SPX Gestao de Recursos Ltda Buys Shares of 2,800 Caterpillar Inc. $CAT

SPX Gestao de Recursos Ltda purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 2,800 shares of the industrial products company’s stock, valued at approximately $1,336,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CAT. Marquette Asset Management LLC grew its holdings in shares of 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 purchasing an additional 53 shares during the period. Joseph Group Capital Management acquired a new stake in shares of Caterpillar during the third quarter valued at about $32,000. Kilter Group LLC purchased a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $27,000. Sellwood Investment Partners LLC acquired a new position in shares of Caterpillar in the 3rd quarter worth approximately $35,000. Finally, RiverPark Advisors LLC purchased a new position in shares of Caterpillar during the 2nd quarter worth approximately $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Bank of America raised their price target on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Citigroup increased their target price on Caterpillar from $710.00 to $760.00 and gave the stock a “buy” rating in a research note on Monday, February 2nd. Daiwa Securities Group lifted their target price on Caterpillar from $640.00 to $790.00 in a research report on Wednesday, February 25th. Truist Financial raised their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Finally, HSBC upped their target price on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average price target of $724.81.

Insider Activity

In related news, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares in the company, valued at $57,574,954.83. This trade represents a 22.08% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO William E. Schaupp sold 972 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares of the company’s stock, valued at $629,700.80. This represents a 54.12% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 135,950 shares of company stock valued at $94,327,990 over the last 90 days. Insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Caterpillar Trading Down 3.5%

NYSE CAT opened at $681.31 on Friday. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The firm has a 50 day moving average of $681.47 and a two-hundred day moving average of $574.20. The stock has a market capitalization of $317.01 billion, a PE ratio of 36.20, a price-to-earnings-growth ratio of 1.67 and a beta of 1.54. 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 released 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. The business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations 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 period in the previous year, the company earned $5.14 EPS. As a group, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were issued a $1.51 dividend. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is presently 32.09%.

Caterpillar Company 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.