Tokio Marine Asset Management Co. Ltd. Acquires 744 Shares of Caterpillar Inc. $CAT

Tokio Marine Asset Management Co. Ltd. increased its position in Caterpillar Inc. (NYSE:CAT) by 4.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,443 shares of the industrial products company’s stock after buying an additional 744 shares during the period. Tokio Marine Asset Management Co. Ltd.’s holdings in Caterpillar were worth $9,420,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in the company. Revolve Wealth Partners LLC lifted its position in shares of Caterpillar by 2.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 681 shares of the industrial products company’s stock worth $390,000 after buying an additional 16 shares in the last quarter. Security Financial Services INC. lifted its position in shares of Caterpillar by 0.4% in the fourth quarter. Security Financial Services INC. now owns 3,609 shares of the industrial products company’s stock worth $2,068,000 after buying an additional 16 shares in the last quarter. KWB Wealth lifted its position in shares of Caterpillar by 3.2% in the fourth quarter. KWB Wealth now owns 549 shares of the industrial products company’s stock worth $315,000 after buying an additional 17 shares in the last quarter. Montecito Bank & Trust lifted its position in shares of Caterpillar by 0.5% in the fourth quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company’s stock worth $1,926,000 after buying an additional 17 shares in the last quarter. Finally, Hilltop Partners LLC lifted its position in shares of Caterpillar by 3.0% in the fourth quarter. Hilltop Partners LLC now owns 591 shares of the industrial products company’s stock worth $338,000 after buying an additional 17 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of research analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research report on Wednesday, February 4th. CICC Research initiated coverage on Caterpillar in a research report on Friday, February 6th. They issued an “outperform” rating on the stock. Jefferies Financial Group boosted their target price on Caterpillar from $825.00 to $900.00 and gave the stock a “buy” rating in a research report on Wednesday. Finally, Williams Trading set a $825.00 target price on Caterpillar in a research report on Tuesday, March 10th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $751.45.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price-target lift — an outlet reported a new $832 price target for CAT, which likely helped push optimism among investors. Caterpillar (NYSE:CAT) Price Target Raised to $832.00
• Positive Sentiment: Bullish research/narrative upgrade — several analyst and media pieces argue CAT’s mix of digital initiatives, buybacks/dividends and a strong cycle could push the stock much higher over time. This lifts investor expectations for upside. Caterpillar Continues to Crush the Magnificent 7 — Here’s How It Gets to $1,000
• Positive Sentiment: Strategic tech acquisition — Caterpillar acquired Monarch (an electric/autonomous tractor startup), signaling a push into robotics/automation that investors view as a long-term growth/differentiation play. Caterpillar acquires self-driving ‘Tesla of agriculture,’ stock up 30% this year
• Positive Sentiment: Dividend and income appeal — CAT is showing up on lists of strong-performing dividend stocks, which can widen its investor base among income-focused and dividend-growth buyers. These Red Hot AI Infrastructure Stocks Keep Paying Dividends
• Neutral Sentiment: Earnings catalyst ahead — Caterpillar will report Q1 results on April 30; the release is a near-term event that could validate or reverse current sentiment. Caterpillar Inc. to Announce First-Quarter 2026 Financial Results on April 30
• Neutral Sentiment: Macro/ETF flow support — commentary on Dow ETF (DIA) and blue‑chip rotation suggests index/ETF flows are supporting demand for CAT as a large-cap industrial. A Diamond Quality Entry in DIA ETF, or Is It Time to Get Out? (CAT)
• Negative Sentiment: Acquisition execution risk — reporting shows Monarch struggled (dealer/farmer complaints, co‑founder disputes and shutdown) before the sale, raising integration and technology-risk questions for investors. Monarch Tractor’s collapse ends with an acquisition by Caterpillar
• Negative Sentiment: Valuation and cyclicality concerns — some analysts still flag CAT’s premium valuation and exposure to the construction/equipment cycle as risks that could cap gains if demand cools. Why The Caterpillar (CAT) Narrative Is Shifting As Price Targets Rise And Cycle Risks Stay In Focus

Insider Buying and Selling at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the transaction, the insider owned 1,443 shares of the company’s stock, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Joseph E. Creed sold 2,500 shares of the company’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the transaction, the chief executive officer directly owned 35,083 shares in the company, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 125,950 shares of company stock valued at $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Trading Up 2.9%

Shares of CAT stock opened at $794.75 on Friday. Caterpillar Inc. has a 1 year low of $282.46 and a 1 year high of $801.77. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock’s 50 day simple moving average is $735.24 and its two-hundred day simple moving average is $635.31. The company has a market cap of $369.79 billion, a PE ratio of 42.23, a price-to-earnings-growth ratio of 1.81 and a beta of 1.52.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data 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 business had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the prior year, the business posted $5.14 earnings per share. The company’s quarterly revenue was up 17.9% compared to the same quarter last year. Research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s dividend payout ratio is 32.09%.

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.