Creative Financial Designs Inc. ADV Raises Holdings in Caterpillar Inc. $CAT

Creative Financial Designs Inc. ADV grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 11.0% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 11,662 shares of the industrial products company’s stock after purchasing an additional 1,152 shares during the period. Creative Financial Designs Inc. ADV’s holdings in Caterpillar were worth $12,419,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Strategic Financial Concepts LLC lifted its stake in shares of Caterpillar by 12.1% during the second quarter. Strategic Financial Concepts LLC now owns 640 shares of the industrial products company’s stock worth $682,000 after purchasing an additional 69 shares in the last quarter. Kure Advisory LLC acquired a new stake in shares of Caterpillar in the second quarter valued at about $305,000. Clear Creek Financial Management LLC raised its holdings in shares of Caterpillar by 3.6% during the 2nd quarter. Clear Creek Financial Management LLC now owns 1,941 shares of the industrial products company’s stock valued at $2,067,000 after buying an additional 68 shares during the period. MOKAN Wealth Management Inc. lifted its position in Caterpillar by 2.8% during the 2nd quarter. MOKAN Wealth Management Inc. now owns 4,406 shares of the industrial products company’s stock worth $4,702,000 after acquiring an additional 120 shares in the last quarter. Finally, Florida Trust Wealth Management Co boosted its holdings in Caterpillar by 0.5% in the 2nd quarter. Florida Trust Wealth Management Co now owns 39,383 shares of the industrial products company’s stock worth $41,939,000 after acquiring an additional 206 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Higher full-year earnings forecasts: Zacks Research raised its FY2026 EPS estimate to $26.55 from $24.51 and its Q2 2027 estimate to $7.90 from $7.17. Zacks maintained a “Strong Buy” rating, signaling confidence in Caterpillar’s earnings trajectory. Zacks Research Forecasts Stronger Earnings for Caterpillar
• Positive Sentiment: $392 million tariff refund: Caterpillar received a significant refund as duty costs declined. The benefit partially offsets approximately $400 million in tariff expenses incurred during the quarter ended June 30 and could support near-term profitability and cash flow. Caterpillar bags $392M tariff refund as duty costs shrink
• Positive Sentiment: Constructive market backdrop: Expectations for continued S&P 500 strength, resilient earnings growth and potential AI-related capital spending are supportive for industrial companies such as Caterpillar. 5 Reasons the S&P 500 Could Keep Rallying Through Year-End
• Neutral Sentiment: High volatility remains a trading risk: Options activity indicates Caterpillar’s stock could experience unusually large moves in either direction, increasing uncertainty despite favorable fundamental projections. Caterpillar Stock Is Priced To Swing Hundreds Of Dollars Either Way
• Negative Sentiment: AI data-center backlash: Proposed restrictions and political resistance to AI-related power demand in Texas and New York could delay or reduce data-center construction. That creates a risk for Caterpillar’s power-generation and related equipment demand, prompting investors to reassess the company’s growth outlook. What Is Caterpillar Facing As AI Data Center Backlash Grows?
• Negative Sentiment: Near-term estimate reduction: Zacks lowered its Q4 2026 EPS forecast to $6.47 from $6.61, suggesting some caution around the next quarterly results even though its full-year and longer-term estimates improved. Caterpillar analyst estimates

Caterpillar Stock Up 1.7%

Shares of Caterpillar stock opened at $828.90 on Friday. 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 Inc. has a 1-year low of $410.52 and a 1-year high of $1,073.46. The business’s fifty day moving average price is $908.86 and its two-hundred day moving average price is $833.13. The company has a market capitalization of $381.02 billion, a P/E ratio of 35.67, a PEG ratio of 1.43 and a beta of 1.60.

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. As a group, research analysts forecast that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were paid a $1.63 dividend. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

Wall Street Analyst Weigh In

A number of equities analysts have commented on CAT shares. Bank of America boosted their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Jefferies Financial Group lifted their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Citigroup increased their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, Royal Bank Of Canada lifted their price objective on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar has a consensus 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.