Caterpillar Inc. $CAT Stock Sold by CoreCap Advisors LLC

CoreCap Advisors LLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT) by 6.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,870 shares of the industrial products company’s stock after selling 886 shares during the period. CoreCap Advisors LLC’s holdings in Caterpillar were worth $9,565,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in CAT. Diversify Advisory Services LLC bought a new position in shares of Caterpillar during the 2nd quarter valued at approximately $5,372,000. D.B. Root & Company LLC purchased a new position in Caterpillar during the second quarter worth $850,000. Dearborn Partners LLC purchased a new position in Caterpillar during the second quarter worth $20,293,000. B. Metzler seel. Sohn & Co. AG raised its stake in shares of Caterpillar by 4.3% in the second quarter. B. Metzler seel. Sohn & Co. AG now owns 62,731 shares of the industrial products company’s stock valued at $66,802,000 after acquiring an additional 2,590 shares during the period. Finally, Van Hulzen Asset Management LLC lifted its holdings in shares of Caterpillar by 85.3% in the 2nd quarter. Van Hulzen Asset Management LLC now owns 2,809 shares of the industrial products company’s stock worth $2,991,000 after acquiring an additional 1,293 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 2.1%

Caterpillar stock traded down $16.97 during trading hours on Thursday, hitting $796.86. The company had a trading volume of 2,788,684 shares, compared to its average volume of 2,820,792. The firm has a market cap of $366.29 billion, a P/E ratio of 34.29, a P/E/G ratio of 1.49 and a beta of 1.58. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. Caterpillar Inc. has a 1 year low of $491.30 and a 1 year high of $1,073.46. The company has a 50-day moving average price of $822.83 and a two-hundred day moving average price of $853.15.

Caterpillar (NYSE:CAT) last issued its 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 net margin of 14.51% and a return on equity of 55.53%. The business had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same period last year, the company posted $4.72 earnings per share. The company’s quarterly revenue was up 23.7% compared to the same quarter last year. On average, sell-side analysts anticipate that Caterpillar Inc. will post 27.5 earnings per share for the current year.

Insider Buying and Selling

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction on 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 completion of the sale, the chief executive officer directly 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 document filed with the SEC, which is available at this hyperlink. 0.33% of the stock is owned by insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings expectations. Zacks Research increased its estimates across 2026–2028, including FY2026 EPS to $27.36, FY2027 EPS to $32.44 and FY2028 EPS to $39.15. The revisions suggest confidence in Caterpillar’s backlog, pricing power and future demand, although Zacks’ published ratings vary between “Hold” and “Strong Buy.” Caterpillar earnings estimate revisions
• Positive Sentiment: Longer-term demand remains a support. Caterpillar is committing $1 billion to expand compact-equipment manufacturing in North Carolina, adding automation and digital capabilities to address customer demand and expand U.S. production. The company is also attracting attention for its exposure to gas-compression equipment and power infrastructure supporting data centers. Caterpillar North Carolina investment
• Neutral Sentiment: Technical support could trigger a rebound. Analysts noted that CAT has pulled back toward historical trendline support, creating the possibility of a bounce. However, the break below the 50-day simple moving average indicates that momentum has weakened and investors may remain cautious until the stock stabilizes. Caterpillar trendline analysis
• Negative Sentiment: Higher rates are the main immediate pressure. Treasury yields reached roughly two-decade highs, weighing on capital-intensive industrial companies and making equipment purchases more expensive. Caterpillar’s elevated valuation and sensitivity to economic conditions amplify the market’s reaction to rising rates. Caterpillar stock and Treasury yields
• Negative Sentiment: Target-price and regulatory concerns add uncertainty. Truist lowered its price target to $1,100 from $1,225, while the FTC and USDA are gathering information about the farm-equipment market, potentially raising future regulatory risk for equipment manufacturers. Caterpillar and Deere regulatory inquiry

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. President Capital initiated coverage on shares of Caterpillar in a report on Friday, September 18th. They set a “buy” rating and a $999.00 price target on the stock. Wells Fargo & Company raised their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. Royal Bank Of Canada upped their target price on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. Barclays increased their price target on Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a report on Thursday, August 6th. Finally, Wall Street Zen lowered Caterpillar from a “buy” rating to a “hold” rating in a research note on Saturday, September 26th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued 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 price target of $989.17.

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.