Caterpillar (CAT) News Today

Caterpillar Inc. (NYSE: CAT) shares have edged higher as investors weigh a mix of bullish analyst commentary, solid sector positioning and dividend strength against recent ESG-related divestments. Optimism stems from Caterpillar’s rebound in China, growing data-center demand and defense-infrastructure tailwinds, while its status as a Dividend Aristocrat underpins long-term appeal. Offsetting these positives, Norway’s sovereign wealth fund has moved to divest over humanitarian concerns. Key items moving the stock today include:

• Positive Sentiment: Caterpillar is named one of “3 Undervalued Stocks Analysts Are Loving Right Now,” highlighting that its current share price may not reflect improving fundamentals ahead. 3 Undervalued Stocks Analysts Are Loving Right Now—Should You?
• Positive Sentiment: A Zacks analyst contrasts CAT versus Deere (DE), arguing Caterpillar’s rebound, a China recovery and strong data-center equipment demand give it an edge over Deere’s weaker 2025 outlook. CAT vs. DE: Which Heavy Machinery Stock Looks More Promising?
• Positive Sentiment: Analysis from Schaeffer’s Research suggests Caterpillar stock could “crawl back toward record” levels, noting that despite a recent 1% dip to about $428, CAT still leads the sector year-to-date by nearly 22%. Caterpillar Stock Could Crawl Back Toward Record
• Positive Sentiment: Caterpillar is featured among “3 Industrial Giants Positioned for Defense-Led Growth,” buoyed by its Energy & Transportation segment—engines, turbines and locomotives for power generation and data centers—and a 30-year dividend raise streak. 3 Industrial Giants Positioned for Defense-Led Growth
• Neutral Sentiment: A separate Zacks piece on CAT’s recent surge in investor attention outlines factors to consider before buying, including valuation and macro headwinds. Is Trending Stock Caterpillar Inc. (CAT) a Buy Now?
• Neutral Sentiment: MarketBeat includes CAT in its “Oil Stocks To Add to Your Watchlist,” an automated screener highlighting energy-related names. Oil Stocks To Add to Your Watchlist - August 24th
• Neutral Sentiment: A lifestyle feature on the new M&S “Colin the Caterpillar” cake has no direct impact on the machinery maker’s fundamentals. There's a new M&S Colin the Caterpillar in town and it's the coolest one yet!
• Negative Sentiment: Norway’s sovereign wealth fund will divest its stake in Caterpillar, citing an “unacceptable risk” that the company’s bulldozers contribute to unlawful destruction of Palestinian property in the West Bank. World's largest sovereign wealth fund exits Caterpillar and five banks on Israel concerns