Korea Investment CORP Has $200.13 Million Stock Holdings in Caterpillar Inc. $CAT

Korea Investment CORP lifted its position in Caterpillar Inc. (NYSE:CAT) by 15.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 419,436 shares of the industrial products company’s stock after purchasing an additional 57,347 shares during the quarter. Korea Investment CORP owned 0.09% of Caterpillar worth $200,134,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. WealthShield Partners LLC lifted its position in Caterpillar by 1.6% in the 3rd 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. one8zero8 LLC increased its holdings in Caterpillar by 3.2% during the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after purchasing an additional 19 shares in the last quarter. Abacus Planning Group Inc. raised its stake in shares of Caterpillar by 0.6% in the 3rd quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after purchasing an additional 20 shares during the period. Cyr Financial Inc. lifted its holdings in shares of Caterpillar by 2.5% in the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after purchasing an additional 20 shares in the last quarter. Finally, Perennial Investment Advisors LLC boosted its position in shares of Caterpillar by 1.2% during the third quarter. Perennial Investment Advisors LLC now owns 1,719 shares of the industrial products company’s stock worth $821,000 after buying an additional 20 shares during the period. 70.98% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction that occurred on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the completion of the transaction, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the business’s 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 in the company, valued at $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on CAT shares. Wolfe Research lifted their target price on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research report on Friday, January 2nd. Barclays raised their price target on shares of Caterpillar from $610.00 to $625.00 and gave the stock an “equal weight” rating in a research note on Friday, January 30th. CICC Research began coverage on shares of Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating on the stock. Raymond James Financial restated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Finally, Royal Bank Of Canada raised their target price on shares of Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Sixteen research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $724.81.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Caterpillar Price Performance

NYSE:CAT opened at $681.31 on Friday. The stock has a market capitalization of $317.01 billion, a PE ratio of 36.20, a P/E/G ratio of 1.61 and a beta of 1.54. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The firm has a fifty day simple moving average of $681.47 and a 200 day simple moving average of $575.30. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

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

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors of record on Tuesday, January 20th were issued a dividend of $1.51 per share. The ex-dividend date was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is presently 32.09%.

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.