620 Shares in Caterpillar Inc. $CAT Purchased by S.E.E.D. Planning Group LLC

S.E.E.D. Planning Group LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 620 shares of the industrial products company’s stock, valued at approximately $503,000.

Several other hedge funds also recently added to or reduced their stakes in the stock. Decker Retirement Planning Inc. raised its stake in shares of 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 purchasing an additional 22 shares in the last quarter. Matrix Trust Co increased its holdings in Caterpillar by 93.8% in the second 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 last quarter. Axiom Investment Management LLC bought a new stake in Caterpillar in the second quarter valued at about $36,000. Lam Group Inc. acquired a new stake in Caterpillar during the first quarter valued at approximately $26,000. Finally, Tacita Capital Inc bought a new position in Caterpillar during the 2nd quarter worth approximately $47,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CAT shares. Wall Street Zen downgraded Caterpillar from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. Truist Financial dropped their target price on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating on the stock in a report on Monday. Citigroup reaffirmed a “buy” rating on shares of Caterpillar in a report on Monday, September 14th. President Capital began coverage on shares of Caterpillar in a report on Friday, September 18th. They issued a “buy” rating and a $999.00 target price on the stock. Finally, Robert W. Baird set a $970.00 target price on Caterpillar in a report on Wednesday, August 5th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $989.17.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Manufacturing expansion: Caterpillar announced a $1 billion investment to expand Cat Compact equipment manufacturing in North Carolina. The project will add advanced manufacturing, automation and digital capabilities while supporting expected customer demand and U.S. workforce development. Caterpillar Commits $1 Billion to Expand North Carolina Manufacturing
• Positive Sentiment: Improved earnings outlook: Zacks Research raised its FY2026 EPS estimate to $27.36 from $27.01 and its FY2027 estimate to $32.44 from $31.43. It also increased estimates across several future quarters, suggesting stronger expected profitability. However, the changes are analyst-specific rather than a formal company forecast. Caterpillar Earnings Estimate Revisions
• Positive Sentiment: Data-center and AI opportunities: Coverage highlighted Caterpillar’s potential role in supplying power-generation equipment for data centers. Caterpillar and CoreWeave are also working to accelerate development of physical-AI applications, providing possible longer-term growth avenues beyond traditional construction demand. Caterpillar and CoreWeave Physical AI Partnership
• Neutral Sentiment: Mixed analyst signals: One Zacks item described CAT as a top-ranked momentum stock, while another reported a rating cut from “Strong Buy” to “Hold.” Separate commentary upgraded the shares to “Buy” ahead of earnings, and Jim Cramer identified the pullback as a possible buying opportunity. These opinions may support sentiment but are not fundamental catalysts. Caterpillar Momentum Stock Analysis
• Negative Sentiment: Interest-rate sensitivity: Rising long-term yields are weighing most heavily on manufacturers of expensive equipment sold using customer financing. Caterpillar was among the hardest-hit industrial names in the session, reinforcing investor concerns about affordability and cyclical demand. Caterpillar and Industrials Sell Off as Long-Term Yields Rise

Insider Activity

In other news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the transaction, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. The trade was a 48.39% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.33% of the stock is owned by company insiders.

Caterpillar Price Performance

Caterpillar stock traded down $48.50 during midday trading on Wednesday, hitting $814.94. The company’s stock had a trading volume of 1,729,721 shares, compared to its average volume of 2,812,007. Caterpillar Inc. has a 12 month low of $489.34 and a 12 month high of $1,073.46. The company has a market capitalization of $374.61 billion, a PE ratio of 35.07, a price-to-earnings-growth ratio of 1.47 and a beta of 1.58. The stock’s 50-day moving average price is $822.22 and its 200-day moving average price is $852.27. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.72 EPS. Analysts anticipate that Caterpillar Inc. will post 27.42 earnings per share for the current fiscal year.

Caterpillar Company Profile

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.