Rathbones Group PLC Has $95.01 Million Stock Holdings in Caterpillar Inc. $CAT

Rathbones Group PLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT) by 12.6% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 199,111 shares of the industrial products company’s stock after selling 28,790 shares during the quarter. Rathbones Group PLC’s holdings in Caterpillar were worth $95,006,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Marvin & Palmer Associates Inc. acquired a new stake in Caterpillar in the 3rd quarter valued at about $3,356,000. Natixis Advisors LLC lifted its position in shares of Caterpillar by 27.2% during the third quarter. Natixis Advisors LLC now owns 323,720 shares of the industrial products company’s stock worth $154,463,000 after purchasing an additional 69,249 shares in the last quarter. Korea Investment CORP grew its stake in shares of Caterpillar by 15.8% during the third quarter. Korea Investment CORP now owns 419,436 shares of the industrial products company’s stock valued at $200,134,000 after purchasing an additional 57,347 shares during the last quarter. Munich Reinsurance Co Stock Corp in Munich bought a new stake in shares of Caterpillar during the third quarter valued at approximately $5,628,000. Finally, Ameriflex Group Inc. increased its holdings in shares of Caterpillar by 47.1% in the third quarter. Ameriflex Group Inc. now owns 2,362 shares of the industrial products company’s stock valued at $1,127,000 after purchasing an additional 756 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total value of $5,750,600.00. Following the sale, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider directly owned 41,151 shares in the company, valued at approximately $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 over the last ninety days. 0.33% of the stock is owned by corporate insiders.

Caterpillar Stock Performance

CAT stock opened at $681.31 on Friday. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. 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 company has a market cap of $317.01 billion, a P/E ratio of 36.20, a price-to-earnings-growth ratio of 1.61 and a beta of 1.54. The business’s fifty day moving average is $681.47 and its 200-day moving average is $575.30.

Caterpillar (NYSE:CAT) last released its quarterly earnings data 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 business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the prior year, the company posted $5.14 earnings per share. The firm’s revenue was up 17.9% on a year-over-year basis. Equities research analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Investors 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 dividend payout ratio (DPR) is currently 32.09%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on CAT. Bank of America upped their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a report on Tuesday, February 10th. Truist Financial lifted their target price on Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday, February 2nd. Rothschild & Co Redburn upped their price target on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. DA Davidson raised their price target on Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Finally, Robert W. Baird set a $805.00 price objective on Caterpillar in a research report on Friday, January 30th. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $724.81.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

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.