Caterpillar Inc. $CAT Shares Acquired by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd boosted its holdings in Caterpillar Inc. (NYSE:CAT) by 16.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 34,257 shares of the industrial products company’s stock after buying an additional 4,799 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Caterpillar were worth $16,346,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. Abacus Planning Group Inc. lifted its holdings in shares of Caterpillar by 0.6% during the third quarter. Abacus Planning Group Inc. now owns 3,214 shares of the industrial products company’s stock valued at $1,534,000 after purchasing an additional 20 shares during the last quarter. Coastwise Capital Group LLC raised its holdings in Caterpillar by 1.8% during the 3rd quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock worth $557,000 after buying an additional 21 shares during the period. Live Oak Private Wealth LLC lifted its stake in Caterpillar by 0.7% during the third quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock valued at $1,682,000 after buying an additional 23 shares in the last quarter. Syntegra Private Wealth Group LLC boosted its holdings in shares of Caterpillar by 2.4% in the third quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock worth $495,000 after buying an additional 24 shares during the period. Finally, Coastline Trust Co increased its position in shares of Caterpillar by 0.4% in the third quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock worth $3,116,000 after acquiring an additional 24 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Erste Group Bank upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Friday, October 3rd. Robert W. Baird increased their target price on Caterpillar from $612.00 to $680.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Sanford C. Bernstein lifted their price target on Caterpillar from $557.00 to $630.00 and gave the company a “market perform” rating in a report on Friday, December 19th. Wolfe Research increased their price objective on Caterpillar from $470.00 to $670.00 and gave the stock an “outperform” rating in a research note on Friday, January 2nd. Finally, Hsbc Global Res raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Thursday, November 6th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $637.70.

Caterpillar Price Performance

CAT opened at $626.71 on Friday. The stock has a fifty day moving average price of $594.45 and a 200 day moving average price of $511.37. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a 1 year low of $267.30 and a 1 year high of $655.78. The stock has a market cap of $293.29 billion, a price-to-earnings ratio of 32.17, a PEG ratio of 2.42 and a beta of 1.57.

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

Caterpillar Announces Dividend

The firm 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 $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Tuesday, January 20th. Caterpillar’s payout ratio is currently 31.01%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar expanded its AI partnership with Nvidia to modernize machines and manufacturing — this supports long-term efficiency and product differentiation. Caterpillar, Nvidia Team Up to Transform Machines and Manufacturing
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $650, signaling upside from some sell-side analysts who see more room to run. Rothschild & Co Redburn Increases Caterpillar Price Target to $650.00
• Positive Sentiment: Oppenheimer flagged positive expectations for CAT shares, adding a supportive analyst view that can buoy sentiment. Caterpillar Stock Price Expected to Rise, Oppenheimer Analyst Says
• Neutral Sentiment: Barclays raised its price target to $610 and kept an equal-weight rating — a modest tweak that acknowledges momentum but stops short of a buy call. Barclays Adjusts Caterpillar Price Target to $610
• Neutral Sentiment: Feature pieces highlight Caterpillar’s push into technology and AI-driven equipment, supporting long-term strategy but not guaranteed near-term revenue shifts. Building The World Through Technology At Caterpillar
• Neutral Sentiment: Recent valuation commentary examines whether recent share gains are justified — useful for investors weighing multiple analyst targets and high P/E multiple. Assessing Caterpillar (CAT) Valuation After Strong Recent Share Price Momentum
• Neutral Sentiment: Caterpillar is scheduled to release quarterly earnings this week; guidance and parts/services commentary will be key catalysts. Caterpillar to Release Quarterly Earnings on Thursday
• Negative Sentiment: Two market headlines note that Caterpillar’s share losses were a major contributor to a multi-hundred-point Dow decline, pressuring sentiment intraday. Goldman Sachs, Caterpillar share losses contribute to Dow’s 411-point drop
• Negative Sentiment: Analysts at Zacks caution CAT may report a decline in earnings next quarter, which raises risk around the upcoming print. Analysts Estimate Caterpillar to Report a Decline in Earnings
• Negative Sentiment: Morgan Stanley raised its price target to $400 but left an underweight rating — the low target implies significant downside in that shop’s view and may temper bullish momentum. Benzinga
• Negative Sentiment: A worker has sued, alleging wrongful firing after reporting racial harassment — a legal/HR risk that can create headline volatility. Caterpillar worker sues, claims firing came after racial harassment report

Insider Activity at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 10,000 shares of the firm’s stock in a transaction on Wednesday, December 31st. The shares were sold at an average price of $575.06, for a total transaction of $5,750,600.00. Following the transaction, the chief financial officer owned 45,460 shares in the company, valued at approximately $26,142,227.60. This trade represents a 18.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Anthony D. Fassino sold 8,184 shares of Caterpillar stock in a transaction on 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 completion of the sale, the insider directly owned 41,512 shares of the company’s stock, valued at approximately $23,669,312.16. The trade was a 16.47% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,729 shares of company stock worth $31,084,308 over the last quarter. 0.33% of the stock is currently owned by corporate 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.