Cooper Haims Advisors LLC Makes New Investment in Caterpillar Inc. $CAT

Key Points

• Cooper Haims Advisors acquired 1,646 Caterpillar shares worth approximately $1.75 million in the second quarter, while institutional investors collectively own 70.98% of CAT.
• Caterpillar reported strong quarterly results, with EPS of $8.17 versus the $6.22 consensus estimate and revenue up 23.7% year over year to $20.54 billion. Growth prospects include FieldAI automation and rising power-generation demand from data centers and AI infrastructure.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $995.52, but elevated valuation, recent share-price weakness and CEO Joseph Creed’s sale of about $26.2 million in stock could limit near-term upside.

Cooper Haims Advisors LLC acquired a new position in Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,646 shares of the industrial products company's stock, valued at approximately $1,753,000. Caterpillar comprises 0.8% of Cooper Haims Advisors LLC's investment portfolio, making the stock its 17th largest holding.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Pacific Point Advisors LLC purchased a new position in shares of Caterpillar in the 4th quarter worth about $579,000. Brighton Jones LLC lifted its position in Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock worth $2,688,000 after buying an additional 2,519 shares during the last quarter. United Bank boosted its stake in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company's stock worth $1,585,000 after buying an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. raised its stake in shares of Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock worth $3,551,000 after acquiring an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. lifted its holdings in shares of Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company's stock worth $222,120,000 after acquiring an additional 34,846 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company's stock.

More Caterpillar News

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?

Analysts Set New Price Targets

Several research firms recently issued reports on CAT. Royal Bank Of Canada raised their price target on Caterpillar from $877.00 to $897.00 and gave the stock a "sector perform" rating in a research report on Wednesday, August 5th. Erste Group Bank cut Caterpillar from a "buy" rating to a "hold" rating in a research note on Monday, July 27th. Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an "overweight" rating in a report on Tuesday, June 23rd. Zacks Research raised Caterpillar from a "hold" rating to a "strong-buy" rating in a research note on Wednesday, August 12th. Finally, Truist Financial set a $980.00 price objective on shares of Caterpillar in a research report on Wednesday, August 5th. One research 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. Based on data from MarketBeat, Caterpillar presently has a consensus rating of "Moderate Buy" and a consensus target price of $995.52.

Caterpillar Stock Performance

Shares of CAT stock opened at $813.51 on Monday. Caterpillar Inc. has a 52 week low of $416.44 and a 52 week 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. The company has a 50 day moving average price of $872.52 and a 200-day moving average price of $838.91. The firm has a market capitalization of $373.95 billion, a PE ratio of 35.00, a P/E/G 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analysts' expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business's revenue for the quarter was up 23.7% on a year-over-year basis. During the same period last year, the firm posted $4.72 earnings per share. As a group, equities research analysts expect that Caterpillar Inc. will post 27.34 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were issued 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 payout ratio is 28.06%.

Insider Activity at Caterpillar

In related 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 value of $26,211,760.98. Following the sale, the chief executive officer 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.33% of the company's stock.

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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