Tokio Marine Asset Management Co. Ltd. Acquires 744 Shares of Caterpillar Inc. $CAT

Tokio Marine Asset Management Co. Ltd. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,443 shares of the industrial products company’s stock after buying an additional 744 shares during the quarter. Tokio Marine Asset Management Co. Ltd.’s holdings in Caterpillar were worth $9,420,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of CAT. Marquette Asset Management LLC grew its stake in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after buying an additional 53 shares during the last quarter. IFS Advisors LLC bought a new position in shares of Caterpillar during the fourth quarter valued at approximately $31,000. Joseph Group Capital Management bought a new position in Caterpillar in the third quarter worth approximately $32,000. Rialto Wealth Management LLC grew its stake in Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares in the last quarter. Finally, Noble Wealth Management PBC grew its stake in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, CAO William E. Schaupp sold 972 shares of the stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total transaction of $742,802.40. Following the sale, the chief accounting officer owned 824 shares of the company’s stock, valued at approximately $629,700.80. This trade represents a 54.12% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Rodney Michael Shurman sold 2,278 shares of the stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $759.61, for a total value of $1,730,391.58. Following the sale, the insider directly owned 1,443 shares in the company, valued at $1,096,117.23. This trade represents a 61.22% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 125,950 shares of company stock worth $88,577,390. 0.33% of the stock is currently owned by company insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst price-target lift — an outlet reported a new $832 price target for CAT, which likely helped push optimism among investors. Caterpillar (NYSE:CAT) Price Target Raised to $832.00
• Positive Sentiment: Bullish research/narrative upgrade — several analyst and media pieces argue CAT’s mix of digital initiatives, buybacks/dividends and a strong cycle could push the stock much higher over time. This lifts investor expectations for upside. Caterpillar Continues to Crush the Magnificent 7 — Here’s How It Gets to $1,000
• Positive Sentiment: Strategic tech acquisition — Caterpillar acquired Monarch (an electric/autonomous tractor startup), signaling a push into robotics/automation that investors view as a long-term growth/differentiation play. Caterpillar acquires self-driving ‘Tesla of agriculture,’ stock up 30% this year
• Positive Sentiment: Dividend and income appeal — CAT is showing up on lists of strong-performing dividend stocks, which can widen its investor base among income-focused and dividend-growth buyers. These Red Hot AI Infrastructure Stocks Keep Paying Dividends
• Neutral Sentiment: Earnings catalyst ahead — Caterpillar will report Q1 results on April 30; the release is a near-term event that could validate or reverse current sentiment. Caterpillar Inc. to Announce First-Quarter 2026 Financial Results on April 30
• Neutral Sentiment: Macro/ETF flow support — commentary on Dow ETF (DIA) and blue‑chip rotation suggests index/ETF flows are supporting demand for CAT as a large-cap industrial. A Diamond Quality Entry in DIA ETF, or Is It Time to Get Out? (CAT)
• Negative Sentiment: Acquisition execution risk — reporting shows Monarch struggled (dealer/farmer complaints, co‑founder disputes and shutdown) before the sale, raising integration and technology-risk questions for investors. Monarch Tractor’s collapse ends with an acquisition by Caterpillar
• Negative Sentiment: Valuation and cyclicality concerns — some analysts still flag CAT’s premium valuation and exposure to the construction/equipment cycle as risks that could cap gains if demand cools. Why The Caterpillar (CAT) Narrative Is Shifting As Price Targets Rise And Cycle Risks Stay In Focus

Caterpillar Stock Up 2.9%

Shares of NYSE CAT opened at $794.75 on Friday. 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 stock has a market capitalization of $369.79 billion, a PE ratio of 42.23, a price-to-earnings-growth ratio of 1.81 and a beta of 1.52. The stock’s fifty day simple moving average is $735.24 and its two-hundred day simple moving average is $635.31. Caterpillar Inc. has a 12-month low of $282.46 and a 12-month high of $801.77.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, January 29th. The industrial products company reported $5.16 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.67 by $0.49. The business had revenue of $19.13 billion for the quarter, compared to analysts’ expectations of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.The business’s revenue for the quarter was up 17.9% on a year-over-year basis. During the same quarter last year, the firm earned $5.14 EPS. As a group, analysts expect that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Caterpillar Announces Dividend

The business also recently announced 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. This represents a $6.04 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is 32.09%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the company. HSBC increased their price objective on Caterpillar from $660.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Argus increased their price objective on Caterpillar from $625.00 to $820.00 and gave the stock a “buy” rating in a research note on Wednesday, February 11th. Wells Fargo & Company increased their price objective on Caterpillar from $756.00 to $870.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 25th. Rothschild & Co Redburn increased their price objective on Caterpillar from $650.00 to $700.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, Morgan Stanley increased their price objective on Caterpillar from $425.00 to $430.00 and gave the stock an “underweight” rating in a research note on Wednesday. Sixteen analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $751.45.

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.