Tennessee Valley Asset Management Partners Buys New Position in Caterpillar Inc. $CAT

Tennessee Valley Asset Management Partners purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 1,182 shares of the industrial products company’s stock, valued at approximately $564,000.

Other hedge funds have also modified their holdings of the company. Marquette Asset Management LLC grew its stake in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of Caterpillar in the third quarter valued at about $32,000. Kilter Group LLC acquired a new stake in shares of Caterpillar in the second quarter valued at approximately $27,000. Sellwood Investment Partners LLC purchased a new position in shares of Caterpillar during the 3rd quarter worth approximately $35,000. Finally, RiverPark Advisors LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth approximately $32,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts are lifting targets and reiterating buys — Citi raised its price objective to $785 (citing strong U.S. construction demand from ConExpo) and Oppenheimer raised its target to $817, supporting upside expectations for revenue and margin leverage. Citi Boosts Caterpillar (CAT) Price Objective, Sees Strong U.S. Construction Activity Oppenheimer Raises PT on Caterpillar Inc. (CAT) to $817 From $729 – Here’s Why
• Positive Sentiment: Large supply deal with Atlas Energy Solutions signals growth in Caterpillar’s power generation backlog — a Global Framework Agreement worth about $840M of equipment (deliveries 2027–2029) supports equipment demand and longer-term revenue visibility. Atlas Energy to buy $840 million in Caterpillar power assets
• Positive Sentiment: Cat Rentals brand refresh adds digital/AI and expanded telematics (Cat AI Assistant) — moves to higher-margin services, better fleet management offerings and recurring revenue that could improve margins and customer stickiness over time. Caterpillar AI Rental Refresh Puts Services And Margins In Focus
• Positive Sentiment: Short interest fell meaningfully in February (≈17% decline to ~8.3M shares; short % ~1.8%), reducing near-term short-pressure and potential downside from forced covering dynamics.
• Neutral Sentiment: Analyst headlines and market commentary are increasing attention on CAT as a cash-generating, dividend-bearing industrial — useful context for long-term holders but not an immediate price catalyst by itself. 1 Cash-Producing Stock to Own for Decades and 2 Facing Challenges
• Negative Sentiment: Share price pulled back in the most recent session (reported ~-1.3%), indicating short-term profit-taking or broader market pressure despite the positive company and analyst news. Caterpillar (CAT) Suffers a Larger Drop Than the General Market: Key Insights

Analysts Set New Price Targets

Several equities analysts have weighed in on CAT shares. Wolfe Research raised their price target on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. DA Davidson upped their target price on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. HSBC boosted their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Barclays boosted their price target on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a report on Friday, January 30th. Finally, Argus lifted their price objective on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $730.50.

Caterpillar Stock Down 1.2%

Shares of NYSE CAT opened at $707.76 on Thursday. The stock has a market capitalization of $329.31 billion, a PE ratio of 37.61, a P/E/G ratio of 1.69 and a beta of 1.54. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm has a fifty day moving average of $689.45 and a 200-day moving average of $581.29. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping 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%.The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same period last year, the company posted $5.14 EPS. On average, analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Insider Activity at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The stock was 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 directly owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the firm’s stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 135,950 shares of company stock valued at $94,327,990 over the last quarter. Company insiders own 0.33% of the company’s stock.

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.