Caterpillar Inc. $CAT Shares Sold by Naviter Wealth LLC

Naviter Wealth LLC decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,679 shares of the industrial products company’s stock after selling 772 shares during the quarter. Naviter Wealth LLC’s holdings in Caterpillar were worth $4,399,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Indiana Trust & Investment Management Co boosted its position in shares of Caterpillar by 12.9% during the fourth quarter. Indiana Trust & Investment Management Co now owns 9,519 shares of the industrial products company’s stock worth $5,453,000 after buying an additional 1,085 shares during the period. Asio Capital LLC boosted its position in shares of Caterpillar by 7.8% during the fourth quarter. Asio Capital LLC now owns 566 shares of the industrial products company’s stock worth $324,000 after buying an additional 41 shares during the period. Clayton Financial Group LLC boosted its position in shares of Caterpillar by 115.4% during the fourth quarter. Clayton Financial Group LLC now owns 517 shares of the industrial products company’s stock worth $296,000 after buying an additional 277 shares during the period. Cane Capital Partners LLC purchased a new position in shares of Caterpillar during the fourth quarter worth $775,000. Finally, Modera Wealth Management LLC boosted its position in shares of Caterpillar by 2.4% during the fourth quarter. Modera Wealth Management LLC now owns 7,076 shares of the industrial products company’s stock worth $4,053,000 after buying an additional 165 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

CAT has been the subject of several research analyst reports. Citigroup raised their price target on Caterpillar from $760.00 to $785.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Raymond James Financial reiterated a “market perform” rating on shares of Caterpillar in a report on Wednesday, January 7th. Oppenheimer lifted their target price on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a report on Friday, March 6th. CICC Research began coverage on Caterpillar in a report on Friday, February 6th. They issued an “outperform” rating for the company. Finally, Rothschild & Co Redburn lifted their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a report on Wednesday, February 4th. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $737.55.

Caterpillar Stock Performance

NYSE CAT opened at $723.38 on Wednesday. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The business’s 50 day moving average is $718.91 and its two-hundred day moving average is $618.80. Caterpillar Inc. has a 12-month low of $268.27 and a 12-month high of $789.81. The stock has a market capitalization of $336.58 billion, a price-to-earnings ratio of 38.44, a PEG ratio of 1.69 and a beta of 1.52.

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

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised its Q2 2027 EPS estimate for Caterpillar, which supports a stronger near‑term earnings outlook and helps justify current multiples. Zacks estimate raise
• Positive Sentiment: Zacks’ industry outlook and related coverage highlight that Caterpillar is benefiting from infrastructure and mining demand, plus a strong backlog — factors that underpin revenue visibility despite tariff pressures. Zacks Industry Outlook Highlights
• Positive Sentiment: Market commentators (IBD Leaderboard) are flagging Caterpillar as a stock to watch amid a potential market rally, increasing investor attention and momentum interest. Leaderboard trimmed, But…
• Positive Sentiment: Zacks’ sector commentary lists CAT among construction/mining equipment names worth watching despite a weak industry rank, signaling confidence in Caterpillar’s relative strength. 3 Construction & Mining Equipment Stocks
• Neutral Sentiment: Zacks trimmed its Q1 2026 EPS estimate slightly (to $4.41 from $4.46), a small revision that may temper near‑term expectations but does not materially change consensus full‑year estimates. Zacks estimate cut
• Negative Sentiment: Caterpillar and Bobcat have filed patent‑infringement suits against each other, introducing legal uncertainty, potential costs, and reputational risk that could pressure the stock if disputes escalate. Caterpillar, Bobcat sue each other
• Negative Sentiment: Analysis questioning whether it’s “too late” to buy after a ~161% one‑year surge highlights valuation concerns; stretched multiples increase downside sensitivity if growth slows. Is It Too Late To Consider Caterpillar?

Insiders Place Their Bets

In related news, insider Anthony D. Fassino sold 7,891 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total value of $6,130,517.90. Following the sale, the insider owned 46,643 shares in the company, valued at $36,236,946.70. This represents a 14.47% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is owned by insiders.

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.