St. Louis Financial Planners Asset Management LLC Purchases 3,527 Shares of Caterpillar Inc. $CAT

St. Louis Financial Planners Asset Management LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 3,527 shares of the industrial products company’s stock, valued at approximately $2,764,000. Caterpillar accounts for approximately 1.2% of St. Louis Financial Planners Asset Management LLC’s portfolio, making the stock its 29th biggest position.

Several other institutional investors and hedge funds have also bought and sold shares of CAT. Mosley Wealth Management grew its stake in shares of Caterpillar by 17.5% during the 3rd quarter. Mosley Wealth Management now owns 376 shares of the industrial products company’s stock valued at $305,000 after purchasing an additional 56 shares during the period. Prairiewood Capital LLC lifted its stake in shares of Caterpillar by 24.8% in the 3rd quarter. Prairiewood Capital LLC now owns 302 shares of the industrial products company’s stock worth $245,000 after purchasing an additional 60 shares during the period. Parisi Gray Wealth Management lifted its stake in shares of Caterpillar by 7.4% in the 3rd quarter. Parisi Gray Wealth Management now owns 2,204 shares of the industrial products company’s stock worth $1,787,000 after purchasing an additional 152 shares during the period. Peddock Capital Advisors LLC boosted its holdings in shares of Caterpillar by 2.7% in the third quarter. Peddock Capital Advisors LLC now owns 877 shares of the industrial products company’s stock worth $711,000 after buying an additional 23 shares during the last quarter. Finally, KFG Wealth Management LLC boosted its holdings in shares of Caterpillar by 32.6% in the third quarter. KFG Wealth Management LLC now owns 252 shares of the industrial products company’s stock worth $204,000 after buying an additional 62 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts recently issued reports on CAT shares. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research report on Wednesday, August 5th. Citigroup decreased their price target on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. Needham & Company LLC set a $980.00 price target on shares of Caterpillar in a research note on Thursday, September 10th. Royal Bank Of Canada boosted their price objective on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. Finally, DA Davidson boosted their price objective on shares of Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a research report on Thursday, August 6th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Caterpillar presently has a consensus rating of “Moderate Buy” and an average price target of $967.83.

Caterpillar Stock Performance

CAT opened at $730.01 on Friday. The company has a 50 day simple moving average of $812.24 and a two-hundred day simple moving average of $855.37. 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 firm has a market cap of $335.57 billion, a P/E ratio of 31.41, a PEG ratio of 1.26 and a beta of 1.58. Caterpillar Inc. has a 1-year low of $510.21 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The firm had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same period in the prior year, the company posted $4.72 earnings per share. Equities analysts forecast that Caterpillar Inc. will post 27.49 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be issued a $1.63 dividend. The ex-dividend date of this dividend is Monday, October 26th. This represents a $6.52 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio is currently 28.06%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar will invest up to $10 million in North Carolina workforce training, supporting technicians and manufacturing workers as it expands its Sanford operations. The investment complements a previously announced roughly $1 billion facility investment intended to increase compact-equipment production. Caterpillar Invests in North Carolina’s Future Manufacturing Workforce
• Positive Sentiment: The acquisition of the Fabick CAT dealer network could strengthen Caterpillar’s distribution and customer-support footprint, although financial terms and the transaction’s earnings impact were not provided. Caterpillar acquires Fabick Cat dealer network
• Neutral Sentiment: Caterpillar scheduled its third-quarter 2026 results for October 29, giving investors a near-term catalyst to assess demand, margins and guidance. Caterpillar Third-Quarter 2026 Results Announcement
• Neutral Sentiment: Resource Industries President Denise Johnson will retire in February 2027, with Derrick York appointed as her successor effective November 1. Johnson will remain in an advisory role during the transition, limiting immediate disruption concerns. Caterpillar Announces Leadership Transition in Resource Industries
• Negative Sentiment: An analyst downgrade pressured the stock, while Oppenheimer issued a pessimistic forecast. These actions reinforce concerns about Caterpillar’s valuation and future earnings outlook. Caterpillar Shares Down on Analyst Downgrade
• Negative Sentiment: A broader unwind in the AI-related power trade also weighed on Caterpillar, as investors reassessed companies expected to benefit from data-center electricity demand. Comparisons with Generac highlighted differences in backlog, valuation and financial strength. AI Power Trade Unwinds

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction on Friday, August 28th. The stock was 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 represents a 48.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.33% of the company’s stock.

Caterpillar Company Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.