Korea Investment CORP Has $200.13 Million Stock Holdings in Caterpillar Inc. $CAT

Korea Investment CORP increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 15.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 419,436 shares of the industrial products company’s stock after buying an additional 57,347 shares during the period. Korea Investment CORP’s holdings in Caterpillar were worth $200,134,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Marquette Asset Management LLC boosted 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 worth $28,000 after acquiring an additional 53 shares during the period. Joseph Group Capital Management bought a new position in shares of Caterpillar during the third quarter worth approximately $32,000. Kilter Group LLC bought a new position in shares of Caterpillar during the second quarter worth approximately $27,000. Sellwood Investment Partners LLC acquired a new stake in Caterpillar during the 3rd quarter worth approximately $35,000. Finally, RiverPark Advisors LLC bought a new stake in Caterpillar in the 2nd quarter valued at $32,000. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the company. JPMorgan Chase & Co. increased their price objective on Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research report on Wednesday. UBS Group reissued a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Oppenheimer upped their price target on shares of Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research note on Friday. Argus lifted their price objective on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada boosted their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $724.81.

Caterpillar Trading Down 3.5%

CAT opened at $681.31 on Friday. The stock has a market capitalization of $317.01 billion, a price-to-earnings ratio of 36.20, a P/E/G ratio of 1.61 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 Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a 50-day simple moving average of $681.47 and a 200 day simple moving average of $575.30.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating 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 firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same period last year, the firm earned $5.14 EPS. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The company also recently disclosed 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. This represents a $6.04 annualized dividend and a yield of 0.9%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s payout ratio is currently 32.09%.

Insider Activity

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the company’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the completion of the sale, the chief accounting officer directly owned 824 shares in the company, valued at $629,700.80. This represents a 54.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction 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 completion of the transaction, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Key Stories 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

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.