Caterpillar Inc. $CAT Shares Sold by MB Levis & Associates LLC

MB Levis & Associates LLC cut its stake in Caterpillar Inc. (NYSE:CAT) by 11.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,840 shares of the industrial products company’s stock after selling 881 shares during the quarter. Caterpillar makes up approximately 1.4% of MB Levis & Associates LLC’s portfolio, making the stock its 16th largest holding. MB Levis & Associates LLC’s holdings in Caterpillar were worth $3,264,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar in the fourth quarter worth approximately $579,000. Brighton Jones LLC lifted its holdings in Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares in the last quarter. Harvest Portfolios Group Inc. boosted its stake in Caterpillar by 3.8% during the 1st quarter. Harvest Portfolios Group Inc. now owns 56,653 shares of the industrial products company’s stock worth $18,684,000 after purchasing an additional 2,053 shares during the last quarter. Nicolet Bankshares Inc. grew its holdings in shares of Caterpillar by 6.5% during the first quarter. Nicolet Bankshares Inc. now owns 3,498 shares of the industrial products company’s stock worth $1,154,000 after buying an additional 214 shares in the last quarter. Finally, Gamco Investors INC. ET AL raised its position in shares of Caterpillar by 15.5% in the first quarter. Gamco Investors INC. ET AL now owns 679 shares of the industrial products company’s stock valued at $224,000 after buying an additional 91 shares during the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Citi and other Wall Street firms remain bullish — Citi recently raised its price target to $690 (from $670) and reiterated a Buy, citing a favorable machinery/industry outlook and the company’s dividend yield, which supports further upside. Wall Street Firms Bullish on Caterpillar
• Positive Sentiment: Coverage highlighting Caterpillar’s 2025 outperformance vs. the Magnificent 7 underscores investor rotation into industrial cyclicals — narratives emphasizing steady demand, capex activity, and margin resilience have helped lift the stock. How Caterpillar Crushed the Magnificent 7 in 2025
• Positive Sentiment: Broad market write-ups note CAT has outpaced broader market gains this year, reinforcing momentum and attracting attention from trend-following investors. Positive headlines and analyst support are helping sustain the rally. Caterpillar Outpaces Stock Market Gains
• Neutral Sentiment: Zacks and other outlets flag CAT as a trending stock — increased attention can amplify moves in both directions; trending status alone is not a valuation signal but may increase short-term volatility. Caterpillar Is a Trending Stock
• Neutral Sentiment: Commentary asks whether it’s “too late” after a ~60% rally — this raises valuation and timing questions for new buyers; for existing holders, it frames risk management rather than immediate fundamental change. Is It Too Late To Consider Caterpillar?
• Negative Sentiment: Short-term pullback driven by cooling AI trade — headlines report Caterpillar hit its worst slide since April as momentum traders rotated out of industrials when the AI trade regained focus; that rotation caused intraday weakness and higher selling pressure. Caterpillar Runs Into AI Hype Wall

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 Monday, December 1st. The stock was sold at an average price of $571.44, for a total value of $5,714,400.00. Following the sale, the chief financial officer owned 55,460 shares of the company’s stock, valued at $31,692,062.40. The trade was a 15.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Anthony D. Fassino sold 8,184 shares of the company’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider owned 41,512 shares in the company, valued at $23,669,312.16. This trade represents a 16.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 61,895 shares of company stock worth $34,007,516. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on CAT shares. Erste Group Bank upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Jefferies Financial Group boosted their target price on Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Truist Financial reaffirmed a “buy” rating and issued a $729.00 price target (up previously from $582.00) on shares of Caterpillar in a report on Thursday, October 30th. HSBC raised Caterpillar from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $405.00 to $660.00 in a research note on Wednesday, November 5th. Finally, Citigroup raised Caterpillar from a “buy” rating to a “mixed” rating in a research note on Tuesday, December 16th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $616.00.

Caterpillar Price Performance

CAT stock opened at $582.63 on Wednesday. Caterpillar Inc. has a 52-week low of $267.30 and a 52-week high of $627.50. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The stock has a market cap of $272.66 billion, a price-to-earnings ratio of 29.91, a price-to-earnings-growth ratio of 2.74 and a beta of 1.57. The business has a fifty day moving average of $565.39 and a two-hundred day moving average of $473.65.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 EPS for the quarter, beating the consensus estimate of $4.52 by $0.43. The business had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The company’s quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the company posted $5.17 EPS. As a group, research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. Caterpillar’s dividend payout ratio (DPR) is currently 31.01%.

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.