Bokf Na Sells 7,538 Shares of Caterpillar Inc. $CAT

Bokf Na decreased its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 21.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 27,878 shares of the industrial products company's stock after selling 7,538 shares during the period. Bokf Na's holdings in Caterpillar were worth $15,970,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Torren Management LLC bought a new stake in Caterpillar during the 4th quarter worth approximately $27,000. Marquette Asset Management LLC grew its holdings in 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 buying an additional 53 shares in the last quarter. IFS Advisors LLC purchased a new stake in Caterpillar during the 4th quarter valued at approximately $31,000. Joseph Group Capital Management purchased a new stake in Caterpillar during the 3rd quarter valued at approximately $32,000. Finally, Rialto Wealth Management LLC grew its holdings in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock valued at $32,000 after buying an additional 18 shares in the last quarter. Institutional investors own 70.98% of the company's stock.

Insider Buying and Selling

In related news, CAO William E. Schaupp sold 972 shares of the firm's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the completion of the sale, the chief accounting officer directly owned 824 shares in the company, valued at $629,700.80. This trade represents a 54.12% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph E. Creed sold 2,500 shares of the firm's stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the completion of the sale, the chief executive officer owned 35,083 shares of the company's stock, valued at approximately $25,222,221.19. This represents a 6.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 49,736 shares of company stock valued at $37,401,255 over the last 90 days. 0.33% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the stock. Raymond James Financial reaffirmed a "market perform" rating on shares of Caterpillar in a report on Wednesday, January 7th. JPMorgan Chase & Co. increased their price objective on shares of Caterpillar from $860.00 to $1,125.00 and gave the company an "overweight" rating in a report on Friday, May 1st. Morgan Stanley set a $915.00 price objective on shares of Caterpillar and gave the company an "equal weight" rating in a report on Friday. Royal Bank Of Canada raised their target price on shares of Caterpillar from $587.00 to $658.00 and gave the company a "sector perform" rating in a report on Friday, January 30th. Finally, Robert W. Baird raised their target price on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an "outperform" rating in a report on Friday, May 1st. Sixteen investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $878.91.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 earnings and outlook: CAT posted a sizable Q1 beat, with revenue and EPS above estimates and rising backlog, which underpins management’s constructive outlook and is a primary driver of investor enthusiasm. Should You Buy, Sell or Hold Caterpillar Stock Post Q1 Earnings?
• Positive Sentiment: Analyst upgrade/price target lift: Argus raised its price target to $990 and maintained a buy rating, providing fresh analyst support that helps justify higher multiples. Argus adjusts price target on Caterpillar to $990
• Positive Sentiment: AI / data‑center narrative: Multiple outlets are framing Caterpillar as an AI‑infrastructure beneficiary (power, generators, hyperscale demand), which has re-rated the stock and attracted momentum buying. This thematic shift is amplifying gains beyond cyclical construction/mining drivers. Industrial-Strength Rally: Why Caterpillar Is Up 53%...
• Positive Sentiment: Corporate wins / tech sales: Carmeuse selected Caterpillar’s autonomous hauling solution (adoption of CAT autonomy in mining/quarrying) and Cat’s electric power products are gaining spotlight—both support incremental revenue and product diversification. Carmeuse selects Caterpillar’s autonomous hauling solution
• Positive Sentiment: Director buy: Director David Maclennan purchased 250 shares, a modest insider buy that provides a supportive signal to investors. SEC filing: Director purchase
• Neutral Sentiment: Mixed analyst posture: DA Davidson raised its price target but maintained a neutral rating, suggesting some analysts see limited near‑term upside from current levels. DA Davidson adjusts price target on Caterpillar to $845
• Neutral Sentiment: Options and media attention: Rising options activity and extensive media coverage (trending pieces, Zacks features) are increasing short‑term volatility and attention but don’t change fundamentals by themselves. Do Options Traders Know Something About Caterpillar Stock?
• Negative Sentiment: Insider sale: An insider (Jason Kaiser) sold 5,642 shares for roughly $5M, trimming his position by ~37%, which some investors may view as a cautionary signal despite other positive indicators. SEC filing: Insider sale

Caterpillar Trading Up 3.4%

CAT stock opened at $904.60 on Wednesday. The firm has a fifty day moving average price of $749.76 and a 200 day moving average price of $659.59. Caterpillar Inc. has a fifty-two week low of $318.11 and a fifty-two week high of $908.90. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm has a market cap of $416.65 billion, a PE ratio of 45.03, a price-to-earnings-growth ratio of 1.80 and a beta of 1.63.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.65 by $0.89. The company had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar's revenue was up 22.2% on a year-over-year basis. During the same period last year, the company earned $4.25 earnings per share. Sell-side analysts anticipate that Caterpillar Inc. will post 23.68 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be given a $1.51 dividend. The ex-dividend date is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. Caterpillar's dividend payout ratio (DPR) is currently 30.06%.

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.

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