Yousif Capital Management LLC Has $47.56 Million Stock Position in Caterpillar Inc. $CAT

Yousif Capital Management LLC lowered its position in shares of Caterpillar Inc. (NYSE:CAT) by 4.8% in the fourth quarter, HoldingsChannel reports. The firm owned 75,613 shares of the industrial products company’s stock after selling 3,817 shares during the period. Caterpillar makes up approximately 0.5% of Yousif Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Yousif Capital Management LLC’s holdings in Caterpillar were worth $47,561,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth about $31,000. Rialto Wealth Management LLC grew its holdings in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. Marquette Asset Management LLC grew its holdings 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 acquiring an additional 53 shares during the last quarter. Noble Wealth Management PBC grew its holdings in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 35 shares during the last quarter. Finally, Joseph Group Capital Management bought a new stake in Caterpillar during the 3rd quarter worth about $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS forecast for CAT to $22.90 (from $22.70), signaling stronger expected full‑year profitability and providing analyst-driven support for the stock.
• Positive Sentiment: Zacks Research increased its Q2 2027 EPS view for CAT to $6.13 (from $5.99), suggesting improving near‑term demand expectations in parts of the business.
• Positive Sentiment: Indonesia construction-equipment demand is projected to grow ~6.65% CAGR to 2031, driven by infrastructure projects (excavators/earthmoving equipment dominate) — a positive market opportunity for OEMs including Caterpillar. Indonesia Construction Equipment Industry Report 2026-2031
• Neutral Sentiment: Caterpillar is highlighted on investor watchlists (IBD Leaderboard) as market breadth shifts; this can attract attention but doesn’t guarantee directional moves. Leaderboard Trimmed, But Cloudflare, Caterpillar Among 5 Stocks To Watch
• Neutral Sentiment: Market commentary questions valuation after a large multi‑year run (recent articles note strong YTD and 1‑year gains). That raises rotation/volatility risk but also reflects strong momentum. Is It Too Late To Consider Caterpillar (CAT) After Its 161% One Year Surge?
• Negative Sentiment: Caterpillar and Bobcat have filed mutual patent‑infringement lawsuits — litigation can create legal costs, injunction risk on certain products, and near‑term headline risk. Caterpillar, Bobcat sue each other over patent infringement
• Negative Sentiment: Zacks trimmed its Q1 2026 EPS estimate for CAT slightly (to $4.41 from $4.46), a modest near‑term headwind versus prior expectations.

Insider Buying and Selling

In other news, insider Lange Bob De sold 22,656 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $720.11, for a total value 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. This trade represents a 22.08% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at $25,222,221.19. This trade represents a 6.65% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of brokerages have commented on CAT. Royal Bank Of Canada increased their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Oppenheimer increased their price objective on shares of Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Wells Fargo & Company increased their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Jefferies Financial Group increased their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Finally, Citigroup increased their price objective on shares of Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a report on Monday, March 9th. Sixteen investment 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 company currently has a consensus rating of “Moderate Buy” and an average target price of $737.55.

Caterpillar Stock Up 0.3%

Shares of NYSE CAT opened at $723.38 on Wednesday. The firm has a market capitalization of $336.58 billion, a PE ratio of 38.44, a price-to-earnings-growth ratio of 1.69 and a beta of 1.52. 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 Inc. has a 1 year low of $268.27 and a 1 year high of $789.81. The firm’s 50-day moving average is $718.91 and its 200-day moving average is $618.80.

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, beating the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the firm earned $5.14 EPS. Equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar 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.