy rating, reinforcing buy-side conviction after the beat. Benzinga: BofA raises PT to $735
• Neutral Sentiment: Strong cash generation and capital return — full-year enterprise operating cash flow was robust ($11.7B), ending cash near $10B and ~$7.9B deployed to buybacks/dividends in 2025, supporting shareholder returns but moderating liquidity commentary. PR Newswire: Cash flow & buybacks
• Negative Sentiment: Tariff headwind flagged — Caterpillar warned of roughly a $2.6B tariff impact in 2026, saying higher tariffs and costs will pressure margins and could offset some benefits from stronger volumes. That guidance likely amplified near‑term selling. Reuters: $2.6B tariff hit warned

Caterpillar Stock Performance

NYSE:CAT opened at $657.13 on Friday. The firm’s fifty day simple moving average is $604.31 and its 200 day simple moving average is $519.05. The company has a current ratio of 1.44, a quick ratio of 0.86 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $679.99. The firm has a market capitalization of $307.52 billion, a price-to-earnings ratio of 34.92, a PEG ratio of 2.56 and a beta of 1.57.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 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 period last year, the company posted $5.14 earnings per share. The firm’s revenue was up 17.9% compared to the same quarter last year. As a group, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is currently 31.01%.

Analyst Ratings Changes

CAT has been the subject of several recent analyst reports. Morgan Stanley lifted their price target on Caterpillar from $395.00 to $400.00 and gave the company an “underweight” rating in a report on Friday, January 23rd. Argus boosted their target price on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. UBS Group increased their price target on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Finally, Barclays increased their target price on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $664.76.

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.