<div id="readability-page-1"><p>Simon Quick Advisors LLC cut its stake in shares of  Caterpillar Inc. (NYSE:CAT - Free Report) by 76.0% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 661 shares of the industrial products company's stock after selling 2,094 shares during the period. Simon Quick Advisors LLC's holdings in Caterpillar were worth $316,000 at the end of the most recent quarter.</p><ul><li>3 Stocks Most Likely to Split in 2026</li></ul><p>A number of other institutional investors have also recently made changes to their positions in the company. Valeo Financial Advisors LLC raised its holdings in shares of  Caterpillar by 36,842.1% during the 2nd quarter. Valeo Financial Advisors LLC now owns 7,299,751 shares of the industrial products company's stock worth $2,833,836,000 after acquiring an additional 7,279,991 shares during the period.  Norges Bank acquired a new stake in shares of  Caterpillar in the second quarter valued at $2,165,899,000.  Assenagon Asset Management S.A. increased its stake in  Caterpillar by 546.6% during the second quarter. Assenagon Asset Management S.A. now owns 843,093 shares of the industrial products company's stock worth $327,297,000 after purchasing an additional 712,711 shares during the period.  Marshall Wace LLP boosted its position in  Caterpillar by 425.2% in the 2nd quarter. Marshall Wace LLP now owns 761,800 shares of the industrial products company's stock valued at $295,738,000 after buying an additional 616,739 shares during the period.  Finally, Voya Investment Management LLC grew its stake in  Caterpillar by 36.9% during the 3rd 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 in the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds. </p><h2>Caterpillar Stock Up 4.4%</h2><p>Shares of Caterpillar stock opened at $598.11 on Monday. The business has a 50-day moving average price of $574.03 and a 200 day moving average price of $486.12. Caterpillar Inc. has a fifty-two week low of $267.30 and a fifty-two week high of $627.50. The firm has a market cap of $279.90 billion, a P/E ratio of 30.70, a P/E/G ratio of 2.36 and a beta of 1.57. The company has a quick ratio of 0.86, a current ratio of 1.38 and a debt-to-equity ratio of 1.34. </p><ul><li>Caterpillar Stock Could Top $650 by Year’s End</li></ul><p>Caterpillar (NYSE:CAT - Get Free Report) last released its earnings results on Monday, November 3rd. The industrial products company reported $4.95 earnings per share 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 firm had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. During the same quarter in the previous year, the firm earned $5.17 earnings per share. The firm's revenue for the quarter was up 9.5% compared to the same quarter last year.  On average, sell-side analysts forecast that  Caterpillar Inc. will post 19.86 earnings per share for the current fiscal year. </p><h2>Caterpillar Announces Dividend</h2><p>The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be given a dividend of $1.51 per share. The ex-dividend date is Tuesday, January 20th. This represents a $6.04 dividend on an annualized basis and a yield of 1.0%. Caterpillar's payout ratio is currently 31.01%. </p><h2>Insider Activity</h2><ul><li>From Bulldozers to Big Data: Caterpillar’s Bull Case Gets a Lift</li></ul><p>In related news, insider Anthony D. Fassino sold 8,184 shares of Caterpillar stock in a transaction dated 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 sale, 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 position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jason Kaiser sold 10,707 shares of the company's stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total transaction of $6,034,465.20. Following the completion of the transaction, the insider owned 8,649 shares of the company's stock, valued at approximately $4,874,576.40. This trade represents a 55.32% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 61,895 shares of company stock worth $34,007,516 over the last 90 days. Insiders own  0.33% of the company's stock. </p><h2>Key Headlines Impacting Caterpillar</h2><p>Here are the key news stories impacting Caterpillar this week:</p><ul>   <li><span>Positive Sentiment: </span>Wolfe Research raised its price target on CAT to $670 (from $470) and kept an &#34;outperform&#34; rating, signaling conviction in upside vs. current levels and likely supporting buying interest. <i></i><span>Wolfe Research Adjusts Price Target on Caterpillar to $670 from $470; Maintains Outperform Rating</span></li>    <li><span>Positive Sentiment: </span>Bernstein also lifted its target, citing a clearer 2026 recovery — analyst upgrades and higher targets add momentum by backing expectations for stronger revenue and margin recovery. <i></i><span>Bernstein Raises Caterpillar (CAT) Target as 2026 Recovery Comes Into View</span></li>    <li><span>Positive Sentiment: </span>Caterpillar rallied ~58% in 2025 as revenue returned to growth, backlog hit a record ~$39.9B and earnings declines eased — that fundamental improvement supports higher forward multiples and investor optimism. <i></i><span>After a 58% Run in 2025, is CAT Stock Still a Buy in 2026?