1,732 Caterpillar Inc. $CAT Shares Acquired by Strong Retirement Solutions LLC

Strong Retirement Solutions LLC raised its stake in Caterpillar Inc. (NYSE:CAT) by 438.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,127 shares of the industrial products company’s stock after acquiring an additional 1,732 shares during the quarter. Strong Retirement Solutions LLC’s holdings in Caterpillar were worth $1,725,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors also recently modified their holdings of CAT. Lam Group Inc. bought a new position in Caterpillar in the 1st quarter worth approximately $26,000. Decker Retirement Planning Inc. boosted its position in Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after buying an additional 22 shares during the last quarter. Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at $32,000. Matrix Trust Co raised its position in shares of Caterpillar by 93.8% during the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 15 shares during the last quarter. Finally, Monetary Solutions Ltd acquired a new position in shares of Caterpillar during the fourth quarter valued at $35,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. DA Davidson lifted their price objective on Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research report on Thursday, August 6th. Needham & Company LLC set a $980.00 target price on shares of Caterpillar in a research report on Thursday, September 10th. Freedom Broker upgraded shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price target for the company in a research report on Thursday, September 10th. Robert W. Baird set a $970.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. Finally, Wall Street Zen lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. Fifteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $989.17.

Caterpillar Trading Down 5.4%

Shares of CAT stock traded down $46.91 on Wednesday, reaching $816.53. The company had a trading volume of 1,669,936 shares, compared to its average volume of 2,811,663. The stock has a market cap of $375.34 billion, a PE ratio of 35.14, a PEG ratio of 1.47 and a beta of 1.58. The company has a 50-day moving average of $822.22 and a 200-day moving average of $852.27. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 12 month low of $489.34 and a 12 month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. During the same quarter in the previous year, the company earned $4.72 earnings per share. The business’s revenue for the quarter was up 23.7% on a year-over-year basis. On average, equities analysts forecast that Caterpillar Inc. will post 27.42 earnings per share for the current year.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Higher earnings forecasts: Zacks raised its estimates for Caterpillar’s third-quarter and full-year 2026 earnings, as well as multiple 2027 quarters. Its FY2027 EPS forecast increased to $32.44 from $31.43, signaling stronger expected profitability. Caterpillar earnings estimate report
• Positive Sentiment: North Carolina expansion: Caterpillar announced a $1 billion investment to expand Cat Compact manufacturing capacity in North Carolina. The project will add advanced automation and digital systems to support customer demand, U.S. production and workforce development. Caterpillar North Carolina manufacturing expansion
• Positive Sentiment: AI and infrastructure opportunity: Caterpillar’s collaboration with CoreWeave aims to accelerate the development of physical-AI applications, while analysts and commentators continue to highlight potential demand from data centers, power infrastructure and broader AI-related construction. Caterpillar and CoreWeave physical AI collaboration
• Neutral Sentiment: Mixed investor views: Some research commentary upgraded Caterpillar to “Buy” ahead of earnings, and Jim Cramer described the pullback as a possible buying opportunity. However, these opinions are discretionary and do not represent formal company guidance. Caterpillar Buy rating commentary
• Negative Sentiment: Zacks rating cut: Despite raising several EPS estimates, Zacks downgraded CAT from “Strong Buy” to “Hold.” The change may be weighing on the stock, particularly with shares trading at a premium valuation and investors concerned that much of the AI and infrastructure optimism is already reflected in the price. Caterpillar Zacks rating downgrade

Insider Activity at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of the firm’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the sale, the chief executive officer owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its products are used in infrastructure development, construction, mining, energy production, transportation, agriculture, forestry, and other industrial applications.

The company markets equipment and related services through a worldwide network of independent dealers. Its operations are generally organized around Construction Industries, Resource Industries, and Energy & Transportation.