Caterpillar Inc. $CAT Stock: NFSG Corp Raises Holdings

NFSG Corp grew its position in Caterpillar Inc. (NYSE:CAT) by 388.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 6,468 shares of the industrial products company’s stock after purchasing an additional 5,144 shares during the period. NFSG Corp’s holdings in Caterpillar were worth $5,244,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Diversify Advisory Services LLC acquired a new stake in Caterpillar in the second quarter worth about $5,372,000. D.B. Root & Company LLC acquired a new position in Caterpillar during the 2nd quarter valued at about $850,000. Dearborn Partners LLC acquired a new position in Caterpillar during the 2nd quarter valued at about $20,293,000. B. Metzler seel. Sohn & Co. AG boosted its stake in shares of Caterpillar by 4.3% in the 2nd quarter. B. Metzler seel. Sohn & Co. AG now owns 62,731 shares of the industrial products company’s stock valued at $66,802,000 after purchasing an additional 2,590 shares during the last quarter. Finally, Van Hulzen Asset Management LLC boosted its stake in shares of Caterpillar by 85.3% in the 2nd quarter. Van Hulzen Asset Management LLC now owns 2,809 shares of the industrial products company’s stock valued at $2,991,000 after purchasing an additional 1,293 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Wall Street Analysts Forecast Growth

CAT has been the subject of several analyst reports. President Capital began coverage on shares of Caterpillar in a research report on Friday, September 18th. They set a “buy” rating and a $999.00 price target for the company. Royal Bank Of Canada increased their price objective on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a report on Wednesday, August 5th. Wells Fargo & Company raised their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. Barclays lifted their target price 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. Finally, Sanford C. Bernstein reiterated a “market perform” rating and set a $749.00 target price on shares of Caterpillar in a research report on Wednesday. Fifteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $967.83.

Insiders Place Their Bets

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction on Friday, August 28th. The shares were sold at an average price of $808.98, for a total value of $26,211,760.98. Following the sale, the chief executive officer directly owned 34,555 shares in the company, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 0.33% of the company’s stock.

Caterpillar Trading Down 0.8%

CAT traded down $5.63 during midday trading on Friday, reaching $730.01. 2,867,128 shares of the company were exchanged, compared to its average volume of 2,612,442. The stock has a market capitalization of $335.57 billion, a P/E ratio of 31.41, a PEG ratio of 1.27 and a beta of 1.58. Caterpillar Inc. has a one year low of $510.21 and a one year high of $1,073.46. The stock’s 50-day simple moving average is $812.24 and its 200 day simple moving average is $855.37. 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 (NYSE:CAT) last announced its quarterly earnings results 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 period in the prior year, the business posted $4.72 EPS. Caterpillar’s revenue was up 23.7% on a year-over-year basis. As a group, analysts forecast that Caterpillar Inc. will post 27.49 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

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 dividend payout ratio is presently 28.06%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar will invest up to $10 million in North Carolina workforce training, supporting technicians and manufacturing workers as it expands its Sanford operations. The investment complements a previously announced roughly $1 billion facility investment intended to increase compact-equipment production. Caterpillar Invests in North Carolina’s Future Manufacturing Workforce
• Positive Sentiment: The acquisition of the Fabick CAT dealer network could strengthen Caterpillar’s distribution and customer-support footprint, although financial terms and the transaction’s earnings impact were not provided. Caterpillar acquires Fabick Cat dealer network
• Neutral Sentiment: Caterpillar scheduled its third-quarter 2026 results for October 29, giving investors a near-term catalyst to assess demand, margins and guidance. Caterpillar Third-Quarter 2026 Results Announcement
• Neutral Sentiment: Resource Industries President Denise Johnson will retire in February 2027, with Derrick York appointed as her successor effective November 1. Johnson will remain in an advisory role during the transition, limiting immediate disruption concerns. Caterpillar Announces Leadership Transition in Resource Industries
• Negative Sentiment: An analyst downgrade pressured the stock, while Oppenheimer issued a pessimistic forecast. These actions reinforce concerns about Caterpillar’s valuation and future earnings outlook. Caterpillar Shares Down on Analyst Downgrade
• Negative Sentiment: A broader unwind in the AI-related power trade also weighed on Caterpillar, as investors reassessed companies expected to benefit from data-center electricity demand. Comparisons with Generac highlighted differences in backlog, valuation and financial strength. AI Power Trade Unwinds

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.