Strategic Advisors LLC Decreases Stock Position in Caterpillar Inc. $CAT

Strategic Advisors LLC cut its position in Caterpillar Inc. (NYSE:CAT) by 63.7% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,371 shares of the industrial products company’s stock after selling 4,169 shares during the period. Strategic Advisors LLC’s holdings in Caterpillar were worth $2,525,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. Decker Retirement Planning Inc. raised its position in shares of Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 22 shares during the period. Matrix Trust Co boosted its holdings in Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after buying an additional 15 shares during the period. Axiom Investment Management LLC purchased a new position in Caterpillar in the 2nd quarter valued at approximately $36,000. Lam Group Inc. bought a new stake in Caterpillar during the 1st quarter valued at $26,000. Finally, Tacita Capital Inc purchased a new stake in shares of Caterpillar during the second quarter worth $47,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings estimates across multiple periods. Zacks Research increased its forecasts for Q3 2026, FY2026, FY2027, Q1–Q4 2027, Q2 2028 and FY2028. Its FY2027 estimate rose to $31.43 per share from $30.14, while its FY2028 forecast increased to $36.64 from $35.97. Zacks maintained a “Strong Buy” rating. MarketBeat Caterpillar analyst estimates
• Positive Sentiment: AI and automation remain a growth catalyst. Caterpillar’s collaboration with FieldAI is intended to advance physical AI, autonomous equipment and robotics, potentially improving customer safety and efficiency while creating new technology-driven revenue opportunities. Caterpillar FieldAI partnership
• Positive Sentiment: Industrial and manufacturing trends support demand. Lean inventories and continued U.S. production growth are cited as reasons Caterpillar remains attractive among industrial stocks. Piper Sandler also identifies Caterpillar as a potential beneficiary of a rotation from high-priced AI leaders toward industrial companies. U.S. manufacturing growth stocks
• Neutral Sentiment: CAT has significantly outperformed over the past year. Coverage highlights a record backlog, strong earnings and an improved 2026 outlook, but compares Caterpillar’s performance with other industrial-product companies rather than providing a new company-specific catalyst. Caterpillar buy sell or hold analysis
• Negative Sentiment: Valuation and interest-rate risks remain concerns. CAT trades at a high earnings multiple after its substantial rally. Piper Sandler cautions that a move in the 10-year Treasury yield above roughly 4.80% could challenge the industrial-rotation thesis and pressure rate-sensitive valuations. Piper Sandler industrial stocks and Treasury yields

Caterpillar Stock Down 0.7%

NYSE:CAT opened at $816.41 on Thursday. 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 firm’s 50-day moving average price is $859.73 and its 200-day moving average price is $840.13. The company has a market capitalization of $375.28 billion, a PE ratio of 35.13, a P/E/G ratio of 1.43 and a beta of 1.60. Caterpillar Inc. has a 1-year low of $419.50 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT) last released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same period last year, the business earned $4.72 earnings per share. The business’s revenue was up 23.7% on a year-over-year basis. On average, equities analysts predict that Caterpillar Inc. will post 27.37 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of analysts recently issued reports on CAT shares. Weiss Ratings upgraded Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. Barclays raised their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research report on Thursday, August 6th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $1,002.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Truist Financial set a $980.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. Finally, Robert W. Baird set a $970.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $995.52.

Insider Transactions at Caterpillar

In other Caterpillar 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 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 filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.33% of the company’s stock.

Caterpillar Company Profile

Caterpillar Inc is a global manufacturer of construction, mining, and industrial equipment. The company’s products include excavators, dozers, wheel loaders, motor graders, articulated trucks, and off-highway trucks, as well as related attachments and work tools. Caterpillar also supplies replacement parts, equipment services, technology solutions, and rental support through its dealer network.

The company serves customers in construction, mining, quarrying, energy, transportation, forestry, agriculture, and government-related industries.