724 Caterpillar Inc. $CAT Shares Bought by V Square Quantitative Management LLC

V Square Quantitative Management LLC lifted its position in Caterpillar Inc. (NYSE:CAT) by 8.9% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,844 shares of the industrial products company’s stock after acquiring an additional 724 shares during the quarter. Caterpillar accounts for approximately 0.7% of V Square Quantitative Management LLC’s holdings, making the stock its 17th largest position. V Square Quantitative Management LLC’s holdings in Caterpillar were worth $7,171,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in the company. Lam Group Inc. acquired a new stake in shares of Caterpillar during the 1st quarter valued at approximately $26,000. Decker Retirement Planning Inc. boosted its holdings in Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 22 shares during the period. Matrix Trust Co boosted its holdings in Caterpillar by 93.8% in the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 15 shares during the period. Monetary Solutions Ltd acquired a new position in Caterpillar in the fourth quarter worth $35,000. Finally, Cedar Mountain Advisors LLC increased its stake in Caterpillar by 82.1% during the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after purchasing an additional 23 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts have weighed in on CAT shares. Zacks Research cut shares of Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. 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. Erste Group Bank lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Weiss Ratings raised shares of Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. Finally, Needham & Company LLC set a $980.00 price objective on shares of Caterpillar in a research note on Thursday, September 10th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $967.83.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar announced plans to acquire the Fabick Cat dealer network, expanding its distribution footprint and potentially strengthening access to construction and resource-industry customers. Caterpillar acquires Fabick Cat dealer network
• Positive Sentiment: The company will invest up to $10 million in North Carolina workforce training as part of its five-year, $100 million Building the Future Workforce Initiative. The investment could support long-term manufacturing capacity and help address skilled-labor needs. Caterpillar invests in North Carolina’s future manufacturing workforce
• Positive Sentiment: Oppenheimer lowered its price target to $1,009 from $1,118 but retained an “outperform” rating, implying substantial potential upside from recent levels. The reduced target nevertheless reflects a more cautious valuation outlook.
• Positive Sentiment: Caterpillar maintained its quarterly dividend at $1.63 per share, preserving its long record of cash distributions. The dividend is scheduled for payment on November 19 to shareholders of record before the ex-dividend date. Caterpillar maintains dividend
• Neutral Sentiment: Resource Industries president Denise Johnson will retire on February 1, 2027. Derrick York, currently president of Solar Turbines, will succeed her on November 1, with Johnson remaining in an advisory role to support the transition. Caterpillar announces leadership transition
• Neutral Sentiment: Caterpillar will report third-quarter 2026 results before the market opens on October 29. The upcoming report is likely to be the next major catalyst as investors assess demand, margins and forward guidance. Caterpillar third-quarter 2026 earnings announcement
• Negative Sentiment: The stock came under pressure despite broader market gains, according to Zacks, indicating continued profit-taking and weak investor sentiment. Caterpillar stock sinks as market gains
• Negative Sentiment: A broader unwind in the artificial-intelligence power trade, along with inflation concerns, pressured Caterpillar and other equipment makers. The stock’s sizable retreat from its record high also highlights valuation risk after its strong multiyear advance. AI power trade unwinds

Insider Transactions at Caterpillar

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

Caterpillar Trading Down 1.7%

Shares of NYSE CAT opened at $736.33 on Friday. The company has a market cap of $338.47 billion, a price-to-earnings ratio of 31.68, a price-to-earnings-growth ratio of 1.29 and a beta of 1.58. Caterpillar Inc. has a 12-month low of $510.21 and a 12-month high of $1,073.46. 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’s 50 day simple moving average is $814.53 and its 200 day simple moving average is $856.25.

Caterpillar (NYSE:CAT) last released 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 business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. The business’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.72 EPS. Equities research analysts expect that Caterpillar Inc. will post 27.49 EPS for the current year.

Caterpillar Announces Dividend

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

Caterpillar Company Profile

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.