Seizert Capital Partners LLC Sells 4,131 Shares of Caterpillar Inc. $CAT

Key Points

• Seizert Capital Partners trimmed its Caterpillar stake by 35.4%, selling 4,131 shares in Q4 and leaving 7,547 shares valued at $4.323 million.
• Caterpillar beat Q1 expectations—EPS $5.54 vs. $4.65 and revenue $17.42B vs. $16.53B—reported a record backlog and spurred multiple analyst price-target increases, leaving a MarketBeat consensus of Moderate Buy with an average target of $862.32.
• Management warned of significant tariff costs of $2.2–$2.4 billion for 2026 that could pressure margins despite the company's revenue and backlog strength.

Seizert Capital Partners LLC trimmed its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 35.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,547 shares of the industrial products company's stock after selling 4,131 shares during the quarter. Seizert Capital Partners LLC's holdings in Caterpillar were worth $4,323,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. B.O.S.S. Retirement Advisors LLC grew its stake in shares of Caterpillar by 3.3% in the fourth quarter. B.O.S.S. Retirement Advisors LLC now owns 1,137 shares of the industrial products company's stock valued at $652,000 after acquiring an additional 36 shares in the last quarter. Summit Wealth & Retirement Planning Inc. acquired a new stake in Caterpillar in the 4th quarter worth about $245,000. Core Alternative Capital raised its stake in Caterpillar by 40.3% in the 4th quarter. Core Alternative Capital now owns 1,676 shares of the industrial products company's stock worth $960,000 after purchasing an additional 481 shares in the last quarter. Woodard & Co. Asset Management Group Inc. ADV boosted its holdings in Caterpillar by 2.7% in the 4th quarter. Woodard & Co. Asset Management Group Inc. ADV now owns 5,700 shares of the industrial products company's stock valued at $3,265,000 after purchasing an additional 152 shares during the period. Finally, Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies acquired a new position in shares of Caterpillar during the 4th quarter worth approximately $2,620,000. Institutional investors and hedge funds own 70.98% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CAT shares. CICC Research initiated coverage on shares of Caterpillar in a research report on Friday, February 6th. They issued an "outperform" rating for the company. DA Davidson raised their price objective on Caterpillar from $569.00 to $650.00 and gave the stock a "neutral" rating in a research note on Monday, February 2nd. Argus lifted their price objective on Caterpillar from $625.00 to $820.00 and gave the company a "buy" rating in a report on Wednesday, February 11th. Rothschild & Co Redburn increased 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. Finally, Williams Trading set a $825.00 price target on Caterpillar in a research note on Tuesday, March 10th. Sixteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $862.32.

Caterpillar Trading Up 0.1%

Shares of CAT stock opened at $890.15 on Monday. The stock's fifty day simple moving average is $746.86 and its 200 day simple moving average is $656.99. Caterpillar Inc. has a twelve month low of $318.11 and a twelve month high of $905.00. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The firm has a market capitalization of $414.17 billion, a P/E ratio of 44.31, a P/E/G ratio of 2.04 and a beta of 1.63.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm's quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the business earned $4.25 EPS. As a group, sell-side analysts predict that Caterpillar Inc. will post 23.08 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently disclosed 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 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar's dividend payout ratio (DPR) is 30.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar beat Q1 revenue and EPS expectations and reported a record backlog, driven by higher volume and pricing across construction and power systems — a core reason the stock rallied after earnings. Caterpillar expects AI-driven demand for power, construction to fuel growth — Reuters
• Positive Sentiment: Analysts sharply raised price targets and upgraded ratings (JPMorgan, Jefferies, Wells Fargo, Baird, Citigroup, Morgan Stanley among others), signaling renewed street confidence and creating upward momentum for the stock. Morgan Stanley Doubles Price Target to $915 — 247WallSt
• Positive Sentiment: Demand tied to AI/data-center buildouts is boosting Cat’s power and energy backlog; management is raising 2030 targets and plans to roughly triple power-generation capacity, which supports a multi-year growth runway beyond cyclical construction. Caterpillar to triple power generation capacity — Yahoo Finance
• Positive Sentiment: Market narrative has shifted: short interest and skeptical bears are receding as the AI-power story gains traction, amplifying upside as skeptics fold. Caterpillar’s biggest bear folds as AI power demand soars — Mining.com
• Positive Sentiment: Strategic partnerships (e.g., framework with ProPetro’s PROPWR) and large supply agreements for data-center and industrial power strengthen the revenue mix in higher-margin power systems. Caterpillar taps PROPWR and data centers — Yahoo Finance
• Neutral Sentiment: Technical momentum is strong (IBD composite rating surged toward the top of the universe) and the company announced a virtual annual shareholder meeting; these are market-interest and governance items rather than direct catalysts. IBD Composite Rating Surges — Yahoo/IBD
• Negative Sentiment: Management warned of significant tariff costs for 2026 — a $2.2B–$2.4B range — that will pressure margins and partially offset revenue strength; investors should watch margin trends and any changes to the tariff outlook. Caterpillar signals tariff cost range and 2026 sales growth — Seeking Alpha

Insider Buying and Selling

In related news, CEO Joseph E. Creed sold 2,500 shares of the company's stock in a transaction that occurred on Thursday, March 5th. The stock was sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer directly owned 35,083 shares in the company, valued at $25,222,221.19. This represents a 6.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 7,891 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $776.90, for a total transaction of $6,130,517.90. Following the transaction, the insider owned 46,643 shares of the company's stock, valued at approximately $36,236,946.70. The trade was a 14.47% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 60,164 shares of company stock valued at $43,748,068 over the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

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.

Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.