Clare Market Investments LLC Takes Position in Caterpillar Inc. $CAT

Clare Market Investments LLC purchased a new position in Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, Holdings Channel.com reports. The firm purchased 1,773 shares of the industrial products company’s stock, valued at approximately $846,000.

Several other institutional investors have also bought and sold shares of the business. Norges Bank purchased a new stake in shares of Caterpillar during the 2nd quarter valued at about $2,165,899,000. Massachusetts Financial Services Co. MA raised its position in Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the period. Marshall Wace LLP raised its position in Caterpillar by 425.2% during the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after purchasing an additional 616,739 shares during the period. Bank of New York Mellon Corp boosted its holdings in shares of Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the period. Finally, Voya Investment Management LLC boosted its holdings in shares of Caterpillar by 36.9% in the 3rd quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after purchasing an additional 478,972 shares during the period. Institutional investors own 70.98% of the company’s stock.

Insider Activity

In other news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the sale, the insider directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 143,450 shares of company stock valued at $98,245,065. Company insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $870, citing continued momentum and demand drivers that support higher valuations for CAT. Wells Fargo Raises Caterpillar (NYSE:CAT) Price Target to $870.00
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, adding to analyst bullishness and reinforcing upside expectations from peers. Daiwa Securities Group Raises Caterpillar (NYSE:CAT) Price Target to $790.00
• Positive Sentiment: Market commentary highlights CAT as a beneficiary of AI-related capex (data center construction) and sustained infrastructure/mining demand — a thematic tailwind supporting long-term revenue and equipment replacement cycles. Does Caterpillar’s AI Power Deal And Record Results Redefine The Bull Case For CAT?
• Positive Sentiment: High-profile investors/commentators (Jim Cramer) and strategists are publicly backing CAT as a “hard asset” play tied to construction and AI-related buildout, bolstering retail/institutional interest. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Research reports forecast solid market expansion in mining trucks, rock drilling and tunneling equipment through 2030, identifying CAT as a key market leader — supportive for long-term demand but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Corporate activity: CAT hosted its Global Technician Finals and is rolling out a redesigned rental management experience; these operational initiatives improve service/aftermarket positioning but are incremental. Caterpillar hosts its Global Technician Finals in Peoria
• Neutral Sentiment: Caterpillar and BST invested in ElevenEs (electrification/technology), a strategic move toward EV/efficiency solutions that supports medium-term product mix shifts. Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s share weakness is partly tied to broader market pressure: the Dow fell with losses in Nvidia and Caterpillar cited among decliners, which knocked CAT lower. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest rose sharply in February (≈61% month-over-month growth to ~10M shares), indicating increased bearish positioning that can amplify near-term downside volatility.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CAT. Daiwa Securities Group raised their price target on Caterpillar from $640.00 to $790.00 in a research report on Wednesday. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. DA Davidson upped their price target on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research note on Friday, January 30th. Finally, Oppenheimer upped their target price on Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a research note on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $712.52.

Caterpillar Price Performance

Shares of CAT stock opened at $742.53 on Friday. The company has a market capitalization of $345.49 billion, a P/E ratio of 39.45, a P/E/G ratio of 1.78 and a beta of 1.58. The company’s 50-day simple moving average is $667.81 and its two-hundred day simple moving average is $563.55. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. 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 announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the previous year, the business earned $5.14 earnings per share. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. As a group, equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

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

About Caterpillar

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.