New England Research & Management Inc. Makes New $762,000 Investment in Caterpillar Inc. $CAT

New England Research & Management Inc. bought a new position in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 1,331 shares of the industrial products company’s stock, valued at approximately $762,000.

Other large investors also recently made changes to their positions in the company. Marquette Asset Management LLC grew its position 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 in the last quarter. Noble Wealth Management PBC lifted its position in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after buying an additional 35 shares in the last quarter. Joseph Group Capital Management purchased a new position in shares of Caterpillar in the 3rd quarter worth approximately $32,000. Kilter Group LLC purchased a new position in shares of Caterpillar in the 2nd quarter worth approximately $27,000. Finally, Sellwood Investment Partners LLC bought a new position in shares of Caterpillar in the third quarter valued at approximately $35,000. 70.98% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on CAT shares. Argus lifted their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Jefferies Financial Group upped their price objective on Caterpillar from $785.00 to $825.00 and gave the company a “buy” rating in a research note on Friday, March 6th. Truist Financial raised their target price on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research report on Monday, February 2nd. HSBC boosted their price target on shares of Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, February 5th. Finally, Citigroup increased their price target on shares of Caterpillar from $760.00 to $785.00 and gave the company a “buy” rating in a research report on Monday, March 9th. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $730.50.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised several forward EPS forecasts for Caterpillar — including FY2026 to $21.46, FY2027 to $24.17, FY2028 to $28.88, Q1 2026 to $4.46 and Q4 2027 to $7.12 — signaling stronger expected earnings momentum and supporting a premium multiple for CAT. (No article link provided)
• Positive Sentiment: Zacks research says Caterpillar currently edges Komatsu on earnings momentum, growth outlook and returns, which supports investor preference for CAT despite its higher valuation. Caterpillar vs. Komatsu: Which Equipment Stock Has the Edge Now?
• Neutral Sentiment: The Yahoo Finance piece questions whether CAT still offers value after a ~105% one‑year surge, highlighting strong multi‑year returns and recent volatility — a reminder investors should weigh valuation vs. growth before adding. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?
• Neutral Sentiment: Local human‑interest coverage about a top heavy‑machinery operator (Press Herald) is not material to fundamentals but can support the brand narrative in end markets. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks slightly trimmed its Q2 2027 EPS view (from $6.01 to $5.99) — a very small downgrade but it may feed short‑term caution around the next quarter’s outlook. (No article link provided)

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 7,891 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the completion of the transaction, the insider owned 46,643 shares in the company, valued at $36,236,946.70. This trade represents a 14.47% 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, CEO Joseph E. Creed sold 2,500 shares of Caterpillar stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $718.93, for a total transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer owned 35,083 shares of the company’s stock, valued at $25,222,221.19. The trade was a 6.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 135,950 shares of company stock valued at $94,327,990. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

NYSE:CAT opened at $680.15 on Friday. The company has a market capitalization of $316.47 billion, a P/E ratio of 36.14, a P/E/G ratio of 1.61 and a beta of 1.54. The business has a fifty day simple moving average of $701.95 and a two-hundred day simple moving average of $594.39. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year 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, beating analysts’ consensus estimates of $4.67 by $0.49. The firm had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.14 EPS. On average, analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

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.