Paradiem LLC Sells 2,069 Shares of Caterpillar Inc. $CAT

Paradiem LLC cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 31,020 shares of the industrial products company’s stock after selling 2,069 shares during the period. Caterpillar makes up about 4.3% of Paradiem LLC’s investment portfolio, making the stock its 3rd largest holding. Paradiem LLC’s holdings in Caterpillar were worth $17,771,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Davis Investment Partners LLC raised its stake in Caterpillar by 3.0% during the 4th quarter. Davis Investment Partners LLC now owns 1,770 shares of the industrial products company’s stock valued at $1,059,000 after acquiring an additional 52 shares in the last quarter. Farmers Trust Co. boosted its position in Caterpillar by 3.2% during the 4th quarter. Farmers Trust Co. now owns 4,375 shares of the industrial products company’s stock worth $2,506,000 after acquiring an additional 134 shares during the period. Avior Wealth Management LLC increased its holdings in shares of Caterpillar by 9.1% during the fourth quarter. Avior Wealth Management LLC now owns 3,608 shares of the industrial products company’s stock valued at $2,067,000 after purchasing an additional 300 shares during the period. Unique Wealth LLC raised its stake in shares of Caterpillar by 4.2% during the fourth quarter. Unique Wealth LLC now owns 596 shares of the industrial products company’s stock valued at $341,000 after purchasing an additional 24 shares in the last quarter. Finally, Leibman Financial Services Inc. bought a new stake in shares of Caterpillar during the fourth quarter valued at about $349,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Caterpillar

In related news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the sale, the chief accounting officer directly owned 824 shares in the company, valued at $629,700.80. This trade represents a 54.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Caterpillar Stock Performance

Shares of CAT opened at $688.01 on Friday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The firm’s 50 day moving average is $700.70 and its 200-day moving average is $591.34. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The stock has a market capitalization of $320.12 billion, a P/E ratio of 36.56, a P/E/G ratio of 1.64 and a beta of 1.54.

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

Analyst Ratings Changes

CAT has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Williams Trading set a $825.00 price target on shares of Caterpillar in a research note on Tuesday, March 10th. Wall Street Zen cut shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Wells Fargo & Company raised their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Finally, Citigroup upped their target price on Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $730.50.

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.