Caterpillar Inc. $CAT Shares Sold by New Mexico Educational Retirement Board

New Mexico Educational Retirement Board decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 6.2% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 21,202 shares of the industrial products company’s stock after selling 1,400 shares during the quarter. New Mexico Educational Retirement Board’s holdings in Caterpillar were worth $10,117,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in CAT. Hudson Bay Capital Management LP boosted its stake in shares of Caterpillar by 124.5% during the third quarter. Hudson Bay Capital Management LP now owns 2,388 shares of the industrial products company’s stock valued at $1,139,000 after acquiring an additional 12,138 shares during the last quarter. Severin Investments LLC lifted its holdings in Caterpillar by 25.6% in the 3rd quarter. Severin Investments LLC now owns 1,128 shares of the industrial products company’s stock valued at $538,000 after purchasing an additional 230 shares in the last quarter. Swiss Life Asset Management Ltd lifted its holdings in Caterpillar by 4.7% in the 3rd quarter. Swiss Life Asset Management Ltd now owns 180,812 shares of the industrial products company’s stock valued at $86,274,000 after purchasing an additional 8,159 shares in the last quarter. Stillwater Wealth Management Group acquired a new stake in shares of Caterpillar during the 3rd quarter worth about $391,000. Finally, Investment Research Partners LLC purchased a new stake in shares of Caterpillar during the third quarter worth about $342,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Bank of America lifted their target price on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Citigroup boosted their price target on Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a report on Monday, March 9th. Wolfe Research raised their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Finally, Barclays lifted their price objective on Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research report on Friday, January 30th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $730.50.

Caterpillar Price Performance

Caterpillar stock opened at $693.26 on Thursday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. 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 firm has a 50 day moving average price of $699.12 and a 200 day moving average price of $590.66. The company has a market cap of $322.57 billion, a price-to-earnings ratio of 36.84, a PEG ratio of 1.66 and a beta of 1.54.

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

Insiders Place Their Bets

In related news, insider Lange Bob De sold 22,656 shares of Caterpillar 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 transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 135,950 shares of company stock worth $94,327,990. Corporate insiders own 0.33% 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 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.