Russell Investments Group Ltd. Has $84.52 Million Stock Holdings in Caterpillar Inc. $CAT

Russell Investments Group Ltd. grew its position in Caterpillar Inc. (NYSE:CAT) by 2.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 177,465 shares of the industrial products company’s stock after buying an additional 4,055 shares during the period. Russell Investments Group Ltd.’s holdings in Caterpillar were worth $84,519,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Kilter Group LLC acquired a new stake in shares of Caterpillar during the second quarter worth about $27,000. Marquette Asset Management LLC increased its stake in 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 purchasing an additional 53 shares in the last quarter. RiverPark Advisors LLC acquired a new stake in Caterpillar during the 2nd quarter worth approximately $32,000. Joseph Group Capital Management acquired a new position in shares of Caterpillar in the third quarter valued at approximately $32,000. Finally, Vermillion & White Wealth Management Group LLC increased its position in shares of Caterpillar by 107.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after acquiring an additional 46 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Activity

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider owned 41,151 shares of the company’s stock, valued at $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

CAT has been the subject of a number of research analyst reports. UBS Group reaffirmed a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Daiwa Securities Group upped their price objective on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. CICC Research assumed coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating on the stock. Barclays raised their price target 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, Citigroup increased their target price on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a report on Monday. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $726.00.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst price‑target raises lift the outlook and signal upside potential; Citigroup bumped its target to $785 and reiterated a Buy rating, implying further upside from current levels. Article Title MarketScreener
• Positive Sentiment: Additional published price‑target increases (to $817 and $825) further underpin analyst confidence and provide explicit upside benchmarks for investors. Price Target $817 Price Target $825
• Positive Sentiment: Product and tech innovation headlines — including a new heavy electric‑drive dozer and AI/autonomous jobsite showcases at CONEXPO — support a re‑rating toward higher valuation multiples if execution and adoption continue. Electric Dozer AI Jobsite Tech
• Positive Sentiment: Positive media/analyst features (Zacks, Motley Fool) frame CAT as a long‑term favorite and list reasons to buy, reinforcing investor interest and momentum narratives. Zacks Fool
• Neutral Sentiment: Forbes highlights a short‑term pullback from recent highs and debates buy‑the‑dip vs. profit‑taking; useful for traders weighing entry timing but not a change to the company’s fundamentals. Forbes
• Neutral Sentiment: Zacks Market Edge highlighted Caterpillar among notable names — additional visibility but no new company guidance reported. Zacks Market Edge
• Negative Sentiment: Insider selling: the CEO sold about $1.8M of stock; outlets note this activity and it has prompted intraday weakness in some reports — a potential near‑term headwind for sentiment. Insider Sale Trading Down Article

Caterpillar Stock Up 3.4%

NYSE:CAT opened at $704.10 on Tuesday. The firm has a market capitalization of $327.61 billion, a price-to-earnings ratio of 37.41, a price-to-earnings-growth ratio of 1.61 and a beta of 1.53. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. 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 price is $683.98 and its two-hundred day moving average price is $578.41.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm’s revenue was up 17.9% on a year-over-year basis. During the same period last year, the business earned $5.14 earnings per share. 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 declared a quarterly dividend, which was paid on Thursday, February 19th. Investors 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 yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

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.