Caterpillar Inc. $CAT Stock: V Square Quantitative Management LLC Raises Holdings

V Square Quantitative Management LLC increased its holdings in Caterpillar Inc. (NYSE:CAT) by 8.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 8,844 shares of the industrial products company’s stock after purchasing an additional 724 shares during the quarter. Caterpillar comprises about 0.7% of V Square Quantitative Management LLC’s portfolio, making the stock its 17th biggest holding. V Square Quantitative Management LLC’s holdings in Caterpillar were worth $7,171,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in shares of Caterpillar in the second quarter worth $40,457,153,000. Bank of America Corp DE acquired a new position in shares of Caterpillar during the second quarter valued at $5,818,150,000. Diamant Asset Management Inc. raised its stake in shares of Caterpillar by 68,427.2% during the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock valued at $2,224,992,000 after purchasing an additional 3,136,020 shares in the last quarter. Bank of New York Mellon Corp bought a new stake in shares of Caterpillar during the second quarter valued at about $3,192,710,000. Finally, Legal & General Group Plc acquired a new stake in Caterpillar in the second quarter worth about $2,783,451,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar announced plans to acquire the Fabick Cat dealer network, expanding its distribution footprint and potentially strengthening access to construction and resource-industry customers. Caterpillar acquires Fabick Cat dealer network
• Positive Sentiment: The company will invest up to $10 million in North Carolina workforce training as part of its five-year, $100 million Building the Future Workforce Initiative. The investment could support long-term manufacturing capacity and help address skilled-labor needs. Caterpillar invests in North Carolina’s future manufacturing workforce
• Positive Sentiment: Oppenheimer lowered its price target to $1,009 from $1,118 but retained an “outperform” rating, implying substantial potential upside from recent levels. The reduced target nevertheless reflects a more cautious valuation outlook.
• Positive Sentiment: Caterpillar maintained its quarterly dividend at $1.63 per share, preserving its long record of cash distributions. The dividend is scheduled for payment on November 19 to shareholders of record before the ex-dividend date. Caterpillar maintains dividend
• Neutral Sentiment: Resource Industries president Denise Johnson will retire on February 1, 2027. Derrick York, currently president of Solar Turbines, will succeed her on November 1, with Johnson remaining in an advisory role to support the transition. Caterpillar announces leadership transition
• Neutral Sentiment: Caterpillar will report third-quarter 2026 results before the market opens on October 29. The upcoming report is likely to be the next major catalyst as investors assess demand, margins and forward guidance. Caterpillar third-quarter 2026 earnings announcement
• Negative Sentiment: The stock came under pressure despite broader market gains, according to Zacks, indicating continued profit-taking and weak investor sentiment. Caterpillar stock sinks as market gains
• Negative Sentiment: A broader unwind in the artificial-intelligence power trade, along with inflation concerns, pressured Caterpillar and other equipment makers. The stock’s sizable retreat from its record high also highlights valuation risk after its strong multiyear advance. AI power trade unwinds

Analysts Set New Price Targets

CAT has been the subject of a number of recent analyst reports. Sanford C. Bernstein reiterated a “market perform” rating and issued a $749.00 target price on shares of Caterpillar in a research report on Wednesday. Barclays raised their target price on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. Zacks Research downgraded shares of Caterpillar from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 5th. Freedom Broker raised shares of Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price target for the company in a research note on Thursday, September 10th. Finally, Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, October 10th. Fifteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $967.83.

Caterpillar Stock Down 1.7%

CAT opened at $736.33 on Friday. Caterpillar Inc. has a one year low of $510.21 and a one year high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The stock’s fifty day moving average is $814.53 and its 200-day moving average is $856.25. The company has a market capitalization of $338.47 billion, a PE ratio of 31.68, a P/E/G ratio of 1.29 and a beta of 1.58.

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, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. The business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the prior year, the firm posted $4.72 earnings per share. The company’s revenue was up 23.7% on a year-over-year basis. On average, equities analysts predict that Caterpillar Inc. will post 27.49 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Monday, October 26th will be given a $1.63 dividend. The ex-dividend date is Monday, October 26th. This represents a $6.52 annualized dividend and a yield of 0.9%. Caterpillar’s payout ratio is 28.06%.

Insider Buying and Selling

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total value 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 0.33% of the company’s stock.

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.