Venture Visionary Partners LLC Raises Holdings in Caterpillar Inc. $CAT

Key Points

• Venture Visionary Partners increased its Caterpillar stake by 6.3% in the third quarter, bringing its holdings to 24,185 shares valued at approximately $19.6 million. Institutional investors collectively own 70.98% of the company.
• Caterpillar reported strong recent operating results, with quarterly EPS of $8.17 and revenue of $20.54 billion, exceeding analyst expectations and growing revenue 23.7% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $989.17.
• Risks remain despite the positive outlook: CAT shares fell to about $813 amid higher interest rates, valuation concerns and regulatory uncertainty, while CEO Joseph Creed sold roughly $26.2 million of stock.

Venture Visionary Partners LLC increased its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 6.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 24,185 shares of the industrial products company's stock after purchasing an additional 1,430 shares during the quarter. Venture Visionary Partners LLC's holdings in Caterpillar were worth $19,610,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Stonebridge Financial Group LLC lifted its stake in shares of 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 during the last quarter. Inspirion Wealth Advisors LLC boosted its holdings 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 worth $936,000 after buying an additional 11 shares during the period. Bell Bank grew its stake in Caterpillar by 0.6% in the 2nd quarter. Bell Bank now owns 1,865 shares of the industrial products company's stock valued at $1,986,000 after buying an additional 11 shares during the last quarter. Cornerstone Advisory LLC raised its holdings in Caterpillar by 0.7% in 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 raised its holdings in Caterpillar by 0.8% in the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company's stock worth $935,000 after acquiring an additional 13 shares during the period. Institutional investors own 70.98% of the company's stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: North Carolina expansion supports long-term demand: Caterpillar announced a $1 billion investment to expand Cat Compact manufacturing capacity in North Carolina, focusing on automation, advanced manufacturing technology, digital systems and workforce development. The project signals confidence in customer demand and reinforces the company’s U.S. manufacturing strategy. Caterpillar Commits $1 Billion to Expand North Carolina Manufacturing
• Positive Sentiment: Analysts raised several future earnings estimates: Zacks Research increased its FY2026 EPS forecast to $27.36 from $27.01 and its FY2027 forecast to $32.44 from $31.43, while also lifting estimates for upcoming quarters through 2028. These revisions suggest expectations for continued earnings growth, although Zacks’ published rating was also reported as “Hold” in one update. Caterpillar Earnings Estimate Revisions
• Neutral Sentiment: Potential physical-AI and data-center opportunities: Caterpillar and CoreWeave are working to accelerate development of physical-AI applications. Separately, commentary from Jim Cramer highlighted Caterpillar’s potential role in supplying power-related equipment for data centers. These opportunities could create longer-term growth, but their financial impact is not yet quantified. Caterpillar and CoreWeave Physical AI Partnership
• Negative Sentiment: Higher interest rates are pressuring equipment demand: A sharp rise in long-term Treasury yields is weighing on manufacturers that sell expensive machinery financed through credit. Caterpillar was among the hardest-hit industrial names as investors reassessed the affordability of construction and agricultural equipment. Caterpillar Drops as Industrial Stocks Sell Off
• Negative Sentiment: Regulatory uncertainty continues: The Federal Trade Commission and Department of Agriculture are soliciting public information about the farm-equipment market. Investors are concerned that the review could eventually lead to tighter rules affecting equipment repairs, distribution or manufacturer practices. Caterpillar and Deere Face Continuing Regulatory Pressure
• Negative Sentiment: Valuation and rating concerns remain: With Caterpillar trading at a premium earnings multiple, investors may be less tolerant of macroeconomic or regulatory risks. Zacks Research also downgraded the stock from “Strong Buy” to “Hold,” adding to near-term caution. Caterpillar Stock Rating Cut to Hold

Caterpillar Price Performance

Shares of CAT stock traded down $50.41 during mid-day trading on Wednesday, reaching $813.03. The company's stock had a trading volume of 3,336,613 shares, compared to its average volume of 2,820,896. The firm's 50-day moving average is $822.83 and its two-hundred day moving average is $853.15. The company has a market cap of $373.73 billion, a P/E ratio of 34.98, a PEG ratio of 1.47 and a beta of 1.58. Caterpillar Inc. has a 1-year low of $489.34 and a 1-year high of $1,073.46. 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 issued its earnings results 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. The business 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 period in the previous year, the business earned $4.72 EPS. On average, research analysts predict that Caterpillar Inc. will post 27.42 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have issued reports on CAT shares. DA Davidson upped their price target on shares of Caterpillar from $845.00 to $882.00 and gave the company a "neutral" rating in a report on Thursday, August 6th. Wall Street Zen lowered Caterpillar from a "buy" rating to a "hold" rating in a research note on Saturday, September 26th. Needham & Company LLC set a $980.00 target price on Caterpillar in a research note on Thursday, September 10th. Erste Group Bank lowered Caterpillar from a "buy" rating to a "hold" rating in a report on Monday, July 27th. Finally, Oppenheimer reaffirmed an "outperform" rating and issued a $1,118.00 price target on shares of Caterpillar in a research report on Tuesday, August 4th. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Caterpillar presently has an average rating of "Moderate Buy" and an average target price of $989.17.

Insiders Place Their Bets

In other Caterpillar 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 transaction of $26,211,760.98. Following the sale, the chief executive officer directly 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.33% of the company's stock.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its products are used in infrastructure development, construction, mining, energy production, transportation, agriculture, forestry, and other industrial applications.

The company markets equipment and related services through a worldwide network of independent dealers. Its operations are generally organized around Construction Industries, Resource Industries, and Energy & Transportation.

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