Richard C. Young & CO. LTD. Sells 1,221 Shares of Caterpillar Inc. $CAT

Richard C. Young & CO. LTD. decreased its stake in Caterpillar Inc. (NYSE:CAT) by 2.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 51,811 shares of the industrial products company’s stock after selling 1,221 shares during the quarter. Caterpillar makes up about 2.3% of Richard C. Young & CO. LTD.’s holdings, making the stock its 9th biggest position. Richard C. Young & CO. LTD.’s holdings in Caterpillar were worth $24,722,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. WealthShield Partners LLC boosted its position in Caterpillar by 1.6% during the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after purchasing an additional 18 shares during the last quarter. one8zero8 LLC raised its stake in shares of Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. lifted its holdings in shares of Caterpillar by 0.6% during the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after buying an additional 20 shares during the last quarter. Cyr Financial Inc. grew its stake in shares of Caterpillar by 2.5% in the 3rd quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after buying an additional 20 shares in the last quarter. Finally, Coastwise Capital Group LLC increased its holdings in Caterpillar by 1.8% in the third quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after buying an additional 21 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar highlighted a broad set of product, services and technology launches at CONEXPO‑CON/AGG (AI, autonomy, connected fleet, Cat Rentals/Cat Compact) that reinforce service revenue and digital upsell opportunities. Caterpillar transforms the construction worksite at CONEXPO
• Positive Sentiment: Caterpillar announced partnerships to commercialize a natural‑gas + carbon capture system for the data‑center market, opening a potential new recurring‑revenue channel for power and emissions solutions. Caterpillar partners with OnePWR and Vero3
• Positive Sentiment: Product pipeline expansion: Caterpillar introduced new compact machines (compact‑radius excavator, TUL100 compact utility loader) addressing rental and small‑site demand — supporting parts, service and rental revenue growth. Caterpillar sees more demand for compact radius excavators Caterpillar debuts TUL100 compact utility loader
• Positive Sentiment: High‑profile endorsement: Jim Cramer singled out CAT as a reliable name in his week’s game plan and noted the company’s CONEXPO presence — a short‑term media tailwind for sentiment. Jim Cramer on Caterpillar: “A Total Straight Shooter”
• Neutral Sentiment: Caterpillar is expanding mining software amid a record backlog and a large rail services deal; this accelerates software/recurring revenue but also concentrates execution risk on integration and backlog fulfillment. Caterpillar expands mining software as record backlog and rail deal reshape risks
• Neutral Sentiment: Brand/product curiosity: media coverage of a Caterpillar pickup concept drove attention but the vehicle’s design and commercial prospects disappointed some observers — limited near‑term revenue impact but potential reputational noise. Caterpillar’s first pickup looks a lot like a Ford Super Duty The Caterpillar pickup truck is real, but not what people hoped
• Negative Sentiment: Market/sector weakness: CAT was cited among notable losers dragging the Dow lower today — a reflection of broad market risk‑off flows that can pressure even high‑quality cyclicals. Caterpillar, Sherwin‑Williams share losses contribute to Dow drop
• Negative Sentiment: Valuation/positioning concerns: commentary asking whether CAT has “rallied too far” highlights profit‑taking risk after strong multi‑year gains; that discussion likely amplifies selling pressure among momentum/trading investors. Has Caterpillar rallied too far after strong gains?

Caterpillar Stock Down 4.0%

CAT stock opened at $722.36 on Wednesday. The stock has a market capitalization of $336.11 billion, a price-to-earnings ratio of 38.38, a price-to-earnings-growth ratio of 1.78 and a beta of 1.54. The company has a 50-day moving average of $674.01 and a two-hundred day moving average of $570.26. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. 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 posted its quarterly earnings data 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 return on equity of 45.76% and a net margin of 13.14%.The business had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period in the previous year, the company posted $5.14 earnings per share. The firm’s revenue for the quarter was up 17.9% on a year-over-year basis. As a group, equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued 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 payout ratio is 32.09%.

Analyst Upgrades and Downgrades

Several research firms have commented on CAT. Truist Financial boosted their target price on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Barclays lifted their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research note on Friday, January 30th. UBS Group reissued a “neutral” rating and set a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Argus boosted their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Finally, Evercore increased their price objective on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus target price of $712.52.

Insider Buying and Selling

In other news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider owned 43,350 shares in the company, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 133,450 shares of company stock valued at $92,530,665 in the last ninety days. Company insiders own 0.33% of the company’s stock.

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.