4,157 Shares in Caterpillar Inc. $CAT Acquired by Silvant Capital Management LLC

Silvant Capital Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 4,157 shares of the industrial products company’s stock, valued at approximately $4,427,000.

Several other large investors have also recently bought and sold shares of the company. Decker Retirement Planning Inc. raised its position in shares of Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after buying an additional 22 shares in the last quarter. Matrix Trust Co grew its position in Caterpillar by 93.8% during the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after buying an additional 15 shares in the last quarter. Axiom Investment Management LLC bought a new position in Caterpillar in the 2nd quarter worth about $36,000. Lam Group Inc. bought a new position in Caterpillar in the 1st quarter worth about $26,000. Finally, Tacita Capital Inc purchased a new position in shares of Caterpillar during the second quarter worth about $47,000. 70.98% of the stock is owned by institutional investors.

Caterpillar News Roundup

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

Caterpillar Stock Up 1.6%

Shares of NYSE 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 PEG ratio of 1.35 and a beta of 1.60. Caterpillar Inc. has a one year low of $411.37 and a one year high of $1,073.46. The firm’s 50 day simple moving average is $881.29 and its two-hundred day simple moving average is $838.47. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share 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 period in the previous year, the business posted $4.72 EPS. The business’s quarterly revenue was up 23.7% on a year-over-year basis. As a group, analysts expect that Caterpillar Inc. will post 27.35 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Transactions at Caterpillar

In other 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 of the company’s stock, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.33% of the stock is currently owned by insiders.

Analyst Ratings Changes

CAT has been the topic of a number of recent analyst reports. Truist Financial set a $980.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a report on Wednesday, June 17th. Evercore restated an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a research report on Monday, May 11th. Wells Fargo & Company lifted their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a report on Tuesday, June 23rd. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $1,002.00 target price on shares of Caterpillar in a research report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $995.52.

About Caterpillar

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.