Caterpillar Inc. $CAT Stock Holdings Lessened by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 3.7% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 24,511 shares of the industrial products company’s stock after selling 943 shares during the period. Knights of Columbus Asset Advisors LLC’s holdings in Caterpillar were worth $11,695,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Kilter Group LLC acquired a new stake in shares of Caterpillar in the 2nd quarter worth approximately $27,000. Mid American Wealth Advisory Group Inc. bought a new position in Caterpillar during the 2nd quarter valued at $28,000. Marquette Asset Management LLC increased its position in shares of Caterpillar by 1,060.0% during 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. RiverPark Advisors LLC acquired a new stake in shares of Caterpillar in the second quarter valued at $32,000. Finally, Joseph Group Capital Management acquired a new stake in Caterpillar in the 3rd quarter valued at about $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 3.2%

Caterpillar stock opened at $663.92 on Friday. The firm has a market cap of $310.70 billion, a price-to-earnings ratio of 34.08, a P/E/G ratio of 2.48 and a beta of 1.57. The firm has a fifty day moving average price of $602.18 and a two-hundred day moving average price of $517.31. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $679.99. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 earnings per share for the quarter, topping the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The firm’s revenue was up 17.9% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $5.14 EPS. As a group, analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be paid a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a yield of 0.9%. The ex-dividend date is Tuesday, January 20th. Caterpillar’s dividend payout ratio is presently 31.01%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar beat Q4 estimates and posted record quarterly revenue — adjusted EPS $5.16 vs. consensus ~$4.67 and revenue $19.1B (up ~18% YoY), supporting upside to near-term earnings expectations. Caterpillar Reports Fourth-Quarter and Full-Year 2025 Results
• Positive Sentiment: AI/data?center buildouts are a clear demand driver: power and energy sales (generators, engines, services) surged as hyperscale operators buy long?lived infrastructure rather than short?cycle construction gear. Strategic deals (e.g., 2 GW purchase for Monarch compute campus) underscore multi?year revenue visibility. AIP Corp Strategic Alliance
• Positive Sentiment: Strong cash generation and capital return: full?year operating cash flow was robust and management deployed ~$7.9B for buybacks/dividends in 2025 — supports EPS accretion and shareholder return profile. Financials & Cash Flow
• Neutral Sentiment: Market perception is shifting — several outlets frame CAT as a surprise AI play (data center power + services), which can re-rate the stock but also raises expectations for sustained high growth. Investopedia AI coverage
• Negative Sentiment: Caterpillar flagged an estimated $2.6B tariff impact for 2026, which management says will compress margins and reduce profit — a material headwind investors must price into 2026 earnings. Reuters: Tariff Hit
• Negative Sentiment: Margins and profitability face pressure from higher tariffs and investment spending (R&D/automation/service expansion) despite top?line strength — watch margin trends in coming quarters. Benzinga: Tariffs Impact Margins

Insider Buying and Selling

In other news, insider Jason Kaiser sold 10,707 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the transaction, the insider owned 8,649 shares in the company, valued at approximately $4,874,576.40. The trade was a 55.32% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Lange Bob De sold 14,638 shares of Caterpillar 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 sale, the insider directly owned 80,209 shares in the company, valued at approximately $45,106,333.24. This trade represents a 15.43% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 54,729 shares of company stock worth $31,084,308. 0.33% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

CAT has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of Caterpillar from $675.00 to $702.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. DA Davidson raised their price objective on Caterpillar from $408.00 to $569.00 and gave the stock a “neutral” rating in a research note on Monday, November 3rd. Oppenheimer upped their target price on Caterpillar from $645.00 to $700.00 and gave the company an “outperform” rating in a report on Tuesday, January 20th. Bank of America upped their price objective on shares of Caterpillar from $650.00 to $708.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Finally, Morgan Stanley boosted their price target on shares of Caterpillar from $395.00 to $400.00 and gave the company an “underweight” rating in a report on Friday, January 23rd. 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 given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $640.20.

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.