Caterpillar Inc. $CAT Shares Purchased by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp raised its stake in Caterpillar by 15% in Q4 to 257,686 shares (about $147.6M), contributing to institutional ownership of roughly 71% of the company.
• Caterpillar beat Q4 estimates with $5.16 EPS and 17.9% revenue growth, and declared a $1.51 quarterly dividend ($6.04 annual), but it trades at a high P/E (~44) that has prompted mixed analyst views and valuation concerns.
• Insiders sold about 125,950 shares worth ~$88.6M last quarter (insiders now own 0.33%), while the stock is trading near its 52‑week high (opened ~$829.84; 52‑week high $845.27).

Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 15.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 257,686 shares of the industrial products company's stock after buying an additional 33,702 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.06% of Caterpillar worth $147,621,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. IFS Advisors LLC acquired a new stake in Caterpillar during the fourth quarter worth about $31,000. Rialto Wealth Management LLC boosted its holdings in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company's stock valued at $32,000 after purchasing an additional 18 shares during the last quarter. Marquette Asset Management LLC grew its stake 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 valued at $28,000 after buying an additional 53 shares during the period. Noble Wealth Management PBC increased its holdings in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company's stock worth $34,000 after buying an additional 35 shares during the last quarter. Finally, Key Capital Management INC acquired a new stake in shares of Caterpillar during the 4th quarter worth approximately $36,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wells Fargo raised its price target to $960 and boosted 2026–2028 EPS estimates, citing the scale-up of the Solar Turbines project and stronger forward outlook that underpins earnings upside. Wells Fargo Lifts PT on Caterpillar Inc. (CAT) And Raises 2026-2028 EPS
• Positive Sentiment: Jim Cramer publicly said he "expects a huge number" for Caterpillar, noting the company's meaningful exposure to data‑center demand — a high‑visibility endorsement that can boost short‑term retail/institutional interest. Jim Cramer on Caterpillar: “I Actually Expect a Huge Number”
• Positive Sentiment: Zacks highlights Caterpillar alongside other industrials for strong demand and backlog dynamics, reinforcing a research-based bullish view that order strength could sustain revenue and pricing power. The Zacks Analyst Blog Highlights Caterpillar, Texas Instruments, Boeing, Kewaunee Scientific and Vaso
• Neutral Sentiment: Preview pieces are setting expectations for Q1 results and key metrics beyond revenue/EPS; analysts are watching margins, dealer inventory flows and services exposure — these previews shape near‑term volatility but don’t change fundamentals by themselves. Ahead of Caterpillar (CAT) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
• Neutral Sentiment: Caterpillar’s recent acquisition of Monarch Tractor and a planned CFO transition (Andrew Bonfield retiring, Kyle Epley to succeed) highlight the push into automation/electric ag equipment — strategic for long term but raises integration and execution questions near term. Does Caterpillar’s Monarch Deal and CFO Shift Redraw the Bull Case for CAT’s Automation Future?
• Neutral Sentiment: Cycle analysis comparing Caterpillar and Deere frames CAT as riding momentum vs. value at Deere; useful context for relative positioning but mixed implications for CAT’s near‑term multiple. Caterpillar and Deere Hit Opposite Cycle Peaks: One Rides Momentum, One Hunts Value
• Negative Sentiment: A Seeking Alpha piece warns Caterpillar’s high P/E (cited ~43x) could reflect a “data center trap,” arguing the stock may be overpaying for anticipated growth from data‑center and services exposure — a bearish take that pressures valuation multiples. Caterpillar: The 43x P/E Data Center Trap

Caterpillar Trading Down 0.1%

CAT opened at $829.84 on Tuesday. Caterpillar Inc. has a 52 week low of $302.17 and a 52 week high of $845.27. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The business has a fifty day simple moving average of $742.02 and a 200-day simple moving average of $649.99. The firm has a market cap of $386.12 billion, a P/E ratio of 44.09, a P/E/G ratio of 1.95 and a beta of 1.52.

Caterpillar (NYSE:CAT - Get Free Report) 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. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. During the same quarter in the prior year, the company earned $5.14 EPS. Caterpillar's revenue was up 17.9% on a year-over-year basis. On average, equities analysts expect that Caterpillar Inc. will post 22.89 earnings per share for the current year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. 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 dividend payout ratio is currently 32.09%.

Insiders Place Their Bets

In related news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar 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 transaction, the insider owned 41,151 shares in the company, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 22,656 shares of the stock in a transaction that occurred 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 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. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on CAT shares. Morgan Stanley upped their price objective on Caterpillar from $425.00 to $430.00 and gave the company an "underweight" rating in a report on Wednesday, April 15th. Sanford C. Bernstein lifted their target price on Caterpillar from $678.00 to $769.00 and gave the company a "market perform" rating in a research report on Thursday, April 9th. Wall Street Zen lowered Caterpillar from a "buy" rating to a "hold" rating in a research note on Saturday, February 21st. Barclays increased their price target on Caterpillar from $625.00 to $700.00 and gave the stock an "equal weight" rating in a report on Tuesday, March 31st. Finally, Royal Bank Of Canada boosted their price objective 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. Sixteen research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $767.77.

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.

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