IFP Advisors Inc Has $14.85 Million Stake in Caterpillar Inc. $CAT

Key Points

• IFP Advisors cut its Caterpillar stake by 15.8% in the second quarter, selling 2,613 shares and retaining 13,949 shares valued at approximately $14.85 million. Institutional investors collectively own 70.98% of CAT.
• Caterpillar reported strong quarterly results, with earnings of $8.17 per share and revenue of $20.54 billion, beating estimates and increasing revenue 23.7% year over year. Its approximately $72 billion order book provides substantial demand visibility.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $994.17. However, elevated valuation, potential construction slowdowns, and concerns about weakening AI-related infrastructure spending could increase volatility.

IFP Advisors Inc lowered its position in Caterpillar Inc. (NYSE:CAT - Free Report) by 15.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,949 shares of the industrial products company's stock after selling 2,613 shares during the period. IFP Advisors Inc's holdings in Caterpillar were worth $14,854,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Diversify Advisory Services LLC acquired a new stake in shares of Caterpillar during the 2nd quarter worth approximately $5,372,000. D.B. Root & Company LLC acquired a new position in Caterpillar in the second quarter valued at approximately $850,000. Dearborn Partners LLC bought a new position in Caterpillar in the second quarter valued at approximately $20,293,000. B. Metzler seel. Sohn & Co. AG boosted its stake in Caterpillar by 4.3% in the second quarter. B. Metzler seel. Sohn & Co. AG now owns 62,731 shares of the industrial products company's stock valued at $66,802,000 after acquiring an additional 2,590 shares during the last quarter. Finally, Axxcess Wealth Management LLC grew its holdings in Caterpillar by 2.8% during the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company's stock worth $12,844,000 after acquiring an additional 604 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s reported $72 billion order book is nearly as large as its $74.7 billion in trailing-twelve-month revenue, providing meaningful visibility if construction and infrastructure demand remain healthy. Should You Buy Caterpillar Stock With an Order Book Almost as Big as Its Annual Revenue?
• Positive Sentiment: Analysts and investment commentary continue to identify CAT as a beneficiary of data-center and AI-related capital spending, while also emphasizing its industrial diversification, earnings execution and dividend appeal. How Caterpillar Drives Sector-Leading Performance Beyond AI Models
• Positive Sentiment: Luck Stone is expanding Caterpillar’s autonomous hauling technology to two additional Virginia quarries after trucks moved more than 3.5 million tons during an 18-month deployment. The expansion supports CAT’s longer-term automation and productivity strategy. Luck Stone Builds on Autonomous Hauling Success with Caterpillar
• Positive Sentiment: Zacks added CAT to its Rank #1 Strong Buy and momentum lists, and separately included it among wide-moat stocks with durable competitive advantages. Best Momentum Stocks to Buy for September 14th
• Neutral Sentiment: The investment case depends on whether construction demand slows and whether AI/data-center orders prove durable. CAT’s valuation remains elevated, making the stock more sensitive to evidence of weaker future growth.
• Negative Sentiment: The recent decline in CAT and other industrial shares reflects concern that the data-center power and AI infrastructure trade may be unwinding, increasing near-term volatility despite the company’s strong backlog. Caterpillar Falls While Deere Edges Higher

Caterpillar Price Performance

CAT opened at $782.57 on Wednesday. The stock has a market cap of $359.73 billion, a P/E ratio of 33.67, a P/E/G ratio of 1.36 and a beta of 1.60. Caterpillar Inc. has a 12 month low of $434.28 and a 12 month 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 fifty day simple moving average of $846.69 and a 200 day simple moving average of $841.12.

Caterpillar (NYSE:CAT - Get Free Report) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same period in the previous year, the company posted $4.72 earnings per share. The company's revenue for the quarter was up 23.7% on a year-over-year basis. On average, research analysts expect that Caterpillar Inc. will post 27.37 EPS for the current year.

Insider Activity

In related news, CEO Joseph E. Creed sold 32,401 shares of the business's stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 34,555 shares in the company, valued at approximately $27,954,303.90. The trade was a 48.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.33% of the company's stock.

Wall Street Analyst Weigh In

CAT has been the topic of a number of analyst reports. Oppenheimer reissued an "outperform" rating and issued a $1,118.00 price target on shares of Caterpillar in a research note on Tuesday, August 4th. Royal Bank Of Canada lifted their price objective on Caterpillar from $877.00 to $897.00 and gave the stock a "sector perform" rating in a research note on Wednesday, August 5th. Weiss Ratings raised Caterpillar from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 19th. Sanford C. Bernstein restated a "market perform" rating and set a $1,002.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. Finally, Zacks Research upgraded Caterpillar from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eleven have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, Caterpillar has a consensus rating of "Moderate Buy" and an average target price of $994.17.

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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