MASTERINVEST Kapitalanlage GmbH Has $2.72 Million Stock Holdings in Caterpillar Inc. $CAT

MASTERINVEST Kapitalanlage GmbH lowered its holdings in Caterpillar Inc. (NYSE:CAT) by 24.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 5,699 shares of the industrial products company’s stock after selling 1,862 shares during the period. MASTERINVEST Kapitalanlage GmbH’s holdings in Caterpillar were worth $2,719,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of CAT. Hudock Inc. boosted its position in shares of Caterpillar by 2.3% in the third quarter. Hudock Inc. now owns 8,411 shares of the industrial products company’s stock valued at $4,014,000 after acquiring an additional 192 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in Caterpillar by 0.5% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 308,035 shares of the industrial products company’s stock worth $146,979,000 after acquiring an additional 1,385 shares during the period. Valmark Advisers Inc. raised its stake in Caterpillar by 21.6% during the 3rd quarter. Valmark Advisers Inc. now owns 4,188 shares of the industrial products company’s stock valued at $1,998,000 after purchasing an additional 745 shares during the last quarter. Oregon Public Employees Retirement Fund boosted its holdings in Caterpillar by 31.7% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 53,510 shares of the industrial products company’s stock valued at $25,532,000 after purchasing an additional 12,881 shares during the period. Finally, Planned Solutions Inc. grew its position in Caterpillar by 46.0% in the 3rd quarter. Planned Solutions Inc. now owns 940 shares of the industrial products company’s stock worth $449,000 after purchasing an additional 296 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar rolled out a suite of AI and autonomy initiatives at CES — including the Cat AI assistant, previews of autonomous machine lines, and expanded autonomy beyond mining — positioning CAT to capture software and services revenue as well as higher-margin aftermarket sales. Read More.
• Positive Sentiment: CAT announced a partnership with Nvidia to integrate voice and other AI capabilities into machines and operations, accelerating technical differentiation and faster time-to-market for autonomous features. Read More.
• Positive Sentiment: Caterpillar committed $25M toward a global innovation prize and said it’s investing in upskilling the workforce that will build its AI/autonomy systems — a sign management is funding long-term revenue mix shift to software/services. Read More.
• Positive Sentiment: Analysts at Zacks raised multiple near‑ and mid‑term EPS forecasts (Q4 2025–FY2026 and into 2027), lifting FY2026 estimates substantially — a direct driver of investor bullishness on CAT’s earnings trajectory. Read More.
• Neutral Sentiment: Coverage pieces highlight CAT’s long-term income profile (dividend aristocrat status) and the company’s strategic positioning in AI/autonomy, but these are general narratives rather than immediate catalysts. Read More.
• Neutral Sentiment: Volume notes: markets flagged unusually large options activity in CAT, which can amplify intraday moves but is not itself an earnings or strategy signal. Read More.
• Negative Sentiment: Political/legal risk: commentary warns that a potential rollback of tariffs that helped shield domestic equipment makers could remove a tailwind for CAT’s U.S. demand — a macro risk investors are watching. Read More.

Insider Activity at Caterpillar

In other news, Director David Maclennan acquired 300 shares of the company’s stock in a transaction dated Thursday, November 6th. The stock was bought at an average price of $568.86 per share, with a total value of $170,658.00. Following the completion of the acquisition, the director owned 7,947 shares in the company, valued at approximately $4,520,730.42. This represents a 3.92% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the sale, the insider directly owned 41,512 shares of the company’s stock, valued at $23,669,312.16. This represents a 16.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 54,729 shares of company stock valued at $31,084,308. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Caterpillar stock opened at $617.59 on Friday. The business has a 50 day simple moving average of $579.31 and a 200 day simple moving average of $493.09. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The company has a market capitalization of $289.02 billion, a PE ratio of 31.70, a price-to-earnings-growth ratio of 2.36 and a beta of 1.57. Caterpillar Inc. has a one year low of $267.30 and a one year high of $627.50.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. During the same period in the prior year, the company posted $5.17 earnings per share. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, sell-side analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio is currently 31.01%.

Analysts Set New Price Targets

A number of research analysts have recently commented on CAT shares. Jefferies Financial Group upped their price objective on shares of Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Oppenheimer upped their price target on Caterpillar from $513.00 to $645.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. Evercore ISI boosted their price objective on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research report on Monday, November 17th. Finally, Wolfe Research raised their target price on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research report on Friday, January 2nd. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $618.70.

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.