Caterpillar Inc. $CAT Holdings Increased by Tema Etfs LLC

Tema Etfs LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT) by 9.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 38,221 shares of the industrial products company’s stock after purchasing an additional 3,159 shares during the period. Caterpillar comprises 1.7% of Tema Etfs LLC’s portfolio, making the stock its 5th largest position. Tema Etfs LLC’s holdings in Caterpillar were worth $21,896,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in CAT. KWB Wealth lifted its holdings in Caterpillar by 3.2% in the 4th 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 grew its stake in shares of Caterpillar by 0.5% during the fourth quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company’s stock valued at $1,926,000 after acquiring an additional 17 shares in the last quarter. WealthShield Partners LLC grew its stake in shares of Caterpillar by 1.6% during the third quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after acquiring an additional 18 shares in the last quarter. Rialto Wealth Management LLC increased its position in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. Finally, one8zero8 LLC lifted its stake in shares of Caterpillar by 3.2% in the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after acquiring an additional 19 shares in the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Trading Up 3.1%

Shares of NYSE CAT opened at $730.55 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The stock’s 50 day moving average price is $712.35 and its two-hundred day moving average price is $610.15. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $789.81. The stock has a market capitalization of $339.92 billion, a P/E ratio of 38.82, a PEG ratio of 1.67 and a beta of 1.52.

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

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wolfe Research raised its price target to $750 and kept an “outperform” rating, giving investors a notable sell‑side endorsement that supports buying interest. Wolfe Research Raises PT
• Positive Sentiment: CAT recently moved above its 50‑day moving average on rising revenue/estimate momentum — a technical breakout that often attracts momentum traders. Analysts point to record revenues and a strong backlog underpinning the move. Zacks: Above 50‑Day SMA
• Positive Sentiment: Fundamentals cited by social/analyst coverage highlight a roughly $50B order backlog and solid revenue growth, reinforcing expectations for multi‑quarter demand resilience. That supports upside expectations for sales and cash flow. QuiverQuant: Backlog & Revenue
• Positive Sentiment: Broader market strength and a rally in industrial names helped lift CAT as part of a Dow advance tied to easing geopolitical headlines and stabilized oil prices. MSN: Dow Rally
• Neutral Sentiment: Barclays raised its target to $700 but kept an “equal weight” rating — a mixed signal that tempers the upside from other upgrades. Barclays PT Raise
• Neutral Sentiment: Changes in U.S. tax law are reducing Caterpillar’s federal cash tax payments (positive for cash flow) while increasing its reported book tax rate, which could cloud year‑over‑year EPS comparisons. Yahoo: Tax Shift
• Neutral Sentiment: Increased media and analyst coverage (Zacks, Yahoo pieces) has put CAT on many watchlists — attention that can amplify moves in either direction. Zacks: Investor Attention
• Negative Sentiment: Analysts warn of margin pressure from tariffs and higher costs — revenue growth is solid but profit margins have compressed, which could limit upside to earnings multiple expansion. Zacks: Margin Pressure
• Negative Sentiment: Notable insider selling and some large institutional position reductions have been reported, which can be interpreted as caution from certain insiders/institutions even amid broader buying. QuiverQuant: Insider & Institutional Moves

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction 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 sale, the chief executive officer owned 35,083 shares in the company, valued at $25,222,221.19. The trade was a 6.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Anthony D. Fassino sold 10,671 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the sale, the insider directly owned 41,151 shares in the company, valued at $28,001,197.95. This trade represents a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 125,950 shares of company stock valued at $88,577,390 over the last quarter. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have weighed in on CAT. Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, February 21st. Morgan Stanley upped their target price on Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research report on Tuesday, February 3rd. Bank of America raised their price target on shares of Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Rothschild & Co Redburn lifted their price target on shares of Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, DA Davidson upped their price target on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $737.55.

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.