Robbins Farley Sells 2,424 Shares of Caterpillar Inc. $CAT

Robbins Farley reduced its position in shares of Caterpillar Inc. (NYSE:CAT) by 25.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,177 shares of the industrial products company’s stock after selling 2,424 shares during the period. Caterpillar comprises approximately 2.9% of Robbins Farley’s portfolio, making the stock its 3rd largest position. Robbins Farley’s holdings in Caterpillar were worth $7,643,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Diversify Advisory Services LLC purchased a new stake in Caterpillar in the second quarter valued at $5,372,000. Axxcess Wealth Management LLC increased its position in shares of Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after purchasing an additional 604 shares in the last quarter. DSG Capital Advisors LLC purchased a new stake in shares of Caterpillar in the 1st quarter valued at about $1,226,000. Cornerstone Planning LLC purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $4,517,000. Finally, RiverFront Investment Group LLC boosted its position in shares of Caterpillar by 21.1% in the 4th quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock valued at $5,107,000 after purchasing an additional 1,552 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of CAT opened at $791.78 on Thursday. The stock has a market capitalization of $363.96 billion, a P/E ratio of 34.07, a P/E/G ratio of 1.35 and a beta of 1.60. 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 $411.37 and a 1 year high of $1,073.46. The company’s fifty day moving average is $881.29 and its two-hundred day moving average is $838.47.

Caterpillar (NYSE:CAT) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating the consensus estimate of $6.22 by $1.95. The business 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 business’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.72 earnings per share. On average, sell-side analysts predict that Caterpillar Inc. will post 27.35 earnings per share for the current year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 0.8%. The ex-dividend date was Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is presently 28.06%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Data-center power demand supports growth: Caterpillar’s Power & Energy segment is benefiting from rising demand for reliable electricity-generation equipment as data centers and AI infrastructure expand. Retail sales to power-generation users surged 72% year over year in the second quarter, reinforcing the company’s potential to gain exposure to the AI buildout. Can CAT’s Power & Energy Segment Sustain Its Rapid Growth Momentum?
• Positive Sentiment: AI and robotics collaboration: Caterpillar is working with FieldAI on physical AI, autonomy, robotics and digital-twin technology for jobsites and manufacturing facilities. The initiative is intended to improve safety, productivity and labor efficiency, potentially strengthening Caterpillar’s technology offering over time. Caterpillar and FieldAI Advance AI-Powered Industrial Innovation
• Positive Sentiment: Constructive earnings outlook: Zacks described Caterpillar as positioned to benefit from AI-related data-center demand, supported by a record backlog, power demand and capacity expansion. Erste Group Bank also raised its 2026 EPS forecast to $27.50 from $24.78, although it retained a “Hold” rating. Buy and Hold Caterpillar Poised to Gain Further on AI Data Center Boom
• Neutral Sentiment: Long-term brand visibility: Articles about restoring a 70-year-old Caterpillar D4 and unrelated biological research involving caterpillars have little direct effect on Caterpillar’s financial outlook or valuation.
• Negative Sentiment: Valuation and technical pressure: Trader Tony Zhang advised investors to begin “fading” Caterpillar, while other commentary highlighted the recent pullback. The stock remains below its 50-day and 200-day moving averages, adding to near-term caution. Time to Start Fading Caterpillar Stock, Says Trader Tony Zhang
• Negative Sentiment: CEO insider sale: CEO Joseph Creed sold 32,401 shares for approximately $26.2 million, reducing his reported holdings by 48.39%. The sale may weigh on sentiment, although it may also reflect personal financial planning rather than a change in business expectations. SEC Insider Transaction Filing

Wall Street Analyst Weigh In

Several research analysts have commented on the company. Evercore reaffirmed an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a research report on Monday, May 11th. Wells Fargo & Company raised their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 23rd. UBS Group upped their price target on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Sanford C. Bernstein reiterated a “market perform” rating and set a $1,002.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. 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 research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus price target of $995.52.

Caterpillar Company Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off?highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.