Orleans Capital Management Corp LA Sells 1,793 Shares of Caterpillar Inc. $CAT

Key Points

• Orleans Capital Management Corp LA reduced its stake in Caterpillar by 23.4%, selling 1,793 shares in the quarter and finishing with 5,885 shares worth about $2.81 million (≈1.8% of the firm's portfolio).
• Caterpillar posted a strong quarter—$19.13 billion in revenue (up 17.9% YoY) and $5.16 EPS, beating estimates—and several analysts raised price targets (Jefferies $825, Oppenheimer $817), leaving a consensus "Moderate Buy" target of $724.81.
• Market activity shows heavy selling pressure from insiders—135,950 shares valued at about $94.3 million were sold in the past 90 days—while institutional investors still own roughly 71% of the stock.

Orleans Capital Management Corp LA decreased its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 23.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,885 shares of the industrial products company's stock after selling 1,793 shares during the quarter. Caterpillar accounts for approximately 1.8% of Orleans Capital Management Corp LA's investment portfolio, making the stock its 15th largest position. Orleans Capital Management Corp LA's holdings in Caterpillar were worth $2,808,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. Marquette Asset Management LLC boosted its position in shares of Caterpillar by 1,060.0% during 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. Joseph Group Capital Management bought a new stake in Caterpillar during the third quarter worth $32,000. Kilter Group LLC acquired a new stake in shares of Caterpillar in the 2nd quarter valued at $27,000. Sellwood Investment Partners LLC bought a new position in shares of Caterpillar in the 3rd quarter valued at $35,000. Finally, RiverPark Advisors LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth $32,000. 70.98% of the stock is owned by institutional investors.

Caterpillar Stock Performance

NYSE:CAT opened at $681.31 on Friday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.94 and a current ratio of 1.44. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $789.81. The company has a 50 day simple moving average of $681.47 and a two-hundred day simple moving average of $574.20. The company has a market capitalization of $317.01 billion, a PE ratio of 36.20, a P/E/G ratio of 1.67 and a beta of 1.54.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.67 by $0.49. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The firm had revenue of $19.13 billion for the quarter, compared to the consensus estimate of $17.81 billion. During the same quarter in the previous year, the company earned $5.14 EPS. The company's revenue for the quarter was up 17.9% on a year-over-year basis. Research analysts anticipate that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th were given a dividend of $1.51 per share. The ex-dividend date of this dividend was Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.9%. Caterpillar's dividend payout ratio is 32.09%.

Insider Activity

In other news, insider Rodney Michael Shurman sold 2,278 shares of Caterpillar stock in a transaction dated Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the transaction, the insider directly owned 1,443 shares of the company's stock, valued at approximately $1,096,117.23. This trade represents a 61.22% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO William E. Schaupp sold 972 shares of the company's 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 sale, the chief accounting officer owned 824 shares in the company, valued at approximately $629,700.80. The trade was a 54.12% 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 worth $94,327,990. 0.33% of the stock is owned by insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price‑target upgrades from Jefferies and Oppenheimer lift longer‑term outlooks — Jefferies raised its target to $825 and Oppenheimer to $817, both keeping buy/outperform views, signaling near‑20% upside versus current levels. Jefferies Adjusts Price Target
• Positive Sentiment: Recent fundamentals remain supportive: Caterpillar beat revenue and EPS expectations in its last report (strong margins and revenue growth), which underpins analyst bullishness and medium‑term earnings expectations. Analyst Upgrade Coverage
• Neutral Sentiment: CEO Joseph Creed sold 2,500 shares (filed with the SEC), a small reduction in insider holdings that may be interpreted as routine liquidity rather than a signal of deteriorating fundamentals. SEC Filing
• Neutral Sentiment: Positive PR and brand buzz from a viral AI image and Caterpillar’s real pickup concept give the company free publicity and may support equipment‑brand equity, but have limited immediate revenue impact. Caterpillar Built a Yellow Pickup
• Negative Sentiment: Large intraday losses in CAT helped drive sharp Dow declines and reflect heavy profit‑taking and macro risk sentiment; that market stress is the main reason the stock is down today. Dow Falls Coverage
• Negative Sentiment: Critical commentary on valuation labels Caterpillar as a high‑quality but highly valued cyclical, which could amplify downside if macro or industrial demand weakens. Valuation Critique
• Negative Sentiment: Market coverage noting the stock’s day‑over‑day dip highlights short‑term momentum weakness and heavier intraday volume, contributing to negative price action. Why CAT Dipped

Analysts Set New Price Targets

Several analysts recently weighed in on the company. CICC Research assumed coverage on Caterpillar in a research note on Friday, February 6th. They issued an "outperform" rating on the stock. Wall Street Zen cut shares of Caterpillar from a "buy" rating to a "hold" rating in a report on Saturday, February 21st. Evercore raised their price target on shares of Caterpillar from $476.00 to $630.00 and gave the company an "outperform" rating in a research note on Monday, November 17th. Jefferies Financial Group increased their price objective on shares of Caterpillar from $785.00 to $825.00 and gave the company a "buy" rating in a research note on Friday. Finally, Morgan Stanley raised their target price on shares of Caterpillar from $400.00 to $425.00 and gave the company an "underweight" rating in a research report on Tuesday, February 3rd. Sixteen investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $724.81.

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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