LaSalle St. Investment Advisors LLC Takes Position in Caterpillar Inc. $CAT

LaSalle St. Investment Advisors LLC purchased a new position in Caterpillar Inc. (NYSE:CAT) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,258 shares of the industrial products company’s stock, valued at approximately $2,404,000.

A number of other hedge funds also recently bought and sold shares of CAT. Mystic Asset Management Inc. acquired a new stake in Caterpillar in the second quarter valued at approximately $10,446,000. Advisors Preferred LLC acquired a new position in shares of Caterpillar during the 2nd quarter worth approximately $10,653,000. Oxford Financial Group LTD. LLC purchased a new position in shares of Caterpillar during the 2nd quarter valued at approximately $1,227,000. Kilter Group LLC acquired a new stake in Caterpillar in the 2nd quarter valued at $102,000. Finally, D L Carlson Investment Group Inc. purchased a new stake in Caterpillar in the 2nd quarter worth $206,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. Robert W. Baird set a $970.00 price target on shares of Caterpillar in a research report on Wednesday, August 5th. Citigroup upped their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. JPMorgan Chase & Co. lifted their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research report on Wednesday, June 17th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $1,002.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar Stock Performance

NYSE:CAT opened at $791.78 on Thursday. The company has a fifty day simple moving average of $881.29 and a two-hundred day simple moving average of $838.47. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 52 week low of $411.37 and a 52 week high of $1,073.46. The company has a market cap of $363.96 billion, a price-to-earnings ratio of 34.07, a price-to-earnings-growth ratio of 1.35 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same quarter last year, the business posted $4.72 EPS. As a group, equities analysts anticipate that Caterpillar Inc. will post 27.35 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were paid a $1.63 dividend. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date was Monday, July 20th. Caterpillar’s payout ratio is 28.06%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Data-center power demand supports growth: Caterpillar’s Power & Energy segment is benefiting from rising demand for reliable electricity-generation equipment as data centers and AI infrastructure expand. Retail sales to power-generation users surged 72% year over year in the second quarter, reinforcing the company’s potential to gain exposure to the AI buildout. Can CAT’s Power & Energy Segment Sustain Its Rapid Growth Momentum?
• Positive Sentiment: AI and robotics collaboration: Caterpillar is working with FieldAI on physical AI, autonomy, robotics and digital-twin technology for jobsites and manufacturing facilities. The initiative is intended to improve safety, productivity and labor efficiency, potentially strengthening Caterpillar’s technology offering over time. Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
• Positive Sentiment: Constructive earnings outlook: Zacks described Caterpillar as positioned to benefit from AI-related data-center demand, supported by a record backlog, power demand and capacity expansion. Erste Group Bank also raised its 2026 EPS forecast to $27.50 from $24.78, although it retained a “Hold” rating. Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom
• Neutral Sentiment: Long-term brand visibility: Articles about restoring a 70-year-old Caterpillar D4 and unrelated biological research involving caterpillars have little direct effect on Caterpillar’s financial outlook or valuation.
• Negative Sentiment: Valuation and technical pressure: Trader Tony Zhang advised investors to begin “fading” Caterpillar, while other commentary highlighted the recent pullback. The stock remains below its 50-day and 200-day moving averages, adding to near-term caution. Time to Start Fading Caterpillar Stock, Says Trader Tony Zhang
• Negative Sentiment: CEO insider sale: CEO Joseph Creed sold 32,401 shares for approximately $26.2 million, reducing his reported holdings by 48.39%. The sale may weigh on sentiment, although it may also reflect personal financial planning rather than a change in business expectations. SEC Insider Transaction Filing

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.