Strategic Advisors LLC Has $2.52 Million Holdings in Caterpillar Inc. $CAT

Key Points

• Strategic Advisors LLC cut its Caterpillar position by 63.7% in the second quarter, selling 4,169 shares and retaining 2,371 shares worth approximately $2.52 million. Institutional investors and hedge funds collectively own 70.98% of CAT.
• Caterpillar reported a strong quarter, with earnings of $8.17 per share and revenue of $20.54 billion, exceeding analyst expectations; revenue increased 23.7% year over year.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and an average price target of $995.52, though elevated valuation and rising interest rates pose risks following the stock’s substantial rally.

Strategic Advisors LLC decreased its holdings in Caterpillar Inc. (NYSE:CAT - Free Report) by 63.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,371 shares of the industrial products company's stock after selling 4,169 shares during the quarter. Strategic Advisors LLC's holdings in Caterpillar were worth $2,525,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. BTG Pactual Asset Management US LLC bought a new stake in Caterpillar in the second quarter valued at approximately $388,000. RPg Family Wealth Advisory LLC bought a new position in Caterpillar during the 2nd quarter worth approximately $202,000. Moore Capital Management LP bought a new stake in shares of Caterpillar in the 2nd quarter valued at $3,606,000. Sigma Planning Corp boosted its stake in shares of Caterpillar by 12.2% in the 2nd quarter. Sigma Planning Corp now owns 25,189 shares of the industrial products company's stock valued at $26,824,000 after purchasing an additional 2,733 shares during the last quarter. Finally, Two Sigma Securities LLC bought a new position in Caterpillar during the second quarter worth $2,147,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Joseph E. Creed sold 32,401 shares of the business's stock in a transaction dated 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 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.33% of the company's stock.

Analyst Upgrades and Downgrades

CAT has been the topic of a number of recent analyst reports. Wells Fargo & Company boosted their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an "overweight" rating in a research note on Tuesday, June 23rd. 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. Zacks Research raised shares of Caterpillar from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, August 12th. Erste Group Bank downgraded shares of Caterpillar from a "buy" rating to a "hold" rating in a research report on Monday, July 27th. Finally, Rothschild & Co Redburn raised their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a "neutral" rating in a report on Thursday, May 14th. 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 stock. Based on data from MarketBeat, Caterpillar currently has a consensus rating of "Moderate Buy" and a consensus price target of $995.52.

Trending Headlines about Caterpillar

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 Price Performance

Shares of NYSE CAT opened at $816.41 on Thursday. The stock has a market cap of $375.28 billion, a price-to-earnings ratio of 35.13, a PEG 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 Inc. has a fifty-two week low of $419.50 and a fifty-two week high of $1,073.46. The firm's 50-day simple moving average is $859.73 and its 200 day simple moving average is $840.13.

Caterpillar (NYSE:CAT - Get Free Report) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (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 analysts' expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar's quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.72 earnings per share. As a group, research analysts anticipate that Caterpillar Inc. will post 27.37 earnings per share for the current fiscal year.

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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