MassMutual Private Wealth & Trust FSB Has $31.13 Million Stake in Caterpillar Inc. $CAT

MassMutual Private Wealth & Trust FSB reduced its position in Caterpillar Inc. (NYSE:CAT) by 4.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,331 shares of the industrial products company’s stock after selling 2,709 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in Caterpillar were worth $31,125,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Fisher Asset Management LLC increased its stake in Caterpillar by 2.3% in the second quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock valued at $3,656,286,000 after acquiring an additional 208,196 shares during the last quarter. Norges Bank acquired a new stake in shares of Caterpillar in the 2nd quarter valued at $2,165,899,000. Wellington Management Group LLP boosted its holdings in shares of Caterpillar by 3,949.8% in the 3rd 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 purchasing an additional 5,098,964 shares in the last quarter. Bank of New York Mellon Corp raised its holdings in shares of Caterpillar by 20.7% during the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after buying an additional 609,023 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Caterpillar by 1.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after acquiring an additional 33,467 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Performance

NYSE CAT opened at $680.15 on Friday. The company has a market capitalization of $316.47 billion, a price-to-earnings ratio of 36.14, a PEG ratio of 1.63 and a beta of 1.54. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The stock has a fifty day simple moving average of $701.95 and a 200 day simple moving average of $593.15.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same period in the previous year, the business earned $5.14 EPS. The business’s quarterly revenue was up 17.9% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on CAT shares. Truist Financial increased their price target on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Barclays upped 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. Royal Bank Of Canada lifted their price target on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research note on Friday, January 30th. Robert W. Baird set a $805.00 price target on Caterpillar in a research note on Friday, January 30th. Finally, Williams Trading set a $825.00 price target on Caterpillar in a report on Tuesday, March 10th. Sixteen analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $730.50.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward EPS forecasts for Caterpillar — including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), FY2028 (to $28.88) and Q4 2027 (to $7.12). The pack of upgrades increases expected earnings power and supports valuation and target-price upside.
• Positive Sentiment: Zacks published a comparison pushing Caterpillar ahead of Komatsu on earnings momentum and returns, reinforcing a preference for CAT among equipment stocks and potentially attracting relative-strength buyers. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: Regional market reports point to growing construction machinery demand in the GCC through 2031; positive for long-term revenue exposure but not an immediate catalyst. GCC Construction Machinery Market Analysis 2026-2031
• Neutral Sentiment: Industry and product coverage (backhoe lineup, operator features) highlight Caterpillar’s product positioning and brand strength — useful for long-term share and margin outlook but limited near-term stock impact. Caterpillar Breaks Down the 2026 Backhoe Market
• Neutral Sentiment: Valuation-focused commentary asks whether CAT is still attractive after a large one-year rally — this can moderate momentum buyers and encourage profit-taking by some investors. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Negative Sentiment: Zacks trimmed its Q2 2027 EPS estimate slightly (from $6.01 to $5.99). The cut is minimal but signals some quarter-to-quarter timing or demand uncertainty.
• Negative Sentiment: Broader-market pressure (a Dow drop) flagged Caterpillar among intraday losers, showing CAT can be pulled down by macro or market-risk moves even with company-specific positives. Dow’s 225-point fall led by losses for Boeing, Caterpillar stocks

Insider Buying and Selling

In related news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar 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 transaction, the insider directly owned 41,151 shares of the company’s stock, valued at $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the sale, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 135,950 shares of company stock valued at $94,327,990 over the last 90 days. 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.