J. Safra Sarasin Holding AG Acquires 5,017 Shares of Caterpillar Inc. $CAT

J. Safra Sarasin Holding AG boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 7.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,857 shares of the industrial products company’s stock after acquiring an additional 5,017 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Caterpillar were worth $42,310,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CAT. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the fourth quarter worth $579,000. Brighton Jones LLC increased its holdings in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank raised its position in Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after buying an additional 347 shares during the period. Finally, VestGen Advisors LLC grew its position in shares of Caterpillar by 7.0% in the 2nd quarter. VestGen Advisors LLC now owns 10,928 shares of the industrial products company’s stock valued at $4,373,000 after buying an additional 714 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Momentum/outperformance narrative: Coverage highlights that CAT has substantially outperformed many peers over the past year (strong total returns vs. names like Nvidia), which supports momentum and buy‑and‑hold interest from institutional investors. This helps explain resilient investor demand after recent gains. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Longer‑term bullish theses: multiple writeups (incl. Yahoo/InsiderMonkey summaries) reiterate a bullish case — steady aftermarket demand, infrastructure/energy exposure, and a possible data‑center angle (natural‑gas generators as AI/data‑center backup). Those narratives keep buy‑side interest alive even amid short‑term volatility. Is Caterpillar Inc. (CAT) A Good Stock To Buy Now?
• Neutral Sentiment: Options flow/strategies: An options piece highlights a bull‑put trade on CAT while broader markets weakened, signaling some traders are willing to be paid to bet on limited downside — this shows structured bullish income strategies are active but isn’t a consensus directional catalyst. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Neutral Sentiment: Media mentions: CAT was discussed on CNBC’s “Final Trades,” keeping the stock in the news cycle — helpful for liquidity and attention but not a direct fundamental change. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Negative Sentiment: Today’s pullback: Coverage notes CAT fell more than the broader market in the latest session, consistent with profit‑taking after a large run‑up; higher beta and recent gains make the stock vulnerable to sharper declines in weakness. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Political/price pressure risk: A news item highlights political pressure on tractor/equipment pricing (comments from former President Trump urging lower prices), which could feed concerns about pricing power in ag/equipment end markets if it gains traction. Trump tells farmers that tractor companies should lower prices
• Neutral Sentiment: Analyst/estimate notes: Erste Group published FY2027 estimates — analyst model updates can move shares but the item is currently informational until it leads to consensus changes. Erste Group Bank Estimates Caterpillar FY2027 Earnings

Insider Activity at Caterpillar

In related news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the transaction, the insider directly owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the completion of the sale, the insider owned 43,350 shares of the company’s stock, valued at $29,524,818. The trade was a 47.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 135,950 shares of company stock worth $94,327,990 over the last ninety days. 0.33% of the stock is owned by corporate insiders.

Caterpillar Trading Down 4.0%

NYSE CAT opened at $667.36 on Tuesday. The stock has a market capitalization of $310.52 billion, a P/E ratio of 35.46, a P/E/G ratio of 1.64 and a beta of 1.53. The business has a 50 day simple moving average of $709.06 and a 200 day simple moving average of $607.36. 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 one year low of $267.30 and a one year high of $789.81.

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

Wall Street Analysts Forecast Growth

CAT has been the subject of several recent research reports. Wolfe Research increased their price target on Caterpillar from $470.00 to $670.00 and gave the company an “outperform” rating in a research note on Friday, January 2nd. 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. Barclays increased their target price on shares of Caterpillar from $610.00 to $625.00 and gave the company an “equal weight” rating in a research report on Friday, January 30th. Truist Financial boosted their price target on shares of Caterpillar from $729.00 to $786.00 and gave the stock a “buy” rating in a research report on Monday, February 2nd. Finally, HSBC upped their price objective on shares of Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, February 5th. Sixteen research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Caterpillar has a consensus 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.