Groupama Asset Managment Has $7.72 Million Stock Position in Caterpillar Inc. $CAT

Groupama Asset Managment cut its stake in Caterpillar Inc. (NYSE:CAT) by 11.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 16,185 shares of the industrial products company’s stock after selling 2,168 shares during the period. Groupama Asset Managment’s holdings in Caterpillar were worth $7,723,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Marquette Asset Management LLC grew its position in Caterpillar by 1,060.0% in the third 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 period. Joseph Group Capital Management bought a new position in Caterpillar during the 3rd quarter valued at about $32,000. Kilter Group LLC bought a new position in Caterpillar during the 2nd quarter valued at about $27,000. Sellwood Investment Partners LLC acquired a new position in Caterpillar in the third quarter valued at about $35,000. Finally, Burkett Financial Services LLC grew its stake in Caterpillar by 82.9% during the third quarter. Burkett Financial Services LLC now owns 75 shares of the industrial products company’s stock worth $36,000 after buying an additional 34 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar won a large power-supply role for the new Monarch AI campus in West Virginia, agreeing to supply large natural‑gas generator sets to support up to ~2 GW of capacity. That expands CAT’s addressable market in long‑duration/critical-power for hyperscale AI data centers and could drive recurring long‑term revenue and service contracts. Caterpillar Taps Monarch AI Campus Power Deal As Valuation Stays Steady
• Positive Sentiment: Broader coverage highlights data‑center demand as a potential catalyst for a renewed rally in CAT shares—analysts and media point to the company’s positioning in power solutions (generators, engines, rentals, service) as a structural tailwind from AI build‑outs. Caterpillar’s secret weapon: Data centers could fuel a new rally
• Positive Sentiment: Underlying fundamentals remain supportive: Caterpillar beat Q4 earnings and revenue expectations (Jan 29), showing margin strength and revenue growth—factors that keep longer‑term analyst estimates and valuation narratives intact.
• Neutral Sentiment: CAT is getting increased retail/trader attention and media coverage; several “trending stock” roundups summarize drivers and risks but add no new fundamental data. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Technical/market commentary notes CAT is testing support amid a broader pullback; this is useful for traders but not a fundamental change. Dow Jones Giant Caterpillar Hits Key Level Amid Stock Market Pullback
• Neutral Sentiment: Caterpillar appears as a named client in a corporate‑history AI launch (History Factory’s Chroniqle)—small PR/brand relevance but minimal near‑term impact on performance. History Factory Launches Chroniqle™: A Secure, Private AI Intelligence Engine for Enterprise
• Neutral Sentiment: Non-financial media pieces (e.g., lifestyle articles about literal caterpillars) are unrelated to the company’s stock fundamentals. 12 Types Of Caterpillars In Your Yard (& The Butterflies They Become)
• Negative Sentiment: Market reaction: coverage and intraday trade reports show CAT pulling back today as investors take profits and react to broader equity weakness; short‑term momentum and volume are below average, putting pressure on the 50‑day moving average level. Caterpillar (CAT) Stock Moves -1.19%: What You Should Know

Caterpillar Stock Down 1.2%

NYSE:CAT opened at $693.26 on Thursday. The company has a market cap of $322.57 billion, a price-to-earnings ratio of 36.84, a P/E/G ratio of 1.66 and a beta of 1.54. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock’s fifty day moving average price is $699.12 and its two-hundred day moving average price is $590.66. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company posted $5.14 earnings per share. On average, analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. Bank of America lifted their target price on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. 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. DA Davidson boosted their price objective on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Finally, Wells Fargo & Company increased their target price on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average price target of $730.50.

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at $25,222,221.19. This trade represents a 6.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 135,950 shares of company stock worth $94,327,990. Corporate 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.