Caterpillar Inc. $CAT Shares Purchased by MCF Advisors LLC

MCF Advisors LLC raised its position in Caterpillar Inc. (NYSE:CAT) by 69.0% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 6,733 shares of the industrial products company’s stock after purchasing an additional 2,750 shares during the period. MCF Advisors LLC’s holdings in Caterpillar were worth $7,170,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Diversify Advisory Services LLC purchased a new stake in shares of Caterpillar in the second quarter valued at approximately $5,372,000. D.B. Root & Company LLC purchased a new stake in shares of Caterpillar in the second quarter valued at about $850,000. Dearborn Partners LLC acquired a new stake in Caterpillar during the second quarter worth about $20,293,000. B. Metzler seel. Sohn & Co. AG raised its stake in Caterpillar by 4.3% during the second quarter. B. Metzler seel. Sohn & Co. AG now owns 62,731 shares of the industrial products company’s stock worth $66,802,000 after purchasing an additional 2,590 shares during the period. Finally, Axxcess Wealth Management LLC boosted its holdings 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. Hedge funds and other institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s reported $72 billion order book is nearly as large as its $74.7 billion in trailing-twelve-month revenue, providing meaningful visibility if construction and infrastructure demand remain healthy. Should You Buy Caterpillar Stock With an Order Book Almost as Big as Its Annual Revenue?
• Positive Sentiment: Analysts and investment commentary continue to identify CAT as a beneficiary of data-center and AI-related capital spending, while also emphasizing its industrial diversification, earnings execution and dividend appeal. How Caterpillar Drives Sector-Leading Performance Beyond AI Models
• Positive Sentiment: Luck Stone is expanding Caterpillar’s autonomous hauling technology to two additional Virginia quarries after trucks moved more than 3.5 million tons during an 18-month deployment. The expansion supports CAT’s longer-term automation and productivity strategy. Luck Stone Builds on Autonomous Hauling Success with Caterpillar
• Positive Sentiment: Zacks added CAT to its Rank #1 Strong Buy and momentum lists, and separately included it among wide-moat stocks with durable competitive advantages. Best Momentum Stocks to Buy for September 14th
• Neutral Sentiment: The investment case depends on whether construction demand slows and whether AI/data-center orders prove durable. CAT’s valuation remains elevated, making the stock more sensitive to evidence of weaker future growth.
• Negative Sentiment: The recent decline in CAT and other industrial shares reflects concern that the data-center power and AI infrastructure trade may be unwinding, increasing near-term volatility despite the company’s strong backlog. Caterpillar Falls While Deere Edges Higher

Caterpillar Stock Performance

NYSE:CAT opened at $782.57 on Wednesday. Caterpillar Inc. has a fifty-two week low of $434.28 and a fifty-two 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 has a 50 day moving average price of $846.69 and a 200 day moving average price of $841.12. The stock has a market capitalization of $359.73 billion, a P/E ratio of 33.67, a PEG ratio of 1.36 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, 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 company had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. During the same period in the prior year, the firm earned $4.72 earnings per share. The firm’s revenue was up 23.7% compared to the same quarter last year. Equities research analysts forecast that Caterpillar Inc. will post 27.37 EPS for the current year.

Insider Transactions at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction dated 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 transaction, the chief executive officer 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on CAT shares. Robert W. Baird set a $970.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. DA Davidson upped their price objective on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Truist Financial set a $980.00 target price on Caterpillar in a research note on Wednesday, August 5th. Erste Group Bank downgraded Caterpillar from a “buy” rating to a “hold” rating in a research report on Monday, July 27th. Finally, Barclays upped their price target on Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $994.17.

About Caterpillar

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.