Mufg Securities Americas Inc. Increases Stock Holdings in Caterpillar Inc. $CAT

Mufg Securities Americas Inc. increased its stake in Caterpillar Inc. (NYSE:CAT) by 7.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,873 shares of the industrial products company’s stock after acquiring an additional 1,001 shares during the quarter. Caterpillar makes up about 0.8% of Mufg Securities Americas Inc.’s portfolio, making the stock its 22nd biggest holding. Mufg Securities Americas Inc.’s holdings in Caterpillar were worth $14,773,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Diversify Advisory Services LLC acquired a new position in shares of Caterpillar during the second quarter valued at approximately $5,372,000. D.B. Root & Company LLC purchased a new stake in shares of Caterpillar during the second quarter worth approximately $850,000. Dearborn Partners LLC purchased a new stake in shares of Caterpillar during the second quarter worth approximately $20,293,000. Axxcess Wealth Management LLC raised its stake in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after purchasing an additional 604 shares during the last quarter. Finally, DSG Capital Advisors LLC acquired a new stake in Caterpillar during the 1st quarter worth $1,226,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CEO Joseph E. Creed sold 32,401 shares of the business’s stock in a transaction dated 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 sale, the chief executive officer directly owned 34,555 shares in the company, valued at approximately $27,954,303.90. The trade was a 48.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. UBS Group upped their target price on shares of Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a report on Wednesday, August 5th. Royal Bank Of Canada boosted their price target on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. Erste Group Bank cut shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. Citigroup raised their target price on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Finally, Rothschild & Co Redburn boosted their target price on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. 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. Based on data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s power-generation backlog reportedly reached $72 billion, reinforcing the view that demand from data centers and AI-related infrastructure could make the company less dependent on the traditional construction cycle. Caterpillar’s Power Generation Backlog Just Hit $72 Billion
• Positive Sentiment: Recent coverage points to Caterpillar’s record backlog, strong earnings and raised 2026 outlook as key reasons for its roughly 95% one-year gain. The company’s latest reported quarter also exceeded EPS and revenue expectations, supporting investor confidence in its operating momentum. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Chief Digital Officer Ogi Redzic described how AI is changing construction work, highlighting Caterpillar’s efforts to use digital tools and automation to improve equipment productivity and customer operations. This could strengthen the company’s longer-term technology and services opportunity. Caterpillar’s Digital Chief Ogi Redzic on How A.I. Is Redefining Construction Work
• Neutral Sentiment: Industry coverage continues to identify Caterpillar as a leading construction-equipment company, supported by its global dealer network and cash-generation capabilities. However, the equipment showcase itself does not provide a new financial catalyst. Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?
• Negative Sentiment: At approximately 34 times earnings, Caterpillar trades at a demanding valuation after its major rally. Analysts note that the premium leaves the stock vulnerable to profit-taking or disappointment if backlog conversion, margins or the 2026 outlook weaken. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?

Caterpillar Stock Performance

NYSE:CAT opened at $821.25 on Wednesday. The company’s 50-day moving average is $863.27 and its two-hundred day moving average is $839.74. Caterpillar Inc. has a 1-year low of $416.44 and a 1-year high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The firm has a market capitalization of $377.50 billion, a price-to-earnings ratio of 35.34, a PEG ratio of 1.41 and a beta of 1.60.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. The firm 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 business’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $4.72 EPS. Analysts forecast that Caterpillar Inc. will post 27.34 EPS for the current year.

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.