Callan Family Office LLC Lowers Stock Position in Caterpillar Inc. $CAT

Callan Family Office LLC cut its position in shares of Caterpillar Inc. (NYSE:CAT) by 12.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,220 shares of the industrial products company’s stock after selling 2,115 shares during the quarter. Callan Family Office LLC’s holdings in Caterpillar were worth $7,262,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the company. Kilter Group LLC purchased a new stake in shares of Caterpillar during the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar during the second quarter valued at $28,000. Marquette Asset Management LLC increased its position in Caterpillar by 1,060.0% in 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. RiverPark Advisors LLC bought a new stake in shares of Caterpillar in the second quarter valued at $32,000. Finally, Joseph Group Capital Management purchased a new position in shares of Caterpillar during the 3rd quarter valued at $32,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $690.71 on Tuesday. The company has a 50 day moving average of $606.93 and a 200 day moving average of $522.53. 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 stock has a market cap of $323.24 billion, a P/E ratio of 36.70, a P/E/G ratio of 2.53 and a beta of 1.58. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $691.38.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The business’s revenue for the quarter 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, sell-side analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is presently 32.09%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Earnings beat and commentary point to stronger demand from data centers, reinforcing revenue/earnings upside and durability of higher‑margin power systems sales. Caterpillar Inc. (CAT) Earnings Beat Backed Up by Data Center Power Demand
• Positive Sentiment: Deal to supply power solutions for Monarch AI campus highlights a new, durable revenue stream from hyperscale/AI data centers — a market with long equipment lifecycles and recurring service. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
• Positive Sentiment: Analyst bullishness: Truist raised its price target substantially and kept a buy rating, signaling institutional confidence in growth and margins. The Fly: Truist price target raise
• Positive Sentiment: Citigroup also raised its price target and maintains a buy rating, adding to momentum from multiple firms upgrading valuation expectations. Benzinga: Citigroup raises Caterpillar price target
• Positive Sentiment: Additional price‑target lift from other outlets (e.g., American Banking News) underscores broader analyst re‑rating following the quarter and data‑center commentary. Caterpillar (NYSE:CAT) Price Target Raised to $735.00
• Positive Sentiment: Product refresh: launch of the 308CR mini excavator supports ongoing share and rental market activity in compact equipment. Product news helps aftermarket/service revenue over time. Cat debuts new 308CR mini excavator
• Neutral Sentiment: Inclusion in industry coverage pieces (railroad equipment & leasing lists) is background positive for sector positioning but is unlikely to move the stock materially on its own. Top 5 Railroad Equipment & Railcar Leasing Stocks
• Negative Sentiment: DA Davidson raised its target but kept a neutral rating and its target implies downside versus the current price — a reminder that not all analysts are projecting further near‑term upside. DA Davidson price target note

Insiders Place Their Bets

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the completion of the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at $26,142,227.60. The trade was a 18.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jason Kaiser sold 10,707 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the sale, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. This trade represents a 55.32% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on CAT shares. Robert W. Baird set a $805.00 price objective on Caterpillar in a report on Friday. JPMorgan Chase & Co. increased their target price on shares of Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a research report on Friday. Truist Financial lifted their target price on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research note on Monday. Citigroup upped their price target on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a research note on Monday. Finally, Rothschild & Co Redburn lifted their price objective on shares of Caterpillar from $420.00 to $650.00 and gave the company a “neutral” rating in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $678.29.

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.