Caterpillar (NYSE:CAT) Insider Sells $1,730,391.58 in Stock

Caterpillar Inc. (NYSE:CAT) insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction 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 directly owned 1,443 shares of the company’s stock, valued at $1,096,117.23. This represents a 61.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Rodney Michael Shurman also recently made the following trade(s):

• On Tuesday, February 17th, Rodney Michael Shurman sold 1,764 shares of Caterpillar stock. The shares were sold at an average price of $763.39, for a total transaction of $1,346,619.96.

Caterpillar Trading Up 1.5%

Shares of CAT stock traded up $11.73 during mid-day trading on Tuesday, hitting $768.20. The company’s stock had a trading volume of 2,568,982 shares, compared to its average volume of 3,271,435. The company has a market cap of $357.43 billion, a PE ratio of 40.82, a P/E/G ratio of 1.79 and a beta of 1.58. 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 company’s fifty day simple moving average is $656.64 and its 200-day simple moving average is $558.44. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81.

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

Caterpillar Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on CAT shares. Wall Street Zen cut shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Saturday. Evercore upped their price target on Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a research note on Monday, November 17th. Sanford C. Bernstein reissued a “market perform” rating and issued a $678.00 price objective on shares of Caterpillar in a research note on Friday, January 30th. Royal Bank Of Canada boosted their price objective on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Finally, Barclays increased their target price on Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a report on Friday, January 30th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $702.95.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS estimate for CAT, indicating analysts are modeling stronger profit growth which can support higher share valuations. Caterpillar FY2026 EPS Estimate Lifted by Erste Group Bank
• Positive Sentiment: Zacks highlights Caterpillar’s earnings growth and price strength, reinforcing investor interest on momentum and fundamentals after recent quarterly beats. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Caterpillar Venture Capital (a CAT subsidiary) backed ElevenEs’ Series B first closing — a strategic venture investment that signals Caterpillar is allocating capital to adjacent technology/commodity trading innovations that could support long‑term growth. ElevenEs held 1st Closing of its Series B Investment Round Backed by Caterpillar Venture Capital Inc.
• Neutral Sentiment: Benzinga’s roundup of analyst expectations summarizes mixed forward views — analysts are bullish on machinery demand but note cyclicality and exposure to commodity cycles (useful context but not an immediate catalyst). Analyst Expectations For Caterpillar’s Future
• Neutral Sentiment: A Yahoo Finance piece assesses CAT’s valuation after strong short‑ and long‑term gains — it reminds investors that the stock now trades at a premium (PE ~39.7), raising sensitivity to any slowdown in orders or margins. Assessing Caterpillar (CAT) Valuation After Powerful Short And Long Term Share Price Gains

Institutional Trading of Caterpillar

Institutional investors and hedge funds have recently made changes to their positions in the company. Norges Bank bought a new position in shares of Caterpillar during the 2nd quarter worth approximately $2,165,899,000. Wellington Management Group LLP increased its position in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after acquiring an additional 5,098,964 shares during the last quarter. Capital International Investors purchased a new stake in shares of Caterpillar during the fourth quarter valued at approximately $1,225,317,000. Massachusetts Financial Services Co. MA lifted its holdings in Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock worth $873,382,000 after acquiring an additional 1,736,631 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its position in Caterpillar by 573.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after purchasing an additional 1,281,087 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

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.