Caterpillar Inc. $CAT Shares Bought by Symphony Financial Ltd. Co.

Symphony Financial Ltd. Co. grew its holdings in Caterpillar Inc. (NYSE:CAT) by 58.8% during the second quarter, HoldingsChannel reports. The fund owned 2,099 shares of the industrial products company’s stock after purchasing an additional 777 shares during the period. Symphony Financial Ltd. Co.’s holdings in Caterpillar were worth $2,213,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of CAT. Lam Group Inc. acquired a new stake in shares of Caterpillar in the first quarter valued at approximately $26,000. Frazier Financial Advisors LLC boosted its holdings in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. Decker Retirement Planning Inc. increased its position in Caterpillar by 440.0% during the 2nd 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. Cornerstone Financial Management LLC purchased a new position in Caterpillar in the fourth quarter worth $32,000. Finally, Matrix Trust Co lifted its position in shares of Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after acquiring an additional 15 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Caterpillar

In other Caterpillar 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 transaction of $26,211,760.98. Following the transaction, the chief executive officer directly owned 34,555 shares in the company, 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 filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

CAT has been the subject of several recent research reports. Rothschild & Co Redburn raised their price target on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Erste Group Bank lowered Caterpillar from a “buy” rating to a “hold” rating in a research report on Monday, July 27th. Truist Financial set a $980.00 price target on shares of Caterpillar in a research report on Wednesday, August 5th. Wells Fargo & Company increased their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus price target of $994.17.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst upgrade: Freedom Broker upgraded Caterpillar from “hold” to “buy” and set a $980 price target, implying meaningful upside from recent levels. Caterpillar analyst upgrade
• Positive Sentiment: Expansion investment: The Lafayette council approved incentives for Caterpillar’s planned $890 million expansion, potentially strengthening production capacity and supporting regional demand. Lafayette Caterpillar expansion
• Positive Sentiment: AI and infrastructure opportunity: Coverage highlighted Caterpillar’s collaboration with FieldAI on physical AI, autonomy and robotics for job sites. Investors also see the company as a beneficiary of AI-related data-center and infrastructure construction, with orders reportedly extending into 2030. Caterpillar FieldAI partnership
• Positive Sentiment: Improving earnings outlook: Zacks Research raised multiple 2026–2028 EPS estimates and maintained a “Strong-Buy” rating, including its FY2027 forecast to $31.43 and FY2028 forecast to $36.64. Recent reports also cited strong sector-wide construction and manufacturing demand. Caterpillar market performance
• Neutral Sentiment: Valuation and technical positioning: CAT remains near its 200-day moving average after a strong rally. Its elevated valuation leaves the stock sensitive to interest rates, macroeconomic headlines and shifts in investor sentiment.
• Negative Sentiment: Heavy insider selling: Company insiders recorded 33 sales versus one purchase over the past six months. CEO Joseph Creed accounted for roughly $26 million of sales, which may be fueling concerns about near-term upside and encouraging profit-taking. Caterpillar insider trading

Caterpillar Price Performance

NYSE:CAT opened at $804.94 on Friday. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The business’s 50-day moving average price is $856.52 and its 200 day moving average price is $840.45. Caterpillar Inc. has a 52-week low of $423.32 and a 52-week high of $1,073.46. The firm has a market cap of $370.01 billion, a P/E ratio of 34.64, a PEG ratio of 1.41 and a beta of 1.60.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data 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 net margin of 14.51% and a return on equity of 55.53%. The firm 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 EPS. The company’s revenue was up 23.7% on a year-over-year basis. As a group, sell-side analysts predict that Caterpillar Inc. will post 27.37 earnings per share for the current fiscal year.

Caterpillar Profile

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.