Knights of Columbus Asset Advisors LLC Lowers Stock Holdings in Caterpillar Inc. $CAT

Knights of Columbus Asset Advisors LLC trimmed its position in shares of Caterpillar Inc. (NYSE:CAT) by 3.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 24,511 shares of the industrial products company’s stock after selling 943 shares during the quarter. Knights of Columbus Asset Advisors LLC’s holdings in Caterpillar were worth $11,695,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Kilter Group LLC acquired a new stake in shares of Caterpillar in the second quarter valued at about $27,000. Mid American Wealth Advisory Group Inc. acquired a new stake in shares of Caterpillar during the 2nd quarter valued at approximately $28,000. Marquette Asset Management LLC boosted its stake in shares of Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 53 shares in the last quarter. RiverPark Advisors LLC purchased a new position in Caterpillar in the 2nd quarter valued at approximately $32,000. Finally, Joseph Group Capital Management acquired a new position in Caterpillar during the third quarter worth $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar beat Q4 estimates and posted record quarterly revenue — adjusted EPS $5.16 vs. consensus ~$4.67 and revenue $19.1B (up ~18% YoY), supporting upside to near-term earnings expectations. Caterpillar Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: AI/data‑center buildouts are a clear demand driver: power and energy sales (generators, engines, services) surged as hyperscale operators buy long‑lived infrastructure rather than short‑cycle construction gear. Strategic deals (e.g., 2 GW purchase for Monarch compute campus) underscore multi‑year revenue visibility. AIP Corp Strategic Alliance
• Positive Sentiment: Strong cash generation and capital return: full‑year operating cash flow was robust and management deployed ~$7.9B for buybacks/dividends in 2025 — supports EPS accretion and shareholder return profile. Financials & Cash Flow
• Neutral Sentiment: Market perception is shifting — several outlets frame CAT as a surprise AI play (data center power + services), which can re-rate the stock but also raises expectations for sustained high growth. Investopedia AI coverage
• Negative Sentiment: Caterpillar flagged an estimated $2.6B tariff impact for 2026, which management says will compress margins and reduce profit — a material headwind investors must price into 2026 earnings. Reuters: Tariff Hit
• Negative Sentiment: Margins and profitability face pressure from higher tariffs and investment spending (R&D/automation/service expansion) despite top‑line strength — watch margin trends in coming quarters. Benzinga: Tariffs Impact Margins

Insider Buying and Selling at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 10,000 shares of the business’s stock in a transaction dated 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 transaction, the chief financial officer owned 45,460 shares in the company, valued at approximately $26,142,227.60. The trade was a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value of $6,034,465.20. Following the sale, the insider owned 8,649 shares in the company, valued at $4,874,576.40. This represents a 55.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 54,729 shares of company stock valued at $31,084,308. Company insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. UBS Group lifted their target price on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research report on Tuesday, November 4th. Hsbc Global Res upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Thursday, November 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Wells Fargo & Company boosted their target price on shares of Caterpillar from $675.00 to $702.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Finally, Wolfe Research lifted their price target on shares of Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $640.20.

Caterpillar Stock Performance

Caterpillar stock opened at $663.92 on Friday. The firm has a market capitalization of $310.70 billion, a PE ratio of 34.08, a price-to-earnings-growth ratio of 2.48 and a beta of 1.57. Caterpillar Inc. has a one year low of $267.30 and a one year high of $679.99. The stock’s 50 day moving average price is $602.18 and its 200 day moving average price is $517.31. The company has a debt-to-equity ratio of 1.34, a quick ratio of 0.86 and a current ratio of 1.38.

Caterpillar (NYSE:CAT) last posted 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. The company had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business’s quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter last year, the firm posted $5.14 earnings per share. As a group, sell-side analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

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

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.