Caterpillar (NYSE:CAT) Insider Sells $7,261,081.95 in Stock

by · The Markets Daily

Caterpillar Inc. (NYSE:CAT – Get Free Report) insider Anthony Fassino sold 10,671 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the transaction, the insider owned 41,151 shares of the company’s stock, valued at approximately $28,001,197.95. This represents a 20.59% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Caterpillar Trading Up 1.7%

NYSE:CAT traded up $11.93 during trading hours on Tuesday, hitting $702.84. 3,523,697 shares of the company were exchanged, compared to its average volume of 2,656,012. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. Caterpillar Inc. has a one year low of $267.30 and a one year high of $710.03. The company has a fifty day simple moving average of $606.93 and a 200 day simple moving average of $522.53. The stock has a market capitalization of $328.92 billion, a price-to-earnings ratio of 37.35, a price-to-earnings-growth ratio of 2.53 and a beta of 1.58.

Caterpillar (NYSE:CAT – Get Free Report) last issued its earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating the consensus estimate of $4.67 by $0.49. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same period last year, the business posted $5.14 EPS. The firm’s revenue for the quarter was up 17.9% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is currently 32.09%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the company. Sanford C. Bernstein reissued a “market perform” rating and set a $678.00 price objective on shares of Caterpillar in a report on Friday. JPMorgan Chase & Co. upped their price target on Caterpillar from $740.00 to $765.00 and gave the stock an “overweight” rating in a research note on Friday. Citigroup increased their price target on shares of Caterpillar from $710.00 to $760.00 and gave the company a “buy” rating in a report on Monday. Truist Financial boosted their target price on shares of Caterpillar from $729.00 to $786.00 and gave the company a “buy” rating in a research note on Monday. Finally, Oppenheimer raised their target price on Caterpillar from $700.00 to $729.00 and gave the stock an “outperform” rating in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $679.48.

Read Our Latest Report on CAT

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank purchased a new position in shares of Caterpillar during the second quarter worth $2,165,899,000. Groupe la Francaise raised its holdings in Caterpillar by 82.0% in the 2nd quarter. Groupe la Francaise now owns 27,246 shares of the industrial products company’s stock worth $10,820,000 after purchasing an additional 12,278 shares during the period. Union Bancaire Privee UBP SA raised its stake in shares of Caterpillar by 155.9% during the 3rd quarter. Union Bancaire Privee UBP SA now owns 47,231 shares of the industrial products company’s stock worth $21,014,000 after buying an additional 28,773 shares during the period. ZEGA Investments LLC raised its position in Caterpillar by 149.6% during the third quarter. ZEGA Investments LLC now owns 4,184 shares of the industrial products company’s stock worth $1,996,000 after acquiring an additional 2,508 shares during the period. Finally, Palmer Knight Co purchased a new position in Caterpillar in the 2nd quarter valued at about $5,884,000. 70.98% of the stock is currently owned by institutional investors.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

  • Positive Sentiment: Q4 results and sales beat — Caterpillar reported record Q4 sales (~$19.1B) and an earnings beat, with Power & Energy revenue up sharply as data‑center demand strengthened; that results/beat narrative is a principal driver of investor optimism. Caterpillar’s Q4 sales hit record high and build momentum for 2026
  • Positive Sentiment: Data‑center tailwind — Multiple articles highlight accelerating demand from data‑center buildouts for Caterpillar’s gas turbines and backup power solutions (including a recent Monarch Campus deal), supporting higher Power & Energy sales and backlog conversion. Caterpillar Taps AI Data Center Power Demand With Monarch Campus Deal
  • Positive Sentiment: Large backlog and capex to convert it — Management cites a record ~$51B backlog and is boosting 2026 capex to expand capacity, which could lift revenue conversion over the next several years and justify upside to consensus. Caterpillar Rewards Shareholders With $56 Billion Returns
  • Positive Sentiment: Analyst upgrades and higher targets — Several shops raised price targets (notably Truist and Citi), and some pushed ratings to Buy, signaling institutional confidence that recent beats and the data‑center story have staying power. CAT price target raised by Truist
  • Neutral Sentiment: Strategic IT partnership — Caterpillar hired ACI for a multi‑year technology transformation (digital infrastructure modernization). This should improve operations long‑term but is unlikely to materially move near‑term revenue. ACI Wins Multi‑Year Caterpillar Engagement
  • Neutral Sentiment: Product updates — New compact 308CR mini excavator announced; positive for product lineup and dealer fill rates but not a major catalyst versus the larger Power & Energy and industrial backlog drivers. Cat debuts new 308CR mini excavator
  • Negative Sentiment: Valuation risk — Some analysis warns the recent share rally and elevated multiples may leave CAT vulnerable if growth or data‑center demand cools; select firms kept neutral ratings or set targets implying limited upside. Investors should weigh near‑term momentum against stretched valuation. DA Davidson price target note

About Caterpillar

(Get Free Report)

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.

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