GSA Capital Partners LLP Has $1.34 Million Position in Caterpillar Inc. $CAT

GSA Capital Partners LLP reduced its position in shares of Caterpillar Inc. (NYSE:CAT) by 38.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 2,814 shares of the industrial products company’s stock after selling 1,776 shares during the quarter. GSA Capital Partners LLP’s holdings in Caterpillar were worth $1,343,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of CAT. Bedel Financial Consulting Inc. increased its stake in shares of Caterpillar by 1.4% in the third quarter. Bedel Financial Consulting Inc. now owns 1,949 shares of the industrial products company’s stock worth $930,000 after purchasing an additional 26 shares during the period. Merit Financial Group LLC raised its position in shares of Caterpillar by 8.9% during the third quarter. Merit Financial Group LLC now owns 33,381 shares of the industrial products company’s stock valued at $15,928,000 after buying an additional 2,742 shares during the last quarter. Summitry LLC lifted its stake in shares of Caterpillar by 4.6% in the third quarter. Summitry LLC now owns 22,137 shares of the industrial products company’s stock valued at $10,563,000 after buying an additional 977 shares during the period. Zions Bancorporation National Association UT grew its position in Caterpillar by 75.7% during the third quarter. Zions Bancorporation National Association UT now owns 2,182 shares of the industrial products company’s stock worth $1,041,000 after buying an additional 940 shares in the last quarter. Finally, Texas Yale Capital Corp. raised its holdings in Caterpillar by 3.4% in the 3rd quarter. Texas Yale Capital Corp. now owns 3,846 shares of the industrial products company’s stock valued at $1,835,000 after acquiring an additional 127 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

CAT has been the subject of several research reports. Robert W. Baird set a $805.00 target price on Caterpillar in a research report on Friday, January 30th. Oppenheimer lifted their price objective on Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $678.00 target price on shares of Caterpillar in a report on Friday, January 30th. JPMorgan Chase & Co. lifted their price target on shares of Caterpillar from $740.00 to $765.00 and gave the company an “overweight” rating in a report on Friday, January 30th. Finally, DA Davidson upped their price objective on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a research note on Monday, February 2nd. Sixteen investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and an average target price of $702.95.

Insider Buying and Selling

In related news, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares of the company’s stock, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Rodney Michael Shurman sold 1,764 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $763.39, for a total value of $1,346,619.96. Following the completion of the transaction, the insider directly owned 1,440 shares of the company’s stock, valued at approximately $1,099,281.60. The trade was a 55.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 141,172 shares of company stock worth $96,514,673 over the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 1.5%

Shares of Caterpillar stock opened at $752.97 on Thursday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $789.81. The business has a fifty day simple moving average of $643.83 and a 200 day simple moving average of $548.14. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The stock has a market cap of $350.35 billion, a PE ratio of 40.01, a price-to-earnings-growth ratio of 1.81 and a beta of 1.58.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating analysts’ consensus estimates of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. During the same period in the prior year, the business posted $5.14 EPS. Caterpillar’s revenue was up 17.9% on a year-over-year basis. Research analysts predict 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. Stockholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar completed the acquisition of mining software firm RPMGlobal, expanding its data‑driven mining technology and software portfolio—a strategic move to boost recurring, higher‑margin services and digital solutions revenue. Caterpillar Bolsters Mining Technology Solutions with RPMGlobal Acquisition
• Positive Sentiment: Market coverage highlights Caterpillar’s exposure to data‑center power and electrification demand—an attractive, long‑term growth market that could diversify revenue beyond heavy equipment. High‑tech data centers get a powerful assist from a century‑old company
• Neutral Sentiment: Caterpillar presented at Barclays’ industrial conference; the transcript may contain management commentary on demand, margins and capital allocation—useful for guidance but not an immediate earnings surprise. Barclays 43rd Annual Industrial Select Conference Transcript
• Neutral Sentiment: Analyst commentary and feature pieces (Zacks, MarketBeat) are raising investor attention and highlighting Caterpillar vs. peers; this can affect sentiment and flows but doesn’t change fundamentals immediately. Caterpillar vs. Deere: Which Equipment Stock is a Better Buy Now?
• Negative Sentiment: Large insider sales: Chief Accounting Officer William Schaupp sold 972 shares (filed with the SEC), reducing his stake significantly—multiple insider disposals can spook investors. SEC Filing – William E. Schaupp Sale
• Negative Sentiment: Insider Rodney Michael Shurman sold 1,764 shares (≈55% cut of his holding); another material insider reduction that can add short‑term selling pressure. SEC Filing – Rodney Michael Shurman Sale
• Negative Sentiment: Senior insider Anthony D. Fassino sold 7,891 shares (~$6.13M at ~\$776.90), trimming his position ~14.5%; a large, recent sale that investors often interpret as a near‑term negative signal. SEC Filing – Anthony D. Fassino Sale
• Negative Sentiment: Zacks lowered Q2 EPS estimates for Caterpillar, indicating softer near‑term earnings expectations—this analyst downgrade pressure can weigh on the stock until guidance or results change the outlook. Q2 EPS Estimates Lowered by Zacks Research

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.