NS Partners Ltd Makes New $6.79 Million Investment in Caterpillar Inc. $CAT

Key Points

• NS Partners Ltd acquired a new Caterpillar stake of 6,377 shares valued at approximately $6.79 million, while institutional investors collectively own 70.98% of CAT.
• Analysts maintain a broadly positive outlook, with a consensus “Moderate Buy” rating and an average price target of $995.52; several firms recently raised their targets.
• Caterpillar reported strong quarterly results, including $8.17 EPS and $20.54 billion in revenue, but CEO Joseph E. Creed sold 32,401 shares worth $26.2 million. The stock’s elevated valuation and sensitivity to rising interest rates remain key risks.

NS Partners Ltd acquired a new stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 6,377 shares of the industrial products company's stock, valued at approximately $6,791,000.

Other institutional investors also recently bought and sold shares of the company. Stonebridge Financial Group LLC increased its position in Caterpillar by 0.7% in the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company's stock worth $1,741,000 after buying an additional 11 shares in the last quarter. Inspirion Wealth Advisors LLC grew its stake in shares of Caterpillar by 1.2% during the 2nd quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company's stock valued at $936,000 after acquiring an additional 11 shares during the period. Bell Bank increased its holdings in Caterpillar by 0.6% in the 2nd quarter. Bell Bank now owns 1,865 shares of the industrial products company's stock worth $1,986,000 after acquiring an additional 11 shares in the last quarter. Cornerstone Advisory LLC raised its stake in Caterpillar by 0.7% during the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company's stock worth $1,288,000 after acquiring an additional 12 shares during the period. Finally, Advisory Resource Group boosted its position in shares of Caterpillar by 0.8% in the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company's stock worth $935,000 after purchasing an additional 13 shares during the period. 70.98% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms recently weighed in on CAT. Truist Financial set a $980.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. DA Davidson boosted their price objective on Caterpillar from $845.00 to $882.00 and gave the company a "neutral" rating in a research report on Thursday, August 6th. Citigroup increased their target price on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Oppenheimer reissued an "outperform" rating and issued a $1,118.00 price target on shares of Caterpillar in a report on Tuesday, August 4th. Finally, Barclays increased their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the company an "equal weight" rating in a report on Thursday, August 6th. One equities 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's stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $995.52.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar 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 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 the SEC website. Company insiders own 0.33% of the company's stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings estimates across multiple periods. Zacks Research increased its forecasts for Q3 2026, FY2026, FY2027, Q1–Q4 2027, Q2 2028 and FY2028. Its FY2027 estimate rose to $31.43 per share from $30.14, while its FY2028 forecast increased to $36.64 from $35.97. Zacks maintained a “Strong Buy” rating. MarketBeat Caterpillar analyst estimates
• Positive Sentiment: AI and automation remain a growth catalyst. Caterpillar’s collaboration with FieldAI is intended to advance physical AI, autonomous equipment and robotics, potentially improving customer safety and efficiency while creating new technology-driven revenue opportunities. Caterpillar FieldAI partnership
• Positive Sentiment: Industrial and manufacturing trends support demand. Lean inventories and continued U.S. production growth are cited as reasons Caterpillar remains attractive among industrial stocks. Piper Sandler also identifies Caterpillar as a potential beneficiary of a rotation from high-priced AI leaders toward industrial companies. U.S. manufacturing growth stocks
• Neutral Sentiment: CAT has significantly outperformed over the past year. Coverage highlights a record backlog, strong earnings and an improved 2026 outlook, but compares Caterpillar’s performance with other industrial-product companies rather than providing a new company-specific catalyst. Caterpillar buy sell or hold analysis
• Negative Sentiment: Valuation and interest-rate risks remain concerns. CAT trades at a high earnings multiple after its substantial rally. Piper Sandler cautions that a move in the 10-year Treasury yield above roughly 4.80% could challenge the industrial-rotation thesis and pressure rate-sensitive valuations. Piper Sandler industrial stocks and Treasury yields

Caterpillar Trading Down 0.7%

CAT stock opened at $816.41 on Thursday. The firm has a fifty day moving average price of $859.73 and a 200 day moving average price of $840.13. Caterpillar Inc. has a fifty-two week low of $419.50 and a fifty-two week high of $1,073.46. The firm has a market cap of $375.28 billion, a PE ratio of 35.13, a price-to-earnings-growth ratio of 1.43 and a beta of 1.60. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly 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. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same quarter in the prior year, the firm earned $4.72 earnings per share. Caterpillar's revenue was up 23.7% on a year-over-year basis. Sell-side analysts anticipate that Caterpillar Inc. will post 27.37 earnings per share for the current fiscal year.

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.

Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.