J2 Capital Management Inc Sells 705 Shares of Caterpillar Inc. $CAT

J2 Capital Management Inc cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 35.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,281 shares of the industrial products company’s stock after selling 705 shares during the period. J2 Capital Management Inc’s holdings in Caterpillar were worth $734,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Illinois Municipal Retirement Fund increased its position in shares of Caterpillar by 7.3% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after purchasing an additional 1,181 shares during the last quarter. Union Bancaire Privee UBP SA grew its stake in shares of Caterpillar by 155.9% in the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after buying an additional 28,773 shares in the last quarter. Caprock Group LLC bought a new position in shares of Caterpillar in the third quarter valued at $8,893,000. ZEGA Investments LLC increased its holdings in Caterpillar by 149.6% during the third quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock worth $1,996,000 after buying an additional 2,508 shares during the last quarter. Finally, State of New Jersey Common Pension Fund D raised its position in Caterpillar by 2.5% during the third quarter. State of New Jersey Common Pension Fund D now owns 165,677 shares of the industrial products company’s stock worth $79,053,000 after acquiring an additional 4,010 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Stock Performance

NYSE CAT opened at $717.23 on Friday. The stock has a market cap of $333.72 billion, a PE ratio of 38.11, a P/E/G ratio of 1.69 and a beta of 1.52. 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 of $715.54 and a 200-day moving average of $614.06. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating analysts’ consensus estimates 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 net margin of 13.14% and a return on equity of 45.76%. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.14 EPS. On average, sell-side analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Insider Buying and Selling

In related news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, the insider directly owned 41,151 shares in the company, valued at $28,001,197.95. The trade was a 20.59% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the transaction, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. This represents a 47.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 125,950 shares of company stock valued at $88,577,390 in the last ninety days. 0.33% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Wall Street Zen downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday, February 21st. Jefferies Financial Group upped their target price on shares of Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a report on Friday, March 6th. Argus lifted their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. 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. Finally, Rothschild & Co Redburn upped their price objective on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $737.55.

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.