McElhenny Sheffield Capital Management LLC Has $652,000 Position in Caterpillar Inc. $CAT

McElhenny Sheffield Capital Management LLC reduced its stake in Caterpillar Inc. (NYSE:CAT) by 46.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,138 shares of the industrial products company’s stock after selling 974 shares during the quarter. Caterpillar makes up 0.2% of McElhenny Sheffield Capital Management LLC’s investment portfolio, making the stock its 28th largest holding. McElhenny Sheffield Capital Management LLC’s holdings in Caterpillar were worth $652,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CAT. 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 purchasing an additional 53 shares during the last quarter. IFS Advisors LLC acquired a new stake in Caterpillar in the 4th quarter worth approximately $31,000. Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter worth approximately $32,000. Rialto Wealth Management LLC lifted its holdings in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC lifted its holdings in Caterpillar by 140.0% in the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on CAT shares. Wolfe Research raised their price target on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Rothschild & Co Redburn increased their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada raised their target price on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. CICC Research assumed coverage on Caterpillar in a research report on Friday, February 6th. They issued an “outperform” rating on the stock. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $737.55.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $771.46 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 business’s 50 day moving average is $721.47 and its two-hundred day moving average is $619.87. The company has a market cap of $358.95 billion, a P/E ratio of 40.99, a P/E/G ratio of 1.69 and a beta of 1.52. Caterpillar Inc. has a 12 month low of $269.13 and a 12 month high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion for 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 company’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same period in the previous year, the business posted $5.14 EPS. On average, equities analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s payout ratio is currently 32.09%.

Insider Buying and Selling at Caterpillar

In other news, insider Rodney Michael Shurman sold 2,278 shares of the business’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total transaction of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at approximately $1,096,117.23. The trade was a 61.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the sale, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 125,950 shares of company stock valued at $88,577,390 in the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: CFO succession announced — long‑time CFO Andrew Bonfield will retire (effective Oct. 1, 2026) and internal candidate Kyle Epley will become CFO May 1, 2026; management framed this as a planned, internal transition that reduces uncertainty around financial leadership. Caterpillar Elects New Chief Financial Officer
• Positive Sentiment: Board maintained the quarterly dividend at $1.51/share (payable May 19, 2026), supporting income investors and signaling confidence in cash flow. Caterpillar Inc. Maintains Dividend
• Positive Sentiment: Demand tailwinds: analysts and commentary highlight a $51bn backlog and rising AI/data‑center power needs driving generator demand — a structural growth driver beyond cyclical construction/mining recovery. Caterpillar: AI-Driven Power Demand And Strong Backlog Support Continued Upside
• Positive Sentiment: Analyst estimate momentum — at least one shop (Erste) raised FY2026 EPS forecasts, and recent analyst price targets remain elevated versus the long‑run average, lending support to higher valuation expectations. Marketbeat CAT coverage
• Neutral Sentiment: Options and social chatter show heavy call activity and bullish targets (some traders eyeing $850), reflecting momentum trading that can amplify moves but also increase short‑term volatility. Caterpillar Inc. Stock (CAT) Opinions on AI Data Center Generator Demand
• Neutral Sentiment: Market is positioning ahead of Caterpillar’s upcoming Q1 earnings; previews expect continued revenue strength but will scrutinize margins and order/backlog commentary. Here’s What to Expect From Caterpillar’s Next Earnings Report
• Negative Sentiment: Legal risk: Caterpillar and Bobcat have filed patent suits against each other — potential litigation expense, distraction, and reputational/headline risk. Caterpillar, Bobcat sue each other over patent infringement
• Negative Sentiment: High insider selling noted in recent filings (many senior executives have sold shares over the past six months), which some investors view as a soft signal even if sales may be for personal/liquidity reasons. Caterpillar Inc. Stock (CAT) Opinions on AI Data Center Generator Demand

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.