Reliant Investment Partners LLC Buys New Holdings in Caterpillar Inc. $CAT

Reliant Investment Partners LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 2,013 shares of the industrial products company’s stock, valued at approximately $2,144,000. Caterpillar accounts for 1.5% of Reliant Investment Partners LLC’s holdings, making the stock its 17th largest position.

A number of other institutional investors have also recently bought and sold shares of the business. Lam Group Inc. bought a new position in shares of Caterpillar during the 1st quarter worth approximately $26,000. Frazier Financial Advisors LLC raised its stake in Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. Decker Retirement Planning Inc. raised its stake in Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares during the period. Cornerstone Financial Management LLC acquired a new stake in Caterpillar during the 4th quarter valued at $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 worth $33,000 after purchasing an additional 15 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

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

Analyst Ratings Changes

Several equities analysts have recently weighed in on CAT shares. UBS Group increased their price objective on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Weiss Ratings upgraded Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. Erste Group Bank lowered Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 12th. Finally, Oppenheimer reissued an “outperform” rating and set a $1,118.00 target price on shares of Caterpillar in a report on Tuesday, August 4th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar Price Performance

Caterpillar stock opened at $791.78 on Thursday. The firm has a market cap of $363.96 billion, a PE ratio of 34.07, a price-to-earnings-growth ratio of 1.35 and a beta of 1.60. 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 stock’s fifty day moving average price is $881.29 and its two-hundred day moving average price is $838.47. Caterpillar Inc. has a one year low of $411.37 and a one 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 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 firm had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the prior year, the company posted $4.72 EPS. The company’s revenue was up 23.7% compared to the same quarter last year. As a group, research analysts expect that Caterpillar Inc. will post 27.35 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the firm’s 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 transaction, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at $27,954,303.90. This trade represents a 48.39% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.33% of the stock is owned by insiders.

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.