Seizert Capital Partners LLC Has $4.32 Million Holdings in Caterpillar Inc. $CAT

Seizert Capital Partners LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 35.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,547 shares of the industrial products company’s stock after selling 4,131 shares during the period. Seizert Capital Partners LLC’s holdings in Caterpillar were worth $4,323,000 as of its most recent filing with the SEC.

Several other hedge funds also recently modified their holdings of the stock. Torren Management LLC bought a new stake in Caterpillar in the fourth quarter valued at $27,000. Marquette Asset Management LLC boosted its position in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares in the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at about $31,000. Joseph Group Capital Management bought a new stake in Caterpillar in the 3rd quarter valued at about $32,000. Finally, Rialto Wealth Management LLC increased its position in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on CAT shares. Citigroup raised their price objective on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research note on Friday. CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating on the stock. HSBC lifted their price target on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Bank of America upped their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a report on Friday. Finally, Jefferies Financial Group lifted their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday. Sixteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $862.32.

Caterpillar Price Performance

CAT opened at $890.15 on Monday. The firm has a 50-day moving average of $746.86 and a 200 day moving average of $656.99. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a fifty-two week low of $318.11 and a fifty-two week high of $905.00. The firm has a market cap of $414.17 billion, a P/E ratio of 44.31, a PEG ratio of 2.04 and a beta of 1.63.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating the consensus estimate of $4.65 by $0.89. The business had revenue of $17.42 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.25 earnings per share. On average, research analysts expect that Caterpillar Inc. will post 23.08 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a $1.51 dividend. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. Caterpillar’s payout ratio is 30.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar beat Q1 revenue and EPS expectations and reported a record backlog, driven by higher volume and pricing across construction and power systems — a core reason the stock rallied after earnings. Caterpillar expects AI-driven demand for power, construction to fuel growth — Reuters
• Positive Sentiment: Analysts sharply raised price targets and upgraded ratings (JPMorgan, Jefferies, Wells Fargo, Baird, Citigroup, Morgan Stanley among others), signaling renewed street confidence and creating upward momentum for the stock. Morgan Stanley Doubles Price Target to $915 — 247WallSt
• Positive Sentiment: Demand tied to AI/data-center buildouts is boosting Cat’s power and energy backlog; management is raising 2030 targets and plans to roughly triple power-generation capacity, which supports a multi-year growth runway beyond cyclical construction. Caterpillar to triple power generation capacity — Yahoo Finance
• Positive Sentiment: Market narrative has shifted: short interest and skeptical bears are receding as the AI-power story gains traction, amplifying upside as skeptics fold. Caterpillar’s biggest bear folds as AI power demand soars — Mining.com
• Positive Sentiment: Strategic partnerships (e.g., framework with ProPetro’s PROPWR) and large supply agreements for data-center and industrial power strengthen the revenue mix in higher-margin power systems. Caterpillar taps PROPWR and data centers — Yahoo Finance
• Neutral Sentiment: Technical momentum is strong (IBD composite rating surged toward the top of the universe) and the company announced a virtual annual shareholder meeting; these are market-interest and governance items rather than direct catalysts. IBD Composite Rating Surges — Yahoo/IBD
• Negative Sentiment: Management warned of significant tariff costs for 2026 — a $2.2B–$2.4B range — that will pressure margins and partially offset revenue strength; investors should watch margin trends and any changes to the tariff outlook. Caterpillar signals tariff cost range and 2026 sales growth — Seeking Alpha

Insider Activity

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the transaction, the chief accounting officer owned 824 shares in the company, valued at $629,700.80. This trade represents a 54.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the firm’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 transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer owned 35,083 shares of the company’s stock, valued at $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 60,164 shares of company stock valued at $43,748,068. 0.33% of the stock is currently owned by corporate insiders.

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.