Y.D. More Investments Ltd Purchases 2,366 Shares of Caterpillar Inc. $CAT

Y.D. More Investments Ltd grew its position in Caterpillar Inc. (NYSE:CAT) by 45.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,592 shares of the industrial products company’s stock after purchasing an additional 2,366 shares during the period. Y.D. More Investments Ltd’s holdings in Caterpillar were worth $3,622,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of CAT. Norges Bank acquired a new stake in Caterpillar in the 2nd quarter valued at about $2,165,899,000. Illinois Municipal Retirement Fund boosted its stake in shares of Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after acquiring an additional 1,181 shares during the period. Groupe la Francaise raised its stake in Caterpillar by 82.0% in the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after acquiring an additional 12,278 shares during the period. Union Bancaire Privee UBP SA boosted its position 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 worth $21,014,000 after purchasing an additional 28,773 shares during the period. Finally, Caprock Group LLC bought a new position in shares of Caterpillar in the third quarter valued at about $8,893,000. 70.98% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research analysts have weighed in on the stock. Wells Fargo & Company increased their price target on shares of Caterpillar from $702.00 to $756.00 and gave the company an “overweight” rating in a report on Friday, January 30th. JPMorgan Chase & Co. upped their price objective on Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. HSBC raised their price target on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. Finally, Citigroup raised their target price on shares of Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is expanding its mining technology and software footprint with the acquisition of RPMGlobal, boosting recurring‑revenue and services exposure that can lift margins over time. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Caterpillar Venture Capital is backing battery and electrification plays (ElevenEs) and a planned 1GWh LFP cell factory in Subotica — signaling material investment in electrified power/power‑systems growth avenues. ElevenEs Series B Backed by Caterpillar Venture Capital
• Positive Sentiment: Press and analyst pieces highlight Caterpillar’s exposure to AI/data‑center power and electrification demand — a diversification driver that supports a higher multiple if execution continues. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Q4 results showed EPS and revenue beats (Jan 29), marking a return to EPS growth after several quarters — useful confirmation of demand but management flags cost and tariff pressures. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Neutral Sentiment: Management investor access: CEO Joe Creed and Group President Rod Shurman will speak at CONEXPO and the company presented at Barclays’ industrial conference — events that may provide more near‑term guidance. CONEXPO Fireside Chat Barclays Presentation Transcript
• Negative Sentiment: Multiple recent insider sales (CAO William Schaupp, Group President Rod Shurman, and a large sale by Anthony Fassino) are weighing on sentiment and have been linked to short‑term share weakness. SEC Filing – William E. Schaupp Sale SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Analyst and commentary pieces point to valuation concerns after the rally and highlight near‑term margin/earnings risk from tariffs and rising costs — a read that can cap upside until guidance clears the picture. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns
• Negative Sentiment: Zacks trimmed near‑term EPS estimates, flagging softer Q2 expectations — a direct pressure on short‑term stock momentum until updated guidance or results. Q2 EPS Estimates Lowered by Zacks Research

Caterpillar Price Performance

Shares of CAT stock traded down $0.50 during trading hours on Friday, reaching $760.03. The company’s stock had a trading volume of 304,246 shares, compared to its average volume of 2,918,877. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a market capitalization of $353.63 billion, a price-to-earnings ratio of 40.53, a PEG ratio of 1.78 and a beta of 1.58. The firm’s 50 day simple moving average is $646.52 and its 200-day simple moving average is $549.61.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue was up 17.9% compared to the same quarter last year. During the same period last year, the firm posted $5.14 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio is 32.09%.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Rodney Michael Shurman sold 1,764 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total transaction of $1,346,619.96. Following the completion of the transaction, the insider owned 1,440 shares of the company’s stock, valued at approximately $1,099,281.60. This trade represents a 55.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 141,172 shares of company stock worth $96,514,673 over the last 90 days. 0.33% of the stock is currently owned by company insiders.

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.