Caterpillar (NYSE:CAT) Insider Rodney Michael Shurman Sells 2,278 Shares

Caterpillar Inc. (NYSE:CAT) insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link.

Rodney Michael Shurman also recently made the following trade(s):

• On Tuesday, February 17th, Rodney Michael Shurman sold 1,764 shares of Caterpillar stock. The stock was sold at an average price of $763.39, for a total transaction of $1,346,619.96.

Caterpillar Stock Performance

CAT traded up $11.73 during midday trading on Tuesday, reaching $768.20. The company had a trading volume of 2,568,982 shares, compared to its average volume of 3,271,435. The business has a 50-day moving average price of $656.64 and a two-hundred day moving average price of $558.44. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The stock has a market cap of $357.43 billion, a PE ratio of 40.82, a P/E/G ratio of 1.79 and a beta of 1.58.

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

Caterpillar Dividend Announcement

The company also recently declared 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. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 32.09%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long‑term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short‑ and long‑term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on CAT shares. Wolfe Research boosted their price objective on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. Evercore lifted their target price on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Truist Financial upped their price target on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a report on Friday, January 30th. Finally, Jefferies Financial Group lifted their price objective on shares of Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research note on Tuesday, January 27th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $702.95.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in CAT. Advisory Resource Group boosted its position in shares of Caterpillar by 0.8% during the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after acquiring an additional 13 shares during the last quarter. Invst LLC raised its stake in Caterpillar by 1.9% in the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after purchasing an additional 14 shares in the last quarter. Plancorp LLC lifted its position in Caterpillar by 0.5% during the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after purchasing an additional 15 shares during the last quarter. BlueStem Wealth Partners LLC grew its stake in Caterpillar by 1.3% in the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after buying an additional 15 shares in the last quarter. Finally, KDT Advisors LLC increased its holdings in shares of Caterpillar by 2.3% in the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after buying an additional 15 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

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.