</span></li>    <li><span>Positive Sentiment: </span>Investors are valuing CAT for its role in powering AI/data-center buildouts — Caterpillar’s power-generation engines are in demand as backup and supplemental power for hyperscale data centers, a structural tailwind for sales and aftermarket. <i></i><span>AI Is Transforming This Once-Boring Blue-Chip Stock. Is It a Buy for 2026?</span></li>    <li><span>Positive Sentiment: </span>Sector-level strength: Industrials outperformed in 2025 (Caterpillar returned ~61%) driven partly by data-center and power trends, which reinforces cyclical and structural demand narratives for CAT. <i></i><span>The S&amp;P 500's Top-Performing Sectors: 3 Lead the Pack in 2025</span></li>    <li><span>Neutral Sentiment: </span>The Dow Jones hit all-time highs in 2025 and CAT was cited among contributors — positive market sentiment helps but is broader-market driven rather than CAT-specific. <i></i><span>Dow Jones 2025 Scorecard: Caterpillar, Nvidia Help Index Hit All-Time Highs – Top 5 Winners &amp; Losers</span></li>    <li><span>Negative Sentiment: </span>Short-term caution: some industrials softened at year-end (market close weakness), which could pressure cyclicals if macro sentiment or capex timing weakens. <i></i><span>Industrials Down as Strong Year Finishes With a Whimper -- Industrials Roundup</span></li> </ul><h2>Analyst Upgrades and Downgrades</h2><p>Several research firms recently commented on CAT. Truist Financial  reissued a &#34;buy&#34; rating and issued a $729.00 target price (up previously from $582.00) on shares of Caterpillar in a report on Thursday, October 30th. Wolfe Research boosted their price target on shares of Caterpillar from $470.00 to $670.00 and gave the stock an &#34;outperform&#34; rating in a research note on Friday. Bank of America lifted their price target on shares of Caterpillar from $594.00 to $650.00 and gave the company a &#34;buy&#34; rating in a research report on Thursday, October 30th. JPMorgan Chase &amp; Co. boosted their price objective on shares of Caterpillar from $650.00 to $730.00 and gave the stock an &#34;overweight&#34; rating in a research report on Thursday, October 30th. Finally, HSBC upgraded shares of Caterpillar from a &#34;hold&#34; rating to a &#34;buy&#34; rating and upped their target price for the company from $405.00 to $660.00 in a report on Wednesday, November 5th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned  a Buy rating, five have assigned  a Hold rating and one  has issued  a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of &#34;Moderate Buy&#34; and a consensus target price of $618.70.</p><p><b>Read Our Latest Research Report on Caterpillar</b></p><h2>About Caterpillar</h2> (Free Report)<p>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.  </p><p>In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.</p><h2>Further Reading</h2><ul><li>Five stocks we like better than Caterpillar</li><li>Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!</li><li>Do not delete, read immediately</li><li>The $100 Trillion AI Story No One Is Telling You</li><li>3 Overlooked Deductions to Help Potentially Minimize Capital Gains Tax</li><li>First Time Since 2007: All Warnings Active</li></ul><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUNBVA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5ZU0UmU3ltYm9sPUNBVA"/></p><p><em>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.</em></p><h2>Should You Invest $1,000 in Caterpillar Right Now?</h2><p>Before you consider Caterpillar, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Caterpillar wasn't on the list.</p><p>While Caterpillar currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

<p>Simon Quick Advisors LLC reduced its stake in Caterpillar Inc. (NYSE:CAT) by 76% in Q3, now holding 661 shares after selling 2,094. Other institutional investors have also adjusted their positions, with Valeo Financial Advisors increasing its stake significantly. Caterpillar's stock opened at $598.11, with a market cap of $279.90 billion. The company reported earnings of $4.95 per share, exceeding estimates, and announced a quarterly dividend of $1.51 per share. Insider trading activity included significant sales by executives, reflecting a decrease in their holdings.</p>

Caterpillar Inc. $CAT Shares Sold by Simon Quick Advisors LLC