Twin Capital Management Inc. Has $4.31 Million Position in Caterpillar Inc. $CAT

Twin Capital Management Inc. trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 27.2% in the third quarter, HoldingsChannel reports. The institutional investor owned 9,039 shares of the industrial products company’s stock after selling 3,381 shares during the period. Twin Capital Management Inc.’s holdings in Caterpillar were worth $4,313,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $2,165,899,000. Groupe la Francaise raised its position in Caterpillar by 82.0% during the second quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after acquiring an additional 12,278 shares in the last quarter. Union Bancaire Privee UBP SA lifted its stake in Caterpillar by 155.9% in the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after acquiring an additional 28,773 shares during the last quarter. ZEGA Investments LLC grew its position in shares of Caterpillar by 149.6% in the 3rd quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after acquiring an additional 2,508 shares during the period. Finally, Palmer Knight Co acquired a new position in shares of Caterpillar during the 2nd quarter worth about $5,884,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on CAT. Rothschild & Co Redburn raised their target price on shares of Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday. William Blair set a $735.00 price objective on Caterpillar in a research note on Friday, January 30th. Oppenheimer lifted their target price on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Robert W. Baird set a $805.00 price target on Caterpillar in a research note on Friday, January 30th. Finally, Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $690.90.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Insider Activity at Caterpillar

In related news, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction 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 transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This represents a 18.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 120,747 shares of company stock valued at $78,324,008. 0.33% of the stock is currently owned by company insiders.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $726.38 on Friday. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The firm has a market cap of $339.93 billion, a price-to-earnings ratio of 38.60, a P/E/G ratio of 1.61 and a beta of 1.58. The stock’s fifty day moving average price is $617.15 and its two-hundred day moving average price is $528.99. Caterpillar Inc. has a one year low of $267.30 and a one year high of $727.40.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share 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 company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the firm earned $5.14 earnings per share. The company’s revenue was up 17.9% on a year-over-year basis. On average, equities analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio is presently 32.09%.

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.