Caterpillar Inc. $CAT Shares Sold by OneAscent Financial Services LLC

OneAscent Financial Services LLC lessened its stake in Caterpillar Inc. (NYSE:CAT) by 26.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 10,093 shares of the industrial products company’s stock after selling 3,674 shares during the quarter. OneAscent Financial Services LLC’s holdings in Caterpillar were worth $4,816,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Fisher Asset Management LLC boosted its position in shares of Caterpillar by 2.3% during the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock valued at $3,656,286,000 after acquiring an additional 208,196 shares during the last quarter. Valeo Financial Advisors LLC boosted its holdings in Caterpillar by 36,842.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock valued at $2,833,836,000 after purchasing an additional 7,279,991 shares during the last quarter. Norges Bank purchased a new stake in shares of Caterpillar in the 2nd quarter valued at approximately $2,165,899,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Caterpillar by 6.7% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 4,204,445 shares of the industrial products company’s stock valued at $1,386,626,000 after buying an additional 264,054 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Caterpillar by 1.0% in the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock valued at $1,295,432,000 after acquiring an additional 33,467 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have issued reports on the company. Citigroup raised Caterpillar from a “buy” rating to a “mixed” rating in a research note on Tuesday, December 16th. Erste Group Bank raised Caterpillar from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Argus upped their target price on shares of Caterpillar from $460.00 to $625.00 and gave the company a “buy” rating in a research report on Wednesday, November 19th. JPMorgan Chase & Co. boosted their price target on shares of Caterpillar from $650.00 to $730.00 and gave the company an “overweight” rating in a research note on Thursday, October 30th. Finally, Royal Bank Of Canada started coverage on Caterpillar in a research report on Wednesday, October 22nd. They issued a “sector perform” rating and a $560.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $618.70.

Caterpillar Trading Up 3.1%

NYSE:CAT opened at $616.92 on Tuesday. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $627.50. The firm has a market cap of $288.71 billion, a PE ratio of 31.67, a price-to-earnings-growth ratio of 2.36 and a beta of 1.57. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. The stock has a fifty day moving average price of $575.82 and a 200 day moving average price of $487.93.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The company had revenue of $17.64 billion for the quarter, compared to analyst estimates of $16.72 billion. During the same quarter last year, the company earned $5.17 EPS. Caterpillar’s revenue for the quarter was up 9.5% compared to the same quarter last year. Sell-side analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 1.0%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is 31.01%.

Insider Buying and Selling

In other news, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total value of $8,231,825.68. Following the sale, the insider directly owned 80,209 shares in the company, valued at approximately $45,106,333.24. This trade represents a 15.43% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 completion of the transaction, the chief financial officer directly owned 45,460 shares in the company, valued at $26,142,227.60. This trade represents a 18.03% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 71,895 shares of company stock worth $39,758,116. Corporate 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: Caterpillar is headlining CES 2026 to showcase its industrial AI and autonomy roadmap, raising the company’s profile with customers and partners for future equipment, software and services monetization. Caterpillar to Showcase Next Era in Industrial AI and Autonomy at CES 2026
• Positive Sentiment: Strong demand for power‑generation equipment to supply AI data centers is a clear growth driver; management and research notes point to material backlog increases that support revenue visibility. Caterpillar’s AI Data Center Engine Bet Could Be A Game Changer For Caterpillar (CAT)
• Positive Sentiment: Analysts have raised targets and reiterated buys (Wolfe, Truist, Oppenheimer among others), providing near‑term upside reference points for the stock. Caterpillar Stock Could Top $650 by Year’s End
• Neutral Sentiment: Sector tailwinds from top S&P performers (industrial/tech infrastructure) help CAT’s momentum but tie performance to broader cyclical spending. The S&P 500’s Top-Performing Sectors: 3 Lead the Pack in 2025 (CAT)
• Neutral Sentiment: Market commentary and analyst blogs note Caterpillar’s outsized 2025 run; some coverage frames the rally as largely priced in, tempering incremental expectations. Caterpillar (CAT) Beats Stock Market Upswing: What Investors Need to Know
• Negative Sentiment: Insider selling: CFO Andrew Bonfield sold 10,000 shares (SEC filing), which may be interpreted as executive profit‑taking amid the rally. Insider Sale Filing (Andrew R. J. Bonfield)
• Negative Sentiment: Valuation/technical caution: some analysts have downgraded or moved to Hold, arguing much of the AI/data‑center opportunity is priced in and a consolidation ahead of results is possible. Caterpillar Roars On AI Power Demand, But Easy Money Has Been Made (Downgrade)
• Negative Sentiment: Minor institutional trimming (Asset Management One reduced its stake slightly), consistent with portfolio rebalancing after strong gains. Asset Management One Co. Ltd. Reduces Position in Caterpillar Inc. $CAT

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.