$1,499,800 of CATERPILLAR INC lobbying was just disclosed, from Q1 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"General discussions and briefings on ocean shipping, port operations, and logistical environment (no bill number). Discussions regarding automotive right to repair efforts (H.R.1566 - Right to Equitable and Professional Auto Industry Repair Act; entire bill) Discussions re: implementation of the Infrastructure Investment and Jobs Act (issues related to surface transportation funding and infrastructure investments; PL: 117-58). General discussions about Highway Trust Fund and surface transportation reauthorization (no specific bill). Discussions regarding workforce challenges in the manufacturing and construction industries (HR1151, Freedom to Invest in Tomorrow's Workforce Act) (entire bill). General discussions regarding ongoing industry issue of product theft from shipping containers on railroads (no specific bill). General discussions related to U.S. trade policy, market access issues and digital trade policy (no bill number). Discussions regarding extension of the Investment Tax Credit for combined heat and power system property (Sec 48 ITC) and implementation of tax credits related to combined heat and power systems and waste heat recovery, including qualifying combined heat and power systems under the section 45Y and 48E tax credits. (Section 13001; P.L. 117-169) General discussions around energy tax credits (no bill number). Issues related to interest deductibility (No bill number). General discussions related to corporate and international tax issues and OECD negotiations on the taxation of global income including IRC 11, 951A, 250 on the taxation of domestic and global income. (No bill number) Issues related to bonus depreciation (no bill number) Issues related to IRC 174 and full expensing of R&E expenditures (HR 1990 - American Innovation and R&D Competitiveness Act of 2025 (entire bill)) Issues related to the deductibility of state and local taxes and IRC 164(a) (no bill number) General discussions around permitting reform (no bill number). General discussions around oil and gas leasing (no bill number). Research and development for gas turbine technology; Funding for DOE programs related to gas turbine technology (no bill number)."
You can find more data on corporate lobbying on Quiver Quantitative.
CAT Congressional Stock Trading
Members of Congress have traded $CAT stock 11 times in the past 6 months. Of those trades, 8 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CAT stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 7 times. They made 7 purchases worth up to $105,000 on 04/04, 03/17, 01/08, 12/24, 10/21 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 0 purchases and 2 sales worth up to $150,000 on 03/13, 02/24.
- REPRESENTATIVE BRUCE WESTERMAN purchased up to $15,000 on 03/03.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 02/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CAT Insider Trading Activity
CAT insiders have traded $CAT stock on the open market 17 times in the past 6 months. Of those trades, 2 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $CAT stock by insiders over the last 6 months:
- ANDREW R J BONFIELD (Chief Financial Officer) has made 0 purchases and 5 sales selling 20,000 shares for an estimated $7,854,459.
- LANGE BOB DE (Group President) has made 0 purchases and 3 sales selling 12,657 shares for an estimated $5,192,561.
- ANTHONY D. FASSINO (Group President) has made 0 purchases and 2 sales selling 11,788 shares for an estimated $4,823,345.
- CHERYL H JOHNSON (Chief Human Resources Officer) sold 2,664 shares for an estimated $1,009,229
- JASON KAISER (Group President) sold 2,425 shares for an estimated $860,147
- DANIEL M DICKINSON sold 1,300 shares for an estimated $543,400
- WILLIAM E SCHAUPP (Chief Accounting Officer) sold 968 shares for an estimated $368,788
- GERALD JOHNSON has made 2 purchases buying 200 shares for an estimated $76,414 and 0 sales.
- SUSAN C SCHWAB sold 2 shares for an estimated $766
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CAT Hedge Fund Activity
We have seen 1,188 institutional investors add shares of CAT stock to their portfolio, and 1,245 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CITIGROUP INC removed 1,946,599 shares (-73.6%) from their portfolio in Q4 2024, for an estimated $706,148,253
- BANK OF AMERICA CORP /DE/ removed 1,228,570 shares (-20.6%) from their portfolio in Q4 2024, for an estimated $445,676,053
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,196,861 shares (+69.3%) to their portfolio in Q4 2024, for an estimated $434,173,296
- CAPITAL WORLD INVESTORS removed 1,086,756 shares (-6.2%) from their portfolio in Q4 2024, for an estimated $394,231,606
- LEGAL & GENERAL GROUP PLC removed 900,218 shares (-25.8%) from their portfolio in Q4 2024, for an estimated $326,563,081
- D. E. SHAW & CO., INC. removed 892,910 shares (-65.7%) from their portfolio in Q4 2024, for an estimated $323,912,031
- PROFICIO CAPITAL PARTNERS LLC added 803,166 shares (+50072.7%) to their portfolio in Q4 2024, for an estimated $291,356,498
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CAT Analyst Ratings
Wall Street analysts have issued reports on $CAT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 02/03/2025
- Wedbush issued a "Outperform" rating on 02/03/2025
- Morgan Stanley issued a "Underweight" rating on 01/31/2025
- Citigroup issued a "Buy" rating on 01/31/2025
To track analyst ratings and price targets for CAT, check out Quiver Quantitative's $CAT forecast page.
CAT Price Targets
Multiple analysts have issued price targets for $CAT recently. We have seen 3 analysts offer price targets for $CAT in the last 6 months, with a median target of $365.0.
Here are some recent targets:
- Angel Castillo from Morgan Stanley set a target price of $283.0 on 04/16/2025
- David Raso from Evercore ISI set a target price of $365.0 on 01/13/2025
- Jamie Cook from Truist Financial set a target price of $471.0 on 12/19/2024
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
