Caterpillar Inc. $CAT Shares Acquired by Creekmur Asset Management LLC

Creekmur Asset Management LLC lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 19.7% during the third quarter, Holdings Channel reports. The firm owned 27,509 shares of the industrial products company’s stock after purchasing an additional 4,529 shares during the quarter. Caterpillar makes up approximately 2.2% of Creekmur Asset Management LLC’s portfolio, making the stock its 11th largest holding. Creekmur Asset Management LLC’s holdings in Caterpillar were worth $13,126,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the stock. Kilter Group LLC purchased a new position in Caterpillar during the 2nd quarter worth approximately $27,000. Marquette Asset Management LLC grew its holdings in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares in the last quarter. RiverPark Advisors LLC acquired a new position in Caterpillar during the second quarter valued at $32,000. Joseph Group Capital Management purchased a new stake in Caterpillar in the 3rd quarter worth about $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its position in Caterpillar by 107.0% during the 2nd 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 during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $742.53 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The company has a market cap of $345.49 billion, a P/E ratio of 39.45, a P/E/G ratio of 1.76 and a beta of 1.58. The business’s 50 day moving average is $667.81 and its two-hundred day moving average is $564.61. 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 (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the company posted $5.14 earnings per share. Caterpillar’s quarterly revenue was up 17.9% on a year-over-year basis. On average, equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were issued a $1.51 dividend. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.8%. Caterpillar’s dividend payout ratio is 32.09%.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CAT. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Oppenheimer increased their price objective on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a report on Friday, January 30th. Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. DA Davidson upped their target price on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Finally, JPMorgan Chase & Co. lifted their price target on Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Sixteen 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 stock. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus price target of $712.52.

Insider Buying and Selling

In related news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the completion of the transaction, the insider directly owned 43,350 shares of the company’s stock, valued at $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the transaction, the insider owned 46,643 shares of the company’s stock, valued at approximately $36,236,946.70. This represents a 14.47% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 143,450 shares of company stock worth $98,245,065. 0.33% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $870, citing continued momentum and demand drivers that support higher valuations for CAT. Wells Fargo Raises Caterpillar (NYSE:CAT) Price Target to $870.00
• Positive Sentiment: Daiwa Securities also lifted its price target to $790, adding to analyst bullishness and reinforcing upside expectations from peers. Daiwa Securities Group Raises Caterpillar (NYSE:CAT) Price Target to $790.00
• Positive Sentiment: Market commentary highlights CAT as a beneficiary of AI-related capex (data center construction) and sustained infrastructure/mining demand — a thematic tailwind supporting long-term revenue and equipment replacement cycles. Does Caterpillar’s AI Power Deal And Record Results Redefine The Bull Case For CAT?
• Positive Sentiment: High-profile investors/commentators (Jim Cramer) and strategists are publicly backing CAT as a “hard asset” play tied to construction and AI-related buildout, bolstering retail/institutional interest. Jim Cramer on Caterpillar: “We Like Their Stuff”
• Neutral Sentiment: Research reports forecast solid market expansion in mining trucks, rock drilling and tunneling equipment through 2030, identifying CAT as a key market leader — supportive for long-term demand but not an immediate catalyst. Mining Truck Industry Report 2026-2035
• Neutral Sentiment: Corporate activity: CAT hosted its Global Technician Finals and is rolling out a redesigned rental management experience; these operational initiatives improve service/aftermarket positioning but are incremental. Caterpillar hosts its Global Technician Finals in Peoria
• Neutral Sentiment: Caterpillar and BST invested in ElevenEs (electrification/technology), a strategic move toward EV/efficiency solutions that supports medium-term product mix shifts. Caterpillar and BST invest in ElevenEs
• Negative Sentiment: Today’s share weakness is partly tied to broader market pressure: the Dow fell with losses in Nvidia and Caterpillar cited among decliners, which knocked CAT lower. Dow’s 131-point fall led by losses in NVIDIA Corp., Caterpillar shares
• Negative Sentiment: Short interest rose sharply in February (≈61% month-over-month growth to ~10M shares), indicating increased bearish positioning that can amplify near-term downside volatility.

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.