620 Shares in Caterpillar Inc. $CAT Bought by S.E.E.D. Planning Group LLC

S.E.E.D. Planning Group LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 620 shares of the industrial products company’s stock, valued at approximately $503,000.

Several other hedge funds also recently made changes to their positions in the company. BlackRock Inc. acquired a new stake in shares of Caterpillar in the 2nd quarter valued at about $40,457,153,000. State Street Corp lifted its stake in Caterpillar by 4.0% in the second quarter. State Street Corp now owns 36,276,960 shares of the industrial products company’s stock valued at $37,120,529,000 after buying an additional 1,396,356 shares during the last quarter. Bank of America Corp DE acquired a new stake in shares of Caterpillar in the second quarter valued at approximately $5,818,150,000. Bank of New York Mellon Corp purchased a new position in shares of Caterpillar during the second quarter worth approximately $3,192,710,000. Finally, Legal & General Group Plc purchased a new stake in Caterpillar in the 2nd quarter valued at $2,783,451,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Down 5.6%

Caterpillar stock traded down $48.50 during trading on Wednesday, reaching $814.94. 1,729,721 shares of the company’s stock were exchanged, compared to its average volume of 2,812,007. Caterpillar Inc. has a 52-week low of $489.34 and a 52-week high of $1,073.46. The firm has a market cap of $374.61 billion, a price-to-earnings ratio of 35.07, a PEG ratio of 1.47 and a beta of 1.58. 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 company’s 50-day moving average is $822.22 and its two-hundred day moving average is $852.27.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion for 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 firm’s quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.72 earnings per share. On average, analysts predict that Caterpillar Inc. will post 27.42 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction on Friday, August 28th. The shares were 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 $27,954,303.90. The trade was a 48.39% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Manufacturing expansion: Caterpillar announced a $1 billion investment to expand Cat Compact equipment manufacturing in North Carolina. The project will add advanced manufacturing, automation and digital capabilities while supporting expected customer demand and U.S. workforce development. Caterpillar Commits $1 Billion to Expand North Carolina Manufacturing
• Positive Sentiment: Improved earnings outlook: Zacks Research raised its FY2026 EPS estimate to $27.36 from $27.01 and its FY2027 estimate to $32.44 from $31.43. It also increased estimates across several future quarters, suggesting stronger expected profitability. However, the changes are analyst-specific rather than a formal company forecast. Caterpillar Earnings Estimate Revisions
• Positive Sentiment: Data-center and AI opportunities: Coverage highlighted Caterpillar’s potential role in supplying power-generation equipment for data centers. Caterpillar and CoreWeave are also working to accelerate development of physical-AI applications, providing possible longer-term growth avenues beyond traditional construction demand. Caterpillar and CoreWeave Physical AI Partnership
• Neutral Sentiment: Mixed analyst signals: One Zacks item described CAT as a top-ranked momentum stock, while another reported a rating cut from “Strong Buy” to “Hold.” Separate commentary upgraded the shares to “Buy” ahead of earnings, and Jim Cramer identified the pullback as a possible buying opportunity. These opinions may support sentiment but are not fundamental catalysts. Caterpillar Momentum Stock Analysis
• Negative Sentiment: Interest-rate sensitivity: Rising long-term yields are weighing most heavily on manufacturers of expensive equipment sold using customer financing. Caterpillar was among the hardest-hit industrial names in the session, reinforcing investor concerns about affordability and cyclical demand. Caterpillar and Industrials Sell Off as Long-Term Yields Rise

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on CAT. Truist Financial reduced their target price on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating for the company in a report on Monday. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday, August 5th. Royal Bank Of Canada lifted their target price on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. Citigroup reaffirmed a “buy” rating on shares of Caterpillar in a report on Monday, September 14th. Finally, Robert W. Baird set a $970.00 price objective on shares of Caterpillar in a research report on Wednesday, August 5th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $989.17.

About Caterpillar

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.