Fulcrum Wealth Advisors LLC Acquires 2,661 Shares of Caterpillar Inc. $CAT

Fulcrum Wealth Advisors LLC acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 2,661 shares of the industrial products company’s stock, valued at approximately $2,158,000. Caterpillar comprises 1.5% of Fulcrum Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding.

A number of other institutional investors have also recently made changes to their positions in CAT. Kintegral Advisory LLC grew its stake in Caterpillar by 0.6% during the 3rd quarter. Kintegral Advisory LLC now owns 11,527 shares of the industrial products company’s stock worth $9,346,000 after buying an additional 65 shares during the last quarter. AWM Capital LLC increased its position in Caterpillar by 16.7% during the 3rd quarter. AWM Capital LLC now owns 574 shares of the industrial products company’s stock valued at $466,000 after buying an additional 82 shares in the last quarter. Weitzel Financial Services Inc. purchased a new stake in Caterpillar in the third quarter valued at about $204,000. New England Research & Management Inc. purchased a new stake in Caterpillar in the third quarter valued at about $872,000. Finally, Intergy Private Wealth LLC boosted its holdings in Caterpillar by 18.3% in the third quarter. Intergy Private Wealth LLC now owns 394 shares of the industrial products company’s stock worth $319,000 after acquiring an additional 61 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on CAT. Royal Bank Of Canada boosted their price target on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research note on Wednesday, August 5th. UBS Group upped their price objective on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. President Capital started coverage on shares of Caterpillar in a research report on Friday, September 18th. They issued a “buy” rating and a $999.00 price objective for the company. Wells Fargo & Company increased their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Finally, Oppenheimer lowered their target price on shares of Caterpillar from $1,118.00 to $1,009.00 and set an “outperform” rating for the company in a research note on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $967.83.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar will invest up to $10 million in North Carolina workforce training, supporting technicians and manufacturing workers as it expands its Sanford operations. The investment complements a previously announced roughly $1 billion facility investment intended to increase compact-equipment production. Caterpillar Invests in North Carolina’s Future Manufacturing Workforce
• Positive Sentiment: The acquisition of the Fabick CAT dealer network could strengthen Caterpillar’s distribution and customer-support footprint, although financial terms and the transaction’s earnings impact were not provided. Caterpillar acquires Fabick Cat dealer network
• Neutral Sentiment: Caterpillar scheduled its third-quarter 2026 results for October 29, giving investors a near-term catalyst to assess demand, margins and guidance. Caterpillar Third-Quarter 2026 Results Announcement
• Neutral Sentiment: Resource Industries President Denise Johnson will retire in February 2027, with Derrick York appointed as her successor effective November 1. Johnson will remain in an advisory role during the transition, limiting immediate disruption concerns. Caterpillar Announces Leadership Transition in Resource Industries
• Negative Sentiment: An analyst downgrade pressured the stock, while Oppenheimer issued a pessimistic forecast. These actions reinforce concerns about Caterpillar’s valuation and future earnings outlook. Caterpillar Shares Down on Analyst Downgrade
• Negative Sentiment: A broader unwind in the AI-related power trade also weighed on Caterpillar, as investors reassessed companies expected to benefit from data-center electricity demand. Comparisons with Generac highlighted differences in backlog, valuation and financial strength. AI Power Trade Unwinds

Caterpillar Stock Performance

Shares of NYSE CAT opened at $730.01 on Friday. 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 $510.21 and a 12 month high of $1,073.46. The company has a 50 day simple moving average of $812.24 and a two-hundred day simple moving average of $855.37. The stock has a market cap of $335.57 billion, a price-to-earnings ratio of 31.41, a PEG ratio of 1.26 and a beta of 1.58.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The business’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same period in the prior year, the firm earned $4.72 EPS. As a group, analysts predict that Caterpillar Inc. will post 27.49 earnings per share for the current year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be given a dividend of $1.63 per share. The ex-dividend date is Monday, October 26th. This represents a $6.52 dividend on an annualized basis and a yield of 0.9%. Caterpillar’s payout ratio is currently 28.06%.

Insider Buying and Selling

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $808.98, for a total value of $26,211,760.98. Following the sale, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.33% of the company’s stock.

Caterpillar Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.