6,263 Caterpillar Inc. $CAT Shares Purchased by Farther Finance Advisors LLC

Farther Finance Advisors LLC increased its position in Caterpillar Inc. (NYSE:CAT) by 16.4% during the third quarter, HoldingsChannel.com reports. The firm owned 44,447 shares of the industrial products company’s stock after acquiring an additional 6,263 shares during the quarter. Farther Finance Advisors LLC’s holdings in Caterpillar were worth $35,352,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in Caterpillar in the second quarter worth about $40,457,153,000. State Street Corp grew its holdings in shares of Caterpillar by 4.0% during 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 bought a new stake in shares of Caterpillar during the second quarter valued at approximately $5,818,150,000. Diamant Asset Management Inc. increased its position in shares of Caterpillar by 68,427.2% during the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock valued at $2,224,992,000 after acquiring an additional 3,136,020 shares in the last quarter. Finally, Invesco Ltd. raised its holdings in Caterpillar by 2.3% in the 4th quarter. Invesco Ltd. now owns 3,031,666 shares of the industrial products company’s stock worth $1,736,750,000 after acquiring an additional 68,770 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 34,555 shares of the company’s stock, valued at $27,954,303.90. This represents a 48.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.33% of the stock is owned by insiders.

Analysts Set New Price Targets

CAT has been the topic of several recent analyst reports. Robert W. Baird set a $970.00 target price on Caterpillar in a research note on Wednesday, August 5th. Weiss Ratings downgraded Caterpillar from a “buy (b)” rating to a “buy (b-)” rating in a report on Tuesday, September 29th. Erste Group Bank cut Caterpillar from a “buy” rating to a “hold” rating in a research report on Monday, July 27th. Freedom Broker upgraded Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price objective for the company in a report on Thursday, September 10th. Finally, DA Davidson boosted their target price on Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research report on Thursday, August 6th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average price target of $989.17.

Caterpillar Stock Performance

Shares of NYSE CAT traded down $16.97 during midday trading on Thursday, hitting $796.86. 2,788,684 shares of the stock traded hands, compared to its average volume of 2,820,792. The firm has a market capitalization of $366.29 billion, a P/E ratio of 34.29, a PEG ratio of 1.49 and a beta of 1.58. Caterpillar Inc. has a one year low of $491.30 and a one year high of $1,073.46. 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 50-day moving average of $822.83 and a two-hundred day moving average of $853.15.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. During the same quarter in the prior year, the business earned $4.72 earnings per share. Caterpillar’s revenue for the quarter was up 23.7% compared to the same quarter last year. On average, equities analysts forecast that Caterpillar Inc. will post 27.5 EPS for the current fiscal year.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings expectations. Zacks Research increased its estimates across 2026–2028, including FY2026 EPS to $27.36, FY2027 EPS to $32.44 and FY2028 EPS to $39.15. The revisions suggest confidence in Caterpillar’s backlog, pricing power and future demand, although Zacks’ published ratings vary between “Hold” and “Strong Buy.” Caterpillar earnings estimate revisions
• Positive Sentiment: Longer-term demand remains a support. Caterpillar is committing $1 billion to expand compact-equipment manufacturing in North Carolina, adding automation and digital capabilities to address customer demand and expand U.S. production. The company is also attracting attention for its exposure to gas-compression equipment and power infrastructure supporting data centers. Caterpillar North Carolina investment
• Neutral Sentiment: Technical support could trigger a rebound. Analysts noted that CAT has pulled back toward historical trendline support, creating the possibility of a bounce. However, the break below the 50-day simple moving average indicates that momentum has weakened and investors may remain cautious until the stock stabilizes. Caterpillar trendline analysis
• Negative Sentiment: Higher rates are the main immediate pressure. Treasury yields reached roughly two-decade highs, weighing on capital-intensive industrial companies and making equipment purchases more expensive. Caterpillar’s elevated valuation and sensitivity to economic conditions amplify the market’s reaction to rising rates. Caterpillar stock and Treasury yields
• Negative Sentiment: Target-price and regulatory concerns add uncertainty. Truist lowered its price target to $1,100 from $1,225, while the FTC and USDA are gathering information about the farm-equipment market, potentially raising future regulatory risk for equipment manufacturers. Caterpillar and Deere regulatory inquiry

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.