UniSuper Management Pty Ltd grew its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 6.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,458 shares of the industrial products company's stock after purchasing an additional 1,788 shares during the period. UniSuper Management Pty Ltd's holdings in Caterpillar were worth $10,045,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also recently made changes to their positions in CAT. Investment Management Corp VA ADV purchased a new position in shares of Caterpillar during the fourth quarter valued at $33,000. Curat Global LLC acquired a new stake in shares of Caterpillar during the first quarter worth about $33,000. Redmont Wealth Advisors LLC acquired a new stake in shares of Caterpillar during the first quarter worth about $33,000. Mpwm Advisory Solutions LLC purchased a new position in Caterpillar during the fourth quarter valued at approximately $36,000. Finally, Mattson Financial Services LLC purchased a new position in Caterpillar during the fourth quarter valued at approximately $39,000. Hedge funds and other institutional investors own 70.98% of the company's stock.
Analyst Upgrades and Downgrades
CAT has been the subject of several research reports. Robert W. Baird dropped their price target on Caterpillar from $500.00 to $495.00 and set an "outperform" rating for the company in a research report on Friday, August 29th. Melius raised Caterpillar from a "hold" rating to a "buy" rating and set a $500.00 price target on the stock in a research note on Wednesday, July 9th. UBS Group upgraded Caterpillar from a "sell" rating to a "neutral" rating and boosted their price objective for the company from $272.00 to $357.00 in a report on Friday, May 16th. Bank of America boosted their price objective on Caterpillar from $460.00 to $495.00 and gave the company a "buy" rating in a report on Wednesday, August 6th. Finally, Evercore ISI upgraded Caterpillar from an "in-line" rating to an "outperform" rating and set a $476.00 price target on the stock in a report on Tuesday, August 19th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $457.20.
Read Our Latest Analysis on CAT
Insider Activity
In other news, Director Susan C. Schwab sold 2,324 shares of the firm's stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $410.00, for a total value of $952,840.00. Following the completion of the sale, the director directly owned 6,917 shares of the company's stock, valued at $2,835,970. This trade represents a 25.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Jason Kaiser sold 2,161 shares of the firm's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $417.70, for a total value of $902,649.70. Following the completion of the sale, the insider directly owned 8,632 shares of the company's stock, valued at $3,605,586.40. This represents a 20.02% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 21,653 shares of company stock valued at $8,943,642 in the last three months. 0.33% of the stock is currently owned by company insiders.
Caterpillar Stock Performance
Shares of NYSE CAT traded down $0.28 during trading hours on Friday, reaching $431.10. The stock had a trading volume of 2,341,271 shares, compared to its average volume of 2,399,245. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $441.15. The firm has a 50-day moving average of $420.04 and a 200-day moving average of $365.32. The company has a current ratio of 1.34, a quick ratio of 0.81 and a debt-to-equity ratio of 1.50. The firm has a market cap of $201.96 billion, a price-to-earnings ratio of 21.93, a PEG ratio of 2.62 and a beta of 1.41.
Caterpillar (NYSE:CAT - Get Free Report) last posted its quarterly earnings results on Tuesday, August 5th. The industrial products company reported $4.72 EPS for the quarter, missing the consensus estimate of $4.88 by ($0.16). The business had revenue of $16.57 billion during the quarter, compared to analyst estimates of $16.14 billion. Caterpillar had a net margin of 14.95% and a return on equity of 48.95%. The firm's quarterly revenue was down .7% compared to the same quarter last year. During the same period in the prior year, the business earned $5.99 earnings per share. Equities research analysts predict that Caterpillar Inc. will post 19.86 earnings per share for the current year.
Caterpillar Profile
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Free Report)
Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.
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