MassMutual Private Wealth & Trust FSB Has $31.13 Million Stock Holdings in Caterpillar Inc. $CAT

MassMutual Private Wealth & Trust FSB decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 4.7% during the 4th quarter, Holdings Channel reports. The firm owned 54,331 shares of the industrial products company’s stock after selling 2,709 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in Caterpillar were worth $31,125,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. WealthShield Partners LLC boosted its holdings in shares of Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock worth $535,000 after buying an additional 18 shares in the last quarter. one8zero8 LLC increased its stake in shares of Caterpillar by 3.2% in the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after acquiring an additional 19 shares in the last quarter. Finivi Inc. increased its stake in shares of Caterpillar by 1.5% in the 3rd quarter. Finivi Inc. now owns 1,321 shares of the industrial products company’s stock valued at $630,000 after acquiring an additional 19 shares in the last quarter. Abacus Planning Group Inc. lifted its position in shares of Caterpillar by 0.6% during the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after acquiring an additional 20 shares during the period. Finally, Cyr Financial Inc. boosted its stake in Caterpillar by 2.5% during the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock worth $387,000 after acquiring an additional 20 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Down 1.2%

Shares of NYSE CAT opened at $680.15 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. The company has a 50-day moving average price of $701.95 and a 200-day moving average price of $593.15. The stock has a market capitalization of $316.47 billion, a P/E ratio of 36.14, a P/E/G ratio of 1.63 and a beta of 1.54. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81.

Caterpillar (NYSE:CAT) last posted its earnings results 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. The company 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 firm’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $5.14 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward EPS forecasts for Caterpillar — including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), FY2028 (to $28.88) and Q4 2027 (to $7.12). The pack of upgrades increases expected earnings power and supports valuation and target-price upside.
• Positive Sentiment: Zacks published a comparison pushing Caterpillar ahead of Komatsu on earnings momentum and returns, reinforcing a preference for CAT among equipment stocks and potentially attracting relative-strength buyers. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: Regional market reports point to growing construction machinery demand in the GCC through 2031; positive for long-term revenue exposure but not an immediate catalyst. GCC Construction Machinery Market Analysis 2026-2031
• Neutral Sentiment: Industry and product coverage (backhoe lineup, operator features) highlight Caterpillar’s product positioning and brand strength — useful for long-term share and margin outlook but limited near-term stock impact. Caterpillar Breaks Down the 2026 Backhoe Market
• Neutral Sentiment: Valuation-focused commentary asks whether CAT is still attractive after a large one-year rally — this can moderate momentum buyers and encourage profit-taking by some investors. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate slightly (from $6.01 to $5.99). The cut is minimal but signals some quarter-to-quarter timing or demand uncertainty.
• Negative Sentiment: Broader-market pressure (a Dow drop) flagged Caterpillar among intraday losers, showing CAT can be pulled down by macro or market-risk moves even with company-specific positives. Dow’s 225-point fall led by losses for Boeing, Caterpillar stocks

Insider Transactions at Caterpillar

In other news, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider owned 46,643 shares in the company, valued at $36,236,946.70. This trade represents a 14.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This trade represents a 6.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 135,950 shares of company stock valued at $94,327,990. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on CAT. DA Davidson lifted their price target on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Barclays increased their price objective on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research report on Friday, January 30th. Citigroup boosted their target price on Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research report on Monday, March 9th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Finally, Daiwa Securities Group raised their price objective on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Sixteen investment 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $730.50.

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.