MCF Advisors LLC Increases Stock Position in Caterpillar Inc. $CAT

Key Points

• MCF Advisors increased its Caterpillar position by 69% in the second quarter, owning 6,733 shares valued at approximately $7.17 million. 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 of $20.54 billion, up 23.7% year over year.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and average price target of $994.17, although the CEO’s $26.2 million stock sale and elevated valuation present potential risks.

MCF Advisors LLC boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 69.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,733 shares of the industrial products company's stock after buying an additional 2,750 shares during the quarter. MCF Advisors LLC's holdings in Caterpillar were worth $7,170,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Diversify Advisory Services LLC purchased a new position in Caterpillar during the 2nd quarter worth $5,372,000. D.B. Root & Company LLC acquired a new stake in Caterpillar in the second quarter worth about $850,000. Dearborn Partners LLC purchased a new stake in shares of Caterpillar during the second quarter worth about $20,293,000. B. Metzler seel. Sohn & Co. AG increased its holdings in shares of Caterpillar by 4.3% during 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 in the last quarter. Finally, Axxcess Wealth Management LLC raised its position in shares of Caterpillar by 2.8% in the 4th 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. Institutional investors own 70.98% of the company's stock.

Caterpillar Price Performance

NYSE:CAT opened at $782.57 on Wednesday. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The company has a 50 day moving average price of $846.69 and a 200-day moving average price of $841.12. Caterpillar Inc. has a 1-year low of $434.28 and a 1-year high of $1,073.46. The firm has a market cap of $359.73 billion, a price-to-earnings ratio of 33.67, a price-to-earnings-growth ratio of 1.36 and a beta of 1.60.

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

Insider Buying and Selling at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the company's stock in a transaction on Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction 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. This represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. 0.33% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on CAT shares. Weiss Ratings upgraded shares of Caterpillar from a "buy (b-)" rating to a "buy (b)" rating in a research note on Wednesday, August 19th. JPMorgan Chase & Co. lifted their price target on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an "overweight" rating in a research report on Wednesday, June 17th. Truist Financial set a $980.00 price objective on Caterpillar in a report on Wednesday, August 5th. Oppenheimer restated an "outperform" rating and issued a $1,118.00 price objective on shares of Caterpillar in a research note on Tuesday, August 4th. Finally, Needham & Company LLC set a $980.00 price target on shares of Caterpillar in a report on Thursday, September 10th. One investment 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. Based on data from MarketBeat, Caterpillar presently has a consensus rating of "Moderate Buy" and an average target price of $994.17.

Trending Headlines about 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

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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