Caterpillar Inc. $CAT Shares Sold by Menora Mivtachim Holdings LTD.

Key Points

• Menora Mivtachim Holdings LTD reduced its stake in Caterpillar by 25.9%, selling 72,500 shares and leaving 207,500 shares worth about $99.01 million at the end of the quarter.
• Insiders have been net sellers recently — 135,950 shares were sold in the last 90 days (≈$94.33 million), including notable sales by Lange Bob De and Anthony D. Fassino.
• Caterpillar beat recent quarterly estimates with $5.16 EPS vs. $4.67 expected and $19.13B revenue (+17.9% YoY), while analysts have lifted targets leaving a consensus "Moderate Buy" and an average price target near $730.50.

Menora Mivtachim Holdings LTD. reduced its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 25.9% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 207,500 shares of the industrial products company's stock after selling 72,500 shares during the period. Menora Mivtachim Holdings LTD.'s holdings in Caterpillar were worth $99,009,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in CAT. Marquette Asset Management LLC grew its holdings in 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. Joseph Group Capital Management acquired a new stake in shares of Caterpillar in the third quarter worth approximately $32,000. Kilter Group LLC purchased a new stake in Caterpillar in the second quarter valued at approximately $27,000. Sellwood Investment Partners LLC acquired a new position in Caterpillar during the third quarter worth approximately $35,000. Finally, RiverPark Advisors LLC purchased a new position in Caterpillar during the second quarter worth approximately $32,000. Hedge funds and other institutional investors own 70.98% of the company's stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the business's stock in a transaction 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 completion of the transaction, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. The trade was a 22.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the company's stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the sale, the insider directly owned 41,151 shares of the company's stock, valued at $28,001,197.95. The trade was a 20.59% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 135,950 shares of company stock valued at $94,327,990. 0.33% of the stock is currently owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Citi raised its price target to $785 (from $760) and reiterated a Buy, citing strong U.S. construction demand shown at ConExpo — a validation of near-term equipment demand and a direct bullish signal for CAT shares. Article Title
• Positive Sentiment: Analyst upgrades (multiple outlets) have lifted the stock in recent sessions, reflecting improved sell-side conviction on growth and dividends. Upgrades can attract investor inflows and support the price. Article Title
• Positive Sentiment: Caterpillar signed a Global Framework Agreement to supply Atlas Energy Solutions with ~1.4 GW of power generation assets (~$840M) for 2027–2029 — a substantial multi-year order that diversifies revenue into power solutions and supports longer-term backlog and revenue visibility. Article Title
• Positive Sentiment: Cat Rentals brand refresh adds Cat AI Assistant and expanded telematics — this digital push can increase rental utilization, attach higher-margin services, and improve recurring service revenue and margins over time. Investors view services/telemetry as margin-accretive. Article Title
• Positive Sentiment: Oppenheimer and other analysts highlight an “AI-infused” industrial cycle (machines, power, physical AI) where Caterpillar is a beneficiary — a thematic tailwind that supports higher multiple / long-term demand for equipment and power infrastructure. Article Title
• Neutral Sentiment: Market note: recent data points and headlines show day-to-day volatility — e.g., reports that CAT “suffered a larger drop than the market” are descriptive of trading action but don’t change the underlying order/margin catalysts. Article Title
• Negative Sentiment: Broader market selloff (Dow fell sharply) is weighing on CAT today — macro-driven risk-off and concerns about financials/interest rates dragged industrial names, prompting the intraday decline despite company-level positives. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CAT. Morgan Stanley boosted their price target on Caterpillar from $400.00 to $425.00 and gave the company an "underweight" rating in a research report on Tuesday, February 3rd. Bank of America raised their price objective on Caterpillar from $735.00 to $825.00 and gave the stock a "buy" rating in a report on Tuesday, February 10th. Rothschild & Co Redburn boosted their target price on Caterpillar from $650.00 to $700.00 and gave the stock a "neutral" rating in a report on Wednesday, February 4th. Wall Street Zen downgraded shares of Caterpillar from a "buy" rating to a "hold" rating in a research report on Saturday, February 21st. Finally, Argus lifted their price target on shares of Caterpillar from $625.00 to $820.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Sixteen equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Caterpillar has a consensus rating of "Moderate Buy" and an average price target of $730.50.

Caterpillar Stock Performance

CAT stock opened at $700.55 on Friday. The stock's 50 day simple moving average is $692.00 and its 200 day simple moving average is $582.12. Caterpillar Inc. has a 12-month low of $267.30 and a 12-month high of $789.81. The firm has a market cap of $325.96 billion, a P/E ratio of 37.22, a P/E/G ratio of 1.67 and a beta of 1.54. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44.

Caterpillar (NYSE:CAT - Get Free Report) last released 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 firm had revenue of $19.13 billion for the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. Caterpillar's quarterly revenue was up 17.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $5.14 earnings per share. As a group, equities research analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

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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