UniSuper Management Pty Ltd Purchases 4,799 Shares of Caterpillar Inc. $CAT

UniSuper Management Pty Ltd increased its position in Caterpillar Inc. (NYSE:CAT) by 16.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,257 shares of the industrial products company’s stock after acquiring an additional 4,799 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Caterpillar were worth $16,346,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of CAT. 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 worth $28,000 after purchasing an additional 53 shares during the period. Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter valued at approximately $32,000. Kilter Group LLC bought a new position in Caterpillar in the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Caterpillar during the second quarter worth approximately $28,000. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Caterpillar in the third quarter valued at approximately $35,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

Caterpillar Stock Performance

NYSE:CAT opened at $626.71 on Friday. The firm has a market capitalization of $293.29 billion, a PE ratio of 32.17, a price-to-earnings-growth ratio of 2.42 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $655.78. The firm has a 50-day moving average price of $594.45 and a 200 day moving average price of $511.37.

Caterpillar (NYSE:CAT) last released 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 company had revenue of $17.64 billion for the quarter, compared to the consensus estimate of $16.72 billion. During the same period in the previous year, the business earned $5.17 earnings per share. The company’s quarterly revenue was up 9.5% on a year-over-year basis. Research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

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

Insider Activity at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the completion of the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This trade represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO William E. Schaupp sold 1,200 shares of the company’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $572.22, for a total transaction of $686,664.00. Following the sale, the chief accounting officer directly owned 1,323 shares in the company, valued at $757,047.06. This represents a 47.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 54,729 shares of company stock valued at $31,084,308. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently commented on the stock. Morgan Stanley upped their target price on shares of Caterpillar from $395.00 to $400.00 and gave the company an “underweight” rating in a research note on Friday. Bank of America boosted their price objective on shares of Caterpillar from $650.00 to $708.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Barclays increased their target price on shares of Caterpillar from $555.00 to $610.00 and gave the company an “equal weight” rating in a research note on Friday. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Finally, Truist Financial reiterated a “buy” rating and issued a $729.00 price objective (up previously from $582.00) on shares of Caterpillar in a research report on Thursday, October 30th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $637.70.

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.