Caterpillar Inc. $CAT Stock: Vise Technologies Inc. Grows Stake

Vise Technologies Inc. raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 5.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 46,615 shares of the industrial products company’s stock after purchasing an additional 2,378 shares during the quarter. Vise Technologies Inc.’s holdings in Caterpillar were worth $37,795,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the company. Decker Retirement Planning Inc. increased its holdings in Caterpillar by 440.0% during the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 22 shares during the period. Matrix Trust Co grew its stake in Caterpillar by 93.8% in the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after acquiring an additional 15 shares during the period. Axiom Investment Management LLC bought a new stake in Caterpillar in the 2nd quarter valued at $36,000. PFS Partners LLC increased its position in shares of Caterpillar by 1,750.0% during the third quarter. PFS Partners LLC now owns 37 shares of the industrial products company’s stock worth $30,000 after acquiring an additional 35 shares in the last quarter. Finally, Tacita Capital Inc bought a new stake in shares of Caterpillar during the 2nd quarter valued at about $47,000. Institutional investors own 70.98% of the company’s stock.

Insider Activity

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar 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 sale, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at $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 is available at this link. 0.33% of the stock is owned by company insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar reported third-quarter sales and revenues of approximately $20.7 billion, up 17% year over year, while adjusted earnings per share of $7.20 exceeded the $7.06 consensus estimate. Power-generation sales increased 30%, helped by data-center demand, and the company reported a record $78.1 billion backlog. Caterpillar Reports Third-Quarter 2026 Results
• Positive Sentiment: Truist Financial reaffirmed its “buy” rating, while Citigroup maintained a “buy” rating despite lowering its price target to $800. Both targets remain above the current trading level, suggesting some analysts see substantial long-term upside.
• Neutral Sentiment: Bank of America said Caterpillar’s earnings power remains intact, and analysts expect revenue and EPS growth as the backlog converts. However, the backlog may extend into 2029–2030, meaning investors could wait longer for the full financial benefit.
• Negative Sentiment: Management left its annual growth outlook unchanged and indicated only “moderate” fourth-quarter revenue growth. Investors had expected a stronger forecast or an upgrade, so the unchanged guidance overshadowed the earnings beat. Caterpillar Tops Quarterly Profit View
• Negative Sentiment: Revenue came in slightly below consensus, while tariff expenses and rising inventories added to concerns about costs, demand timing and near-term margins.
• Negative Sentiment: Several firms reduced their targets: Morgan Stanley cut its target to $675 and rated CAT “equal weight,” RBC lowered its target to $722 with a “sector perform” rating, and Truist reduced its target to $1,027. These cuts reinforce concerns that the stock’s premium valuation had become difficult to justify without faster growth.

Caterpillar Trading Down 3.8%

Shares of CAT opened at $622.73 on Friday. The company has a debt-to-equity ratio of 1.50, a quick ratio of 0.85 and a current ratio of 1.42. The company has a market capitalization of $286.25 billion, a P/E ratio of 24.43, a P/E/G ratio of 1.07 and a beta of 1.58. Caterpillar Inc. has a one year low of $537.08 and a one year high of $1,073.46. The stock has a 50-day moving average price of $783.25 and a 200 day moving average price of $807.52.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, October 29th. The industrial products company reported $7.20 EPS for the quarter, beating the consensus estimate of $7.06 by $0.14. The business had revenue of $20.68 billion during the quarter, compared to analyst estimates of $20.76 billion. Caterpillar had a net margin of 15.21% and a return on equity of 59.87%. The business’s quarterly revenue was up 17.3% on a year-over-year basis. During the same period in the prior year, the business earned $4.95 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 27.75 EPS for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be issued a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Monday, October 26th. Caterpillar’s payout ratio is currently 25.58%.

Wall Street Analysts Forecast Growth

CAT has been the topic of several recent research reports. UBS Group dropped their target price on Caterpillar from $925.00 to $750.00 and set a “neutral” rating on the stock in a research report on Monday, October 26th. President Capital initiated coverage on shares of Caterpillar in a research note on Friday, September 18th. They issued a “buy” rating and a $999.00 price target on the stock. Needham & Company LLC set a $980.00 price objective on shares of Caterpillar in a report on Thursday, September 10th. Weiss Ratings cut Caterpillar from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday. Finally, DA Davidson lifted their price target on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $913.96.

Caterpillar Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.