Neville Rodie & Shaw Inc. Lowers Stock Position in Caterpillar Inc. $CAT

Neville Rodie & Shaw Inc. decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 5.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,737 shares of the industrial products company’s stock after selling 857 shares during the period. Neville Rodie & Shaw Inc.’s holdings in Caterpillar were worth $9,016,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of CAT. Marquette Asset Management LLC grew its holdings in 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. Noble Wealth Management PBC lifted its holdings in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares during the period. Joseph Group Capital Management purchased a new stake in shares of Caterpillar during the 3rd quarter worth $32,000. Kilter Group LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth $27,000. Finally, Sellwood Investment Partners LLC acquired a new position in shares of Caterpillar during the 3rd quarter worth $35,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s push into servicing data centers is getting attention as a potential new, higher-margin end market that could diversify revenue beyond construction and mining — a thesis that could support a re-rating if execution scales. Read More.
• Positive Sentiment: Product leadership: Caterpillar detailed its 2026 backhoe lineup and market trends, reinforcing its competitive position in earthmoving equipment and offering guidance for fleet customers — positive for replacement demand and aftermarket revenue. Read More.
• Positive Sentiment: Market expansion tailwinds: A new GCC construction machinery market report names Caterpillar as a key player and projects regional market growth through 2031, supporting longer-term demand prospects in the Middle East. Read More.
• Neutral Sentiment: Investor interest/coverage: CAT is being flagged as a “trending” stock on platforms (Zacks/Yahoo), which can increase volume and short-term volatility but doesn’t change fundamentals. Read More. Read More.
• Neutral Sentiment: Corporate tech/tools: History Factory launched an enterprise AI product and lists Caterpillar among clients — useful for internal knowledge and IR but unlikely to move near-term revenue materially. Read More.
• Negative Sentiment: Market sell-off pressure: Caterpillar was singled out among laggards during a broad Dow decline, which directly pressured the stock today as investors rotated out of cyclical industrials. Read More.

Caterpillar Stock Down 0.8%

Shares of NYSE CAT opened at $688.01 on Friday. The firm’s 50-day moving average is $700.70 and its two-hundred day moving average is $591.34. The company has a market capitalization of $320.12 billion, a PE ratio of 36.56, a price-to-earnings-growth ratio of 1.64 and a beta of 1.54. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. 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 (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $17.81 billion. During the same period last year, the company posted $5.14 EPS. The company’s revenue was up 17.9% on a year-over-year basis. Equities analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. Royal Bank Of Canada boosted their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the stock a “sector perform” rating in a report on Friday, January 30th. Morgan Stanley lifted their price target on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Rothschild & Co Redburn boosted their price target on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Jefferies Financial Group upped their price target on Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Finally, Oppenheimer lifted their price objective on Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $730.50.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. The trade was a 22.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, the insider owned 41,151 shares in the company, valued at $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have 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 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.