Twin Capital Management Inc. Has $4.31 Million Stock Position in Caterpillar Inc. $CAT

Twin Capital Management Inc. lessened its position in shares of Caterpillar Inc. (NYSE:CAT) by 27.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,039 shares of the industrial products company’s stock after selling 3,381 shares during the quarter. Twin Capital Management Inc.’s holdings in Caterpillar were worth $4,313,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC raised its stake in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after buying an additional 53 shares during the last quarter. Joseph Group Capital Management acquired a new stake in Caterpillar during the 3rd quarter worth $32,000. Kilter Group LLC bought a new stake in shares of Caterpillar during the 2nd quarter valued at $27,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Caterpillar in the 2nd quarter valued at $28,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of Caterpillar in the 3rd quarter worth $35,000. 70.98% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total value of $7,261,081.95. Following the sale, the insider owned 41,151 shares in the company, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the transaction, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 120,747 shares of company stock valued at $78,324,008. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q4 beat and revenue/backlog strength — CAT reported revenue and EPS above expectations and highlighted a record backlog that supports near‑term revenue visibility. Zacks: Post Q4 analysis
• Positive Sentiment: AI / data‑center tailwind — Coverage highlights growing demand for power and infrastructure tied to AI data‑center buildouts, which is a new revenue catalyst beyond traditional equipment cycles. Yahoo: AI data centers
• Positive Sentiment: Analyst upgrade & higher price target — HSBC raised its CAT target to $850 and maintained a buy rating, adding upward pressure to the stock. MarketScreener: HSBC PT raise
• Neutral Sentiment: Market momentum helped lift the name — CAT was one of the contributors to the Dow’s rally today, so some of the move is broad market/sector strength rather than company‑specific news. MSN: Dow soars
• Neutral Sentiment: Valuation debate — Multiple writeups note that CAT’s rerating has pushed valuation to a premium, framing risk/reward even as fundamentals improve. This shapes investor caution but doesn’t change the underlying backlog/earnings. MarketBeat: Valuation piece
• Negative Sentiment: Large insider selling — Several senior insiders disclosed multi‑million dollar stock sales (e.g., Denise C. Johnson, Bob De Lange), which can signal profit‑taking and may create short‑term selling pressure. InsiderTrades: Insider sales
• Negative Sentiment: Analyst caution on pace of growth — CFRA and others warn that while financials are strong, underlying growth may not be fast enough to justify some of the recent extreme share‑price moves; that comment tempers the rally. YouTube: CFRA caution

Analyst Ratings Changes

A number of equities research analysts recently commented on CAT shares. Morgan Stanley upped their price objective on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a report on Tuesday. Robert W. Baird set a $805.00 target price on Caterpillar in a research report on Friday, January 30th. HSBC increased 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. Evercore lifted their price objective on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Finally, Bank of America upped their target price on shares of Caterpillar from $708.00 to $735.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $690.90.

Caterpillar Price Performance

NYSE CAT opened at $726.38 on Friday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The stock has a market cap of $339.93 billion, a price-to-earnings ratio of 38.60, a PEG ratio of 1.61 and a beta of 1.58. The business has a 50 day simple moving average of $617.15 and a 200 day simple moving average of $528.99. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $727.40.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the company earned $5.14 earnings per share. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is currently 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.