Caterpillar Inc. $CAT Stock: VestGen Advisors LLC Lowers Position

VestGen Advisors LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT) by 5.8% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,029 shares of the industrial products company’s stock after selling 856 shares during the period. VestGen Advisors LLC’s holdings in Caterpillar were worth $11,374,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Beacon Bank & Trust increased its position in Caterpillar by 1.6% in the 3rd quarter. Beacon Bank & Trust now owns 6,105 shares of the industrial products company’s stock worth $4,950,000 after buying an additional 96 shares during the period. Vantage Investment Partners LLC boosted its position in shares of Caterpillar by 4.5% in the third quarter. Vantage Investment Partners LLC now owns 23,386 shares of the industrial products company’s stock valued at $18,961,000 after acquiring an additional 1,015 shares during the period. Corrado Advisors LLC bought a new stake in shares of Caterpillar in the third quarter valued at approximately $224,000. Lynx Investment Advisory grew its stake in shares of Caterpillar by 5.3% in the third quarter. Lynx Investment Advisory now owns 1,024 shares of the industrial products company’s stock worth $830,000 after acquiring an additional 52 shares during the last quarter. Finally, Laurel Wealth Advisors LLC grew its stake in shares of Caterpillar by 2.1% in the third quarter. Laurel Wealth Advisors LLC now owns 1,092 shares of the industrial products company’s stock worth $885,000 after acquiring an additional 22 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wall Street expects Caterpillar to report strong third-quarter sales and earnings growth, with revenue projected to exceed second-quarter sales. A beat, resilient margins, or an improved outlook could help reverse the recent pullback. Caterpillar Q3 2026 earnings preview: Revenue expected to top Q2 sales
• Positive Sentiment: Investors are watching demand for Caterpillar’s power systems, including potential AI and data-center infrastructure demand. Strong orders or backlog commentary would reinforce the company’s long-term growth narrative. Caterpillar Earnings Are Yet Another Bet on AI
• Positive Sentiment: One valuation analysis suggests CAT could be roughly 20% undervalued after its recent decline, based on expected future cash generation, its heavy-equipment and power businesses, and its substantial order pipeline. Caterpillar Stock May Be 20% Undervalued Following Backlog Questions
• Neutral Sentiment: Analysts have recently adjusted their forecasts and price targets ahead of the earnings release, making the report and management’s guidance important catalysts for the stock. Caterpillar Gears Up For Q3 Print
• Neutral Sentiment: Articles comparing Caterpillar with Eaton and Deere highlight its dealer network, free-cash-flow generation, and dividend profile, but also show investors weighing CAT against faster-growing electrical-infrastructure opportunities. Caterpillar vs. Eaton
• Negative Sentiment: The recent selloff reflects concerns that Caterpillar’s valuation already discounts strong execution, while questions about backlog quality and future cash flows could limit upside if the earnings report disappoints. Caterpillar Dropped 10% in a Month
• Negative Sentiment: Caterpillar’s legal challenge involving the United Kingdom’s post-Brexit tariffs introduces a potential trade-cost and regulatory overhang, although the immediate financial impact is unclear. Caterpillar mounts landmark legal test of UK’s post-Brexit tariffs

Insider Transactions at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the firm’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 transaction, the chief executive officer owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.33% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms recently commented on CAT. Barclays upped their target price on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. Sanford C. Bernstein restated a “market perform” rating and issued a $749.00 price target on shares of Caterpillar in a research report on Wednesday, October 14th. Citigroup dropped their price objective on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating on the stock in a report on Monday, October 12th. Truist Financial cut 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 report on Monday, October 5th. Finally, Freedom Broker raised shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price objective for the company in a research report on Thursday, September 10th. Fifteen research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $947.42.

Caterpillar Stock Up 0.2%

Shares of NYSE:CAT opened at $715.07 on Thursday. Caterpillar Inc. has a 52 week low of $537.08 and a 52 week high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The company’s fifty day moving average is $790.42 and its 200-day moving average is $807.41. The company has a market capitalization of $328.70 billion, a PE ratio of 30.77, a P/E/G ratio of 1.18 and a beta of 1.58.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping 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 company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same quarter last year, the business posted $4.72 earnings per share. The company’s revenue was up 23.7% on a year-over-year basis. Equities research analysts predict that Caterpillar Inc. will post 27.74 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Monday, October 26th will be paid 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 of this dividend is Monday, October 26th. Caterpillar’s dividend payout ratio is 28.06%.

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.