Venture Visionary Partners LLC Purchases 1,430 Shares of Caterpillar Inc. $CAT

Venture Visionary Partners LLC lifted its position in Caterpillar Inc. (NYSE:CAT) by 6.3% during the 3rd quarter, Holdings Channel reports. The firm owned 24,185 shares of the industrial products company’s stock after buying an additional 1,430 shares during the quarter. Venture Visionary Partners LLC’s holdings in Caterpillar were worth $19,610,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Lam Group Inc. bought a new stake in Caterpillar during the first quarter worth about $26,000. Decker Retirement Planning Inc. boosted its holdings in shares of Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after acquiring an additional 22 shares in the last quarter. Cornerstone Financial Management LLC acquired a new position in shares of Caterpillar in the 4th quarter worth approximately $32,000. Matrix Trust Co grew its position 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 acquiring an additional 15 shares during the last quarter. Finally, Monetary Solutions Ltd acquired a new stake in Caterpillar during the 4th quarter valued at $35,000. 70.98% of the stock is owned by institutional investors.

Insiders Place Their Bets

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 shares were 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 owned 34,555 shares in the company, valued at approximately $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

Several brokerages have issued reports on CAT. Royal Bank Of Canada lifted their price objective on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. Erste Group Bank cut Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Oppenheimer restated an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research note on Tuesday, August 4th. Wells Fargo & Company lifted their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Finally, Barclays increased their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a report on Thursday, August 6th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $989.17.

Caterpillar Trading Down 5.8%

NYSE:CAT traded down $50.41 during mid-day trading on Wednesday, hitting $813.03. The company had a trading volume of 3,336,613 shares, compared to its average volume of 2,820,896. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. Caterpillar Inc. has a fifty-two week low of $489.34 and a fifty-two week high of $1,073.46. The firm has a market cap of $373.73 billion, a P/E ratio of 34.98, a P/E/G ratio of 1.47 and a beta of 1.58. The business’s fifty day moving average is $822.83 and its two-hundred day moving average is $853.15.

Caterpillar (NYSE:CAT) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The company’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same period in the previous year, the company earned $4.72 EPS. As a group, research analysts expect that Caterpillar Inc. will post 27.42 earnings per share for the current year.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: North Carolina expansion supports long-term demand: Caterpillar announced a $1 billion investment to expand Cat Compact manufacturing capacity in North Carolina, focusing on automation, advanced manufacturing technology, digital systems and workforce development. The project signals confidence in customer demand and reinforces the company’s U.S. manufacturing strategy. Caterpillar Commits $1 Billion to Expand North Carolina Manufacturing
• Positive Sentiment: Analysts raised several future earnings estimates: Zacks Research increased its FY2026 EPS forecast to $27.36 from $27.01 and its FY2027 forecast to $32.44 from $31.43, while also lifting estimates for upcoming quarters through 2028. These revisions suggest expectations for continued earnings growth, although Zacks’ published rating was also reported as “Hold” in one update. Caterpillar Earnings Estimate Revisions
• Neutral Sentiment: Potential physical-AI and data-center opportunities: Caterpillar and CoreWeave are working to accelerate development of physical-AI applications. Separately, commentary from Jim Cramer highlighted Caterpillar’s potential role in supplying power-related equipment for data centers. These opportunities could create longer-term growth, but their financial impact is not yet quantified. Caterpillar and CoreWeave Physical AI Partnership
• Negative Sentiment: Higher interest rates are pressuring equipment demand: A sharp rise in long-term Treasury yields is weighing on manufacturers that sell expensive machinery financed through credit. Caterpillar was among the hardest-hit industrial names as investors reassessed the affordability of construction and agricultural equipment. Caterpillar Drops as Industrial Stocks Sell Off
• Negative Sentiment: Regulatory uncertainty continues: The Federal Trade Commission and Department of Agriculture are soliciting public information about the farm-equipment market. Investors are concerned that the review could eventually lead to tighter rules affecting equipment repairs, distribution or manufacturer practices. Caterpillar and Deere Face Continuing Regulatory Pressure
• Negative Sentiment: Valuation and rating concerns remain: With Caterpillar trading at a premium earnings multiple, investors may be less tolerant of macroeconomic or regulatory risks. Zacks Research also downgraded the stock from “Strong Buy” to “Hold,” adding to near-term caution. Caterpillar Stock Rating Cut to Hold

Caterpillar Company Profile

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.