United Capital Management of KS Inc. Sells 2,091 Shares of Caterpillar Inc. $CAT

United Capital Management of KS Inc. decreased its holdings in Caterpillar Inc. (NYSE:CAT) by 18.4% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 9,294 shares of the industrial products company’s stock after selling 2,091 shares during the quarter. United Capital Management of KS Inc.’s holdings in Caterpillar were worth $4,434,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Orion Porfolio Solutions LLC lifted its stake in Caterpillar by 19.3% during the 3rd quarter. Orion Porfolio Solutions LLC now owns 36,303 shares of the industrial products company’s stock valued at $17,322,000 after acquiring an additional 5,874 shares in the last quarter. Advisory Alpha LLC lifted its position in shares of Caterpillar by 3.7% during the third quarter. Advisory Alpha LLC now owns 5,471 shares of the industrial products company’s stock valued at $2,686,000 after purchasing an additional 196 shares in the last quarter. NewSquare Capital LLC boosted its holdings in Caterpillar by 701.0% during the third quarter. NewSquare Capital LLC now owns 3,332 shares of the industrial products company’s stock worth $1,590,000 after purchasing an additional 2,916 shares during the last quarter. Cambria Investment Management L.P. bought a new stake in Caterpillar in the 3rd quarter worth about $327,000. Finally, ARK Investment Management LLC increased its stake in Caterpillar by 11.7% in the 3rd quarter. ARK Investment Management LLC now owns 31,144 shares of the industrial products company’s stock valued at $14,860,000 after buying an additional 3,268 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and reiterated an Overweight rating, signaling strong analyst conviction and a sizable upside versus recent levels. JPMorgan Adjusts Price Target on Caterpillar
• Positive Sentiment: An analyst upgrade drove short-term buying earlier this week, lifting the shares before the broader pullback — evidence that upgrades can offset some selling pressure. Caterpillar Stock Price Up After Analyst Upgrade
• Positive Sentiment: Sector/technology thesis: a Seeking Alpha piece highlights a potential underappreciated tailwind from AI-related on-site power needs where Caterpillar’s power systems could benefit — a thematic growth angle beyond construction cyclicality. Caterpillar: Everyone Is Betting On AI Bottlenecks
• Neutral Sentiment: Product/branding news: Caterpillar unveiled heavy-duty pickup/truck concepts (and a PR story showing an AI-generated mockup first), which support brand and marketing momentum but are unlikely to materially move near-term earnings. Caterpillar’s New Heavy-Duty Truck Concept
• Neutral Sentiment: Workforce initiatives: Caterpillar is promoting technician/operator challenges and training programs—positive for long-term service capability and dealer strength but not an immediate earnings driver. Caterpillar Elevates Skilled Trades
• Negative Sentiment: Investors punished the stock amid concerns about an “extreme” valuation and premium multiples; several analysis pieces flagged that CAT trades at a rich valuation relative to cyclicality, pressuring the share price. Caterpillar: High-Quality Cyclical Company With An Extreme Valuation
• Negative Sentiment: Market action: Caterpillar’s decline was a major contributor to a sharp Dow drop, reflecting outsized intraday selling and amplifying downside momentum. Dow Falls on Losses in Shares of Caterpillar
• Negative Sentiment: Zacks and other outlets flagged risks from tariffs, premium valuation and macro sensitivity despite recent record revenue — reinforcing caution among some investors. Caterpillar Trades at Premium Valuation

Analysts Set New Price Targets

CAT has been the subject of a number of research analyst reports. Rothschild & Co Redburn increased their price target on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research report on Wednesday, February 4th. JPMorgan Chase & Co. raised their target price on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research report on Wednesday. Truist Financial boosted their price target on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a report on Monday, February 2nd. Wells Fargo & Company lifted their price objective on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research report on Wednesday, February 25th. Finally, UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen 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, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $717.05.

Caterpillar Stock Performance

NYSE CAT opened at $706.40 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. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. The stock has a market capitalization of $328.68 billion, a PE ratio of 37.53, a P/E/G ratio of 1.73 and a beta of 1.54. The company’s 50 day simple moving average is $679.50 and its two-hundred day simple moving average is $572.33.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping analysts’ consensus estimates of $4.67 by $0.49. The firm 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 business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.14 EPS. Analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a dividend of $1.51 per share. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is presently 32.09%.

Insiders Place Their Bets

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the sale, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 133,450 shares of company stock worth $92,530,665. 0.33% of the stock is currently owned by insiders.

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.