Members Trust Co Has $5.72 Million Stock Position in Caterpillar Inc. $CAT

Members Trust Co cut its stake in Caterpillar Inc. (NYSE:CAT) by 11.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,986 shares of the industrial products company’s stock after selling 1,315 shares during the period. Caterpillar comprises approximately 0.2% of Members Trust Co’s holdings, making the stock its 23rd largest holding. Members Trust Co’s holdings in Caterpillar were worth $5,721,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the stock. Wellington Management Group LLP raised its stake in Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after acquiring an additional 5,098,964 shares in the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in Caterpillar by 1,851.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company’s stock valued at $873,382,000 after purchasing an additional 1,736,631 shares during the last quarter. Marshall Wace LLP boosted its position in Caterpillar by 425.2% in the second quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company’s stock valued at $295,738,000 after buying an additional 616,739 shares in the last quarter. Bank of New York Mellon Corp grew its stake in Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after buying an additional 609,023 shares during the last quarter. Finally, Voya Investment Management LLC increased its holdings in shares of Caterpillar by 36.9% during the third quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company’s stock worth $848,177,000 after buying an additional 478,972 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Up 6.1%

NYSE:CAT opened at $707.88 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. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The firm has a market capitalization of $329.37 billion, a price-to-earnings ratio of 37.61, a PEG ratio of 1.57 and a beta of 1.53. The business’s 50-day moving average price is $710.65 and its two-hundred day moving average price is $609.31.

Caterpillar (NYSE:CAT) last posted 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 during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The company’s revenue for the quarter was up 17.9% compared to the same quarter last year. During the same period in the previous year, the company earned $5.14 EPS. On average, equities analysts expect that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bill Gates / data‑center narrative: Coverage highlighting CAT as part of Bill Gates’ 2026 portfolio and its exposure to large natural‑gas generators is reinforcing a new growth narrative beyond heavy equipment, supporting investor demand. Is Caterpillar (CAT) The Best Data Center Stock in Bill Gates’ Latest Portfolio?
• Positive Sentiment: Strong YTD/outperformance story: Commentary noting CAT has outperformed many tech names over the past year (over 100% YTD in some writeups) is drawing momentum investors into the stock. That price action makes dips attractive to momentum players. The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1
• Positive Sentiment: Options market bullishness: A pieces highlighting a “bull put” trade suggests some traders are willing to take bullish option positions (collect premium while betting CAT won’t collapse), which can indicate market conviction and provide support. The S&P 500 Is Down 7% but Caterpillar Stock Is Not. This Bull Put Trade Pays You to Bet on It.
• Positive Sentiment: Analyst/quant interest: Zacks and other screens calling CAT a stock to watch for earnings growth and price strength keeps it on institutional/retail radars and supports buying on weakness. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Neutral Sentiment: Media/TV mentions: CAT appeared on CNBC’s “Final Trades,” which can drive short‑term flows but is informational rather than a fundamental catalyst. Caterpillar, Vistra, Target and a financial stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Irrelevant local stories (no market impact): Local human‑interest items using the word “caterpillar” (an amusement‑park piece and an insect warning) are unrelated to CAT stock performance. First construction-theme adventure park to open in Grapevine in June Don’t touch! Fuzzy, skin-irritating caterpillars are popping up across Florida again
• Negative Sentiment: Geopolitical risk spike: Markets dumped risk after reporting that President Trump threatened to “completely obliterate” Iran’s energy infrastructure; that shock sent cyclical and industrial names lower, including CAT. The threat raises short‑term volatility risk for companies with global energy/extraction exposure. Caterpillar, Thermon, Enpro, Methode Electronics, and Mobileye Shares Plummet, What You Need To Know
• Negative Sentiment: Recent pullback data point: Coverage and data noting a ~4% drop in a recent session underline that CAT can see sharp intraday declines on risk events; investors should watch geopolitical headlines and macro flows. Caterpillar (CAT) Registers a Bigger Fall Than the Market: Important Facts to Note

Insider Activity

In other Caterpillar news, insider Anthony D. Fassino sold 10,671 shares of the company’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $680.45, for a total value of $7,261,081.95. Following the completion of the sale, 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $720.11, for a total transaction of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This trade represents a 22.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Wells Fargo & Company boosted their target price on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a report on Wednesday, February 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Argus boosted their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. CICC Research assumed coverage on Caterpillar in a report on Friday, February 6th. They set an “outperform” rating on the stock. Finally, Robert W. Baird set a $805.00 price target on shares of Caterpillar in a research report on Friday, January 30th. Sixteen equities research 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 target price of $730.50.

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.