Braun Stacey Associates Inc. Purchases 1,220 Shares of Caterpillar Inc. $CAT

Braun Stacey Associates Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 3.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 40,049 shares of the industrial products company's stock after buying an additional 1,220 shares during the quarter. Caterpillar accounts for about 1.2% of Braun Stacey Associates Inc.'s portfolio, making the stock its 23rd biggest holding. Braun Stacey Associates Inc.'s holdings in Caterpillar were worth $42,648,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Diversify Advisory Services LLC bought a new position in shares of Caterpillar in the 2nd quarter valued at about $5,372,000. D.B. Root & Company LLC bought a new stake in Caterpillar during the second quarter worth about $850,000. Dearborn Partners LLC acquired a new position in Caterpillar during the second quarter valued at approximately $20,293,000. Axxcess Wealth Management LLC boosted its position in Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company's stock valued at $12,844,000 after purchasing an additional 604 shares during the last quarter. Finally, DSG Capital Advisors LLC bought a new position in Caterpillar in the first quarter valued at approximately $1,226,000. Institutional investors and hedge funds own 70.98% of the company's stock.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the 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 transaction, the chief executive officer owned 34,555 shares in the company, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.33% of the company's stock.

Caterpillar Stock Up 0.9%

CAT stock opened at $821.25 on Wednesday. Caterpillar Inc. has a 1-year low of $416.44 and a 1-year high of $1,073.46. The business's 50 day simple moving average is $863.27 and its 200 day simple moving average is $839.74. 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 firm has a market capitalization of $377.50 billion, a PE ratio of 35.34, a PEG ratio of 1.41 and a beta of 1.60.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 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 previous year, the business posted $4.72 earnings per share. As a group, research analysts anticipate that Caterpillar Inc. will post 27.34 EPS for the current year.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s power-generation backlog reportedly reached $72 billion, reinforcing the view that demand from data centers and AI-related infrastructure could make the company less dependent on the traditional construction cycle. Caterpillar's Power Generation Backlog Just Hit $72 Billion
• Positive Sentiment: Recent coverage points to Caterpillar’s record backlog, strong earnings and raised 2026 outlook as key reasons for its roughly 95% one-year gain. The company’s latest reported quarter also exceeded EPS and revenue expectations, supporting investor confidence in its operating momentum. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Chief Digital Officer Ogi Redzic described how AI is changing construction work, highlighting Caterpillar’s efforts to use digital tools and automation to improve equipment productivity and customer operations. This could strengthen the company’s longer-term technology and services opportunity. Caterpillar’s Digital Chief Ogi Redzic on How A.I. Is Redefining Construction Work
• Neutral Sentiment: Industry coverage continues to identify Caterpillar as a leading construction-equipment company, supported by its global dealer network and cash-generation capabilities. However, the equipment showcase itself does not provide a new financial catalyst. Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?
• Negative Sentiment: At approximately 34 times earnings, Caterpillar trades at a demanding valuation after its major rally. Analysts note that the premium leaves the stock vulnerable to profit-taking or disappointment if backlog conversion, margins or the 2026 outlook weaken. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on CAT shares. Sanford C. Bernstein reiterated a "market perform" rating and set a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday, August 5th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Erste Group Bank downgraded shares of Caterpillar from a "buy" rating to a "hold" rating in a report on Monday, July 27th. UBS Group increased their price target on shares of Caterpillar from $900.00 to $925.00 and gave the company a "neutral" rating in a research note on Wednesday, August 5th. Finally, Barclays lifted their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the company an "equal weight" rating in a research report on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $995.52.

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.

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