Henson Edgewater Management LLC Makes New $1.16 Million Investment in Caterpillar Inc. $CAT

Henson Edgewater Management LLC bought a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,358 shares of the industrial products company's stock, valued at approximately $1,162,000. Caterpillar makes up approximately 0.7% of Henson Edgewater Management LLC's investment portfolio, making the stock its 29th largest position.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Lam Group Inc. purchased a new stake in Caterpillar in the 1st quarter worth about $26,000. Frazier Financial Advisors LLC grew its stake in Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company's stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. Decker Retirement Planning Inc. increased 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 during the period. Cornerstone Financial Management LLC purchased a new stake in Caterpillar in the 4th quarter worth approximately $32,000. Finally, Matrix Trust Co raised its holdings in shares of Caterpillar by 93.8% during the second 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. Institutional investors and hedge funds own 70.98% of the company's stock.

Caterpillar News Summary

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?

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the firm'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. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.33% of the company's stock.

Caterpillar Trading Up 0.9%

Caterpillar stock opened at $821.25 on Wednesday. Caterpillar Inc. has a 52 week low of $416.44 and a 52 week high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. 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. The business's 50-day simple moving average is $863.27 and its 200-day simple moving average is $839.74.

Caterpillar (NYSE:CAT - Get Free Report) last released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $6.22 by $1.95. The firm 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 company's revenue was up 23.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.72 EPS. Equities research analysts forecast that Caterpillar Inc. will post 27.34 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CAT. Sanford C. Bernstein reiterated a "market perform" rating and set a $1,002.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. JPMorgan Chase & Co. raised 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 report on Wednesday, June 17th. Oppenheimer reiterated an "outperform" rating and issued a $1,118.00 target price on shares of Caterpillar in a research note on Tuesday, August 4th. Zacks Research raised shares of Caterpillar from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, August 12th. Finally, Weiss Ratings upgraded shares of Caterpillar from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 19th. One equities 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 company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $995.52.

Caterpillar Company Profile

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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