Caterpillar Inc. $CAT Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Key Points

• Mitsubishi UFJ Asset Management increased its stake in Caterpillar by 3.6% to 1,290,529 shares, representing about 0.28% of the company and worth roughly $772.3 million.
• Caterpillar beat Q1 estimates with EPS of $5.54 vs. $4.65 and revenue of $17.42B vs. $16.53B (up 22.2% y/y), spurring analyst price‑target raises and a re‑rating fueled in part by an AI/data‑center narrative and new product wins.
• Insider selling is notable: insiders disposed of 49,736 shares (~$37.4M) in the last three months (including a ~5,642‑share sale by Jason Kaiser), while insiders own 0.33% and institutional investors hold about 70.98% of the stock.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 3.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,290,529 shares of the industrial products company's stock after buying an additional 45,393 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.28% of Caterpillar worth $772,265,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Torren Management LLC acquired a new stake in Caterpillar in the fourth quarter valued at $27,000. Marquette Asset Management LLC grew its position in shares of Caterpillar by 1,060.0% in the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company's stock worth $28,000 after acquiring an additional 53 shares in the last quarter. IFS Advisors LLC acquired a new position in Caterpillar in the fourth quarter worth $31,000. Joseph Group Capital Management bought a new stake in shares of Caterpillar during the 3rd quarter valued at about $32,000. Finally, Rialto Wealth Management LLC grew its position in shares of 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 during the last quarter. Hedge funds and other institutional investors own 70.98% of the company's stock.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 5,642 shares of the business's stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the completion of the sale, the insider owned 9,594 shares of the company's stock, valued at $8,471,789.82. The trade was a 37.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO William E. Schaupp sold 972 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $764.20, for a total value of $742,802.40. Following the transaction, the chief accounting officer directly owned 824 shares in the company, valued at approximately $629,700.80. This represents a 54.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 49,736 shares of company stock valued at $37,401,255 in the last three months. 0.33% of the stock is currently owned by company insiders.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $904.60 on Wednesday. The stock's fifty day simple moving average is $749.76 and its 200 day simple moving average is $659.59. Caterpillar Inc. has a 52-week low of $318.11 and a 52-week high of $908.90. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The stock has a market capitalization of $416.65 billion, a price-to-earnings ratio of 45.03, a PEG ratio of 1.80 and a beta of 1.63.

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

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Investors of record on Monday, April 20th will be paid a $1.51 dividend. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar's payout ratio is presently 30.06%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on CAT. Bank of America raised their target price on shares of Caterpillar from $930.00 to $989.00 and gave the stock a "buy" rating in a report on Friday, May 1st. Wall Street Zen upgraded Caterpillar from a "hold" rating to a "buy" rating in a research report on Saturday. Daiwa Securities Group raised their price target on Caterpillar from $790.00 to $900.00 and gave the stock a "neutral" rating in a report on Friday, May 1st. Barclays upped their price objective on Caterpillar from $700.00 to $800.00 and gave the stock an "equal weight" rating in a research note on Friday. Finally, UBS Group reiterated a "neutral" rating and issued a $677.00 target price on shares of Caterpillar in a research note on Monday, February 2nd. Sixteen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $878.91.

More Caterpillar News

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 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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