Tudor Financial Inc. Sells 18,636 Shares of Caterpillar Inc. $CAT

Key Points

• Tudor Financial sharply reduced its Caterpillar position by selling 18,636 shares, an 87.7% cut that left it with 2,618 shares worth approximately $2.79 million.
• Caterpillar reported strong quarterly results, with EPS of $8.17 and revenue of $20.54 billion, exceeding estimates and representing 23.7% year-over-year revenue growth.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $994.17 price target, though insider selling and elevated valuation could limit further gains.

Tudor Financial Inc. trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 87.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,618 shares of the industrial products company's stock after selling 18,636 shares during the quarter. Caterpillar makes up about 1.3% of Tudor Financial Inc.'s investment portfolio, making the stock its 20th largest holding. Tudor Financial Inc.'s holdings in Caterpillar were worth $2,787,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Lam Group Inc. bought a new position in shares of Caterpillar in the first quarter worth approximately $26,000. Frazier Financial Advisors LLC grew its position in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company's stock worth $28,000 after purchasing an additional 33 shares in the last quarter. Decker Retirement Planning Inc. grew its holdings in Caterpillar by 440.0% during the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company's stock valued at $29,000 after buying an additional 22 shares in the last quarter. Cornerstone Financial Management LLC bought a new stake in Caterpillar in the 4th quarter valued at $32,000. Finally, Matrix Trust Co increased its holdings in shares of Caterpillar by 93.8% in the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company's stock worth $33,000 after purchasing an additional 15 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company's stock.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the company's stock in a transaction that occurred on Friday, August 28th. The shares were sold at an average price of $808.98, for a total value of $26,211,760.98. Following the completion of the sale, the chief executive officer owned 34,555 shares of the company's stock, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.33% of the company's stock.

Key Caterpillar News

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

Analysts Set New Price Targets

A number of research firms recently issued reports on CAT. Freedom Broker raised shares of Caterpillar from a "hold" rating to a "buy" rating and set a $980.00 price target on the stock in a research note on Thursday. Wells Fargo & Company upped their target price 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. JPMorgan Chase & Co. increased their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an "overweight" rating in a research note on Wednesday, June 17th. UBS Group boosted their target price on shares of Caterpillar from $900.00 to $925.00 and gave the company a "neutral" rating in a research note on Wednesday, August 5th. Finally, DA Davidson lifted their price objective on shares of Caterpillar from $845.00 to $882.00 and gave the company a "neutral" rating in a report on Thursday, August 6th. One 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's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $994.17.

Caterpillar Price Performance

Shares of CAT stock opened at $818.48 on Friday. The stock has a market capitalization of $376.23 billion, a price-to-earnings ratio of 35.22, a P/E/G ratio of 1.42 and a beta of 1.60. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a twelve month low of $427.75 and a twelve month high of $1,073.46. The stock has a fifty day simple moving average of $853.58 and a two-hundred day simple moving average of $840.30.

Caterpillar (NYSE:CAT - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating 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 during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the previous year, the company posted $4.72 earnings per share. The firm's quarterly revenue was up 23.7% on a year-over-year basis. On average, analysts predict that Caterpillar Inc. will post 27.37 EPS for the current fiscal year.

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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