SteelPeak Wealth LLC Boosts Stock Position in Caterpillar Inc. $CAT

SteelPeak Wealth LLC raised its holdings in Caterpillar Inc. (NYSE:CAT) by 88.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,373 shares of the industrial products company’s stock after purchasing an additional 10,019 shares during the period. SteelPeak Wealth LLC’s holdings in Caterpillar were worth $10,198,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in CAT. Coastwise Capital Group LLC boosted its stake in Caterpillar by 1.8% during the 3rd quarter. Coastwise Capital Group LLC now owns 1,168 shares of the industrial products company’s stock valued at $557,000 after acquiring an additional 21 shares during the last quarter. Live Oak Private Wealth LLC lifted its position in shares of Caterpillar by 0.7% during the third quarter. Live Oak Private Wealth LLC now owns 3,525 shares of the industrial products company’s stock worth $1,682,000 after purchasing an additional 23 shares during the last quarter. Syntegra Private Wealth Group LLC grew its stake in Caterpillar by 2.4% in the third quarter. Syntegra Private Wealth Group LLC now owns 1,037 shares of the industrial products company’s stock worth $495,000 after purchasing an additional 24 shares in the last quarter. Coastline Trust Co increased its holdings in Caterpillar by 0.4% in the third quarter. Coastline Trust Co now owns 6,530 shares of the industrial products company’s stock valued at $3,116,000 after buying an additional 24 shares during the last quarter. Finally, Aire Advisors LLC raised its stake in Caterpillar by 0.3% during the second quarter. Aire Advisors LLC now owns 9,042 shares of the industrial products company’s stock valued at $3,510,000 after buying an additional 25 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Bernstein raised its Caterpillar price target, saying a 2026 recovery is coming into view — a direct analyst upgrade that can support the stock if demand forecasts hold. Bernstein Raises Caterpillar (CAT) Target
• Positive Sentiment: The Wall Street Journal reports AI-driven demand for data‑center power helped lift Caterpillar shares recently — reinforcing that the company’s power‑generation segment is a meaningful growth driver. AI Demand Generates Rise in Caterpillar Shares
• Positive Sentiment: Barron’s highlights explosive growth in Caterpillar’s energy business as hyperscalers and data centers buy more backup and prime power — a structural demand boost that can lift margins and aftermarket service revenue. Caterpillar Stock Is an Unlikely AI Play
• Neutral Sentiment: Sector reporting shows Industrials were one of 2025’s best sectors (Caterpillar returned ~61%), reflecting data‑center and aerospace strength — supportive context but not new company‑specific catalysts. The S&P 500’s Top-Performing Sectors
• Neutral Sentiment: A Yahoo feature and Motley Fool analysis argue AI is transforming Caterpillar into a data‑center play and note investors are already pricing in sizable future earnings improvements — that implies upside if delivery exceeds expectations but vulnerability if growth slows. AI Is Transforming This Once-Boring Blue-Chip Stock Evaluating Caterpillar Stock’s Actual Performance
• Negative Sentiment: MarketWatch notes industrials finished the year softer, and broad sector weakness or a pullback in capex could pressure Caterpillar despite company‑specific tailwinds. Industrials Down as Strong Year Finishes With a Whimper

Insider Transactions at Caterpillar

In related news, insider Lange Bob De sold 14,638 shares of the firm’s stock in a transaction that occurred on Wednesday, November 5th. The shares were sold at an average price of $562.36, for a total transaction of $8,231,825.68. Following the transaction, the insider owned 80,209 shares in the company, valued at $45,106,333.24. This trade represents a 15.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jason Kaiser sold 10,707 shares of the company’s stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $563.60, for a total value of $6,034,465.20. Following the completion of the sale, the insider owned 8,649 shares of the company’s stock, valued at $4,874,576.40. This trade represents a 55.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 61,895 shares of company stock worth $34,007,516 over the last ninety days. Insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Truist Financial reiterated a “buy” rating and issued a $729.00 price target (up from $582.00) on shares of Caterpillar in a report on Thursday, October 30th. Erste Group Bank upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research note on Friday, October 3rd. Hsbc Global Res upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Thursday, November 6th. Barclays lifted their price target on shares of Caterpillar from $485.00 to $555.00 and gave the company an “equal weight” rating in a report on Thursday, October 30th. Finally, UBS Group raised their target price on shares of Caterpillar from $506.00 to $581.00 and gave the stock a “neutral” rating in a report on Tuesday, November 4th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $616.00.

Caterpillar Price Performance

NYSE CAT opened at $573.03 on Friday. The company has a 50-day moving average price of $572.51 and a two-hundred day moving average price of $482.71. The stock has a market cap of $268.17 billion, a price-to-earnings ratio of 29.42, a price-to-earnings-growth ratio of 2.69 and a beta of 1.57. The company has a current ratio of 1.38, a quick ratio of 0.86 and a debt-to-equity ratio of 1.34. Caterpillar Inc. has a 52 week low of $267.30 and a 52 week high of $627.50.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Monday, November 3rd. The industrial products company reported $4.95 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.52 by $0.43. Caterpillar had a return on equity of 47.16% and a net margin of 14.34%.The business had revenue of $17.64 billion during the quarter, compared to analyst estimates of $16.72 billion. During the same period in the prior year, the company posted $5.17 EPS. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. Analysts forecast that Caterpillar Inc. will post 19.86 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, February 19th. Investors of record on Tuesday, January 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Tuesday, January 20th. This represents a $6.04 annualized dividend and a yield of 1.1%. Caterpillar’s dividend payout ratio is presently 31.01%.

Caterpillar Profile

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.