Caterpillar Inc. $CAT Shares Purchased by Signaturefd LLC

Signaturefd LLC raised its stake in Caterpillar Inc. (NYSE:CAT) by 9.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,980 shares of the industrial products company’s stock after buying an additional 1,145 shares during the quarter. Signaturefd LLC’s holdings in Caterpillar were worth $7,436,000 as of its most recent filing with the SEC.

Several other institutional investors have also modified their holdings of the company. Wellington Management Group LLP lifted its position in Caterpillar by 3,949.8% in 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 purchasing an additional 5,098,964 shares during the last quarter. Bank of New York Mellon Corp grew its position in Caterpillar by 20.7% in the 3rd 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 last quarter. Legal & General Group Plc grew its position in Caterpillar by 2.2% in the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock worth $1,337,007,000 after purchasing an additional 58,993 shares during the last quarter. Amundi increased its stake in shares of Caterpillar by 24.3% in the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after purchasing an additional 464,036 shares during the period. Finally, Massachusetts Financial Services Co. MA raised its holdings in shares of Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after buying an additional 1,736,631 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, insider Anthony D. Fassino sold 10,671 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the transaction, the insider owned 41,151 shares of the company’s stock, valued at $28,001,197.95. This trade represents a 20.59% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider owned 43,350 shares in the company, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 125,950 shares of company stock valued at $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on CAT. HSBC boosted their price objective on Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, February 5th. DA Davidson lifted their target price on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a research note on Monday, February 2nd. Oppenheimer boosted their price target on Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Williams Trading set a $825.00 price target on Caterpillar in a report on Tuesday, March 10th. Finally, Truist Financial lifted their price objective on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $737.55.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

Caterpillar Price Performance

Shares of NYSE:CAT opened at $717.23 on Friday. The stock has a market cap of $333.72 billion, a price-to-earnings ratio of 38.11, a PEG ratio of 1.69 and a beta of 1.52. 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 Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The stock’s 50 day moving average price is $715.54 and its 200 day moving average price is $614.06.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same period last year, the company posted $5.14 EPS. The firm’s quarterly revenue was up 17.9% on a year-over-year basis. Equities research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

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.