2,250 Caterpillar Inc. $CAT Shares Purchased by Krilogy Financial LLC

Krilogy Financial LLC boosted its holdings in Caterpillar Inc. (NYSE:CAT) by 49.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,822 shares of the industrial products company’s stock after purchasing an additional 2,250 shares during the period. Krilogy Financial LLC’s holdings in Caterpillar were worth $5,531,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Fagan Associates Inc. grew its position in Caterpillar by 29.6% during the third quarter. Fagan Associates Inc. now owns 2,270 shares of the industrial products company’s stock valued at $1,841,000 after acquiring an additional 518 shares during the last quarter. Lineweaver Wealth Advisors LLC boosted its position in Caterpillar by 2.8% during the 3rd quarter. Lineweaver Wealth Advisors LLC now owns 2,689 shares of the industrial products company’s stock valued at $2,180,000 after buying an additional 72 shares during the period. Forvis Mazars Wealth Advisors LLC increased its position in shares of Caterpillar by 1.9% in the third quarter. Forvis Mazars Wealth Advisors LLC now owns 19,590 shares of the industrial products company’s stock valued at $15,883,000 after acquiring an additional 371 shares during the period. Courier Capital LLC raised its position in Caterpillar by 29.2% during the 3rd quarter. Courier Capital LLC now owns 7,962 shares of the industrial products company’s stock valued at $6,456,000 after purchasing an additional 1,801 shares during the last quarter. Finally, Downshift Financial LLC boosted its position in Caterpillar by 12.6% during the 3rd quarter. Downshift Financial LLC now owns 205 shares of the industrial products company’s stock valued at $165,000 after acquiring an additional 23 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s planned $1 billion U.S. investment in compact construction equipment could expand domestic production capacity and support longer-term growth. Caterpillar announces $1B US compact equipment investment
• Positive Sentiment: Investors continue to view CAT as a dividend-paying way to gain exposure to artificial-intelligence infrastructure, particularly through its power-generation equipment used in data-center projects. 3 Dividend Paying Stocks Offering AI Exposure
• Neutral Sentiment: Recent coverage highlights strong operating momentum: first-half 2026 revenue rose approximately 23%, helped by infrastructure and data-center demand. However, higher dealer inventories raise questions about whether future growth will depend on continued restocking. Caterpillar Can Earnings Keep Growing After Dealers Stop Restocking?
• Negative Sentiment: Analysts and investors are increasingly concerned that Caterpillar’s data-center power opportunity is concentrated in a single project category, making the growth outlook vulnerable if new projects slow or are delayed. CAT trades at roughly 30–34 times earnings, a sizable premium to the broader market, leaving less room for disappointment. What Could Derail Caterpillar Stock?
• Negative Sentiment: Caterpillar’s valuation is being challenged because a traditionally cyclical construction and mining-equipment maker is being priced more like a growth stock. Comparisons with Deere have also favored Deere in recent analyst narratives. Which Industrials Stock Do Analysts Like Better: Deere or Caterpillar?
• Negative Sentiment: Citi and Truist reduced their price targets, while CAT fell below a key technical support level after retreating from its June high near $1,070 to about $759. The target cuts and technical breakdown have reinforced bearish momentum. Caterpillar stock drops below key support as Citi and Truist slash target

Analysts Set New Price Targets

Several equities analysts have recently issued reports on CAT shares. Royal Bank Of Canada lifted their price target on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. DA Davidson boosted their price objective on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a report on Thursday, August 6th. Truist Financial lowered their target price on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating on the stock in a research note on Monday, October 5th. JPMorgan Chase & Co. boosted their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Finally, Citigroup lowered their target price on Caterpillar from $1,100.00 to $950.00 and set a “buy” rating on the stock in a report on Monday. Fifteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $982.92.

Caterpillar Stock Performance

NYSE CAT opened at $772.42 on Wednesday. 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 business’s 50 day moving average price is $819.49 and its 200-day moving average price is $855.64. The company has a market cap of $355.06 billion, a P/E ratio of 33.24, a P/E/G ratio of 1.38 and a beta of 1.58. Caterpillar Inc. has a fifty-two week low of $499.01 and a fifty-two week high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. Caterpillar’s revenue was up 23.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.72 EPS. Sell-side analysts predict that Caterpillar Inc. will post 27.49 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction that occurred 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 owned 34,555 shares of the company’s stock, valued at $27,954,303.90. The trade was a 48.39% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.33% of the company’s stock.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its products are used in infrastructure development, construction, mining, energy production, transportation, agriculture, forestry, and other industrial applications.

The company markets equipment and related services through a worldwide network of independent dealers. Its operations are generally organized around Construction Industries, Resource Industries, and Energy & Transportation.