Worth Asset Management LLC Acquires Shares of 2,690 Caterpillar Inc. $CAT

Worth Asset Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 2,690 shares of the industrial products company’s stock, valued at approximately $1,541,000.

Several other hedge funds have also recently made changes to their positions in the business. Kilter Group LLC purchased a new position in Caterpillar in the second quarter worth about $27,000. Marquette Asset Management LLC raised its position in Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the period. IFS Advisors LLC bought a new stake in shares of Caterpillar in the 4th quarter valued at approximately $31,000. Joseph Group Capital Management purchased a new position in shares of Caterpillar in the 3rd quarter worth approximately $32,000. Finally, Rialto Wealth Management LLC increased its position in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 18 shares during the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Trading Down 1.1%

Shares of CAT opened at $695.49 on Friday. The firm has a market capitalization of $323.61 billion, a price-to-earnings ratio of 36.96, a PEG ratio of 1.64 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 $708.66 and a 200 day moving average of $604.42.

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. 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 firm earned $5.14 EPS. The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. On average, research analysts expect that Caterpillar Inc. will post 19.86 EPS for the current year.

Insider Buying and Selling

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the stock in a transaction on Wednesday, December 31st. The stock was sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares of the company’s stock, valued at approximately $26,142,227.60. This represents a 18.03% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total value of $26,656,109.04. Following the transaction, the insider owned 43,350 shares in the company, valued at approximately $29,524,818. This represents a 47.45% decrease in their position. The disclosure for this sale is available in the SEC filing. 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: Erste Group nudged up its profit forecasts — the bank raised FY2027 EPS to $27.95 (from $27.65) and slightly lifted FY2026 to $22.70, both well above the street consensus of ~$19.86. This supports a stronger earnings outlook for CAT. Erste Group raises EPS estimates
• Neutral Sentiment: Deal and growth coverage — coverage of Caterpillar supplying power‑generation equipment to Atlas Energy and its role in powering Nscale’s AI compute campus highlights revenue diversification and exposure to AI/energy demand, but analysts are mixed on near-term financial impact and timing. Analysts mixed on Atlas Energy agreement Caterpillar and Nscale AI campus
• Neutral Sentiment: Community & STEM initiatives may support brand and hiring but have limited direct near‑term financial impact (Alvernia collaboration; Goodwill Arkansas funding). Alvernia partnership Goodwill Arkansas funding
• Negative Sentiment: Heightened legal risk — Caterpillar has countersued Bobcat (Doosan Bobcat) over alleged patent infringement and has accused the rival of industrial espionage; litigation can lead to legal costs, injunction risk or distraction. Reuters: Caterpillar countersues Bobcat ENR: alleges industrial espionage
• Negative Sentiment: Divestment headline — Washington state sold off ~$62M of Caterpillar bonds amid activist pressure; public-sector divestment can dent sentiment and signal ESG-related investor risk. WA sells Caterpillar bonds
• Negative Sentiment: Market/sector selloff — Caterpillar was mentioned among stocks that weighed on the Dow amid a near‑350 point decline, so broad risk‑off flows likely pressured the share price alongside company‑specific headlines. Market drop including CAT

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on CAT. Bank of America raised their price target on Caterpillar from $735.00 to $825.00 and gave the stock a “buy” rating in a research report on Tuesday, February 10th. Raymond James Financial reissued a “market perform” rating on shares of Caterpillar in a research note on Wednesday, January 7th. Argus raised their target price on shares of Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. Wells Fargo & Company lifted their price target on shares of Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Finally, UBS Group reissued a “neutral” rating and issued a $677.00 price objective on shares of Caterpillar in a research report on Monday, February 2nd. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $730.50.

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.