Ausdal Financial Partners Inc. Purchases Shares of 67,574 Caterpillar Inc. $CAT

Key Points

• Ausdal Financial Partners acquired 67,574 Caterpillar shares worth approximately $72 million, making CAT its sixth-largest portfolio holding at 2.8%. Institutional investors collectively own 70.98% of the company.
• Caterpillar reported strong quarterly results, with EPS of $8.17 and revenue of $20.54 billion, beating analyst estimates; revenue increased 23.7% year over year. The company also raised its quarterly dividend to $1.63 per share.
• Analyst sentiment is generally positive, with a “Moderate Buy” consensus and an average price target of $995.52, though CEO Joseph Creed recently sold 32,401 shares and the stock’s elevated valuation could limit further upside.

Ausdal Financial Partners Inc. purchased a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 67,574 shares of the industrial products company's stock, valued at approximately $71,959,000. Caterpillar accounts for approximately 2.8% of Ausdal Financial Partners Inc.'s investment portfolio, making the stock its 6th biggest position.

A number of other institutional investors also recently modified their holdings of the business. Decker Retirement Planning Inc. boosted its holdings 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 lifted its position 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 buying an additional 15 shares during the last quarter. Axiom Investment Management LLC acquired a new stake in Caterpillar in the second quarter valued at about $36,000. Lam Group Inc. bought a new stake in shares of Caterpillar during the 1st quarter valued at approximately $26,000. Finally, Tacita Capital Inc acquired a new position in Caterpillar during the 2nd quarter worth approximately $47,000. Institutional investors own 70.98% of the company's stock.

Caterpillar Stock Performance

Shares of CAT opened at $813.51 on Monday. The firm's fifty day simple moving average is $872.52 and its two-hundred day simple moving average is $838.91. Caterpillar Inc. has a 12 month low of $416.44 and a 12 month high of $1,073.46. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market capitalization of $373.95 billion, a P/E ratio of 35.00, a price-to-earnings-growth ratio of 1.41 and a beta of 1.60.

Caterpillar (NYSE:CAT - Get Free Report) last announced its 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 company had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm's revenue for the quarter was up 23.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.72 EPS. As a group, analysts predict that Caterpillar Inc. will post 27.34 EPS for the current year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were paid a dividend of $1.63 per share. This is an increase from Caterpillar's previous quarterly dividend of $1.51. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. Caterpillar's dividend payout ratio (DPR) is currently 28.06%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: FieldAI partnership supports the automation outlook. Caterpillar is combining its construction-equipment expertise with FieldAI’s physical-AI technology to develop autonomous capabilities for machines and improve safety, productivity and visibility at jobsites. The initiative could create longer-term revenue opportunities in equipment, software and services. Caterpillar partners with FieldAI for equipment automation
• Positive Sentiment: Analyst and quantitative sentiment has improved. Zacks upgraded CAT to Rank #1, or “Strong Buy,” citing rising optimism about earnings prospects. Erste Group Bank also raised its fiscal 2026 EPS forecast, adding to the constructive outlook. Caterpillar upgraded to Strong Buy
• Positive Sentiment: AI infrastructure is boosting Power & Energy demand. Caterpillar’s retail sales to power-generation users reportedly surged 72% year over year in the second quarter, as data centers and generative-AI infrastructure increase demand for reliable power. This gives CAT an additional growth driver beyond traditional construction and mining markets. Can CAT Stock Compound Its Way Higher?
• Neutral Sentiment: Recent earnings performance remains a strength, but expectations are elevated. Caterpillar’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue up 23.7% year over year. A sector review described CAT as the strongest heavy-machinery performer, though investors are increasingly pricing in continued execution.
• Negative Sentiment: Valuation and performance concerns could limit upside. Commentary notes that CAT has outperformed peers in the stock market more than in underlying business performance, leaving the shares dependent on future growth. The stock has also declined since its latest earnings report, while a report tied the recent weakness to insider selling. CAT Has Left Its Peers Behind. Or Has It?

Wall Street Analyst Weigh In

A number of analysts have weighed in on CAT shares. Erste Group Bank cut shares of 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 research note on Wednesday, August 12th. Rothschild & Co Redburn boosted their price target on Caterpillar from $700.00 to $950.00 and gave the stock a "neutral" rating in a report on Thursday, May 14th. Barclays lifted their target price on shares of Caterpillar from $800.00 to $900.00 and gave the stock an "equal weight" rating in a research report on Thursday, August 6th. Finally, Truist Financial set a $980.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $995.52.

Insider Activity

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction on 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 completion of the sale, the chief executive officer 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 transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.33% of the stock is currently owned by corporate insiders.

About Caterpillar

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.

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