Caterpillar Inc. $CAT Position Raised by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 6.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 179,237 shares of the industrial products company’s stock after acquiring an additional 10,481 shares during the period. Caterpillar accounts for 1.5% of Nisa Investment Advisors LLC’s portfolio, making the stock its 22nd biggest holding. Nisa Investment Advisors LLC’s holdings in Caterpillar were worth $102,680,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Kilter Group LLC acquired a new position in Caterpillar during the 2nd quarter valued at about $27,000. Marquette Asset Management LLC increased its stake in shares of 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 purchasing an additional 53 shares during the period. IFS Advisors LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $31,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar during the third quarter valued at approximately $32,000. Finally, Rialto Wealth Management LLC boosted its position in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after buying an additional 18 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bill Gates / data‑center narrative: Coverage highlighting CAT as part of Bill Gates’ 2026 portfolio and its exposure to large natural‑gas generators is reinforcing a new growth narrative beyond heavy equipment, supporting investor demand. Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
• Positive Sentiment: Strong YTD/outperformance story: Commentary noting CAT has outperformed many tech names over the past year (over 100% YTD in some writeups) is drawing momentum investors into the stock. That price action makes dips attractive to momentum players. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Options market bullishness: A pieces highlighting a “bull put” trade suggests some traders are willing to take bullish option positions (collect premium while betting CAT won’t collapse), which can indicate market conviction and provide support. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Positive Sentiment: Analyst/quant interest: Zacks and other screens calling CAT a stock to watch for earnings growth and price strength keeps it on institutional/retail radars and supports buying on weakness. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Media/TV mentions: CAT appeared on CNBC’s “Final Trades,” which can drive short‑term flows but is informational rather than a fundamental catalyst. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Irrelevant local stories (no market impact): Local human‑interest items using the word “caterpillar” (an amusement‑park piece and an insect warning) are unrelated to CAT stock performance. First construction-theme adventure park to open in Grapevine in June Don’t touch! Fuzzy, skin-irritating caterpillars are popping up across Florida again
• Negative Sentiment: Geopolitical risk spike: Markets dumped risk after reporting that President Trump threatened to “completely obliterate” Iran’s energy infrastructure; that shock sent cyclical and industrial names lower, including CAT. The threat raises short‑term volatility risk for companies with global energy/extraction exposure. Caterpillar, Thermon, Enpro, Methode Electronics, and Mobileye Shares Plummet, What You Need To Know
• Negative Sentiment: Recent pullback data point: Coverage and data noting a ~4% drop in a recent session underline that CAT can see sharp intraday declines on risk events; investors should watch geopolitical headlines and macro flows. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note

Analyst Ratings Changes

A number of brokerages recently issued reports on CAT. Morgan Stanley increased their price objective on Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a report on Tuesday, February 3rd. DA Davidson boosted their price target on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. increased their price target on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research note on Wednesday, March 4th. Robert W. Baird set a $805.00 price target on Caterpillar in a report on Friday, January 30th. Finally, Jefferies Financial Group lifted their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Sixteen 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. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

Insider Transactions at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 completion of the transaction, the insider owned 1,443 shares in the company, valued at $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 125,950 shares of company stock valued at $88,577,390 in the last 90 days. 0.33% of the stock is owned by corporate insiders.

Caterpillar Price Performance

Shares of NYSE CAT opened at $707.88 on Wednesday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a 50-day moving average of $710.65 and a two-hundred day moving average of $609.31. The company has a market capitalization of $329.37 billion, a price-to-earnings ratio of 37.61, a PEG ratio of 1.57 and a beta of 1.53.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $17.81 billion. During the same quarter in the previous year, the company posted $5.14 EPS. The business’s revenue was up 17.9% compared to the same quarter last year. As a group, analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

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.