Solstein Capital LLC Invests $4.42 Million in Caterpillar Inc. $CAT

Solstein Capital LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 4,149 shares of the industrial products company’s stock, valued at approximately $4,418,000. Caterpillar makes up about 1.5% of Solstein Capital LLC’s investment portfolio, making the stock its 13th biggest holding.

A number of other hedge funds also recently bought and sold shares of CAT. BlackRock Inc. purchased a new position in shares of Caterpillar in the 2nd quarter worth $40,457,153,000. Diamant Asset Management Inc. raised its position in shares of Caterpillar by 68,427.2% during the 1st quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock valued at $2,224,992,000 after buying an additional 3,136,020 shares in the last quarter. Bank of New York Mellon Corp bought a new position in shares of Caterpillar in the 2nd quarter valued at about $3,192,710,000. Ascentis Wealth Management LLC grew its position in Caterpillar by 110,539.0% in the second quarter. Ascentis Wealth Management LLC now owns 2,518,143 shares of the industrial products company’s stock worth $2,711,772,000 after acquiring an additional 2,515,867 shares in the last quarter. Finally, Capital International Investors bought a new stake in Caterpillar during the fourth quarter worth approximately $1,225,317,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction dated 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 directly owned 34,555 shares in the company, valued at $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Trading Up 1.7%

CAT stock opened at $813.51 on Friday. The firm’s 50-day moving average is $872.52 and its 200 day moving average is $838.46. 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 12 month low of $416.44 and a 12 month high of $1,073.46. The company has a market capitalization of $373.95 billion, a PE ratio of 35.00, a P/E/G ratio of 1.39 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced 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 firm had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar’s quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.72 earnings per share. On average, research analysts anticipate that Caterpillar Inc. will post 27.34 EPS for the current year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is currently 28.06%.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. Oppenheimer reiterated an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a report on Tuesday, August 4th. Barclays raised their price target on Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Evercore reiterated an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a research report on Monday, May 11th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. Finally, DA Davidson lifted their price target on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $995.52.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: FieldAI partnership supports the automation outlook. Caterpillar is combining its construction-equipment expertise with FieldAI’s physical-AI technology to develop autonomous capabilities for machines and improve safety, productivity and visibility at jobsites. The initiative could create longer-term revenue opportunities in equipment, software and services. Caterpillar partners with FieldAI for equipment automation
• Positive Sentiment: Analyst and quantitative sentiment has improved. Zacks upgraded CAT to Rank #1, or “Strong Buy,” citing rising optimism about earnings prospects. Erste Group Bank also raised its fiscal 2026 EPS forecast, adding to the constructive outlook. Caterpillar upgraded to Strong Buy
• Positive Sentiment: AI infrastructure is boosting Power & Energy demand. Caterpillar’s retail sales to power-generation users reportedly surged 72% year over year in the second quarter, as data centers and generative-AI infrastructure increase demand for reliable power. This gives CAT an additional growth driver beyond traditional construction and mining markets. Can CAT Stock Compound Its Way Higher?
• Neutral Sentiment: Recent earnings performance remains a strength, but expectations are elevated. Caterpillar’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue up 23.7% year over year. A sector review described CAT as the strongest heavy-machinery performer, though investors are increasingly pricing in continued execution.
• Negative Sentiment: Valuation and performance concerns could limit upside. Commentary notes that CAT has outperformed peers in the stock market more than in underlying business performance, leaving the shares dependent on future growth. The stock has also declined since its latest earnings report, while a report tied the recent weakness to insider selling. CAT Has Left Its Peers Behind. Or Has It?

Caterpillar Company Profile

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.