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

Nissay Asset Management Corp Japan increased its stake in Caterpillar Inc. (NYSE:CAT) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor 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 recently made changes to their positions in CAT. Stonebridge Financial Group LLC boosted its position in shares of Caterpillar by 0.7% during the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock valued at $1,741,000 after purchasing an additional 11 shares in the last quarter. Inspirion Wealth Advisors LLC boosted its holdings in shares of Caterpillar by 1.2% during the 2nd quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after buying an additional 11 shares in the last quarter. Bell Bank increased its stake in shares of Caterpillar by 0.6% in the 2nd quarter. Bell Bank now owns 1,865 shares of the industrial products company’s stock worth $1,986,000 after acquiring an additional 11 shares in the last quarter. Cornerstone Advisory LLC lifted its position in Caterpillar by 0.7% during the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after acquiring an additional 12 shares during the period. Finally, Advisory Resource Group boosted its stake in Caterpillar by 0.8% during the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after acquiring an additional 13 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 0.9%

NYSE:CAT opened at $821.25 on Wednesday. The company has a market cap of $377.50 billion, a PE ratio of 35.34, a price-to-earnings-growth ratio of 1.41 and a beta of 1.60. 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 company has a 50 day simple moving average of $863.27 and a two-hundred day simple moving average of $839.74. Caterpillar Inc. has a 12 month low of $416.44 and a 12 month high of $1,073.46.

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

Analyst Ratings Changes

Several equities analysts have recently issued reports on CAT shares. Wells Fargo & Company lifted their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Sanford C. Bernstein restated a “market perform” rating and set a $1,002.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. Royal Bank Of Canada increased their price objective on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Finally, Weiss Ratings upgraded shares of Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, August 19th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $995.52.

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The shares were 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 approximately $27,954,303.90. This represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.33% of the company’s stock.

Key Stories Impacting Caterpillar

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?

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.