Y.D. More Investments Ltd Has $3.62 Million Position in Caterpillar Inc. $CAT

Y.D. More Investments Ltd lifted its holdings in Caterpillar Inc. (NYSE:CAT) by 45.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 7,592 shares of the industrial products company’s stock after buying an additional 2,366 shares during the period. Y.D. More Investments Ltd’s holdings in Caterpillar were worth $3,622,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Caterpillar during the 2nd quarter valued at $2,165,899,000. Illinois Municipal Retirement Fund raised its holdings in shares of Caterpillar by 7.3% during the third quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock valued at $8,237,000 after purchasing an additional 1,181 shares during the period. Groupe la Francaise boosted its position in shares of Caterpillar by 82.0% during 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 in the last quarter. Union Bancaire Privee UBP SA grew its stake in shares of Caterpillar by 155.9% in the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after buying an additional 28,773 shares during the period. Finally, Caprock Group LLC bought a new position in Caterpillar in the third quarter worth approximately $8,893,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on CAT shares. Wolfe Research lifted their price target 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. Bank of America boosted their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. CICC Research began coverage on shares of Caterpillar in a research report on Friday, February 6th. They set an “outperform” rating on the stock. Finally, Jefferies Financial Group increased their price objective on shares of Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a research note on Tuesday, January 27th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $702.95.

Insider Transactions at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction dated Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the 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 directly owned 43,350 shares in the company, valued at approximately $29,524,818. The trade was a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 141,172 shares of company stock valued at $96,514,673. 0.33% of the stock is currently owned by company insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is expanding its mining technology and software footprint with the acquisition of RPMGlobal, boosting recurring‑revenue and services exposure that can lift margins over time. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Caterpillar Venture Capital is backing battery and electrification plays (ElevenEs) and a planned 1GWh LFP cell factory in Subotica — signaling material investment in electrified power/power‑systems growth avenues. ElevenEs Series B Backed by Caterpillar Venture Capital
• Positive Sentiment: Press and analyst pieces highlight Caterpillar’s exposure to AI/data‑center power and electrification demand — a diversification driver that supports a higher multiple if execution continues. Can AI Infrastructure Spending Keep CAT Stock Climbing?
• Neutral Sentiment: Q4 results showed EPS and revenue beats (Jan 29), marking a return to EPS growth after several quarters — useful confirmation of demand but management flags cost and tariff pressures. CAT Sees Q4 Earnings Growth Amid Cost Pressures
• Neutral Sentiment: Management investor access: CEO Joe Creed and Group President Rod Shurman will speak at CONEXPO and the company presented at Barclays’ industrial conference — events that may provide more near‑term guidance. CONEXPO Fireside Chat Barclays Presentation Transcript
• Negative Sentiment: Multiple recent insider sales (CAO William Schaupp, Group President Rod Shurman, and a large sale by Anthony Fassino) are weighing on sentiment and have been linked to short‑term share weakness. SEC Filing – William E. Schaupp Sale SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Analyst and commentary pieces point to valuation concerns after the rally and highlight near‑term margin/earnings risk from tariffs and rising costs — a read that can cap upside until guidance clears the picture. Caterpillar’s Mining Tech And Battery Moves Confront Rich Valuation Concerns
• Negative Sentiment: Zacks trimmed near‑term EPS estimates, flagging softer Q2 expectations — a direct pressure on short‑term stock momentum until updated guidance or results. Q2 EPS Estimates Lowered by Zacks Research

Caterpillar Stock Performance

Shares of CAT stock traded down $0.50 on Friday, hitting $760.03. 304,246 shares of the stock were exchanged, compared to its average volume of 2,918,877. The firm’s 50 day moving average is $646.52 and its two-hundred day moving average is $549.61. Caterpillar Inc. has a one year low of $267.30 and a one year high of $789.81. The firm has a market capitalization of $353.63 billion, a PE ratio of 40.53, a P/E/G ratio of 1.78 and a beta of 1.58. 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 released 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 for 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 company’s revenue was up 17.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $5.14 earnings per share. Sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were issued a dividend of $1.51 per share. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s payout ratio is presently 32.09%.

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.