Caterpillar Inc. $CAT Stock Holdings Boosted by Vectors Research Management LLC

Posted by Michael Walen on Jan 17th, 2026

Vectors Research Management LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 141.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 6,415 shares of the industrial products company’s stock after purchasing an additional 3,753 shares during the quarter. Vectors Research Management LLC’s holdings in Caterpillar were worth $3,061,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Fisher Asset Management LLC lifted its holdings in Caterpillar by 2.3% in the 2nd quarter. Fisher Asset Management LLC now owns 9,418,321 shares of the industrial products company’s stock valued at $3,656,286,000 after acquiring an additional 208,196 shares during the last quarter. Valeo Financial Advisors LLC raised its holdings in shares of Caterpillar by 36,842.1% in the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company’s stock worth $2,833,836,000 after purchasing an additional 7,279,991 shares in the last quarter. Norges Bank acquired a new stake in Caterpillar during the second quarter valued at approximately $2,165,899,000. Charles Schwab Investment Management Inc. boosted its holdings in Caterpillar by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 3,337,915 shares of the industrial products company’s stock worth $1,295,432,000 after buying an additional 33,467 shares in the last quarter. Finally, Invesco Ltd. grew its position in Caterpillar by 4.5% in the second quarter. Invesco Ltd. now owns 3,282,720 shares of the industrial products company’s stock worth $1,274,385,000 after buying an additional 140,784 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Down 0.0%

NYSE:CAT opened at $646.95 on Friday. The stock has a market cap of $302.76 billion, a PE ratio of 33.21, a price-to-earnings-growth ratio of 2.50 and a beta of 1.57. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $655.68. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The stock’s 50-day moving average is $586.90 and its two-hundred day moving average is $502.11.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The business had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. During the same period in the prior year, the firm earned $5.17 earnings per share. The firm’s revenue was up 9.5% compared to the same quarter last year. As a group, equities research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal 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 issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s payout ratio is currently 31.01%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on CAT shares. Erste Group Bank raised Caterpillar from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Evercore ISI upped their target price on Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a report on Monday, November 17th. Barclays lifted their price target on Caterpillar from $485.00 to $555.00 and gave the stock an “equal weight” rating in a research note on Thursday, October 30th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a research note on Monday, December 29th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Caterpillar from $730.00 to $740.00 and gave the stock an “overweight” rating in a research report on Wednesday. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, six 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 a consensus target price of $623.10.

Check Out Our Latest Report on Caterpillar

Insiders Place Their Bets

In other Caterpillar news, insider Lange Bob De sold 14,638 shares of the company’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $562.36, for a total value of $8,231,825.68. Following the transaction, the insider directly owned 80,209 shares of the company’s stock, valued at $45,106,333.24. This represents a 15.43% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO William E. Schaupp sold 1,200 shares of Caterpillar stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $572.22, for a total value of $686,664.00. Following the sale, the chief accounting officer owned 1,323 shares of the company’s stock, valued at approximately $757,047.06. This represents a 47.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 54,729 shares of company stock valued at $31,084,308 in the last three months. Company insiders own 0.33% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Bank of America raised its price target on CAT to $708 and kept a “buy” rating — a meaningful bullish signal from a major shop that can attract flows and support the share price. MarketScreener
Positive Sentiment: JPMorgan analyst told investors CAT shares are expected to rise, adding institutional conviction to the bullish case and potentially supporting buying interest. Caterpillar (NYSE:CAT) Stock Price Expected to Rise
Positive Sentiment: Caterpillar announced a partnership with NVIDIA to develop foundations for autonomous systems — this accelerates higher-margin, software-enabled product opportunities (autonomy, telematics) over time. Caterpillar partners with NVIDIA
Positive Sentiment: Bernstein highlighted CAT as a potential winner if data centers shift to on-site power generation — a new end market for power systems could boost equipment and power solutions demand. Caterpillar is potential winner if data centers move power generation on-site
Positive Sentiment: Articles emphasizing CAT’s ~30% payout ratio argue its dividend is well-covered and likely sustainable through downturns — supportive for income-focused investors. Caterpillar’s 30% Payout Ratio Shows Why Its Dividend Can Survive the Next Recession
Neutral Sentiment: Caterpillar set its Q4 and full-year 2025 earnings release for Jan. 29 — this is the next key event risk/opportunity that will likely drive short-term volatility. Caterpillar Inc. to Announce Fourth-Quarter and Full-Year 2025 Financial Results on January 29
Neutral Sentiment: Zacks highlights industrial stocks that could beat earnings using its Earnings ESP screen — a potential catalyst if CAT is included, but specifics/odds are unclear. These 2 Industrial Products Stocks Could Beat Earnings
Negative Sentiment: Caterpillar is contesting a patent complaint from Bobcat and the trade commission will investigate — pending legal/ITC outcomes create downside risk and potential remedy costs or product restrictions. Caterpillar Fights Bobcat Patent Complaint; Trade Commission to Investigate

About Caterpillar

(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.