Retirement Guys Formula LLC Sells 3,220 Shares of Caterpillar Inc. $CAT

Retirement Guys Formula LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 64.9% during the third quarter, Holdings Channel reports. The firm owned 1,740 shares of the industrial products company’s stock after selling 3,220 shares during the quarter. Retirement Guys Formula LLC’s holdings in Caterpillar were worth $830,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Kilter Group LLC acquired a new stake in shares of Caterpillar during the second quarter worth $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar during the second quarter worth about $28,000. Compass Financial Services Inc raised its stake in Caterpillar by 49.2% in the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock worth $31,000 after purchasing an additional 31 shares in the last quarter. Family Legacy Financial Solutions LLC bought a new stake in Caterpillar in the 2nd quarter valued at about $32,000. Finally, RiverPark Advisors LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth approximately $32,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Performance

Shares of CAT opened at $573.03 on Friday. The stock has a 50 day moving average of $572.51 and a 200 day moving average of $482.71. The company has a market capitalization of $268.17 billion, a price-to-earnings ratio of 29.42, a PEG ratio of 2.69 and a beta of 1.57. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $627.50. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34.

Caterpillar (NYSE:CAT) last announced 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. The firm had revenue of $17.64 billion during the quarter, compared to the consensus estimate of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $5.17 EPS. As a group, sell-side analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be paid a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is presently 31.01%.

Insider Activity

In other Caterpillar news, Chairman Donald J. Umpleby III sold 17,166 shares of the stock in a transaction on Friday, October 10th. The stock was sold at an average price of $505.29, for a total transaction of $8,673,808.14. Following the completion of the transaction, the chairman directly owned 448,173 shares of the company’s stock, valued at approximately $226,457,335.17. This represents a 3.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total value of $6,034,465.20. Following the completion of the sale, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 61,895 shares of company stock worth $34,007,516. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on CAT shares. Wells Fargo & Company started coverage on shares of Caterpillar in a research report on Thursday, November 13th. They issued an “overweight” rating and a $675.00 price target for the company. Robert W. Baird upped their target price on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research report on Thursday, October 30th. Morgan Stanley raised their price target on Caterpillar from $380.00 to $395.00 and gave the stock an “underweight” rating in a research report on Wednesday, December 10th. Hsbc Global Res raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. Finally, Royal Bank Of Canada assumed coverage on shares of Caterpillar in a research note on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price target for the company. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $616.00.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

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.