1,075 Shares in Caterpillar Inc. $CAT Purchased by New England Research & Management Inc.

New England Research & Management Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT) during the 3rd quarter, Holdings Channel reports. The firm bought 1,075 shares of the industrial products company’s stock, valued at approximately $872,000.

A number of other large investors also recently made changes to their positions in CAT. Stonebridge Financial Group LLC lifted its holdings in Caterpillar by 0.7% during the 2nd quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock worth $1,741,000 after purchasing an additional 11 shares during the last quarter. Inspirion Wealth Advisors LLC grew its holdings in Caterpillar by 1.2% in the 2nd quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after buying an additional 11 shares in the last quarter. Bell Bank grew its holdings 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 in the last quarter. Cornerstone Advisory LLC grew 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 buying an additional 12 shares in the last quarter. Finally, Sunbeam Capital Management LLC increased its position in Caterpillar by 1.1% during the 1st quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock worth $825,000 after buying an additional 13 shares during the period. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the sale, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 0.33% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar will invest up to $10 million in North Carolina workforce training, supporting technicians and manufacturing workers as it expands its Sanford operations. The investment complements a previously announced roughly $1 billion facility investment intended to increase compact-equipment production. Caterpillar Invests in North Carolina’s Future Manufacturing Workforce
• Positive Sentiment: The acquisition of the Fabick CAT dealer network could strengthen Caterpillar’s distribution and customer-support footprint, although financial terms and the transaction’s earnings impact were not provided. Caterpillar acquires Fabick Cat dealer network
• Neutral Sentiment: Caterpillar scheduled its third-quarter 2026 results for October 29, giving investors a near-term catalyst to assess demand, margins and guidance. Caterpillar Third-Quarter 2026 Results Announcement
• Neutral Sentiment: Resource Industries President Denise Johnson will retire in February 2027, with Derrick York appointed as her successor effective November 1. Johnson will remain in an advisory role during the transition, limiting immediate disruption concerns. Caterpillar Announces Leadership Transition in Resource Industries
• Negative Sentiment: An analyst downgrade pressured the stock, while Oppenheimer issued a pessimistic forecast. These actions reinforce concerns about Caterpillar’s valuation and future earnings outlook. Caterpillar Shares Down on Analyst Downgrade
• Negative Sentiment: A broader unwind in the AI-related power trade also weighed on Caterpillar, as investors reassessed companies expected to benefit from data-center electricity demand. Comparisons with Generac highlighted differences in backlog, valuation and financial strength. AI Power Trade Unwinds

Caterpillar Trading Down 0.8%

Shares of CAT stock opened at $730.01 on Friday. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market cap of $335.57 billion, a P/E ratio of 31.41, a price-to-earnings-growth ratio of 1.26 and a beta of 1.58. The stock has a 50 day simple moving average of $812.24 and a 200 day simple moving average of $855.37. Caterpillar Inc. has a 1 year low of $510.21 and a 1 year high of $1,073.46.

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. On average, research analysts predict that Caterpillar Inc. will post 27.49 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Monday, October 26th will be given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Monday, October 26th. Caterpillar’s dividend payout ratio is presently 28.06%.

Analyst Upgrades and Downgrades

CAT has been the subject of a number of research reports. Oppenheimer dropped their target price on Caterpillar from $1,118.00 to $1,009.00 and set an “outperform” rating for the company in a report on Wednesday. Erste Group Bank downgraded shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. Freedom Broker upgraded shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price target on the stock in a research note on Thursday, September 10th. Citigroup lowered their price target on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. Finally, Truist Financial dropped their price objective on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating for the company in a research note on Monday, October 5th. Fifteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and a consensus price target of $967.83.

Caterpillar Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.