Grantham Mayo Van Otterloo & Co. LLC Sells 8,961 Shares of Caterpillar Inc. $CAT

Grantham Mayo Van Otterloo & Co. LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 69.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,893 shares of the industrial products company’s stock after selling 8,961 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Caterpillar were worth $1,858,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. WealthShield Partners LLC increased its position in shares of Caterpillar by 1.6% during the 3rd quarter. WealthShield Partners LLC now owns 1,122 shares of the industrial products company’s stock valued at $535,000 after purchasing an additional 18 shares during the last quarter. one8zero8 LLC lifted its position in Caterpillar by 3.2% in the third quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock worth $295,000 after buying an additional 19 shares during the last quarter. Abacus Planning Group Inc. boosted its stake in Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock worth $1,534,000 after buying an additional 20 shares during the period. Cyr Financial Inc. increased its position in Caterpillar by 2.5% during the third quarter. Cyr Financial Inc. now owns 811 shares of the industrial products company’s stock valued at $387,000 after acquiring an additional 20 shares during the last quarter. Finally, Perennial Investment Advisors LLC increased its position in Caterpillar by 1.2% during the third quarter. Perennial Investment Advisors LLC now owns 1,719 shares of the industrial products company’s stock valued at $821,000 after acquiring an additional 20 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 1.7%

Shares of CAT opened at $716.76 on Wednesday. The firm has a market capitalization of $333.50 billion, a price-to-earnings ratio of 38.09, a PEG ratio of 1.67 and a beta of 1.54. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a 50-day moving average of $686.76 and a 200 day moving average of $580.40.

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

Insider Buying and Selling

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 10,000 shares of the company’s stock in a transaction on 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 completion of the sale, the chief financial officer directly owned 45,460 shares in the company, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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 transaction, the insider directly owned 43,350 shares in the company, valued at $29,524,818. The trade was a 47.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 135,950 shares of company stock valued at $94,327,990 over the last 90 days. 0.33% of the stock is owned by insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Oppenheimer raised its price target on CAT to $817 (from $729) and maintained an Outperform rating, citing valuation support and ongoing demand — a bullish signal for investors. Read More.
• Positive Sentiment: Citigroup bumped its price target to $785 and kept a Buy rating, adding to analyst momentum that can drive investor interest. Read More.
• Positive Sentiment: Atlas Energy signed a deal to secure roughly $840 million of Caterpillar power-generation capacity through 2029 — a meaningful multi-year commercial commitment supporting revenue visibility in the power segment. Read More.
• Positive Sentiment: Product/innovation upside: Caterpillar unveiled heavy electric-drive dozer tech, showing progress on electrification that can open new markets and appeal to sustainability-focused buyers. Read More.
• Positive Sentiment: Short interest fell ~17% in February to ~8.3M shares (1.8% of float), reducing potential short-covering pressure and lowering a bearish overhang for the stock.
• Neutral Sentiment: Media and analyst commentary is mixed: coverage ranges from buy/price-target upgrades and positive long-term takes to pieces highlighting a recent pullback and valuation debate — useful context but not an immediate catalyst. Read More.
• Neutral Sentiment: CEO interviews and tech/AI strategy coverage underline a long-term innovation story (AI/data efforts) that supports the investment thesis but is a longer-horizon catalyst. Read More.
• Neutral Sentiment: Caterpillar was cited among Dow gainers as broader market strength lifts industrial names; market momentum helps but is not company-specific. Read More.
• Negative Sentiment: An executive sale of roughly $1.8M in stock was reported, which can be perceived negatively by some investors despite routine insider liquidity. Read More.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. Evercore raised their target price on shares of Caterpillar from $476.00 to $630.00 and gave the stock an “outperform” rating in a report on Monday, November 17th. Oppenheimer increased their price objective on shares of Caterpillar from $729.00 to $817.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. UBS Group reissued a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research note on Monday, February 2nd. Sanford C. Bernstein restated a “market perform” rating and set a $678.00 target price on shares of Caterpillar in a research report on Friday, January 30th. Finally, Argus increased their price target on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Sixteen equities research 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. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $730.50.

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.