William John Sempolinski Invests $1.95 Million in Caterpillar Inc. $CAT

Key Points

• William John Sempolinski bought 1,830 Caterpillar shares worth approximately $1.95 million in the second quarter, making CAT a 0.8% portfolio holding. Institutional investors collectively own 70.98% of the company.
• Caterpillar reported strong quarterly results, with earnings of $8.17 per share and revenue of $20.54 billion, beating analyst estimates; revenue increased 23.7% year over year.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and a $994.17 price target, though CEO Joseph Creed’s $26.2 million stock sale and CAT’s elevated valuation remain risks for investors.

William John Sempolinski bought a new stake in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The fund bought 1,830 shares of the industrial products company's stock, valued at approximately $1,949,000. Caterpillar makes up 0.8% of William John Sempolinski's portfolio, making the stock its 29th largest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. MW Advisory LLC acquired a new stake in Caterpillar in the 2nd quarter valued at $766,000. Tenet Wealth Partners LLC bought a new position in shares of Caterpillar during the second quarter valued at $1,003,000. Maloon Powers Pitre Higgins & Dennehy LLC bought a new position in shares of Caterpillar during the second quarter valued at $208,000. Markowski Investments acquired a new stake in shares of Caterpillar in the 2nd quarter valued at $2,899,000. Finally, Old Mission Investment Co LLC bought a new stake in shares of Caterpillar in the 2nd quarter worth about $6,580,000. Institutional investors own 70.98% of the company's stock.

Insiders Place Their Bets

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the firm'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 transaction, the chief executive officer directly owned 34,555 shares of the company's stock, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.33% of the stock is owned by corporate insiders.

Caterpillar Stock Up 1.7%

Shares of CAT opened at $818.48 on Friday. The business's fifty day moving average price is $853.58 and its two-hundred day moving average price is $840.30. The firm has a market capitalization of $376.23 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 1.42 and a beta of 1.60. Caterpillar Inc. has a 52 week low of $427.75 and a 52 week 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 released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts' consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm's quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.72 earnings per share. On average, analysts predict that Caterpillar Inc. will post 27.37 earnings per share for the current year.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the stock. Barclays lifted their target price on shares of Caterpillar from $800.00 to $900.00 and gave the company an "equal weight" rating in a research note on Thursday, August 6th. Erste Group Bank cut Caterpillar from a "buy" rating to a "hold" rating in a report on Monday, July 27th. Weiss Ratings upgraded Caterpillar from a "buy (b-)" rating to a "buy (b)" rating in a research report on Wednesday, August 19th. Freedom Broker raised Caterpillar from a "hold" rating to a "buy" rating and set a $980.00 price objective on the stock in a research note on Thursday. Finally, Sanford C. Bernstein restated a "market perform" rating and set a $1,002.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus target price of $994.17.

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

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.

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