Oxbow Advisors LLC Has $3.17 Million Stock Holdings in Caterpillar Inc. $CAT

Oxbow Advisors LLC lowered its stake in Caterpillar Inc. (NYSE:CAT) by 14.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 6,644 shares of the industrial products company’s stock after selling 1,124 shares during the period. Oxbow Advisors LLC’s holdings in Caterpillar were worth $3,170,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in CAT. Abacus Planning Group Inc. grew its holdings in shares of Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after buying an additional 20 shares in the last quarter. Coastwise Capital Group LLC grew its stake in shares of Caterpillar by 1.8% during the 3rd quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after acquiring an additional 21 shares in the last quarter. Live Oak Private Wealth LLC raised its holdings in shares of Caterpillar by 0.7% in the third quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock valued at $1,682,000 after purchasing an additional 23 shares during the last quarter. Syntegra Private Wealth Group LLC boosted its holdings in Caterpillar by 2.4% during the third quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock worth $495,000 after purchasing an additional 24 shares during the last quarter. Finally, Coastline Trust Co grew its position in Caterpillar by 0.4% in the third quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock valued at $3,116,000 after purchasing an additional 24 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 14,638 shares of the company’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the completion of the sale, the insider owned 80,209 shares of the company’s stock, valued at approximately $45,106,333.24. This represents a 15.43% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction that occurred on Wednesday, December 31st. The shares were 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 $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 54,729 shares of company stock worth $31,084,308 in the last quarter. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Stock Performance

Shares of Caterpillar stock traded down $21.70 during trading on Friday, reaching $626.71. The company’s stock had a trading volume of 2,263,046 shares, compared to its average volume of 1,964,495. 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 business’s 50-day moving average price is $594.45 and its 200-day moving average price is $510.56. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $655.78. The firm has a market cap of $293.29 billion, a PE ratio of 32.17, a P/E/G ratio of 2.50 and a beta of 1.57.

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

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 1.0%. Caterpillar’s payout ratio is currently 31.01%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on CAT. Robert W. Baird upped their target price on Caterpillar from $612.00 to $680.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. DA Davidson upped their price objective on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Jefferies Financial Group upped their price target on shares of Caterpillar from $570.00 to $700.00 and gave the stock a “buy” rating in a research report on Wednesday, November 5th. Finally, Hsbc Global Res raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average price target of $637.70.

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.