Caterpillar Inc. $CAT is LaFleur & Godfrey LLC’s 8th Largest Position

LaFleur & Godfrey LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 5.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,914 shares of the industrial products company’s stock after selling 3,070 shares during the period. Caterpillar comprises 2.9% of LaFleur & Godfrey LLC’s portfolio, making the stock its 8th biggest holding. LaFleur & Godfrey LLC’s holdings in Caterpillar were worth $24,294,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Kilter Group LLC bought a new stake in Caterpillar during the second quarter valued at approximately $27,000. Marquette Asset Management LLC boosted its stake in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 53 shares during the last quarter. RiverPark Advisors LLC bought a new stake in shares of Caterpillar during the 2nd quarter valued at $32,000. Joseph Group Capital Management purchased a new stake in shares of Caterpillar in the 3rd quarter worth $32,000. Finally, Vermillion & White Wealth Management Group LLC raised its holdings in Caterpillar by 107.0% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 46 shares during the period. Hedge funds and other 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: Q4 beat: Caterpillar reported sequential EPS growth and revenue above expectations, snapping five quarters of EPS declines — a near‑term earnings positive that supports upside if margins stabilize. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Positive Sentiment: Bullish outlook: CNBC highlights momentum from 2025 and argues there’s more upside in 2026 based on order strength and secular exposures — a catalyst for positive analyst sentiment and fund flows. This industrial giant is off to the races in 2026 after a strong 2025
• Positive Sentiment: Mining tech M&A: Caterpillar completed the RPMGlobal acquisition to bolster software and data offerings — a strategic move to increase recurring, higher‑margin services revenue over time. Caterpillar acquires RPMGlobal to bolster mining tech solutions
• Positive Sentiment: Battery/capacity push: Caterpillar‑backed investments (ElevenEs Series B & reported mega battery plant plans) expand electrification exposure — long‑term growth potential in mining and power systems. ElevenEs Held 1st Closing of Its Series B Investment Round
• Positive Sentiment: AI/data‑center demand angle: Coverage points to Caterpillar exposure to data‑center power and electrification — a structural demand story that could diversify revenue beyond equipment cycles. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Investor events: Management will appear at CONEXPO and recently presented at Barclays — useful for incremental guidance but not immediate catalysts until management commentary or updates. Caterpillar CEO Joe Creed to Participate in Fireside Chat at CONEXPO
• Neutral Sentiment: Benchmarking: Caterpillar is among the Dow leaders YTD — positive sentiment but not a direct fundamental driver. Caterpillar, Honeywell, and Chevron Lead the Dow Jones in 2026
• Negative Sentiment: Insider selling: Multiple disclosed sales (including CAO William Schaupp and other senior officers) have been reported this week — raising short‑term selling pressure and investor concern about timing. Insider Selling: Caterpillar CAO Sells 972 Shares
• Negative Sentiment: Margin and estimate risks: Reports flag tariffs, rising input costs and margin compression heading into 2026; Zacks has trimmed near‑term EPS estimates — a clear short‑term earnings risk. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Negative Sentiment: Valuation concerns: Coverage on mining tech and battery moves calls attention to a rich CAT valuation vs. the added execution risk of new initiatives — could limit multiple expansion. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns

Caterpillar Trading Down 0.1%

Caterpillar stock opened at $759.52 on Monday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The firm’s 50 day moving average price is $649.75 and its 200-day moving average price is $553.58. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock has a market cap of $353.40 billion, a P/E ratio of 40.36, a PEG ratio of 1.80 and a beta of 1.58.

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. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.14 earnings per share. On average, equities analysts predict 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 was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were given a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on CAT. Oppenheimer upped their price target on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Argus raised their target price on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company upped their price target on shares of Caterpillar from $702.00 to $756.00 and gave the stock an “overweight” rating in a research report on Friday, January 30th. Finally, Royal Bank Of Canada increased their price objective 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. 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. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

Insider Transactions at Caterpillar

In related news, insider Rodney Michael Shurman sold 1,764 shares of the firm’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the completion of the transaction, the insider directly owned 1,440 shares of the company’s stock, valued at approximately $1,099,281.60. This trade represents a 55.06% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the business’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer owned 824 shares in the company, valued at $629,700.80. This represents a 54.12% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 141,172 shares of company stock valued at $96,514,673. 0.33% of the stock is owned by insiders.

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.