Nissay Asset Management Corp Japan Purchases 1,537 Shares of Caterpillar Inc. $CAT

Nissay Asset Management Corp Japan grew its position in shares of Caterpillar Inc. (NYSE:CAT) by 2.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 63,656 shares of the industrial products company’s stock after buying an additional 1,537 shares during the period. Nissay Asset Management Corp Japan’s holdings in Caterpillar were worth $67,787,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Diversify Advisory Services LLC bought a new position in Caterpillar in the 2nd quarter worth about $5,372,000. D.B. Root & Company LLC purchased a new position in shares of Caterpillar during the second quarter worth about $850,000. Dearborn Partners LLC purchased a new stake in Caterpillar in the second quarter valued at approximately $20,293,000. Axxcess Wealth Management LLC lifted its position in Caterpillar by 2.8% during the fourth 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. Finally, DSG Capital Advisors LLC purchased a new position in Caterpillar in the 1st quarter worth approximately $1,226,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $821.25 on Wednesday. The stock has a market capitalization of $377.50 billion, a P/E ratio of 35.34, a price-to-earnings-growth ratio of 1.41 and a beta of 1.60. Caterpillar Inc. has a one year low of $416.44 and a one year high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The business’s 50 day simple moving average is $863.27 and its two-hundred day simple moving average is $839.74.

Caterpillar (NYSE:CAT) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping the consensus estimate of $6.22 by $1.95. The company had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same period in the previous year, the firm earned $4.72 earnings per share. Analysts forecast that Caterpillar Inc. will post 27.34 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on CAT shares. JPMorgan Chase & Co. increased their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 12th. Rothschild & Co Redburn increased their price objective on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Oppenheimer restated an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research report on Tuesday, August 4th. Finally, Weiss Ratings raised Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s power-generation backlog reportedly reached $72 billion, reinforcing the view that demand from data centers and AI-related infrastructure could make the company less dependent on the traditional construction cycle. Caterpillar’s Power Generation Backlog Just Hit $72 Billion
• Positive Sentiment: Recent coverage points to Caterpillar’s record backlog, strong earnings and raised 2026 outlook as key reasons for its roughly 95% one-year gain. The company’s latest reported quarter also exceeded EPS and revenue expectations, supporting investor confidence in its operating momentum. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?
• Positive Sentiment: Chief Digital Officer Ogi Redzic described how AI is changing construction work, highlighting Caterpillar’s efforts to use digital tools and automation to improve equipment productivity and customer operations. This could strengthen the company’s longer-term technology and services opportunity. Caterpillar’s Digital Chief Ogi Redzic on How A.I. Is Redefining Construction Work
• Neutral Sentiment: Industry coverage continues to identify Caterpillar as a leading construction-equipment company, supported by its global dealer network and cash-generation capabilities. However, the equipment showcase itself does not provide a new financial catalyst. Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?
• Negative Sentiment: At approximately 34 times earnings, Caterpillar trades at a demanding valuation after its major rally. Analysts note that the premium leaves the stock vulnerable to profit-taking or disappointment if backlog conversion, margins or the 2026 outlook weaken. Caterpillar Gains 95% in a Year: Time to Buy, Sell or Hold the Stock?

Insider Buying and Selling at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.33% of the company’s stock.

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.