871 Shares in Caterpillar Inc. $CAT Acquired by OneAscent Family Office LLC

OneAscent Family Office LLC purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 871 shares of the industrial products company’s stock, valued at approximately $928,000.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CAT. Stonebridge Financial Group LLC raised its position in shares of Caterpillar by 0.7% in the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock valued at $1,741,000 after purchasing an additional 11 shares during the period. Inspirion Wealth Advisors LLC boosted its holdings in shares of Caterpillar by 1.2% during the 2nd quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock worth $936,000 after buying an additional 11 shares during the period. Bell Bank grew its stake in Caterpillar by 0.6% in the 2nd 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 during the last quarter. Cornerstone Advisory LLC raised its holdings in Caterpillar by 0.7% in the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after acquiring an additional 12 shares during the period. Finally, Advisory Resource Group lifted its position in Caterpillar by 0.8% during 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 during the last quarter. 70.98% of the stock is owned by institutional investors.

Key Caterpillar News

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

A number of equities research analysts have recently issued reports on CAT shares. Royal Bank Of Canada boosted their price objective on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. DA Davidson lifted their price target on Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a report on Thursday, August 6th. Robert W. Baird set a $970.00 price target on Caterpillar in a research note on Wednesday, August 5th. Truist Financial set a $980.00 price objective on Caterpillar in a report on Wednesday, August 5th. Finally, Weiss Ratings raised Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. One equities 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 stock. According to MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar Stock Up 1.6%

Shares of CAT opened at $791.78 on Thursday. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 12 month low of $411.37 and a 12 month high of $1,073.46. The firm’s 50 day moving average is $881.29 and its 200-day moving average is $838.47. The stock has a market capitalization of $363.96 billion, a PE ratio of 34.07, a P/E/G ratio of 1.35 and a beta of 1.60.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same quarter in the prior year, the business posted $4.72 earnings per share. The firm’s quarterly revenue was up 23.7% compared to the same quarter last year. Equities research analysts forecast that Caterpillar Inc. will post 27.35 EPS for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were given a $1.63 dividend. The ex-dividend date was Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is 28.06%.

Insider Buying and Selling

In related news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the completion of the sale, the chief executive officer owned 34,555 shares of the company’s stock, 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 SEC, which is available through the SEC website. 0.33% of the stock is currently owned by company insiders.

About Caterpillar

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.