Tema Etfs LLC Buys 3,159 Shares of Caterpillar Inc. $CAT

Tema Etfs LLC increased its stake in Caterpillar Inc. (NYSE:CAT) by 9.0% during the 4th quarter, HoldingsChannel reports. The firm owned 38,221 shares of the industrial products company’s stock after acquiring an additional 3,159 shares during the period. Caterpillar comprises 1.7% of Tema Etfs LLC’s holdings, making the stock its 5th largest position. Tema Etfs LLC’s holdings in Caterpillar were worth $21,896,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Kilter Group LLC bought a new stake in Caterpillar in the second quarter valued at $27,000. 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 valued at $28,000 after acquiring an additional 53 shares during the period. IFS Advisors LLC bought a new position in shares of Caterpillar during the fourth quarter worth about $31,000. Joseph Group Capital Management acquired a new stake in shares of Caterpillar in the 3rd quarter worth about $32,000. Finally, Rialto Wealth Management LLC increased its holdings in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Insider Transactions at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anthony D. Fassino sold 7,891 shares of the firm’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the transaction, the insider directly owned 46,643 shares of the company’s stock, valued at $36,236,946.70. This represents a 14.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 125,950 shares of company stock valued at $88,577,390 over the last three months. 0.33% of the stock is owned by company insiders.

Caterpillar Stock Up 3.1%

Caterpillar stock opened at $730.55 on Thursday. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The stock has a market cap of $339.92 billion, a price-to-earnings ratio of 38.82, a PEG ratio of 1.67 and a beta of 1.52. The company’s 50-day moving average price is $712.35 and its two-hundred day moving average price is $610.15. 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 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 during 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 business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the prior year, the business posted $5.14 EPS. On average, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research firms have issued reports on CAT. Wells Fargo & Company boosted their target price on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Citigroup raised their price target on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research note on Monday, March 9th. Bank of America boosted their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. DA Davidson increased their price objective on Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Sixteen 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’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $737.55.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wolfe Research raised its price target to $750 and kept an “outperform” rating, giving investors a notable sell‑side endorsement that supports buying interest. Wolfe Research Raises PT
• Positive Sentiment: CAT recently moved above its 50‑day moving average on rising revenue/estimate momentum — a technical breakout that often attracts momentum traders. Analysts point to record revenues and a strong backlog underpinning the move. Zacks: Above 50‑Day SMA
• Positive Sentiment: Fundamentals cited by social/analyst coverage highlight a roughly $50B order backlog and solid revenue growth, reinforcing expectations for multi‑quarter demand resilience. That supports upside expectations for sales and cash flow. QuiverQuant: Backlog & Revenue
• Positive Sentiment: Broader market strength and a rally in industrial names helped lift CAT as part of a Dow advance tied to easing geopolitical headlines and stabilized oil prices. MSN: Dow Rally
• Neutral Sentiment: Barclays raised its target to $700 but kept an “equal weight” rating — a mixed signal that tempers the upside from other upgrades. Barclays PT Raise
• Neutral Sentiment: Changes in U.S. tax law are reducing Caterpillar’s federal cash tax payments (positive for cash flow) while increasing its reported book tax rate, which could cloud year‑over‑year EPS comparisons. Yahoo: Tax Shift
• Neutral Sentiment: Increased media and analyst coverage (Zacks, Yahoo pieces) has put CAT on many watchlists — attention that can amplify moves in either direction. Zacks: Investor Attention
• Negative Sentiment: Analysts warn of margin pressure from tariffs and higher costs — revenue growth is solid but profit margins have compressed, which could limit upside to earnings multiple expansion. Zacks: Margin Pressure
• Negative Sentiment: Notable insider selling and some large institutional position reductions have been reported, which can be interpreted as caution from certain insiders/institutions even amid broader buying. QuiverQuant: Insider & Institutional Moves

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.