Caterpillar Inc. $CAT Shares Sold by KFA Private Wealth Group LLC

KFA Private Wealth Group LLC cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 38.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,032 shares of the industrial products company’s stock after selling 654 shares during the quarter. KFA Private Wealth Group LLC’s holdings in Caterpillar were worth $1,100,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Decker Retirement Planning Inc. lifted its position in Caterpillar by 440.0% during 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 lifted its holdings in shares of Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after buying an additional 15 shares during the period. Axiom Investment Management LLC purchased a new stake in shares of Caterpillar in the second quarter worth about $36,000. Lam Group Inc. purchased a new position in Caterpillar during the first quarter valued at approximately $26,000. Finally, Tacita Capital Inc purchased a new stake in Caterpillar in the 2nd quarter worth approximately $47,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

CAT has been the subject of several analyst reports. Weiss Ratings upgraded shares of Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. Wells Fargo & Company raised their price target on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Royal Bank Of Canada upped their price objective on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 12th. Finally, Freedom Broker upgraded Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 target price on the stock in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $994.17.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst upgrade: Freedom Broker upgraded Caterpillar from “hold” to “buy” and set a $980 price target, implying meaningful upside from recent levels. Caterpillar analyst upgrade
• Positive Sentiment: Expansion investment: The Lafayette council approved incentives for Caterpillar’s planned $890 million expansion, potentially strengthening production capacity and supporting regional demand. Lafayette Caterpillar expansion
• Positive Sentiment: AI and infrastructure opportunity: Coverage highlighted Caterpillar’s collaboration with FieldAI on physical AI, autonomy and robotics for job sites. Investors also see the company as a beneficiary of AI-related data-center and infrastructure construction, with orders reportedly extending into 2030. Caterpillar FieldAI partnership
• Positive Sentiment: Improving earnings outlook: Zacks Research raised multiple 2026–2028 EPS estimates and maintained a “Strong-Buy” rating, including its FY2027 forecast to $31.43 and FY2028 forecast to $36.64. Recent reports also cited strong sector-wide construction and manufacturing demand. Caterpillar market performance
• Neutral Sentiment: Valuation and technical positioning: CAT remains near its 200-day moving average after a strong rally. Its elevated valuation leaves the stock sensitive to interest rates, macroeconomic headlines and shifts in investor sentiment.
• Negative Sentiment: Heavy insider selling: Company insiders recorded 33 sales versus one purchase over the past six months. CEO Joseph Creed accounted for roughly $26 million of sales, which may be fueling concerns about near-term upside and encouraging profit-taking. Caterpillar insider trading

Insiders Place Their Bets

In related 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 approximately $27,954,303.90. This trade represents a 48.39% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE CAT opened at $804.94 on Friday. The firm has a market cap of $370.01 billion, a PE ratio of 34.64, a PEG ratio of 1.41 and a beta of 1.60. The firm has a fifty day moving average of $856.52 and a 200 day moving average of $840.45. 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 Inc. has a one year low of $423.32 and a one year high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data 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 business had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same period last year, the firm posted $4.72 earnings per share. The company’s revenue was up 23.7% compared to the same quarter last year. As a group, research analysts predict that Caterpillar Inc. will post 27.37 EPS for the current fiscal year.

About Caterpillar

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.