Marvin & Palmer Associates Inc. Takes Position in Caterpillar Inc. $CAT

Marvin & Palmer Associates Inc. purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 7,033 shares of the industrial products company’s stock, valued at approximately $3,356,000. Caterpillar comprises about 2.9% of Marvin & Palmer Associates Inc.’s investment portfolio, making the stock its 14th largest position.

Other institutional investors also recently bought and sold shares of the company. Kilter Group LLC purchased a new position in shares of Caterpillar in the second quarter valued at approximately $27,000. Marquette Asset Management LLC raised its stake in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the last quarter. RiverPark Advisors LLC acquired a new position in Caterpillar in the 2nd quarter valued at $32,000. Joseph Group Capital Management purchased a new position in Caterpillar in the 3rd quarter valued at $32,000. Finally, Vermillion & White Wealth Management Group LLC boosted its stake 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 purchasing an additional 46 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Trading Down 3.5%

Shares of CAT stock opened at $681.31 on Friday. 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 twelve month low of $267.30 and a twelve month high of $789.81. The company’s 50-day moving average price is $681.47 and its 200-day moving average price is $575.30. The stock has a market cap of $317.01 billion, a price-to-earnings ratio of 36.20, a PEG ratio of 1.61 and a beta of 1.54.

Caterpillar (NYSE:CAT) last issued its 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 company had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar’s quarterly revenue was up 17.9% compared to the same quarter last year. During the same period in the previous year, the firm earned $5.14 earnings per share. As a group, equities analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

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

Wall Street Analyst Weigh In

CAT has been the subject of a number of recent research reports. Evercore increased their target price on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research report on Monday, November 17th. UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a research report on Monday, February 2nd. Bank of America upped their price objective on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a research note on Tuesday, February 10th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Finally, CICC Research assumed coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $724.81.

Key Headlines Impacting 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

Insider Transactions at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Denise C. Johnson sold 39,138 shares of the 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 transaction, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 135,950 shares of company stock valued at $94,327,990 in the last ninety days. 0.33% of the stock is currently owned by corporate 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.