Van Hulzen Asset Management LLC Raises Stock Position in Caterpillar Inc. $CAT

Van Hulzen Asset Management LLC raised its stake in shares of Caterpillar Inc. (NYSE:CAT) by 85.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,809 shares of the industrial products company’s stock after purchasing an additional 1,293 shares during the period. Van Hulzen Asset Management LLC’s holdings in Caterpillar were worth $2,991,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the stock. Decker Retirement Planning Inc. lifted its stake 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 in the last quarter. Matrix Trust Co increased its stake in Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after buying an additional 15 shares in the last quarter. Axiom Investment Management LLC acquired a new position in shares of Caterpillar during the second quarter valued at approximately $36,000. Lam Group Inc. acquired a new position in shares of Caterpillar during the first quarter valued at approximately $26,000. Finally, Tacita Capital Inc purchased a new position in shares of Caterpillar in the second quarter valued at approximately $47,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s reported $72 billion order book is nearly as large as its $74.7 billion in trailing-twelve-month revenue, providing meaningful visibility if construction and infrastructure demand remain healthy. Should You Buy Caterpillar Stock With an Order Book Almost as Big as Its Annual Revenue?
• Positive Sentiment: Analysts and investment commentary continue to identify CAT as a beneficiary of data-center and AI-related capital spending, while also emphasizing its industrial diversification, earnings execution and dividend appeal. How Caterpillar Drives Sector-Leading Performance Beyond AI Models
• Positive Sentiment: Luck Stone is expanding Caterpillar’s autonomous hauling technology to two additional Virginia quarries after trucks moved more than 3.5 million tons during an 18-month deployment. The expansion supports CAT’s longer-term automation and productivity strategy. Luck Stone Builds on Autonomous Hauling Success with Caterpillar
• Positive Sentiment: Zacks added CAT to its Rank #1 Strong Buy and momentum lists, and separately included it among wide-moat stocks with durable competitive advantages. Best Momentum Stocks to Buy for September 14th
• Neutral Sentiment: The investment case depends on whether construction demand slows and whether AI/data-center orders prove durable. CAT’s valuation remains elevated, making the stock more sensitive to evidence of weaker future growth.
• Negative Sentiment: The recent decline in CAT and other industrial shares reflects concern that the data-center power and AI infrastructure trade may be unwinding, increasing near-term volatility despite the company’s strong backlog. Caterpillar Falls While Deere Edges Higher

Insider Activity at Caterpillar

In other 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 completion of the transaction, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.33% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several analysts recently commented on the company. Citigroup reiterated a “buy” rating on shares of Caterpillar in a research report on Monday. Wells Fargo & Company upped their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Royal Bank Of Canada raised their price target on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. Finally, DA Davidson upped their price target on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $994.17.

Caterpillar Stock Performance

Shares of CAT stock opened at $782.57 on Wednesday. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The firm has a market cap of $359.73 billion, a P/E ratio of 33.67, a P/E/G ratio of 1.36 and a beta of 1.60. The firm’s 50 day moving average price is $846.69 and its 200-day moving average price is $841.12. Caterpillar Inc. has a one year low of $434.28 and a one year high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating the consensus estimate of $6.22 by $1.95. The firm had revenue of $20.54 billion during 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 firm’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same quarter last year, the firm earned $4.72 EPS. As a group, equities research analysts predict that Caterpillar Inc. will post 27.37 EPS for the current year.

Caterpillar Company Profile

Caterpillar Inc is a global manufacturer of construction, mining, and industrial equipment. The company’s products include excavators, dozers, wheel loaders, motor graders, articulated trucks, and off-highway trucks, as well as related attachments and work tools. Caterpillar also supplies replacement parts, equipment services, technology solutions, and rental support through its dealer network.

The company serves customers in construction, mining, quarrying, energy, transportation, forestry, agriculture, and government-related industries.