Vise Technologies Inc. Invests $47.11 Million in Caterpillar Inc. $CAT

Vise Technologies Inc. acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the second quarter, Holdings Channel.com reports. The fund acquired 44,237 shares of the industrial products company’s stock, valued at approximately $47,108,000. Caterpillar accounts for approximately 0.5% of Vise Technologies Inc.’s portfolio, making the stock its 28th largest holding.

Several other large investors have also recently added to or reduced their stakes in the stock. Lam Group Inc. acquired a new stake in shares of Caterpillar during the 1st quarter valued at $26,000. Frazier Financial Advisors LLC increased its stake in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 33 shares during the last quarter. Decker Retirement Planning Inc. raised its holdings in shares of Caterpillar by 440.0% during the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after acquiring an additional 22 shares in the last quarter. Cornerstone Financial Management LLC purchased a new stake in shares of Caterpillar during the fourth quarter worth $32,000. Finally, Matrix Trust Co boosted its position in Caterpillar by 93.8% during the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 15 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on CAT. Evercore reaffirmed an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. DA Davidson lifted their price target on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Oppenheimer restated an “outperform” rating and issued a $1,118.00 price objective on shares of Caterpillar in a report on Tuesday, August 4th. Citigroup raised their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Finally, Wells Fargo & Company lifted their target price 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. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $995.52.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Data-center power demand supports growth: Caterpillar’s Power & Energy segment is benefiting from rising demand for reliable electricity-generation equipment as data centers and AI infrastructure expand. Retail sales to power-generation users surged 72% year over year in the second quarter, reinforcing the company’s potential to gain exposure to the AI buildout. Can CAT’s Power & Energy Segment Sustain Its Rapid Growth Momentum?
• Positive Sentiment: AI and robotics collaboration: Caterpillar is working with FieldAI on physical AI, autonomy, robotics and digital-twin technology for jobsites and manufacturing facilities. The initiative is intended to improve safety, productivity and labor efficiency, potentially strengthening Caterpillar’s technology offering over time. Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
• Positive Sentiment: Constructive earnings outlook: Zacks described Caterpillar as positioned to benefit from AI-related data-center demand, supported by a record backlog, power demand and capacity expansion. Erste Group Bank also raised its 2026 EPS forecast to $27.50 from $24.78, although it retained a “Hold” rating. Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom
• Neutral Sentiment: Long-term brand visibility: Articles about restoring a 70-year-old Caterpillar D4 and unrelated biological research involving caterpillars have little direct effect on Caterpillar’s financial outlook or valuation.
• Negative Sentiment: Valuation and technical pressure: Trader Tony Zhang advised investors to begin “fading” Caterpillar, while other commentary highlighted the recent pullback. The stock remains below its 50-day and 200-day moving averages, adding to near-term caution. Time to Start Fading Caterpillar Stock, Says Trader Tony Zhang
• Negative Sentiment: CEO insider sale: CEO Joseph Creed sold 32,401 shares for approximately $26.2 million, reducing his reported holdings by 48.39%. The sale may weigh on sentiment, although it may also reflect personal financial planning rather than a change in business expectations. SEC Insider Transaction Filing

Caterpillar Stock Performance

CAT opened at $791.78 on Thursday. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The stock’s 50 day moving average price is $881.29 and its two-hundred day moving average price is $838.47. The firm has a market capitalization of $363.96 billion, a P/E ratio of 34.07, a price-to-earnings-growth ratio of 1.35 and a beta of 1.60. Caterpillar Inc. has a 12-month low of $411.37 and a 12-month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The company’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same period in the previous year, the company earned $4.72 earnings per share. On average, equities analysts forecast that Caterpillar Inc. will post 27.35 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were given a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

Caterpillar Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.