Birmingham, September 16, 2025
News Summary
Birmingham Capital Management has decreased its stake in Caterpillar Inc. by 6.1%, holding 41,525 shares valued at approximately $13.7 million. Other institutional investors, including MIRAE Asset, have shown contrasting trends, increasing their investment in the company. Analysts are issuing mixed ratings, with a consensus of ‘Moderate Buy’ and a target price of $457.20, despite a recent earnings report that fell short of expectations. Caterpillar’s strong market presence is evident, with institutional investors holding around 70.98% of its stock.
Birmingham – Birmingham Capital Management Co. Inc. has reduced its stake in Caterpillar Inc. (NYSE: CAT) by 6.1% during the first quarter of the year, according to its latest Form 13F filing. The fund now holds 41,525 shares of Caterpillar after divesting 2,710 shares over the quarter.
Caterpillar remains a significant investment for Birmingham Capital, comprising 5.2% of its overall portfolio and representing its second-largest holding. The value of the fund’s interest in Caterpillar is reported to be approximately $13,695,000.
In contrast, other institutional investors have shown differing trends with Caterpillar stocks. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. has increased its holdings by 9.9%, now owning 78,947 shares valued at $26,037,000 after purchasing an additional 7,125 shares. Additionally, Victrix Investment Advisors has entered a new position in Caterpillar worth about $2,090,000 in the fourth quarter.
Other funds such as Charles Schwab Investment Management Inc. slightly increased its stake by 0.5%, now possessing 3,304,448 shares valued at approximately $1,089,798,000 after getting an extra 15,347 shares. Furthermore, Ransom Advisory Ltd. and Pacific Point Advisors LLC also made new investments in Caterpillar, contributing around $427,000 and $579,000, respectively.
Currently, institutional investors own approximately 70.98% of Caterpillar’s stock. This reflects its strong market presence, which has caught the attention of analysts. Recent evaluations show mixed perspectives: Robert W. Baird and Oppenheimer each decreased their price targets from $500.00 to $495.00 and from $493.00 to $480.00, maintaining an “outperform” rating. Meanwhile, Barclays has raised its target from $383.00 to $425.00, suggesting an “equal weight” rating.
Notably, Melius Research upgraded its position on Caterpillar from “hold” to “strong-buy,” assigning a price target of $500.00. Overall, analysts are currently issuing a consensus rating of “Moderate Buy” with a target price of $457.20. In its latest trading session, Caterpillar’s stock rose by $4.10 to $435.62, with a trading volume reaching 2,204,375 shares.
The company, known for manufacturing construction and mining equipment, diesel engines, gas turbines, and locomotives, has a market capitalization of approximately $204.08 billion. It reports a P/E ratio of 22.16 and a P/E/G ratio of 2.62. Over the past year, Caterpillar stock has fluctuated, showing a low of $267.30 and a peak of $441.15.
Recent earnings disclosure on August 5 indicated an EPS of $4.72, falling short of the consensus estimate of $4.88, with revenue at $16.57 billion. An analysis shows a net margin of 14.95% and a return on equity of 48.95%, although quarterly revenue indicates a decline of 0.7% from the previous year. Projections estimate an EPS of 19.86 for the current fiscal year.
In related insider trading news, Director Susan C. Schwab sold 2,324 shares at an average price of $410.00, leading to proceeds of $952,840.00, while insider Jason Kaiser sold 2,161 shares at an average price of $417.70 for around $902,649.70. Over the last 90 days, insiders have disposed of 21,653 shares valued at about $8,943,642, holding only 0.33% of the stock.
FAQ Section
Why did Birmingham Capital Management reduce its stake in Caterpillar Inc.?
Birmingham Capital Management reduced its stake in Caterpillar by 6.1% due to possible portfolio adjustments as indicated by their latest Form 13F filing.
What percentage of Caterpillar’s stock is held by institutional investors?
Institutional investors own approximately 70.98% of Caterpillar’s stock.
What were Caterpillar’s recent earnings results?
In the recent earnings report, Caterpillar reported an EPS of $4.72, falling short of the expected $4.88, with total revenues of $16.57 billion.
What are analysts’ ratings for Caterpillar stock?
Analysts have issued two “Strong Buy” ratings, eleven “Buy” ratings, and five “Hold” ratings, indicating a consensus of “Moderate Buy” with a target price of $457.20.
Key Features of Caterpillar Stock Performance
| Feature | Value |
|---|---|
| Current Share Price | $435.62 |
| Market Capitalization | $204.08 billion |
| P/E Ratio | 22.16 |
| Debt-to-Equity Ratio | 1.50 |
| Net Margin | 14.95% |
| Return on Equity | 48.95% |
| 1-Year High | $441.15 |
| 1-Year Low | $267.30 |
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Additional Resources
- MarketBeat: Birmingham Capital Management Cuts Stock Position in Caterpillar Inc.
- Wikipedia: Caterpillar Inc.
- Dignity Memorial: Richard Nitto Obituary
- Google Search: Caterpillar Inc.
- Bloomberg: Augusta National Golf Club Members
- Encyclopedia Britannica: Caterpillar Inc.
- GMA News: Dow’s S&P 500 Post Best Session in Over a Month
- Google Scholar: Caterpillar Inc.
- The Business Desk: RSK on the Acquisition Trail
- Google News: Caterpillar Inc.
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