Markowski Investments Takes $2.90 Million Position in Caterpillar Inc. $CAT

Key Points

• Markowski Investments acquired 2,722 Caterpillar shares during the second quarter, valued at approximately $2.90 million. Institutional investors and hedge funds collectively own 70.98% of CAT.
• Caterpillar reported strong quarterly results, with adjusted earnings of $8.17 per share and revenue of $20.54 billion, exceeding analyst estimates; revenue increased 23.7% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $994.17, though CEO Joseph Creed’s $26.2 million stock sale represents a notable insider transaction.

Markowski Investments acquired a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,722 shares of the industrial products company's stock, valued at approximately $2,899,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Pacific Point Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at about $579,000. Brighton Jones LLC increased its stake in Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock worth $2,688,000 after purchasing an additional 2,519 shares in the last quarter. United Bank raised its holdings in Caterpillar by 108.5% during the 2nd 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 during the period. Schnieders Capital Management LLC. lifted its stake in Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock valued at $3,551,000 after buying an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its holdings in shares of Caterpillar by 6.5% in the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company's stock valued at $222,120,000 after buying an additional 34,846 shares during the period. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction dated 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 sale, the chief executive officer owned 34,555 shares of the company's stock, valued at approximately $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.33% of the company's stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on CAT shares. Barclays increased their price objective 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. Wells Fargo & Company upped their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an "overweight" rating in a research note on Tuesday, June 23rd. Freedom Broker upgraded Caterpillar from a "hold" rating to a "buy" rating and set a $980.00 target price for the company in a report on Thursday. DA Davidson lifted their price target on Caterpillar from $845.00 to $882.00 and gave the company a "neutral" rating in a research note on Thursday, August 6th. Finally, Citigroup boosted their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, Caterpillar currently has a consensus rating of "Moderate Buy" and a consensus target price of $994.17.

Caterpillar Stock Performance

Shares of CAT stock opened at $818.48 on Friday. Caterpillar Inc. has a 12 month low of $427.75 and a 12 month high of $1,073.46. The company's fifty day simple moving average is $853.58 and its 200-day simple moving average is $840.30. The firm has a market cap of $376.23 billion, a PE ratio of 35.22, a P/E/G ratio of 1.42 and a beta of 1.60. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65.

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 for the quarter, beating analysts' consensus estimates of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same quarter last year, the firm earned $4.72 earnings per share. The firm's revenue for the quarter was up 23.7% compared to the same quarter last year. Equities research analysts expect that Caterpillar Inc. will post 27.37 EPS for the current fiscal year.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Broad-market strength supported CAT. Caterpillar was among the companies helping lead a roughly 550-point advance in the Dow, providing a favorable backdrop for industrial stocks. Cisco, Caterpillar share gains lead Dow's 550-point rally
• Positive Sentiment: CAT remains a top-performing industrial stock. Shares are up more than 40% this year, reflecting investor enthusiasm for construction, infrastructure and equipment demand. The strong rally also raises the possibility of profit-taking. Deere and Caterpillar Are Both Up Over 40% This Year
• Positive Sentiment: AI infrastructure is emerging as a growth catalyst. Reports highlight Caterpillar’s equipment orders extending toward 2030 and demand tied to data-center and infrastructure construction, broadening the company’s exposure beyond traditional industrial markets. CAT Could Be the Best AI Infrastructure Stock You’re Overlooking
• Positive Sentiment: Analyst estimates and ratings were generally supportive. Freedom Broker upgraded CAT to “buy” with a $980 price target, while Zacks raised its fourth-quarter 2026 EPS estimate to $6.73. Erste Group also modestly increased its fiscal 2027 EPS forecast to $32.28. The Lafayette City Council additionally approved incentives for an $890 million Caterpillar expansion, signaling continued investment capacity. Caterpillar upgraded by Freedom Broker
• Neutral Sentiment: Insider selling is a risk investors are monitoring. Caterpillar executives, including CEO Joseph Creed, have made substantial sales in recent months, although insider transactions may reflect diversification rather than a direct view on the company’s operating outlook. Caterpillar Inc. Stock Opinions on AI Partnership and Executive Stock Sale
• Negative Sentiment: Valuation and mixed estimates could limit further gains. CAT recently underperformed the broader market in a declining session, and Zacks trimmed its Q1 2028 EPS estimate to $7.87 from $7.94. With the stock trading well above its longer-term averages and at a premium valuation, investors may lock in profits if growth expectations moderate. Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability

Caterpillar 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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