Signet Financial Management LLC Sells 7,063 Shares of Caterpillar Inc. $CAT

Signet Financial Management LLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT) by 31.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,234 shares of the industrial products company’s stock after selling 7,063 shares during the period. Caterpillar accounts for 1.0% of Signet Financial Management LLC’s holdings, making the stock its 26th largest position. Signet Financial Management LLC’s holdings in Caterpillar were worth $8,727,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Norges Bank bought a new position in Caterpillar during the 2nd quarter worth $2,165,899,000. Wellington Management Group LLP lifted its position in shares of Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after acquiring an additional 5,098,964 shares during the period. Massachusetts Financial Services Co. MA grew its holdings in shares of Caterpillar by 1,851.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after purchasing an additional 1,736,631 shares in the last quarter. Marshall Wace LLP increased its position in shares of Caterpillar by 425.2% in the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock worth $295,738,000 after purchasing an additional 616,739 shares during the period. Finally, Bank of New York Mellon Corp increased its position in shares of Caterpillar by 20.7% in the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Buying and Selling

In related news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. This trade represents a 47.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, 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 sale, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This represents a 22.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 135,950 shares of company stock worth $94,327,990 in the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Down 1.2%

Shares of Caterpillar stock opened at $680.15 on Friday. The firm’s 50 day moving average is $701.95 and its 200 day moving average is $594.39. The firm has a market capitalization of $316.47 billion, a PE ratio of 36.14, a price-to-earnings-growth ratio of 1.61 and a beta of 1.54. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $789.81. 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 (NYSE:CAT) last issued its quarterly earnings data 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. The business had revenue of $19.13 billion during 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%. The firm’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.14 EPS. Equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CAT. Wall Street Zen downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Morgan Stanley boosted their target price 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. JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $765.00 to $860.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Robert W. Baird set a $805.00 price objective on shares of Caterpillar in a research note on Friday, January 30th. Finally, Wolfe Research boosted their price objective on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Sixteen equities 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 company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $730.50.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts for Caterpillar — including FY2026 to $21.46, FY2027 to $24.17, FY2028 to $28.88, Q1 2026 to $4.46 and Q4 2027 to $7.12 — signaling stronger expected earnings momentum and supporting a premium multiple for CAT. (No article link provided)
• Positive Sentiment: Zacks research says Caterpillar currently edges Komatsu on earnings momentum, growth outlook and returns, which supports investor preference for CAT despite its higher valuation. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: The Yahoo Finance piece questions whether CAT still offers value after a ~105% one‑year surge, highlighting strong multi‑year returns and recent volatility — a reminder investors should weigh valuation vs. growth before adding. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Neutral Sentiment: Local human‑interest coverage about a top heavy‑machinery operator (Press Herald) is not material to fundamentals but can support the brand narrative in end markets. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks slightly trimmed its Q2 2027 EPS view (from $6.01 to $5.99) — a very small downgrade but it may feed short‑term caution around the next quarter’s outlook. (No article link provided)

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.