Canada Post Corp Registered Pension Plan Grows Position in Caterpillar Inc. $CAT

Canada Post Corp Registered Pension Plan boosted its stake in Caterpillar Inc. (NYSE:CAT) by 138.1% during the 3rd quarter, Holdings Channel reports. The firm owned 27,216 shares of the industrial products company’s stock after buying an additional 15,785 shares during the quarter. Canada Post Corp Registered Pension Plan’s holdings in Caterpillar were worth $12,835,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Norges Bank purchased a new stake in shares of Caterpillar during the 2nd quarter worth approximately $2,165,899,000. Groupe la Francaise increased its position in Caterpillar by 82.0% in the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after purchasing an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA raised its stake in Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after purchasing an additional 28,773 shares in the last quarter. ZEGA Investments LLC lifted its position in Caterpillar by 149.6% during the third quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after purchasing an additional 2,508 shares during the last quarter. Finally, Palmer Knight Co purchased a new position in shares of Caterpillar in the 2nd quarter worth $5,884,000. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CAT. Sanford C. Bernstein restated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Wolfe Research boosted their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. JPMorgan Chase & Co. upped their price objective on Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a research report on Friday, January 30th. Wells Fargo & Company lifted their target price on Caterpillar from $702.00 to $756.00 and gave the stock an “overweight” rating in a report on Friday, January 30th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $690.90.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Caterpillar Trading Up 7.1%

CAT stock opened at $726.38 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $727.40. The firm’s 50-day moving average is $617.15 and its 200 day moving average is $528.99. The company has a market capitalization of $339.93 billion, a PE ratio of 38.60, a P/E/G ratio of 1.61 and a beta of 1.58. 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 earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The business 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 for the quarter was up 17.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.14 EPS. On average, research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the sale, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the transaction, the insider owned 41,151 shares in the company, valued at approximately $28,001,197.95. This represents a 20.59% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 120,747 shares of company stock worth $78,324,008 over the last quarter. 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.