Yousif Capital Management LLC Sells 3,817 Shares of Caterpillar Inc. $CAT

Yousif Capital Management LLC reduced its position in shares of Caterpillar Inc. (NYSE:CAT) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 75,613 shares of the industrial products company’s stock after selling 3,817 shares during the period. Caterpillar accounts for approximately 0.5% of Yousif Capital Management LLC’s holdings, making the stock its 19th biggest position. Yousif Capital Management LLC’s holdings in Caterpillar were worth $47,561,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the company. Wellington Management Group LLP boosted its holdings in shares of Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after buying an additional 5,098,964 shares during the period. Bank of New York Mellon Corp boosted its holdings in Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after purchasing an additional 609,023 shares during the period. Legal & General Group Plc boosted its holdings in Caterpillar by 2.2% in the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after purchasing an additional 58,993 shares during the period. Amundi boosted its holdings in Caterpillar by 24.3% in the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after purchasing an additional 464,036 shares during the period. Finally, Massachusetts Financial Services Co. MA boosted its holdings in Caterpillar by 1,851.8% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the period. 70.98% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on CAT. Weiss Ratings reissued a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Bank of America increased their price target on shares of Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Wells Fargo & Company increased their price target on shares of Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a report on Wednesday, February 25th. Argus increased their price target on shares of Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Finally, Daiwa Securities Group increased their price target on shares of Caterpillar from $640.00 to $790.00 in a report on Wednesday, February 25th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Trading Up 0.3%

Shares of CAT stock opened at $723.38 on Wednesday. Caterpillar Inc. has a 52-week low of $268.27 and a 52-week high of $789.81. The stock has a market cap of $336.58 billion, a price-to-earnings ratio of 38.44, a P/E/G ratio of 1.69 and a beta of 1.52. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. The firm has a fifty day moving average of $718.91 and a 200-day moving average of $618.80.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same quarter in the prior year, the company posted $5.14 EPS. The business’s revenue was up 17.9% on a year-over-year basis. On average, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Erste Group raised its FY2026 EPS forecast for CAT to $22.90 (from $22.70), signaling stronger expected full‑year profitability and providing analyst-driven support for the stock.
• Positive Sentiment: Zacks Research increased its Q2 2027 EPS view for CAT to $6.13 (from $5.99), suggesting improving near‑term demand expectations in parts of the business.
• Positive Sentiment: Indonesia construction-equipment demand is projected to grow ~6.65% CAGR to 2031, driven by infrastructure projects (excavators/earthmoving equipment dominate) — a positive market opportunity for OEMs including Caterpillar. Indonesia Construction Equipment Industry Report 2026-2031
• Neutral Sentiment: Caterpillar is highlighted on investor watchlists (IBD Leaderboard) as market breadth shifts; this can attract attention but doesn’t guarantee directional moves. Leaderboard Trimmed, But Cloudflare, Caterpillar Among 5 Stocks To Watch
• Neutral Sentiment: Market commentary questions valuation after a large multi‑year run (recent articles note strong YTD and 1‑year gains). That raises rotation/volatility risk but also reflects strong momentum. Is It Too Late To Consider Caterpillar (CAT) After Its 161% One Year Surge?
• Negative Sentiment: Caterpillar and Bobcat have filed mutual patent‑infringement lawsuits — litigation can create legal costs, injunction risk on certain products, and near‑term headline risk. Caterpillar, Bobcat sue each other over patent infringement
• Negative Sentiment: Zacks trimmed its Q1 2026 EPS estimate for CAT slightly (to $4.41 from $4.46), a modest near‑term headwind versus prior expectations.

Insider Buying and Selling

In other news, CEO Joseph E. Creed sold 2,500 shares of the stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the completion of the transaction, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the transaction, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 125,950 shares of company stock worth $88,577,390. Insiders own 0.33% of the company’s 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.