Caterpillar Inc. $CAT Stock Position Increased by Global Retirement Partners LLC

Global Retirement Partners LLC raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 11.0% in the third quarter, HoldingsChannel reports. The firm owned 17,981 shares of the industrial products company’s stock after acquiring an additional 1,779 shares during the period. Global Retirement Partners LLC’s holdings in Caterpillar were worth $8,580,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in the company. Kilter Group LLC acquired a new position in shares of Caterpillar during the second quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new stake in Caterpillar during the 2nd quarter valued at $28,000. Compass Financial Services Inc boosted its position in Caterpillar by 49.2% during the 1st quarter. Compass Financial Services Inc now owns 94 shares of the industrial products company’s stock worth $31,000 after acquiring an additional 31 shares during the period. Family Legacy Financial Solutions LLC bought a new position in shares of Caterpillar in the second quarter worth $32,000. Finally, RiverPark Advisors LLC acquired a new position in shares of Caterpillar during the second quarter valued at $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 4.4%

NYSE CAT opened at $598.11 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $627.50. The company has a market capitalization of $279.90 billion, a P/E ratio of 30.70, a PEG ratio of 2.36 and a beta of 1.57. The company’s 50 day simple moving average is $574.03 and its 200 day simple moving average is $485.23. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86.

Caterpillar (NYSE:CAT) last issued its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. The firm had revenue of $17.64 billion during the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The firm’s revenue for the quarter was up 9.5% compared to the same quarter last year. During the same period last year, the firm posted $5.17 earnings per share. Equities research analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is presently 31.01%.

Analysts Set New Price Targets

Several research firms recently weighed in on CAT. Citigroup raised shares of Caterpillar from a “buy” rating to a “mixed” rating in a report on Tuesday, December 16th. Weiss Ratings restated a “buy (b)” rating on shares of Caterpillar in a research report on Monday, December 29th. UBS Group upped their price target on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a research note on Tuesday, November 4th. Robert W. Baird raised their price objective on shares of Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Finally, Oppenheimer boosted their target price on Caterpillar from $513.00 to $645.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $618.70.

Insider Activity at Caterpillar

In related news, Director David Maclennan bought 300 shares of Caterpillar stock in a transaction dated Thursday, November 6th. The stock was acquired at an average cost of $568.86 per share, with a total value of $170,658.00. Following the completion of the acquisition, the director directly owned 7,947 shares in the company, valued at approximately $4,520,730.42. This trade represents a 3.92% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, insider Anthony D. Fassino sold 8,184 shares of Caterpillar stock in a transaction dated Monday, November 10th. The stock was sold at an average price of $570.18, for a total value of $4,666,353.12. Following the completion of the transaction, the insider directly owned 41,512 shares in the company, valued at $23,669,312.16. This represents a 16.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 61,895 shares of company stock valued at $34,007,516 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wolfe Research raised its price target on CAT to $670 (from $470) and kept an “outperform” rating, signaling conviction in upside vs. current levels and likely supporting buying interest. Wolfe Research Adjusts Price Target on Caterpillar to $670 from $470; Maintains Outperform Rating
• Positive Sentiment: Bernstein also lifted its target, citing a clearer 2026 recovery — analyst upgrades and higher targets add momentum by backing expectations for stronger revenue and margin recovery. Bernstein Raises Caterpillar (CAT) Target as 2026 Recovery Comes Into View
• Positive Sentiment: Caterpillar rallied ~58% in 2025 as revenue returned to growth, backlog hit a record ~$39.9B and earnings declines eased — that fundamental improvement supports higher forward multiples and investor optimism. After a 58% Run in 2025, is CAT Stock Still a Buy in 2026?
• Positive Sentiment: Investors are valuing CAT for its role in powering AI/data-center buildouts — Caterpillar’s power-generation engines are in demand as backup and supplemental power for hyperscale data centers, a structural tailwind for sales and aftermarket. AI Is Transforming This Once-Boring Blue-Chip Stock. Is It a Buy for 2026?
• Positive Sentiment: Sector-level strength: Industrials outperformed in 2025 (Caterpillar returned ~61%) driven partly by data-center and power trends, which reinforces cyclical and structural demand narratives for CAT. The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025
• Neutral Sentiment: The Dow Jones hit all-time highs in 2025 and CAT was cited among contributors — positive market sentiment helps but is broader-market driven rather than CAT-specific. Dow Jones 2025 Scorecard: Caterpillar, Nvidia Help Index Hit All-Time Highs – Top 5 Winners & Losers
• Negative Sentiment: Short-term caution: some industrials softened at year-end (market close weakness), which could pressure cyclicals if macro sentiment or capex timing weakens. Industrials Down as Strong Year Finishes With a Whimper — Industrials Roundup

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.