Caterpillar Inc. $CAT Shares Bought by Noesis Capital Mangement Corp

Noesis Capital Mangement Corp grew its stake in shares of Caterpillar Inc. (NYSE:CAT) by 4.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 41,786 shares of the industrial products company’s stock after purchasing an additional 1,613 shares during the period. Caterpillar comprises about 4.0% of Noesis Capital Mangement Corp’s holdings, making the stock its 7th biggest holding. Noesis Capital Mangement Corp’s holdings in Caterpillar were worth $33,880,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of CAT. Stonebridge Financial Group LLC boosted its holdings 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 worth $1,741,000 after buying an additional 11 shares during the period. Inspirion Wealth Advisors LLC raised its holdings in shares of Caterpillar by 1.2% during the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after acquiring an additional 11 shares during the period. Bell Bank raised its holdings in shares of Caterpillar by 0.6% during the second quarter. Bell Bank now owns 1,865 shares of the industrial products company’s stock valued at $1,986,000 after acquiring an additional 11 shares during the period. Cornerstone Advisory LLC lifted its position in shares of 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 in the last quarter. Finally, Harbor Investment Advisory LLC lifted its position in shares of Caterpillar by 0.6% in the 2nd quarter. Harbor Investment Advisory LLC now owns 2,057 shares of the industrial products company’s stock valued at $2,190,000 after acquiring an additional 13 shares in the last quarter. Institutional investors and hedge funds 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 company’s stock in a transaction on 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 transaction, 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI-driven power demand strengthens the outlook. Caterpillar is benefiting from rising demand for power-generation equipment used by data centers, helping drive a reported record $72 billion backlog with orders extending through 2030. The company is also investing approximately $1 billion in North Carolina to expand compact-equipment manufacturing and confirmed its $1.63 quarterly dividend payable November 19, 2026. Learn Why The Bull Case For Caterpillar Could Change Following AI Power Demand
• Positive Sentiment: Analyst estimates moved higher. Erste Group Bank raised its earnings estimates for Caterpillar, adding to the favorable expectations surrounding the company’s upcoming results. Erste Group Bank Raises Earnings Estimates for Caterpillar
• Neutral Sentiment: Resource Industries leadership transition announced. Group President Denise Johnson plans to retire in early 2027, with Derrick York, currently associated with Solar Turbines and other Caterpillar operations, named as her successor. Johnson is credited with improving the mining business during a difficult industry downturn; investors may monitor execution during the handoff. Caterpillar Taps Derrick York as Denise Johnson Sets Early 2027 Retirement
• Neutral Sentiment: Third-quarter earnings are the next major catalyst. Analysts expect another quarter of revenue and earnings growth, with investors looking beyond headline estimates to margins, segment performance, backlog conversion and management’s outlook. Caterpillar Q3 Earnings Preview
• Negative Sentiment: Tariffs and recent share-price weakness remain concerns. Rising tariffs could pressure Caterpillar’s margins, while the stock has declined sharply over the past month despite the backlog and a reported first-ever $20 billion quarter. The October 29 report will test whether backlog strength can support a rebound. Can Caterpillar’s $72B Backlog Save Its Stock From a 10% Slump?

Caterpillar Stock Performance

CAT stock opened at $691.39 on Tuesday. The firm has a 50 day simple moving average of $799.69 and a 200 day simple moving average of $805.95. Caterpillar Inc. has a 52 week low of $521.43 and a 52 week high of $1,073.46. The stock has a market cap of $317.81 billion, a P/E ratio of 29.75, a P/E/G ratio of 1.18 and a beta of 1.58. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the prior year, the business earned $4.72 EPS. The company’s revenue for the quarter was up 23.7% compared to the same quarter last year. Research analysts anticipate that Caterpillar Inc. will post 27.74 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on CAT shares. DA Davidson raised their price objective 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. Royal Bank Of Canada boosted their target price on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. Erste Group Bank lowered Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Zacks Research cut Caterpillar from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Finally, President Capital began coverage on Caterpillar in a report on Friday, September 18th. They set a “buy” rating and a $999.00 price target on the stock. Fifteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $947.42.

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.