Sienna Gestion Reduces Holdings in Caterpillar Inc. $CAT

Sienna Gestion lowered its position in shares of Caterpillar Inc. (NYSE:CAT) by 92.5% during the third quarter, Holdings Channel reports. The firm owned 2,464 shares of the industrial products company’s stock after selling 30,174 shares during the quarter. Sienna Gestion’s holdings in Caterpillar were worth $1,072,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the period. Joseph Group Capital Management purchased a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Kilter Group LLC acquired a new position in shares of Caterpillar in the 2nd quarter valued at $27,000. Sellwood Investment Partners LLC purchased a new stake in Caterpillar in the 3rd quarter valued at $35,000. Finally, RiverPark Advisors LLC acquired a new stake in Caterpillar during the 2nd quarter worth $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised price targets, signaling upside vs. the market: separate lifts to $817 and $825 increase the consensus upside narrative and support buy/outperform views. Price Target Raised to $817.00 Price Target Raised to $825.00
• Positive Sentiment: Company is pitching AI/autonomy and digital fleet tools at CONEXPO‑CON/AGG 2026 — a strategic push that markets view as positioning CAT as an industrial AI/autonomy play and a driver of higher‑margin services. Caterpillar Showcases AI Jobsite Tech
• Positive Sentiment: Product innovation: CAT introduced a heavy electric‑drive dozer using legacy mechanical/elec concepts — supports sustainability and mining/construction electrification demand. CAT electric drive dozer
• Positive Sentiment: Investor pieces highlighting long‑term demand (infrastructure, data‑center/power needs) and CAT’s AI/power exposure boost conviction among buy‑side readers. 3 Reasons to Buy Caterpillar Stock in 2026 Is This Industrial Giant an AI Play?
• Neutral Sentiment: Zacks / market‑edge coverage included CAT in a highlights piece — helpful for visibility but limited near‑term price impact on its own. Zacks Market Edge Highlights
• Neutral Sentiment: Viral PR (AI pickup image → real concept) is brand‑enhancing and free publicity but has minimal direct revenue effect. Caterpillar built a real pickup truck
• Negative Sentiment: Insider selling: CEO Joseph Creed sold 2,500 shares (≈$1.8M) — the disclosure triggered headlines and investor caution even if management says selling is routine. CEO Sells $1,797,325.00 in Stock
• Negative Sentiment: Immediate market reaction and profit‑taking: outlets linked the insider sale and elevated valuation to intraday selling (stock trading down), amplifying short‑term downside despite positive fundamentals. Trading Down Following Insider Selling

Insider Buying and Selling

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares of the company’s stock, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock valued at $94,327,990 in the last quarter. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT opened at $681.31 on Monday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The stock’s 50 day moving average is $681.47 and its two-hundred day moving average is $576.40. The firm has a market capitalization of $317.01 billion, a PE ratio of 36.20, a P/E/G ratio of 1.61 and a beta of 1.53. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

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

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is presently 32.09%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on CAT shares. Robert W. Baird set a $805.00 target price on shares of Caterpillar in a research note on Friday, January 30th. Wolfe Research boosted their price target on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Rothschild & Co Redburn upped their price objective on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. UBS Group reiterated a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Finally, Argus upped their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $724.81.

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.