Kepler Cheuvreux Suisse SA Makes New Investment in Caterpillar Inc. $CAT

Kepler Cheuvreux Suisse SA bought a new position in Caterpillar Inc. (NYSE:CAT) during the 4th quarter, Holdings Channel reports. The institutional investor bought 36,206 shares of the industrial products company’s stock, valued at approximately $20,740,000. Caterpillar comprises approximately 1.2% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 27th biggest position.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Byrne Financial Freedom LLC bought a new position in shares of Caterpillar during the fourth quarter valued at $496,000. Colonial River Investments LLC increased its holdings in Caterpillar by 138.2% during the fourth quarter. Colonial River Investments LLC now owns 1,441 shares of the industrial products company’s stock valued at $826,000 after buying an additional 836 shares during the last quarter. Drive Wealth Management LLC increased its position in Caterpillar by 0.9% in the fourth quarter. Drive Wealth Management LLC now owns 5,932 shares of the industrial products company’s stock worth $3,398,000 after buying an additional 51 shares in the last quarter. ABN AMRO Bank N.V. increased its stake in shares of Caterpillar by 35.8% in the fourth quarter. ABN AMRO Bank N.V. now owns 8,289 shares of the industrial products company’s stock worth $4,748,000 after purchasing an additional 2,184 shares in the last quarter. Finally, Pure Financial Advisors LLC increased its stake in shares of Caterpillar by 2.8% in the fourth quarter. Pure Financial Advisors LLC now owns 18,275 shares of the industrial products company’s stock worth $10,469,000 after purchasing an additional 505 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

CAT has been the subject of several research analyst reports. Citigroup increased their target price on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Argus lifted their target price on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Royal Bank Of Canada lifted their price target on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a research note on Friday, January 30th. Wells Fargo & Company boosted their price objective on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Finally, Robert W. Baird boosted their price objective on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an “outperform” rating in a research report on Friday, May 1st. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and an average price target of $890.27.

Insider Transactions at Caterpillar

In related news, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Rodney Michael Shurman sold 5,639 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $903.18, for a total transaction of $5,093,032.02. Following the transaction, the insider directly owned 2,546 shares of the company’s stock, valued at approximately $2,299,496.28. This trade represents a 68.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 75,734 shares of company stock valued at $67,054,613. 0.33% of the stock is owned by company insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s latest quarterly results were stronger than expected, with EPS and revenue both topping estimates and construction equipment revenue rising sharply, reinforcing the case for solid demand and backlog strength. Caterpillar Reports 38% Boost to Construction Equipment Revenue for Q1 2026
• Positive Sentiment: Several analysts raised price targets on CAT after the better-than-expected quarter, including Argus and HSBC, which is helping support bullish sentiment around the stock. Argus Raises Caterpillar Price Target HSBC Raises Caterpillar Price Target
• Positive Sentiment: Media coverage continues to frame Caterpillar as a beneficiary of AI and data-center power demand, broadening the company’s growth narrative beyond traditional construction and mining markets. Industrial-Strength Rally: Why Caterpillar Is Up 53%…
• Positive Sentiment: Recent commentary points to very long equipment lead times, which suggests sustained demand and potential pricing power ahead. Archrock reaffirms outlook as Caterpillar lead times near 160
• Positive Sentiment: Caterpillar also opened registration for a global innovation challenge, signaling continued investment in workforce development and technology, though this is more of a longer-term strategic positive than an immediate stock driver. Caterpillar Opens Registration for Global Innovation Challenge
• Neutral Sentiment: Some firms raised targets while keeping Neutral ratings, suggesting Wall Street sees upside, but also believes a lot of good news may already be reflected in the stock after its big run. DA Davidson Raises Caterpillar Target Following Better-Than-Expected Quarter
• Neutral Sentiment: Heavy media attention and elevated trading interest may be adding volatility, but these factors do not change Caterpillar’s underlying business fundamentals. Do Options Traders Know Something About Caterpillar Stock?
• Negative Sentiment: Multiple insiders, including the CFO, disclosed sizable stock sales, which can weigh on sentiment and raise concerns about whether the recent rally is prompting profit-taking. CFO insider sale SEC filing Insider sale (Shurman) SEC filing

Caterpillar Trading Down 0.1%

NYSE:CAT opened at $896.14 on Monday. The firm has a 50 day moving average of $755.75 and a 200 day moving average of $664.91. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 52 week low of $323.31 and a 52 week high of $931.35. The stock has a market capitalization of $412.75 billion, a price-to-earnings ratio of 44.61, a PEG ratio of 1.80 and a beta of 1.63.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the business posted $4.25 earnings per share. The firm’s revenue was up 22.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 24.21 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be paid a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

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.