Stanley Laman Group Ltd. Purchases 3,655 Shares of Caterpillar Inc. $CAT

Key Points

• Stanley Laman Group Ltd. boosted its Caterpillar stake by 380.7% in Q4, buying 3,655 shares to hold 4,615 shares valued at about $2.64 million.
• Insiders have been net sellers recently — CEO Joseph E. Creed sold 2,500 shares and another executive sold 10,671 shares, with insiders offloading 125,950 shares (≈$88.6M) over the last three months while owning just 0.33% of the company.
• Caterpillar beat quarterly estimates (EPS $5.16 vs. $4.67; revenue $19.13B vs. $17.81B), announced a $1.51 quarterly dividend, and holds a consensus "Moderate Buy" rating with a $741.68 price target.

Stanley Laman Group Ltd. grew its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 380.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,615 shares of the industrial products company's stock after purchasing an additional 3,655 shares during the period. Stanley Laman Group Ltd.'s holdings in Caterpillar were worth $2,644,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in CAT. Wellington Management Group LLP lifted its stake in Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company's stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in Caterpillar by 1,851.8% during the third quarter. Massachusetts Financial Services Co. MA now owns 1,830,414 shares of the industrial products company's stock worth $873,382,000 after purchasing an additional 1,736,631 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in Caterpillar by 20.7% during the third quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company's stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the last quarter. Voya Investment Management LLC lifted its stake in Caterpillar by 36.9% during the third quarter. Voya Investment Management LLC now owns 1,777,589 shares of the industrial products company's stock worth $848,177,000 after purchasing an additional 478,972 shares during the last quarter. Finally, Amundi lifted its stake in Caterpillar by 24.3% during the third quarter. Amundi now owns 2,375,710 shares of the industrial products company's stock worth $1,176,870,000 after purchasing an additional 464,036 shares during the last quarter. Institutional investors own 70.98% of the company's stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar 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 transaction of $1,797,325.00. Following the completion of the transaction, the chief executive officer owned 35,083 shares of the company's stock, valued at $25,222,221.19. This represents a 6.65% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Anthony D. Fassino sold 10,671 shares of the company's 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 transaction, 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. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 125,950 shares of company stock worth $88,577,390 over the last three months. 0.33% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Robert W. Baird set a $805.00 target price on Caterpillar in a research note on Friday, January 30th. Royal Bank Of Canada boosted their target price on Caterpillar from $587.00 to $658.00 and gave the company a "sector perform" rating in a research note on Friday, January 30th. Raymond James Financial reissued a "market perform" rating on shares of Caterpillar in a research note on Wednesday, January 7th. Daiwa Securities Group boosted their target price on Caterpillar from $640.00 to $790.00 in a research note on Wednesday, February 25th. Finally, Williams Trading set a $825.00 target price on Caterpillar in a research note on Tuesday, March 10th. Sixteen analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Caterpillar has a consensus rating of "Moderate Buy" and a consensus price target of $741.68.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar named veteran finance executive Kyle Epley as incoming CFO (effective May 1), an internal succession that reduces transition risk and preserves continuity in financial strategy. Caterpillar Names Veteran Executive Kyle Epley as CFO
• Positive Sentiment: Company messaging and coverage highlight record quarterly and full‑year results and a strong backlog — supporting revenue/earnings momentum that underpins the stock move. Caterpillar CFO Change Highlights Record Results And Valuation Questions
• Positive Sentiment: Earlier dividend action prompted a sharp intraday rally (reports showed a ~6.5% move after the announcement), underscoring management’s shareholder‑friendly posture. Caterpillar NYSE: CAT Trading Up 6.5% After Dividend Announcement
• Positive Sentiment: Analysts (Zacks and others) nudged up near‑term EPS forecasts and reiterated longer‑term upside cases, which supports estimates and reduces uncertainty around upcoming quarters. Why Caterpillar (CAT) is a Top Stock for the Long-Term
• Positive Sentiment: High‑profile bullish commentary (e.g., Jim Cramer) has amplified investor interest and momentum in the shares. Jim Cramer Believes “CAT Is One of the Most Viable Stocks”
• Neutral Sentiment: Sanford C. Bernstein raised its price target to $769 but kept a "market perform" rating — a mixed signal: higher PT but no upgrade to outperform. Bernstein adjusts price target on Caterpillar to $769
• Negative Sentiment: Valuation and cyclicality remain risks: coverage notes high valuation metrics (elevated P/E) and dependence on metals/mining and energy cycles — a sharp downturn in those end markets could hit demand and the share price. Caterpillar CFO Change Highlights Record Results And Valuation Questions

Caterpillar Trading Down 0.0%

CAT opened at $790.60 on Monday. The business has a 50 day simple moving average of $726.61 and a two-hundred day simple moving average of $625.39. The firm has a market capitalization of $367.85 billion, a price-to-earnings ratio of 42.01, a PEG ratio of 1.86 and a beta of 1.52. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.44 and a quick ratio of 0.94. Caterpillar Inc. has a one year low of $282.46 and a one year high of $797.85.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings results on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, beating analysts' consensus estimates of $4.67 by $0.49. The business had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar's quarterly revenue was up 17.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $5.14 EPS. Analysts predict that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a dividend of $1.51 per share. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.8%. Caterpillar's dividend payout ratio is presently 32.09%.

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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