Universal Beteiligungs und Servicegesellschaft mbH Sells 19,756 Shares of Caterpillar Inc. $CAT

Universal Beteiligungs und Servicegesellschaft mbH decreased its position in Caterpillar Inc. (NYSE:CAT) by 6.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 267,333 shares of the industrial products company’s stock after selling 19,756 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Caterpillar were worth $151,375,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. TABR Capital Management LLC bought a new position in Caterpillar in the 4th quarter worth about $240,000. Eagle Global Advisors LLC lifted its stake in Caterpillar by 1.0% during the 4th quarter. Eagle Global Advisors LLC now owns 31,025 shares of the industrial products company’s stock valued at $17,774,000 after acquiring an additional 302 shares during the period. Migdal Insurance & Financial Holdings Ltd. lifted its stake in Caterpillar by 3.3% during the 4th quarter. Migdal Insurance & Financial Holdings Ltd. now owns 1,327 shares of the industrial products company’s stock valued at $760,000 after acquiring an additional 43 shares during the period. Financial Plan Inc. bought a new position in Caterpillar during the 4th quarter valued at about $3,157,000. Finally, Salomon & Ludwin LLC lifted its stake in Caterpillar by 8.5% during the 4th quarter. Salomon & Ludwin LLC now owns 878 shares of the industrial products company’s stock valued at $541,000 after acquiring an additional 69 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Major analyst upgrades and price?target hikes signal upside: Truist raised its target (buy) citing stronger demand and upside potential, and other firms (Wells Fargo) have lifted targets into the ~$900s — supporting continued buying interest. Caterpillar (NYSE:CAT) Stock Price Expected to Rise, Truist Financial Analyst Says
• Positive Sentiment: AI/data?center power demand is a clear structural growth driver: coverage highlights Caterpillar’s generators and Energy & Transportation segment as critical suppliers of backup power for hyperscale data centers, adding a high?margin recurring demand stream. Is Caterpillar stock headed for $1,000 after soaring 170% in a year
• Positive Sentiment: Strategic tech moves strengthen long?term revenue mix: a newly announced telematics partnership with Geotab improves fleet data/aftermarket services, and the acquisition of a California self?driving tractor startup accelerates automation and potential software/subscription revenue. Caterpillar Partners with Geotab on Full Fleet Telematics Caterpillar acquires Californian self-driving tractor startup
• Neutral Sentiment: Positive media and screens (IBD, Zacks, MarketBeat) are highlighting earnings strength and technical momentum, which can attract momentum traders but may already be priced in. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Some headlines (e.g., Finbold/MarketBeat pieces) speculate on $1,000+ targets based on secular trends; useful for narrative but speculative — treat as bullish thesis rather than consensus. Caterpillar: More Than Just Dirt, The AI Stock Nobody Saw Coming
• Neutral Sentiment: Note: an item about “CAT Strategic Metals” is unrelated to Caterpillar Inc. (different ticker); ignore for CAT investment thesis. CAT Strategic Announces First Tranche Closing and Upsizing of the Offering
• Negative Sentiment: Valuation and macro risks: CAT trades at a rich multiple (P/E elevated vs. historical), has above?market beta and remains cyclical — a global slowdown or capex pullback could quickly reverse sentiment despite tech/AI tailwinds.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on CAT. Royal Bank Of Canada upped their target price on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Daiwa Securities Group upped their target price on shares of Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. HSBC upped their target price on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Oppenheimer upped their target price on shares of Caterpillar from $817.00 to $832.00 and gave the company an “outperform” rating in a research note on Tuesday, April 14th. Finally, Citigroup upped their target price on shares of Caterpillar from $785.00 to $905.00 and gave the company a “buy” rating in a research note on Monday, April 13th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $761.64.

Insider Transactions at Caterpillar

In other news, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the transaction, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the transaction, the insider owned 43,350 shares in the company, valued at $29,524,818. This trade represents a 47.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $800.99 on Wednesday. The firm’s 50 day moving average price is $737.55 and its 200-day moving average price is $640.69. Caterpillar Inc. has a twelve month low of $287.00 and a twelve month high of $820.20. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The stock has a market capitalization of $372.69 billion, a PE ratio of 42.56, a price-to-earnings-growth ratio of 1.87 and a beta of 1.52.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 firm had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the business earned $5.14 EPS. The business’s quarterly revenue was up 17.9% on a year-over-year basis. Equities research analysts expect that Caterpillar Inc. will post 22.85 EPS for the current year.

Caterpillar Announces Dividend

The firm 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 0.8%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio is 32.09%.

About Caterpillar

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.