Vise Technologies Inc. bought a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 44,237 shares of the industrial products company's stock, valued at approximately $47,108,000. Caterpillar makes up approximately 0.5% of Vise Technologies Inc.'s investment portfolio, making the stock its 28th largest holding.
A number of other institutional investors have also recently added to or reduced their stakes in the company. Stonebridge Financial Group LLC raised its stake in shares of Caterpillar by 0.7% in the 2nd 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 lifted its holdings in shares of Caterpillar by 1.2% in the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company's stock valued at $936,000 after buying an additional 11 shares during the period. Bell Bank boosted its stake in Caterpillar by 0.6% during the second 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 in the last quarter. Cornerstone Advisory LLC grew its holdings in Caterpillar by 0.7% during the first 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 position in 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 acquiring an additional 13 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Caterpillar
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Data-center power demand supports growth: Caterpillar’s Power & Energy segment is benefiting from rising demand for reliable electricity-generation equipment as data centers and AI infrastructure expand. Retail sales to power-generation users surged 72% year over year in the second quarter, reinforcing the company’s potential to gain exposure to the AI buildout. Can CAT's Power & Energy Segment Sustain Its Rapid Growth Momentum?
- Positive Sentiment: AI and robotics collaboration: Caterpillar is working with FieldAI on physical AI, autonomy, robotics and digital-twin technology for jobsites and manufacturing facilities. The initiative is intended to improve safety, productivity and labor efficiency, potentially strengthening Caterpillar’s technology offering over time. Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
- Positive Sentiment: Constructive earnings outlook: Zacks described Caterpillar as positioned to benefit from AI-related data-center demand, supported by a record backlog, power demand and capacity expansion. Erste Group Bank also raised its 2026 EPS forecast to $27.50 from $24.78, although it retained a “Hold” rating. Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom
- Neutral Sentiment: Long-term brand visibility: Articles about restoring a 70-year-old Caterpillar D4 and unrelated biological research involving caterpillars have little direct effect on Caterpillar’s financial outlook or valuation.
- Negative Sentiment: Valuation and technical pressure: Trader Tony Zhang advised investors to begin “fading” Caterpillar, while other commentary highlighted the recent pullback. The stock remains below its 50-day and 200-day moving averages, adding to near-term caution. Time to Start Fading Caterpillar Stock, Says Trader Tony Zhang
- Negative Sentiment: CEO insider sale: CEO Joseph Creed sold 32,401 shares for approximately $26.2 million, reducing his reported holdings by 48.39%. The sale may weigh on sentiment, although it may also reflect personal financial planning rather than a change in business expectations. SEC Insider Transaction Filing
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in on the stock. Rothschild & Co Redburn raised their price objective on shares of Caterpillar from $700.00 to $950.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. UBS Group increased 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. Wells Fargo & Company raised their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an "overweight" rating in a report on Tuesday, June 23rd. Citigroup lifted their price target on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a "buy" rating in a research report on Tuesday, July 14th. Finally, Barclays increased their price objective on Caterpillar from $800.00 to $900.00 and gave the company an "equal weight" rating in a research report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $995.52.
Get Our Latest Research Report on CAT
Caterpillar Stock Performance
Shares of CAT opened at $791.78 on Thursday. The company has a 50-day moving average of $881.29 and a two-hundred day moving average of $838.47. The stock has a market cap of $363.96 billion, a price-to-earnings ratio of 34.07, a PEG ratio of 1.35 and a beta of 1.60. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. Caterpillar Inc. has a one year low of $411.37 and a one year high of $1,073.46.
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. 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% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.72 earnings per share. On average, equities research analysts expect that Caterpillar Inc. will post 27.35 earnings per share for the current year.
Caterpillar Increases Dividend
The company also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were paid a dividend of $1.63 per share. This is an increase from Caterpillar's previous quarterly dividend of $1.51. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.8%. Caterpillar's dividend payout ratio (DPR) is presently 28.06%.
Insider Activity
In other news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction 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 sale, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. This represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.33% of the stock is owned by insiders.
About Caterpillar
(
Free Report)
Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company's product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.
In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.
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