Caterpillar Inc. $CAT Shares Purchased by Signaturefd LLC

Signaturefd LLC lifted its holdings in Caterpillar Inc. (NYSE:CAT) by 9.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,980 shares of the industrial products company’s stock after acquiring an additional 1,145 shares during the period. Signaturefd LLC’s holdings in Caterpillar were worth $7,436,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Marquette Asset Management LLC lifted its holdings in Caterpillar by 1,060.0% in the 3rd 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 in the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter valued at about $31,000. Joseph Group Capital Management purchased a new stake in shares of Caterpillar during the third quarter worth about $32,000. Rialto Wealth Management LLC lifted its stake in shares of Caterpillar by 47.4% in 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 in the last quarter. Finally, Noble Wealth Management PBC lifted its stake in shares of Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on CAT shares. CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Wolfe Research increased their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price target on shares of Caterpillar in a research report on Friday, January 30th. HSBC upped their price target on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Finally, Morgan Stanley increased their price objective on shares of Caterpillar from $400.00 to $425.00 and gave the company an “underweight” rating in a research note on Tuesday, February 3rd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $737.55.

Insider Buying and Selling

In other news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the transaction, the insider directly owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 35,083 shares of the company’s stock, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 125,950 shares of company stock worth $88,577,390. Company insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT opened at $717.23 on Friday. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The firm has a market cap of $333.72 billion, a price-to-earnings ratio of 38.11, a PEG ratio of 1.69 and a beta of 1.52. The stock has a 50 day moving average of $715.54 and a 200-day moving average of $614.06.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.67 by $0.49. The business 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 business’s revenue was up 17.9% compared to the same quarter last year. During the same period in the prior year, the company posted $5.14 EPS. As a group, analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple forward-quarter and full-year EPS forecasts for CAT (including FY2026–FY2028 and several quarterly uplifts), pushing multi-year earnings power higher and supporting a more bullish outlook from analysts. (Zacks research note)
• Positive Sentiment: Analyst price-target increases and an upgrade have driven buying interest—separate notes lifted CAT targets to $700 and $750 and an upgrade sent the stock up intraday. Caterpillar (NYSE:CAT) Price Target Raised to $700.00 Caterpillar (NYSE:CAT) Price Target Raised to $750.00 Caterpillar (NYSE:CAT) Trading Up 3.1% After Analyst Upgrade
• Positive Sentiment: Local manufacturing expansion: Caterpillar plans to add ~200 jobs at its Victoria, Texas facility — signals ongoing demand for equipment and incremental capacity investment. Caterpillar to add 200 jobs at Victoria facility even as manufacturing activity across Texas slows
• Neutral Sentiment: C-suite governance change: CEO Joe Creed has taken on the additional role of board chairman following Jim Umpleby’s retirement — typically neutral but worth watching for any strategic shifts. Caterpillar CEO Joe Creed takes over added role as board chairman
• Neutral Sentiment: Macro tailwind: Geopolitical-driven market flows (the “Iran war FOMO” trade) have boosted industrial names including Caterpillar as investors rotate into defense- and infrastructure-exposed stocks. The Iran War FOMO Trade Is Sending Stocks Surging
• Negative Sentiment: Regulatory/supply-chain risk: U.S. senators have launched a review of heavy-equipment imports from Mexico that could lead to tariffs or restrictions affecting cross-border parts and finished goods — a potential headwind for Caterpillar’s Mexico-linked manufacturing footprint. Caterpillar Faces Mexico Import Review As Supply Chain Risks Resurface

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.