Caterpillar Inc. $CAT Stock Position Lowered by Seed Wealth Management Inc.

Seed Wealth Management Inc. trimmed its position in shares of Caterpillar Inc. (NYSE:CAT) by 63.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 525 shares of the industrial products company’s stock after selling 915 shares during the period. Seed Wealth Management Inc.’s holdings in Caterpillar were worth $251,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Fisher Asset Management LLC grew its holdings in shares of Caterpillar by 2.3% during the second quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock valued at $3,656,286,000 after buying an additional 208,196 shares in the last quarter. Valeo Financial Advisors LLC grew its stake in Caterpillar by 36,842.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock valued at $2,833,836,000 after acquiring an additional 7,279,991 shares in the last quarter. Norges Bank acquired a new position in shares of Caterpillar in the 2nd quarter valued at about $2,165,899,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of Caterpillar by 6.7% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,204,445 shares of the industrial products company’s stock worth $1,386,626,000 after purchasing an additional 264,054 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its holdings in shares of Caterpillar by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after purchasing an additional 33,467 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

NYSE CAT opened at $582.25 on Friday. The firm has a market cap of $272.48 billion, a P/E ratio of 29.89, a price-to-earnings-growth ratio of 2.74 and a beta of 1.57. The stock’s 50-day moving average is $567.17 and its two-hundred day moving average is $475.16. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business had revenue of $17.64 billion for the quarter, compared to the consensus estimate of $16.72 billion. During the same period last year, the business earned $5.17 EPS. The firm’s revenue was up 9.5% compared to the same quarter last year. On average, analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is presently 31.01%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Consensus analyst view is modestly bullish — CAT has a “Moderate Buy” consensus from analysts, which can underpin investor confidence and support buying interest. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: High-profile trader endorsement — Pete Najarian included CAT among his 2026 picks, highlighting it as part of a favored group in the current “most hated” rally; such media attention can boost flows and options activity. Pete Najarian’s 2026 Picks: C, GOOGL, CAT
• Positive Sentiment: Strong long-term track record noted — a Benzinga piece highlighting 10?year returns reminds investors of Caterpillar’s compound performance, which supports buy-and-hold sentiment among long-term shareholders. $100 Invested In Caterpillar 10 Years Ago Would Be Worth This Much Today
• Negative Sentiment: Momentum may be outpacing fundamentals — an analysis flags that CAT’s 2025 rally is largely technical and that fundamental indicators and demand trends are lagging; this raises the risk of a pullback if upcoming earnings or order trends disappoint. Caterpillar Inc. Extends 2025 Rally As Technicals Peak And Fundamentals Lag

Analyst Upgrades and Downgrades

A number of research firms have issued reports on CAT. Sanford C. Bernstein increased their target price on shares of Caterpillar from $557.00 to $630.00 and gave the stock a “market perform” rating in a research report on Friday, December 19th. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a report on Monday. Barclays boosted their target price on Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a research note on Thursday, October 30th. Morgan Stanley raised their price target on Caterpillar from $380.00 to $395.00 and gave the stock an “underweight” rating in a research note on Wednesday, December 10th. Finally, Jefferies Financial Group lifted their price target on Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $616.00.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the company’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the sale, the insider directly owned 8,649 shares in the company, valued at $4,874,576.40. This represents a 55.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David Maclennan acquired 300 shares of the company’s stock in a transaction dated Thursday, November 6th. The stock was acquired at an average price of $568.86 per share, for a total transaction of $170,658.00. Following the completion of the purchase, the director directly owned 7,947 shares of the company’s stock, valued at $4,520,730.42. This trade represents a 3.92% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders sold 61,895 shares of company stock worth $34,007,516 in the last quarter. 0.33% of the stock is owned by corporate insiders.

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.