1,038 Shares in Caterpillar Inc. $CAT Bought by Touchstone Capital Inc.

Touchstone Capital Inc. purchased a new position in Caterpillar Inc. (NYSE:CAT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,038 shares of the industrial products company’s stock, valued at approximately $495,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in CAT. Kilter Group LLC acquired a new position in Caterpillar during the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. acquired a new position in shares of Caterpillar during the second quarter worth approximately $28,000. Marquette Asset Management LLC grew its position in Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 53 shares during the period. Family Legacy Financial Solutions LLC acquired a new stake in Caterpillar in the 2nd quarter valued at $32,000. Finally, RiverPark Advisors LLC bought a new stake in Caterpillar during the 2nd quarter valued at $32,000. Institutional investors own 70.98% of the company’s stock.

Insiders Place Their Bets

In other Caterpillar news, insider Anthony D. Fassino sold 8,184 shares of the company’s stock in a transaction dated Monday, November 10th. The shares were sold at an average price of $570.18, for a total transaction of $4,666,353.12. Following the sale, the insider directly owned 41,512 shares of the company’s stock, valued at $23,669,312.16. This represents a 16.47% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Jason Kaiser sold 10,707 shares of Caterpillar stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the transaction, the insider owned 8,649 shares of the company’s stock, valued at $4,874,576.40. The trade was a 55.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 54,729 shares of company stock valued at $31,084,308. Company insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the subject of a number of analyst reports. DA Davidson lifted their price objective on shares of Caterpillar from $408.00 to $569.00 and gave the company a “neutral” rating in a report on Monday, November 3rd. Erste Group Bank upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Bank of America increased their price objective on Caterpillar from $594.00 to $650.00 and gave the stock a “buy” rating in a research note on Thursday, October 30th. Royal Bank Of Canada initiated coverage on Caterpillar in a report on Wednesday, October 22nd. They issued a “sector perform” rating and a $560.00 target price on the stock. Finally, Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 6th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $619.70.

Caterpillar Stock Performance

CAT stock opened at $636.39 on Wednesday. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. The firm has a market cap of $297.82 billion, a PE ratio of 32.67, a P/E/G ratio of 2.44 and a beta of 1.57. The business has a 50 day moving average of $582.28 and a 200-day moving average of $498.31. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $644.59.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share for the quarter, topping the consensus estimate of $4.52 by $0.43. The business had revenue of $17.64 billion for the quarter, compared to analysts’ expectations of $16.72 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $5.17 earnings per share. As a group, sell-side analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, February 19th. Stockholders of record on Tuesday, January 20th will be paid 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 (DPR) is presently 31.01%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s market value topped the $300 billion mark as an AI-driven rally lifted industrial names; coverage highlights investor enthusiasm that CAT’s equipment and fleet-management technology could capture AI/autonomy demand. Caterpillar Crosses $300 Billion in Market Value on AI Rally
• Positive Sentiment: Analyst and media pieces point to Caterpillar’s ties to NVIDIA and broader AI robotics trends (autonomous fleets, on-machine AI), which investors view as a durable growth catalyst beyond cyclical construction demand. That thematic linkage is supporting multiple buy-side narratives. This NVIDIA Partnership Shows How Big AI Can Really Get (CAT)
• Positive Sentiment: Zacks and other research outlets have raised earnings estimates and highlighted short‑term outperformance, reinforcing the bullish case and giving investors more confidence in near-term guidance and valuation support. Caterpillar (CAT) Laps the Stock Market: Here’s Why Zacks Research Lifts Earnings Estimates for Caterpillar
• Positive Sentiment: Short interest fell ~21% in December to ~5.6M shares (≈1.2% of float), reducing immediate bearish pressure and the potential for a short‑squeeze reversal dynamic to fade — a technical positive. (Internal short‑interest data)
• Neutral Sentiment: High‑profile bullish mentions (e.g., Jim Cramer) and broader media coverage are boosting sentiment and attention, but these are noisy catalysts whose impact depends on follow‑through from fundamentals and orders. “Caterpillar (CAT)’s incredible,” Says Jim Cramer
• Negative Sentiment: Be aware of a separate small‑cap miner using the ticker CAT (CAT Strategic Metals) that announced a Quebec REE deal; this is unrelated to Caterpillar Inc. and can cause ticker confusion among retail investors and news feeds. Clarify holdings to avoid misattribution. CAT Strategic Metals Enters into Binding Memorandum Of Understanding to Acquire a District-Scale Rare Earth Elements Project in Quebec

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.