Orion Porfolio Solutions LLC Buys 5,874 Shares of Caterpillar Inc. $CAT

Orion Porfolio Solutions LLC raised its stake in Caterpillar Inc. (NYSE:CAT) by 19.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,303 shares of the industrial products company’s stock after purchasing an additional 5,874 shares during the quarter. Orion Porfolio Solutions LLC’s holdings in Caterpillar were worth $17,322,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Kilter Group LLC acquired a new position in Caterpillar during the second quarter worth $27,000. Marquette Asset Management LLC grew its position in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. RiverPark Advisors LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth about $32,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar in the 3rd quarter valued at about $32,000. Finally, Vermillion & White Wealth Management Group LLC grew its holdings in Caterpillar by 107.0% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock worth $35,000 after purchasing an additional 46 shares during the period. Institutional investors own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on CAT shares. HSBC upped their price objective on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Sanford C. Bernstein restated a “market perform” rating and issued a $678.00 price target on shares of Caterpillar in a research note on Friday, January 30th. Raymond James Financial reaffirmed a “market perform” rating on shares of Caterpillar in a research report on Wednesday, January 7th. Oppenheimer upped their price objective on shares of Caterpillar from $700.00 to $729.00 and gave the company an “outperform” rating in a report on Friday, January 30th. Finally, Morgan Stanley raised their target price on shares of Caterpillar from $400.00 to $425.00 and gave the stock an “underweight” rating in a research note on Tuesday, February 3rd. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $717.05.

Caterpillar Stock Down 3.5%

CAT stock opened at $706.40 on Friday. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. The stock has a market capitalization of $328.68 billion, a price-to-earnings ratio of 37.53, a PEG ratio of 1.73 and a beta of 1.54. The business’s fifty day moving average price is $679.50 and its two-hundred day moving average price is $572.33.

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

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th were given a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Tuesday, January 20th. Caterpillar’s payout ratio is presently 32.09%.

Insider Buying and Selling

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of Caterpillar stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the transaction, the chief accounting officer directly owned 824 shares of the company’s stock, valued at $629,700.80. The trade was a 54.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total value of $26,656,109.04. Following the sale, the insider directly owned 43,350 shares in the company, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 133,450 shares of company stock valued at $92,530,665 in the last quarter. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: JPMorgan raised its price target to $860 and kept an “overweight” rating, signaling strong analyst conviction that CAT has upside from current levels. JPMorgan raises price target on Caterpillar
• Positive Sentiment: Caterpillar showcased AI, autonomy and connected-jobsite initiatives at CONEXPO (including a concept pickup and new compact equipment), reinforcing a growth narrative tied to higher‑margin tech and aftermarket opportunities. CONEXPO tech push meets pricy but momentum backed shares
• Neutral Sentiment: Caterpillar’s recent quarterly results showed record Q4 revenue and an EPS beat, supporting the company’s fundamental strength even as investors debate valuation. (Company results and analyst estimates remain supportive of earnings growth.)
• Neutral Sentiment: The company discussed a new construction strategy and leadership transition in a recent industry transcript — items that matter for medium-term execution but are not an immediate catalyst. Caterpillar discusses new strategy and leadership transition
• Negative Sentiment: Today’s pullback was amplified by broad market weakness: losses in Caterpillar were a notable contributor to a large Dow decline as investors rotated out of recent winners (profit‑taking). Dow falls 910 points on losses in shares of Caterpillar, Goldman Sachs
• Negative Sentiment: Several commentators and research pieces flag CAT’s premium valuation relative to cyclicals, arguing the stock already prices in much of the industrial recovery — a headwind for near-term upside. Caterpillar: High-quality cyclical with an extreme valuation
• Negative Sentiment: Headline coverage noting that CAT “dipped more than the broader market” highlights the stock-specific selling pressure and higher volume, suggesting today’s move was partly stock‑specific rather than purely market-driven. Why Caterpillar dipped more than broader market today

About Caterpillar

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.