Dynamic Advisor Solutions LLC Has $12.17 Million Holdings in Caterpillar Inc. $CAT

Key Points

• Dynamic Advisor Solutions LLC trimmed its stake in Caterpillar by 10.8%, holding 21,244 shares worth approximately $12.17 million after selling 2,579 shares in Q4.
• Analysts remain broadly positive with a consensus rating of “Moderate Buy” and a $730.50 target, following price-target increases from firms including Oppenheimer (to $817) and Williams Trading (to $825).
• Despite a strong quarterly beat (Q1 EPS $5.16 vs. $4.67 estimate; revenue $19.13B vs. $17.81B), insiders have been net sellers—135,950 shares (~$94.3M) sold in the last 90 days—while the stock has rallied roughly 100% over the past year, raising valuation concerns.

Dynamic Advisor Solutions LLC lessened its stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 10.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,244 shares of the industrial products company's stock after selling 2,579 shares during the quarter. Dynamic Advisor Solutions LLC's holdings in Caterpillar were worth $12,170,000 as of its most recent filing with the SEC.

Other institutional investors have also made changes to their positions in the company. Pacific Point Advisors LLC acquired a new position in Caterpillar in the 4th quarter valued at $579,000. Brighton Jones LLC lifted its position in Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock worth $2,688,000 after acquiring an additional 2,519 shares during the last quarter. United Bank boosted its holdings in Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company's stock valued at $1,585,000 after acquiring an additional 2,125 shares during the period. Schnieders Capital Management LLC. boosted its holdings in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock valued at $3,551,000 after acquiring an additional 347 shares during the period. Finally, Hillsdale Investment Management Inc. grew its position in shares of Caterpillar by 361.2% in the second quarter. Hillsdale Investment Management Inc. now owns 4,737 shares of the industrial products company's stock valued at $1,839,000 after purchasing an additional 3,710 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts recently weighed in on CAT shares. Williams Trading set a $825.00 price objective on Caterpillar in a research report on Tuesday, March 10th. Oppenheimer lifted their price target on Caterpillar from $729.00 to $817.00 and gave the stock an "outperform" rating in a research report on Friday, March 6th. Weiss Ratings reiterated a "buy (b)" rating on shares of Caterpillar in a report on Monday, December 29th. Rothschild & Co Redburn increased their price objective on Caterpillar from $650.00 to $700.00 and gave the company a "neutral" rating in a research report on Wednesday, February 4th. Finally, CICC Research started coverage on shares of Caterpillar in a research report on Friday, February 6th. They set an "outperform" rating on the stock. Sixteen investment 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. According to MarketBeat.com, Caterpillar presently has a consensus rating of "Moderate Buy" and a consensus target price of $730.50.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 2,500 shares of the business's stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. The trade was a 6.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anthony D. Fassino sold 10,671 shares of the 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 sale, the insider owned 41,151 shares of the company's stock, valued at $28,001,197.95. This trade represents a 20.59% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 135,950 shares of company stock valued at $94,327,990. Insiders own 0.33% of the company's stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks raised multiple EPS forecasts for Caterpillar, including Q1 2026 (from $4.38 to $4.46), FY2026 (to $21.46), FY2027 (to $24.17), Q4 FY2027 (to $7.12) and FY2028 (to $28.88). Those upgrades signal modestly stronger earnings outlooks across several periods, which is supportive for the stock.
• Neutral Sentiment: Local interest/brand stories highlighting heavy‑equipment operators may support long‑term demand narratives but are unlikely to move the stock near term. Digging for gold: How a Wells man earned the title of world’s best heavy machinery operator
• Negative Sentiment: Zacks trimmed Q2 FY2027 EPS slightly (6.01 → 5.99), a small downgrade that could signal near‑term variability. Additionally, valuation concerns after a ~100% one‑year rally are being highlighted in market commentary, which can pressure the stock as investors weigh future growth vs current price levels. Is It Too Late To Consider Caterpillar (CAT) After A 105% One Year Surge?

Caterpillar Trading Down 1.2%

CAT stock opened at $680.15 on Monday. Caterpillar Inc. has a 1-year low of $267.30 and a 1-year high of $789.81. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The business's 50 day moving average is $701.95 and its 200-day moving average is $595.65. The firm has a market cap of $316.47 billion, a P/E ratio of 36.14, a P/E/G ratio of 1.61 and a beta of 1.53.

Caterpillar (NYSE:CAT - Get Free Report) last posted its earnings results on Thursday, January 29th. The industrial products company reported $5.16 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 business had revenue of $19.13 billion during the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter last year, the company earned $5.14 EPS. Caterpillar's revenue was up 17.9% on a year-over-year basis. Equities analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current fiscal 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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