Traynor Capital Management Inc. Purchases 782 Shares of Caterpillar Inc. $CAT

Traynor Capital Management Inc. increased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 6.3% during the third quarter, HoldingsChannel reports. The firm owned 13,277 shares of the industrial products company’s stock after buying an additional 782 shares during the period. Traynor Capital Management Inc.’s holdings in Caterpillar were worth $6,335,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in Caterpillar during the second quarter valued at about $2,165,899,000. Groupe la Francaise lifted its position in shares of Caterpillar by 82.0% during the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock valued at $10,820,000 after buying an additional 12,278 shares in the last quarter. Trivium Point Advisory LLC increased its holdings in Caterpillar by 132.9% in the 2nd quarter. Trivium Point Advisory LLC now owns 1,926 shares of the industrial products company’s stock worth $748,000 after acquiring an additional 1,099 shares in the last quarter. Union Bancaire Privee UBP SA lifted its holdings in Caterpillar by 155.9% during the third quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock valued at $21,014,000 after purchasing an additional 28,773 shares in the last quarter. Finally, Palmer Knight Co purchased a new position in shares of Caterpillar during the second quarter valued at about $5,884,000. Institutional investors own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Jefferies Financial Group raised their price target on Caterpillar from $700.00 to $750.00 and gave the company a “buy” rating in a report on Tuesday. Robert W. Baird raised their target price on shares of Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Truist Financial reissued a “buy” rating and issued a $729.00 price objective (up from $582.00) on shares of Caterpillar in a research note on Thursday, October 30th. Finally, Erste Group Bank raised shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Friday, October 3rd. One research 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 assigned a Sell rating to the company. According to data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $640.20.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 10,707 shares of the stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the transaction, the insider directly owned 8,649 shares of the company’s stock, valued at $4,874,576.40. This trade represents a 55.32% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Anthony D. Fassino sold 8,184 shares of the firm’s stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the sale, the insider owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. The trade was a 16.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 54,729 shares of company stock worth $31,084,308. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $643.82 on Thursday. Caterpillar Inc. has a one year low of $267.30 and a one year high of $655.78. The company has a 50-day simple moving average of $599.82 and a two-hundred day simple moving average of $516.28. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38. The company has a market capitalization of $301.29 billion, a PE ratio of 33.05, a P/E/G ratio of 2.46 and a beta of 1.57.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.52 by $0.64. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. Research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders 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 dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s payout ratio is 31.01%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: A strategic alliance and purchase agreement with American Intelligence & Power and Boyd CAT to supply 2 gigawatts of fast‑response natural‑gas generator sets for a hyperscale AI campus — deliveries begin Sept 2026 and 2 GW online in 2027 — gives Caterpillar a clear, near‑term revenue opportunity in hyperscale data‑center power. American Intelligence & Power Forms Strategic Alliance with Caterpillar and Boyd CAT to Deploy 2 Gigawatts of Dedicated Power for Hyperscale AI Infrastructure
• Positive Sentiment: High‑profile media and TV commentary (e.g., Jim Cramer) are framing Caterpillar as less likely to fall on earnings day than in the past, which can lift investor sentiment and support multiple expansion. Jim Cramer on Caterpillar: “In the Old Days, CAT Usually Went Down on Earnings, That’s Over”
• Positive Sentiment: Analysts and video coverage are increasingly calling CAT an “overlooked” AI play because its power‑generation and fast‑response equipment are directly relevant to data‑center builds. That narrative is helping re‑rate the stock relative to pure industrial peers. Caterpillar stock is an ‘overlooked’ AI play. Here’s how.
• Neutral Sentiment: Barron’s notes investors have set a high bar for Caterpillar’s upcoming earnings because of the AI data‑center story; that raises volatility risk around the print despite the growth opportunity. Caterpillar Earnings Are Coming. The Bar Is High, Thanks to AI.
• Neutral Sentiment: Multiple earnings previews highlight that investors will focus on Q4 results and management commentary (orders, pricing, margins, and guidance) — the report could move the shares in either direction depending on how results reconcile AI demand with near‑term margin pressure. Caterpillar Q4 earnings on deck: What to expect
• Negative Sentiment: Zacks warns Q4 EPS may seasonally decline for a sixth consecutive quarter as weaker pricing and higher costs offset higher volumes — a disappointing print or cautious guidance could cap gains and trigger profit‑taking. Caterpillar is Set to Report Q4 Earnings: Buy, Sell or Hold the Stock?

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.