Q1 Earnings Forecast for Caterpillar Issued By DA Davidson

Caterpillar Inc. (NYSE:CAT) – Investment analysts at DA Davidson issued their Q1 2025 earnings estimates for shares of Caterpillar in a note issued to investors on Tuesday, February 4th. DA Davidson analyst M. Shlisky forecasts that the industrial products company will earn $4.70 per share for the quarter. DA Davidson currently has a “Neutral” rating and a $357.00 price target on the stock. The consensus estimate for Caterpillar’s current full-year earnings is $21.45 per share. DA Davidson also issued estimates for Caterpillar’s FY2026 earnings at $23.00 EPS.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, January 30th. The industrial products company reported $5.14 earnings per share for the quarter, beating analysts’ consensus estimates of $4.97 by $0.17. Caterpillar had a net margin of 16.65% and a return on equity of 58.18%.

CAT has been the topic of several other reports. Morgan Stanley dropped their price objective on shares of Caterpillar from $330.00 to $300.00 and set an “underweight” rating on the stock in a report on Friday, January 31st. JPMorgan Chase & Co. cut their price objective on shares of Caterpillar from $515.00 to $490.00 and set an “overweight” rating for the company in a report on Friday, January 31st. Robert W. Baird boosted their target price on shares of Caterpillar from $299.00 to $300.00 and gave the company an “underperform” rating in a report on Thursday, October 31st. StockNews.com cut Caterpillar from a “buy” rating to a “hold” rating in a research report on Friday, January 17th. Finally, UBS Group raised Caterpillar from a “sell” rating to a “neutral” rating and increased their price objective for the stock from $355.00 to $385.00 in a report on Monday. Two research analysts have rated the stock with a sell rating, nine have given a hold rating and seven have assigned a buy rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $383.13.

Caterpillar Trading Up 1.9 %

Shares of CAT stock opened at $365.54 on Wednesday. Caterpillar has a 12-month low of $307.05 and a 12-month high of $418.50. The company has a quick ratio of 0.89, a current ratio of 1.42 and a debt-to-equity ratio of 1.40. The company has a 50 day moving average of $378.20 and a 200-day moving average of $371.22. The firm has a market cap of $176.48 billion, a P/E ratio of 16.56, a PEG ratio of 1.95 and a beta of 1.12.

Institutional Trading of Caterpillar

Several institutional investors have recently bought and sold shares of CAT. International Assets Investment Management LLC raised its holdings in shares of Caterpillar by 39,534.0% during the third quarter. International Assets Investment Management LLC now owns 2,136,667 shares of the industrial products company’s stock valued at $8,356,930,000 after purchasing an additional 2,131,276 shares during the last quarter. Raymond James Financial Inc. bought a new stake in Caterpillar in the 4th quarter worth approximately $353,231,000. Proficio Capital Partners LLC raised its stake in Caterpillar by 50,072.7% during the 4th quarter. Proficio Capital Partners LLC now owns 804,770 shares of the industrial products company’s stock valued at $291,938,000 after buying an additional 803,166 shares during the last quarter. Zurich Insurance Group Ltd FI boosted its stake in shares of Caterpillar by 4,018.6% in the 3rd quarter. Zurich Insurance Group Ltd FI now owns 255,355 shares of the industrial products company’s stock worth $99,874,000 after buying an additional 249,155 shares during the last quarter. Finally, Strategic Financial Concepts LLC grew its holdings in shares of Caterpillar by 36,168.5% in the fourth quarter. Strategic Financial Concepts LLC now owns 227,041 shares of the industrial products company’s stock worth $82,361,000 after acquiring an additional 226,415 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Anthony D. Fassino sold 6,279 shares of the business’s stock in a transaction that occurred on Friday, November 29th. The stock was sold at an average price of $408.59, for a total value of $2,565,536.61. Following the sale, the insider now directly owns 33,565 shares of the company’s stock, valued at $13,714,323.35. The trade was a 15.76 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Gerald Johnson acquired 100 shares of Caterpillar stock in a transaction that occurred on Tuesday, February 4th. The shares were bought at an average cost of $365.57 per share, with a total value of $36,557.00. Following the transaction, the director now owns 3,053 shares in the company, valued at $1,116,085.21. This represents a 3.39 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Company insiders own 0.29% of the company’s stock.

Caterpillar Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, February 20th. Shareholders of record on Tuesday, January 21st will be issued a $1.41 dividend. The ex-dividend date of this dividend is Tuesday, January 21st. This represents a $5.64 dividend on an annualized basis and a yield of 1.54%. Caterpillar’s dividend payout ratio (DPR) is 25.56%.

About Caterpillar

Caterpillar Inc manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools.