Caterpillar Inc. $CAT Shares Sold by Moody National Bank Trust Division

Moody National Bank Trust Division lessened its position in Caterpillar Inc. (NYSE:CAT) by 38.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,350 shares of the industrial products company’s stock after selling 2,080 shares during the period. Moody National Bank Trust Division’s holdings in Caterpillar were worth $1,919,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in CAT. KWB Wealth lifted its holdings in Caterpillar by 3.2% in the fourth quarter. KWB Wealth now owns 549 shares of the industrial products company’s stock valued at $315,000 after acquiring an additional 17 shares during the period. Montecito Bank & Trust increased its position in shares of Caterpillar by 0.5% in the fourth quarter. Montecito Bank & Trust now owns 3,362 shares of the industrial products company’s stock valued at $1,926,000 after buying an additional 17 shares in the last quarter. WealthShield Partners LLC raised its stake 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 worth $535,000 after buying an additional 18 shares during the last quarter. Rialto Wealth Management LLC grew its position in shares of Caterpillar by 47.4% in the fourth 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. Finally, one8zero8 LLC raised its stake in Caterpillar by 3.2% in the 3rd quarter. one8zero8 LLC now owns 619 shares of the industrial products company’s stock valued at $295,000 after purchasing an additional 19 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar secured large power and data‑center related orders, including a global framework with Atlas Energy Solutions (~1.4 GW) and additional AI/data‑center power deals — a direct revenue driver that strengthens its Power & Energy backlog and exposure to a fast‑growing end market. Caterpillar Taps Energy And AI Power Deals As Valuation Questions Linger
• Positive Sentiment: Market commentary highlights CAT’s outperformance while the broader market slumped, signaling relative strength and investor rotation into cyclicals. That momentum is supporting the stock’s rise today. Caterpillar (CAT) Increases Despite Market Slip: Here’s What You Need to Know
• Positive Sentiment: Technical/quant notes (Dow Jones coverage) flag CAT as showing new buy points amid a weak market — this can draw short‑term momentum traders and institutional inflows. These Dow Jones Stocks Make Bullish Moves; Retailer Dumps OpenAI
• Positive Sentiment: Macro relief from reduced geopolitical risk (postponed military action vs. Iran) produced an industrials‑led rally, benefiting cyclical names like Caterpillar. Broad risk‑on flows are amplifying gains. Greenbrier, Acuity Brands, Werner, Kennametal, and Scorpio Tankers Stocks Trade Up, What You Need To Know
• Positive Sentiment: Analyst research (Zacks coverage summarized by media) is forecasting higher earnings for Caterpillar, reinforcing growth expectations and supporting valuation multiples. Zacks Research Forecasts Higher Earnings for Caterpillar
• Neutral Sentiment: Executive commentary on managing Middle East project safety and growing on‑site power demand from data centers underscores operational priorities and secular demand, but mainly provides context rather than immediate earnings impact. How Caterpillar is navigating Mideast uncertainties amid Iran war
• Neutral Sentiment: Coverage noting CAT’s ~100% year‑over‑year move highlights momentum and dividend appeal — useful for sentiment but also raises attention on stretched performance. This Dow 30 dividend stock is up 100 in the past year
• Negative Sentiment: Analyst critique (Seeking Alpha) warns that while data‑center tailwinds are real, current valuation may already assume aggressive growth — a caution that could limit further multiple expansion and invite profit‑taking. Caterpillar: Data Center Tailwinds Are Real, But Valuation Assumes Unrealistic Growth

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CAT. Wall Street Zen downgraded Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, February 21st. Wells Fargo & Company lifted their target price on Caterpillar from $756.00 to $870.00 and gave the company an “overweight” rating in a research note on Wednesday, February 25th. Jefferies Financial Group boosted their price target on shares of Caterpillar from $785.00 to $825.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Bank of America upped their target price on Caterpillar from $735.00 to $825.00 and gave the company a “buy” rating in a report on Tuesday, February 10th. Finally, Argus boosted their price target on Caterpillar from $625.00 to $820.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $730.50.

Caterpillar Stock Up 2.1%

CAT opened at $716.16 on Wednesday. The firm’s 50-day simple moving average is $704.99 and its 200-day simple moving average is $599.69. The firm has a market cap of $333.22 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.66 and a beta of 1.54. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar’s revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the company earned $5.14 EPS. Equities research analysts anticipate that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction dated Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the transaction, the insider owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is owned by company insiders.

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.