1,017 Caterpillar Inc. $CAT Shares Acquired by Quintet Private Bank Europe S.A.

Quintet Private Bank Europe S.A. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 22.3% during the third quarter, Holdings Channel.com reports. The fund owned 5,582 shares of the industrial products company’s stock after purchasing an additional 1,017 shares during the period. Quintet Private Bank Europe S.A.’s holdings in Caterpillar were worth $4,526,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in CAT. Lam Group Inc. acquired a new stake in shares of Caterpillar in the first quarter valued at $26,000. Decker Retirement Planning Inc. lifted its stake 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 last quarter. Cornerstone Financial Management LLC bought a new stake in Caterpillar during the fourth quarter worth approximately $32,000. Matrix Trust Co boosted its stake in shares of Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 15 shares in the last quarter. Finally, Monetary Solutions Ltd acquired a new stake in shares of Caterpillar during the fourth quarter worth $35,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly 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 transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 0.33% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts recently weighed in on CAT shares. Weiss Ratings lowered Caterpillar from a “buy (b)” rating to a “buy (b-)” rating in a research report on Tuesday, September 29th. JPMorgan Chase & Co. upped their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. Needham & Company LLC set a $980.00 target price on shares of Caterpillar in a report on Thursday, September 10th. President Capital began coverage on shares of Caterpillar in a report on Friday, September 18th. They set a “buy” rating and a $999.00 price target on the stock. Finally, Freedom Broker upgraded shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price target for the company in a research report on Thursday, September 10th. Fifteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $989.17.

Caterpillar Stock Down 2.4%

Shares of NYSE:CAT traded down $19.91 on Thursday, reaching $793.92. The company had a trading volume of 1,241,417 shares, compared to its average volume of 2,811,010. The stock has a market capitalization of $364.94 billion, a P/E ratio of 34.18, a P/E/G ratio of 1.49 and a beta of 1.58. The stock has a 50-day moving average price of $822.83 and a 200 day moving average price of $853.15. Caterpillar Inc. has a twelve month low of $491.30 and a twelve month high of $1,073.46. 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 data 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 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 business earned $4.72 EPS. The firm’s revenue was up 23.7% compared to the same quarter last year. On average, equities analysts expect that Caterpillar Inc. will post 27.5 EPS for the current year.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings forecasts: Zacks Research increased its EPS estimates across 2026–2028, including FY2026 to $27.36, FY2027 to $32.44 and FY2028 to $39.15. The upgrades suggest analysts see stronger future profitability, although Zacks’ ratings range from “Hold” to “Strong Buy.” Caterpillar earnings estimates and rating
• Positive Sentiment: $1 billion North Carolina expansion: Caterpillar plans to expand Cat Compact manufacturing capacity in North Carolina, adding advanced automation and digital systems. The investment could support customer demand, domestic production and long-term revenue growth, while increasing near-term capital spending. Caterpillar North Carolina manufacturing expansion
• Positive Sentiment: Data-center and AI opportunity: Commentary highlighted Caterpillar’s expanding role in supplying power-related equipment for data centers, while its work with CoreWeave focuses on physical artificial intelligence. These initiatives could add growth beyond traditional construction and mining demand. Jim Cramer Caterpillar data-center opportunity
• Neutral Sentiment: Mixed analyst signals: Zacks cut its rating from “Strong Buy” to “Hold” in separate coverage, despite raising many earnings forecasts. This indicates improving fundamentals but uncertainty about valuation and the timing of growth.
• Neutral Sentiment: Caterpillar’s previous quarterly results were strong, with revenue up 23.7% year over year and EPS well above expectations. However, the stock’s elevated valuation makes it more sensitive to changes in interest rates and investor risk appetite.
• Negative Sentiment: Higher borrowing costs pressured industrial stocks: Long-term yields reached a two-decade high, weighing on companies that sell expensive machinery often financed by customers. The broader industrial selloff was a key reason CAT recently fell more sharply than the market. Industrial stocks and rising yields
• Negative Sentiment: Regulatory overhang: The Federal Trade Commission and Department of Agriculture are seeking public information about the farm-equipment market. Investors may fear additional scrutiny or potential changes affecting equipment pricing and dealer practices. Caterpillar and Deere regulatory inquiry
• Negative Sentiment: Truist lowered its price target from $1,225 to $1,100, adding pressure to sentiment even though the revised target remains above recent trading levels. Truist Caterpillar price target reduction

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.