Strs Ohio Buys 11,158 Shares of Caterpillar Inc. $CAT

Strs Ohio lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 8.1% in the 3rd quarter, Holdings Channel reports. The fund owned 149,153 shares of the industrial products company’s stock after acquiring an additional 11,158 shares during the quarter. Strs Ohio’s holdings in Caterpillar were worth $71,168,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the fourth quarter worth about $579,000. Brighton Jones LLC boosted its position in Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares during the last quarter. Maseco LLP bought a new position in shares of Caterpillar during the 2nd quarter worth approximately $45,000. DKM Wealth Management Inc. bought a new stake in shares of Caterpillar in the second quarter worth $227,000. Finally, Beacon Investment Advisory Services Inc. boosted its holdings in Caterpillar by 10.0% during the second quarter. Beacon Investment Advisory Services Inc. now owns 26,933 shares of the industrial products company’s stock worth $10,456,000 after purchasing an additional 2,440 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Caterpillar Trading Up 0.4%

Shares of Caterpillar stock opened at $648.27 on Friday. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $655.78. The company has a market capitalization of $303.38 billion, a price-to-earnings ratio of 33.28, a P/E/G ratio of 2.49 and a beta of 1.57. The business has a fifty day simple moving average of $592.97 and a two-hundred day simple moving average of $508.92. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86.

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

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is presently 31.01%.

Analysts Set New Price Targets

CAT has been the topic of several analyst reports. Citigroup boosted their price target on shares of Caterpillar from $690.00 to $710.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. UBS Group boosted their price target on Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. DA Davidson increased their price objective on Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Finally, Bank of America boosted their target price on shares of Caterpillar from $650.00 to $708.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $633.35.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI/technology partnership with Nvidia to bring generative AI and edge computing into machines and manufacturing — a strategic push that could lift product differentiation, aftermarket services, and long-term margins. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Feature coverage highlights Caterpillar’s broader technology transformation and digital strategy, reinforcing the narrative that CAT is moving beyond heavy equipment into higher-value software and services — a tailwind for multiple-year revenue mix improvement. Building The World Through Technology At Caterpillar
• Positive Sentiment: An Oppenheimer analyst note cited by the press expects CAT’s stock to rise, providing short-term bullish analyst sentiment that can support buying interest. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Positive Sentiment: Rothschild & Co Redburn raised its price target sharply to $650 (from $420) while keeping a neutral rating — the PT increase signals higher analyst valuation sensitivity even if the formal stance remains cautious. Rothschild & Co Redburn Adjusts Caterpillar PT
• Neutral Sentiment: Market-note: CAT recently outperformed the broader market in session-level moves, which can amplify momentum trading but is not a fundamental driver by itself. Caterpillar Surpasses Market Returns
• Neutral Sentiment: Caterpillar is scheduled to report quarterly earnings this week — an event that increases short-term volatility; investors should watch guidance, margin commentary, and orders/backlog for directional cues. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Analysts polled by Zacks expect a decline in Caterpillar’s upcoming earnings and note the company lacks the mix of drivers typically associated with an earnings beat — this raises the risk of a negative surprise and profit-taking around the print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Caterpillar faces an employment-related lawsuit alleging wrongful termination after a racial harassment complaint — a reputational and legal risk that could draw attention if it escalates. Caterpillar Worker Sues After Racial Harassment Report

Insiders Place Their Bets

In other Caterpillar news, 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 directly owned 41,512 shares of the company’s stock, valued at $23,669,312.16. This represents a 16.47% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 10,000 shares of Caterpillar stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares of the company’s stock, valued at $26,142,227.60. This represents a 18.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 54,729 shares of company stock worth $31,084,308 over the last three months. 0.33% of the stock is currently owned by corporate insiders.

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.