Caterpillar Inc. $CAT Shares Bought by Vectors Research Management LLC

Vectors Research Management LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 141.0% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,415 shares of the industrial products company’s stock after acquiring an additional 3,753 shares during the quarter. Vectors Research Management LLC’s holdings in Caterpillar were worth $3,061,000 as of its most recent filing with the SEC.

Other hedge funds have also recently bought and sold shares of the company. Richardson Financial Services Inc. grew its position in shares of Caterpillar by 40.0% during the third quarter. Richardson Financial Services Inc. now owns 161 shares of the industrial products company’s stock worth $77,000 after buying an additional 46 shares in the last quarter. Peoples Financial Services CORP. boosted its stake in Caterpillar by 2.5% during the 3rd quarter. Peoples Financial Services CORP. now owns 2,257 shares of the industrial products company’s stock valued at $1,077,000 after acquiring an additional 55 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC grew its holdings in Caterpillar by 4.1% during the 3rd quarter. Baron Silver Stevens Financial Advisors LLC now owns 881 shares of the industrial products company’s stock worth $420,000 after acquiring an additional 35 shares in the last quarter. Mainsail Asset Management LLC bought a new stake in shares of Caterpillar in the 3rd quarter worth about $223,000. Finally, MBA Advisors LLC raised its stake in shares of Caterpillar by 5.8% in the 3rd quarter. MBA Advisors LLC now owns 817 shares of the industrial products company’s stock valued at $390,000 after purchasing an additional 45 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bank of America raised its price target on CAT to $708 and kept a “buy” rating — a meaningful bullish signal from a major shop that can attract flows and support the share price. MarketScreener
• Positive Sentiment: JPMorgan analyst told investors CAT shares are expected to rise, adding institutional conviction to the bullish case and potentially supporting buying interest. Caterpillar (NYSE:CAT) Stock Price Expected to Rise
• Positive Sentiment: Caterpillar announced a partnership with NVIDIA to develop foundations for autonomous systems — this accelerates higher-margin, software-enabled product opportunities (autonomy, telematics) over time. Caterpillar partners with NVIDIA
• Positive Sentiment: Bernstein highlighted CAT as a potential winner if data centers shift to on-site power generation — a new end market for power systems could boost equipment and power solutions demand. Caterpillar is potential winner if data centers move power generation on-site
• Positive Sentiment: Articles emphasizing CAT’s ~30% payout ratio argue its dividend is well-covered and likely sustainable through downturns — supportive for income-focused investors. Caterpillar’s 30% Payout Ratio Shows Why Its Dividend Can Survive the Next Recession
• Neutral Sentiment: Caterpillar set its Q4 and full-year 2025 earnings release for Jan. 29 — this is the next key event risk/opportunity that will likely drive short-term volatility. Caterpillar Inc. to Announce Fourth-Quarter and Full-Year 2025 Financial Results on January 29
• Neutral Sentiment: Zacks highlights industrial stocks that could beat earnings using its Earnings ESP screen — a potential catalyst if CAT is included, but specifics/odds are unclear. These 2 Industrial Products Stocks Could Beat Earnings
• Negative Sentiment: Caterpillar is contesting a patent complaint from Bobcat and the trade commission will investigate — pending legal/ITC outcomes create downside risk and potential remedy costs or product restrictions. Caterpillar Fights Bobcat Patent Complaint; Trade Commission to Investigate

Caterpillar Price Performance

Shares of CAT opened at $646.95 on Friday. Caterpillar Inc. has a 12 month low of $267.30 and a 12 month high of $655.68. The company has a debt-to-equity ratio of 1.34, a current ratio of 1.38 and a quick ratio of 0.86. The stock has a fifty day moving average price of $586.90 and a 200 day moving average price of $502.11. The company has a market cap of $302.76 billion, a P/E ratio of 33.21, a PEG ratio of 2.50 and a beta of 1.57.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.52 by $0.43. Caterpillar had a net margin of 14.34% and a return on equity of 47.16%. The company had revenue of $17.64 billion during the quarter, compared to the consensus estimate of $16.72 billion. During the same quarter in the previous year, the company posted $5.17 earnings per share. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. On average, research analysts forecast that Caterpillar Inc. will post 19.86 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, February 19th. Shareholders of record on Tuesday, January 20th will be given a $1.51 dividend. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is 31.01%.

Wall Street Analyst Weigh In

CAT has been the subject of several research analyst reports. Jefferies Financial Group boosted their price objective on Caterpillar from $570.00 to $700.00 and gave the company a “buy” rating in a report on Wednesday, November 5th. Wells Fargo & Company assumed coverage on Caterpillar in a research report on Thursday, November 13th. They issued an “overweight” rating and a $675.00 target price for the company. Royal Bank Of Canada started coverage on Caterpillar in a research report on Wednesday, October 22nd. They set a “sector perform” rating and a $560.00 price target on the stock. JPMorgan Chase & Co. lifted their price objective on shares of Caterpillar from $730.00 to $740.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Citigroup increased their target price on shares of Caterpillar from $690.00 to $710.00 and gave the stock a “buy” rating in a report on Tuesday. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $623.10.

Insider Buying and Selling

In other Caterpillar news, insider Lange Bob De sold 14,638 shares of the business’s stock in a transaction on Wednesday, November 5th. The stock was sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the completion of the transaction, the insider owned 80,209 shares in the company, valued at approximately $45,106,333.24. The trade was a 15.43% 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 8,184 shares of the firm’s stock in a transaction on Monday, November 10th. The shares were sold at an average price of $570.18, for a total value of $4,666,353.12. Following the transaction, the insider directly owned 41,512 shares in the company, valued at $23,669,312.16. This trade represents a 16.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 54,729 shares of company stock valued at $31,084,308 in the last ninety days. Insiders own 0.33% of the company’s stock.

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.