Jacobs & Co. CA lowered its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 6.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 35,351 shares of the industrial products company’s stock after selling 2,439 shares during the quarter. Caterpillar comprises 1.9% of Jacobs & Co. CA’s portfolio, making the stock its 12th largest position. Jacobs & Co. CA’s holdings in Caterpillar were worth $20,251,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of CAT. Kilter Group LLC acquired a new stake in shares of Caterpillar during the 2nd quarter valued at approximately $27,000. Marquette Asset Management LLC boosted its holdings in Caterpillar by 1,060.0% in the third 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 during the period. RiverPark Advisors LLC bought a new stake in Caterpillar during the second quarter valued at $32,000. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC raised its holdings 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 purchasing an additional 46 shares during the period. Institutional investors own 70.98% of the company’s stock.
Key Stories Impacting Caterpillar
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Caterpillar won a large power-supply role for the new Monarch AI campus in West Virginia, agreeing to supply large natural‑gas generator sets to support up to ~2 GW of capacity. That expands CAT’s addressable market in long‑duration/critical-power for hyperscale AI data centers and could drive recurring long‑term revenue and service contracts. Caterpillar Taps Monarch AI Campus Power Deal As Valuation Stays Steady
- Positive Sentiment: Broader coverage highlights data‑center demand as a potential catalyst for a renewed rally in CAT shares—analysts and media point to the company’s positioning in power solutions (generators, engines, rentals, service) as a structural tailwind from AI build‑outs. Caterpillar’s secret weapon: Data centers could fuel a new rally
- Positive Sentiment: Underlying fundamentals remain supportive: Caterpillar beat Q4 earnings and revenue expectations (Jan 29), showing margin strength and revenue growth—factors that keep longer‑term analyst estimates and valuation narratives intact.
- Neutral Sentiment: CAT is getting increased retail/trader attention and media coverage; several “trending stock” roundups summarize drivers and risks but add no new fundamental data. Caterpillar Inc. (CAT) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Technical/market commentary notes CAT is testing support amid a broader pullback; this is useful for traders but not a fundamental change. Dow Jones Giant Caterpillar Hits Key Level Amid Stock Market Pullback
- Neutral Sentiment: Caterpillar appears as a named client in a corporate‑history AI launch (History Factory’s Chroniqle)—small PR/brand relevance but minimal near‑term impact on performance. History Factory Launches Chroniqle™: A Secure, Private AI Intelligence Engine for Enterprise
- Neutral Sentiment: Non-financial media pieces (e.g., lifestyle articles about literal caterpillars) are unrelated to the company’s stock fundamentals. 12 Types Of Caterpillars In Your Yard (& The Butterflies They Become)
- Negative Sentiment: Market reaction: coverage and intraday trade reports show CAT pulling back today as investors take profits and react to broader equity weakness; short‑term momentum and volume are below average, putting pressure on the 50‑day moving average level. Caterpillar (CAT) Stock Moves -1.19%: What You Should Know
Caterpillar Trading Down 1.2%
Caterpillar (NYSE:CAT – Get Free Report) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. During the same period last year, the firm earned $5.14 EPS. The firm’s revenue was up 17.9% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.
Insider Buying and Selling
In other Caterpillar news, insider Anthony D. Fassino sold 7,891 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider directly owned 46,643 shares in the company, valued at approximately $36,236,946.70. The trade was a 14.47% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares in the company, valued at $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is owned by corporate insiders.
Analysts Set New Price Targets
Several research analysts have recently commented on the stock. HSBC lifted their price target on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Bank of America raised their target price on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a research note on Friday, January 30th. JPMorgan Chase & Co. upped their target price on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a report on Wednesday, March 4th. Finally, UBS Group reissued a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a report on Monday, February 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $730.50.
Get Our Latest Research Report on Caterpillar
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.
Further Reading
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