Caterpillar (NYSE:CAT) Insider Sells $1,346,619.96 in Stock

Caterpillar Inc. (NYSE:CAT) insider Rodney Michael Shurman sold 1,764 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $763.39, for a total value of $1,346,619.96. Following the sale, the insider owned 1,440 shares of the company’s stock, valued at approximately $1,099,281.60. The trade was a 55.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink.

Caterpillar Stock Down 1.4%

Shares of Caterpillar stock traded down $10.87 during trading on Wednesday, reaching $753.89. 1,657,238 shares of the company traded hands, compared to its average volume of 2,975,950. The firm has a market capitalization of $352.81 billion, a PE ratio of 40.08, a P/E/G ratio of 1.83 and a beta of 1.58. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a 50 day moving average price of $641.06 and a 200-day moving average price of $546.70. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the firm earned $5.14 earnings per share. Caterpillar’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm 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 $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Hedge Funds Weigh In On Caterpillar

Several institutional investors and hedge funds have recently bought and sold shares of CAT. Stokes Family Office LLC boosted its holdings in Caterpillar by 9.4% in the 4th quarter. Stokes Family Office LLC now owns 1,815 shares of the industrial products company’s stock valued at $1,040,000 after purchasing an additional 156 shares during the period. Vista Investment Management purchased a new stake in shares of Caterpillar in the fourth quarter worth $205,000. Vines Capital Management LLC bought a new stake in Caterpillar during the fourth quarter valued at $695,000. Strategic Investment Advisors MI grew its position in Caterpillar by 35.1% during the fourth quarter. Strategic Investment Advisors MI now owns 2,425 shares of the industrial products company’s stock worth $1,389,000 after buying an additional 630 shares in the last quarter. Finally, Symmetry Investments LP increased its stake in Caterpillar by 91.7% in the 4th quarter. Symmetry Investments LP now owns 8,050 shares of the industrial products company’s stock worth $4,612,000 after acquiring an additional 3,850 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on CAT shares. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Argus lifted their target price on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Citigroup upped their price target on Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Barclays upped their target price on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. Finally, Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar completed the acquisition of RPMGlobal, an Australian mining‑software provider — this expands CAT’s data‑driven mining tech and recurring‑revenue services, supporting margin diversification away from pure equipment sales. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Analyst comparison coverage (Caterpillar vs. Deere) highlights CAT’s record revenues, rising estimates and stronger return on equity versus peers — a bullish read that supports longer‑term upside. Caterpillar vs. Deere: Which Equipment Stock is a Better Buy Now?
• Positive Sentiment: Caterpillar’s recent dividend and continued analyst buy ratings/target upgrades are supportive for investor sentiment and income‑oriented holders. MarketBeat: CAT news & dividend details
• Neutral Sentiment: Management presented at Barclays’ Industrial Select Conference; the transcript may offer detail on demand trends and execution but doesn’t constitute new financial guidance by itself. Investors will watch for any follow‑up guidance. Caterpillar Presents at Barclays Conference (Transcript)
• Neutral Sentiment: Coverage noting CAT as a “trending” stock reflects increased retail/institutional attention; helpful for liquidity but not a direct earnings catalyst. Here is What to Know Beyond Why Caterpillar is a Trending Stock
• Negative Sentiment: Insider sale: Anthony D. Fassino sold 7,891 shares (~$6.13M), trimming his stake ~14.5% — large insider selling can spook investors and create near‑term selling pressure even if routine. SEC Filing – Insider Sale by Anthony D. Fassino
• Negative Sentiment: Research houses (Zacks) trimmed near‑term Q2 EPS estimates for CAT, signaling softer short‑term earnings expectations that could weigh on the stock until results or updated guidance dispel concerns. Q2 EPS Estimates for Caterpillar Lowered by Zacks Research

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.