Caterpillar Inc. $CAT Stock Holdings Decreased by Curated Wealth Partners LLC

Curated Wealth Partners LLC lessened its position in shares of Caterpillar Inc. (NYSE:CAT) by 98.1% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 2,265 shares of the industrial products company’s stock after selling 116,792 shares during the period. Curated Wealth Partners LLC’s holdings in Caterpillar were worth $1,836,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Stonebridge Financial Group LLC raised its position in Caterpillar by 0.7% during the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock worth $1,741,000 after acquiring an additional 11 shares during the last quarter. Inspirion Wealth Advisors LLC lifted its holdings in shares of Caterpillar by 1.2% in the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after purchasing an additional 11 shares in the last quarter. Bell Bank lifted its holdings in shares of Caterpillar by 0.6% in the second quarter. Bell Bank now owns 1,865 shares of the industrial products company’s stock valued at $1,986,000 after purchasing an additional 11 shares in the last quarter. Cornerstone Advisory LLC grew its position in shares of Caterpillar by 0.7% in the first quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after purchasing an additional 12 shares during the last quarter. Finally, Sunbeam Capital Management LLC grew its position in shares of Caterpillar by 1.1% in the first quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after purchasing an additional 13 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. Citigroup dropped their price objective on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating for the company in a research note on Monday. UBS Group lifted their price objective on Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Wall Street Zen raised Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, October 10th. Zacks Research cut Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and set a $749.00 target price on shares of Caterpillar in a report on Wednesday. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $967.83.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $736.33 on Friday. The company has a market cap of $338.47 billion, a PE ratio of 31.68, a price-to-earnings-growth ratio of 1.29 and a beta of 1.58. Caterpillar Inc. has a 12 month low of $510.21 and a 12 month high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The company has a 50-day simple moving average of $814.53 and a 200-day simple moving average of $856.25.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company’s revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.72 earnings per share. On average, equities analysts anticipate that Caterpillar Inc. will post 27.49 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Monday, October 26th will be paid a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, October 26th. Caterpillar’s payout ratio is presently 28.06%.

Insider Buying and Selling

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total value 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 approximately $27,954,303.90. The trade was a 48.39% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. 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: Caterpillar announced plans to acquire the Fabick Cat dealer network, expanding its distribution footprint and potentially strengthening access to construction and resource-industry customers. Caterpillar acquires Fabick Cat dealer network
• Positive Sentiment: The company will invest up to $10 million in North Carolina workforce training as part of its five-year, $100 million Building the Future Workforce Initiative. The investment could support long-term manufacturing capacity and help address skilled-labor needs. Caterpillar invests in North Carolina’s future manufacturing workforce
• Positive Sentiment: Oppenheimer lowered its price target to $1,009 from $1,118 but retained an “outperform” rating, implying substantial potential upside from recent levels. The reduced target nevertheless reflects a more cautious valuation outlook.
• Positive Sentiment: Caterpillar maintained its quarterly dividend at $1.63 per share, preserving its long record of cash distributions. The dividend is scheduled for payment on November 19 to shareholders of record before the ex-dividend date. Caterpillar maintains dividend
• Neutral Sentiment: Resource Industries president Denise Johnson will retire on February 1, 2027. Derrick York, currently president of Solar Turbines, will succeed her on November 1, with Johnson remaining in an advisory role to support the transition. Caterpillar announces leadership transition
• Neutral Sentiment: Caterpillar will report third-quarter 2026 results before the market opens on October 29. The upcoming report is likely to be the next major catalyst as investors assess demand, margins and forward guidance. Caterpillar third-quarter 2026 earnings announcement
• Negative Sentiment: The stock came under pressure despite broader market gains, according to Zacks, indicating continued profit-taking and weak investor sentiment. Caterpillar stock sinks as market gains
• Negative Sentiment: A broader unwind in the artificial-intelligence power trade, along with inflation concerns, pressured Caterpillar and other equipment makers. The stock’s sizable retreat from its record high also highlights valuation risk after its strong multiyear advance. AI power trade unwinds

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.