Caterpillar Inc. $CAT Holdings Increased by Nichols & Pratt Advisers LLP MA

Nichols & Pratt Advisers LLP MA increased its stake in Caterpillar Inc. (NYSE:CAT) by 1.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,430 shares of the industrial products company’s stock after acquiring an additional 1,115 shares during the period. Caterpillar makes up approximately 2.2% of Nichols & Pratt Advisers LLP MA’s investment portfolio, making the stock its 17th biggest position. Nichols & Pratt Advisers LLP MA’s holdings in Caterpillar were worth $34,083,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in Caterpillar during the second quarter worth $2,165,899,000. Groupe la Francaise grew its holdings in shares of Caterpillar by 82.0% in the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after purchasing an additional 12,278 shares during the last quarter. Union Bancaire Privee UBP SA increased its position in shares of Caterpillar by 155.9% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after purchasing an additional 28,773 shares in the last quarter. ZEGA Investments LLC lifted its holdings in Caterpillar by 149.6% during the 3rd quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock valued at $1,996,000 after purchasing an additional 2,508 shares during the last quarter. Finally, Palmer Knight Co acquired a new position in Caterpillar in the second quarter valued at about $5,884,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Caterpillar

In other news, Director David Maclennan purchased 300 shares of Caterpillar stock in a transaction on Thursday, November 6th. The stock was purchased at an average price of $568.86 per share, with a total value of $170,658.00. Following the transaction, the director directly owned 7,947 shares in the company, valued at $4,520,730.42. The trade was a 3.92% increase in their position. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 14,638 shares of Caterpillar stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the completion of the sale, the insider owned 80,209 shares in the company, valued at $45,106,333.24. This trade represents a 15.43% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 54,729 shares of company stock worth $31,084,308. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 5.1%

Shares of CAT stock opened at $690.71 on Tuesday. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $691.38. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The firm has a fifty day moving average of $606.93 and a 200-day moving average of $522.53. The company has a market capitalization of $323.24 billion, a price-to-earnings ratio of 36.70, a P/E/G ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT) last announced 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. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. During the same period in the prior year, the business earned $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. As a group, equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Earnings beat and commentary point to stronger demand from data centers, reinforcing revenue/earnings upside and durability of higher‑margin power systems sales. Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
• Positive Sentiment: Deal to supply power solutions for Monarch AI campus highlights a new, durable revenue stream from hyperscale/AI data centers — a market with long equipment lifecycles and recurring service. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
• Positive Sentiment: Analyst bullishness: Truist raised its price target substantially and kept a buy rating, signaling institutional confidence in growth and margins. The Fly: Truist price target raise
• Positive Sentiment: Citigroup also raised its price target and maintains a buy rating, adding to momentum from multiple firms upgrading valuation expectations. Benzinga: Citigroup raises Caterpillar price target
• Positive Sentiment: Additional price‑target lift from other outlets (e.g., American Banking News) underscores broader analyst re‑rating following the quarter and data‑center commentary. Caterpillar (NYSE:CAT) Price Target Raised to $735.00
• Positive Sentiment: Product refresh: launch of the 308CR mini excavator supports ongoing share and rental market activity in compact equipment. Product news helps aftermarket/service revenue over time. Cat debuts new 308CR mini excavator
• Neutral Sentiment: Inclusion in industry coverage pieces (railroad equipment & leasing lists) is background positive for sector positioning but is unlikely to move the stock materially on its own. Top 5 Railroad Equipment & Railcar Leasing Stocks
• Negative Sentiment: DA Davidson raised its target but kept a neutral rating and its target implies downside versus the current price — a reminder that not all analysts are projecting further near‑term upside. DA Davidson price target note

Analyst Ratings Changes

A number of research analysts have recently issued reports on CAT shares. Citigroup lifted their target price on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research note on Monday. Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Jefferies Financial Group raised their target price on Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research note on Tuesday, January 27th. Royal Bank Of Canada raised their price objective on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $678.29.

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.