VestGen Advisors LLC Sells 856 Shares of Caterpillar Inc. $CAT

VestGen Advisors LLC decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 5.8% in the 3rd quarter, Holdings Channel reports. The fund owned 14,029 shares of the industrial products company’s stock after selling 856 shares during the quarter. VestGen Advisors LLC’s holdings in Caterpillar were worth $11,374,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Beacon Bank & Trust increased its holdings in Caterpillar by 1.6% during the 3rd quarter. Beacon Bank & Trust now owns 6,105 shares of the industrial products company’s stock worth $4,950,000 after purchasing an additional 96 shares in the last quarter. Vantage Investment Partners LLC raised its stake in shares of Caterpillar by 4.5% in the 3rd quarter. Vantage Investment Partners LLC now owns 23,386 shares of the industrial products company’s stock valued at $18,961,000 after purchasing an additional 1,015 shares during the period. Corrado Advisors LLC bought a new stake in shares of Caterpillar in the third quarter valued at about $224,000. Lynx Investment Advisory lifted its holdings in shares of Caterpillar by 5.3% in the third quarter. Lynx Investment Advisory now owns 1,024 shares of the industrial products company’s stock valued at $830,000 after purchasing an additional 52 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of Caterpillar by 2.1% in the third quarter. Laurel Wealth Advisors LLC now owns 1,092 shares of the industrial products company’s stock valued at $885,000 after purchasing an additional 22 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wall Street expects Caterpillar to report strong third-quarter sales and earnings growth, with revenue projected to exceed second-quarter sales. A beat, resilient margins, or an improved outlook could help reverse the recent pullback. Caterpillar Q3 2026 earnings preview: Revenue expected to top Q2 sales
• Positive Sentiment: Investors are watching demand for Caterpillar’s power systems, including potential AI and data-center infrastructure demand. Strong orders or backlog commentary would reinforce the company’s long-term growth narrative. Caterpillar Earnings Are Yet Another Bet on AI
• Positive Sentiment: One valuation analysis suggests CAT could be roughly 20% undervalued after its recent decline, based on expected future cash generation, its heavy-equipment and power businesses, and its substantial order pipeline. Caterpillar Stock May Be 20% Undervalued Following Backlog Questions
• Neutral Sentiment: Analysts have recently adjusted their forecasts and price targets ahead of the earnings release, making the report and management’s guidance important catalysts for the stock. Caterpillar Gears Up For Q3 Print
• Neutral Sentiment: Articles comparing Caterpillar with Eaton and Deere highlight its dealer network, free-cash-flow generation, and dividend profile, but also show investors weighing CAT against faster-growing electrical-infrastructure opportunities. Caterpillar vs. Eaton
• Negative Sentiment: The recent selloff reflects concerns that Caterpillar’s valuation already discounts strong execution, while questions about backlog quality and future cash flows could limit upside if the earnings report disappoints. Caterpillar Dropped 10% in a Month
• Negative Sentiment: Caterpillar’s legal challenge involving the United Kingdom’s post-Brexit tariffs introduces a potential trade-cost and regulatory overhang, although the immediate financial impact is unclear. Caterpillar mounts landmark legal test of UK’s post-Brexit tariffs

Analysts Set New Price Targets

A number of research firms recently issued reports on CAT. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, October 10th. Erste Group Bank cut Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. Freedom Broker upgraded Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 target price on the stock in a research note on Thursday, September 10th. Oppenheimer reduced their price target on Caterpillar from $1,118.00 to $1,009.00 and set an “outperform” rating for the company in a research report on Wednesday, October 14th. Finally, Royal Bank Of Canada raised their price target on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research note on Wednesday, August 5th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $947.42.

Caterpillar Price Performance

Shares of NYSE CAT opened at $715.07 on Thursday. The business’s 50 day moving average price is $790.42 and its two-hundred day moving average price is $807.41. The company has a market cap of $328.70 billion, a PE ratio of 30.77, a price-to-earnings-growth ratio of 1.18 and a beta of 1.58. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a twelve month low of $537.08 and a twelve month high of $1,073.46.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.22 by $1.95. The business had revenue of $20.54 billion during 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 quarterly revenue was up 23.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.72 EPS. On average, analysts predict that Caterpillar Inc. will post 27.74 EPS for the current year.

Caterpillar Dividend Announcement

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

Insider Activity

In related 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 sale, the chief executive officer owned 34,555 shares of the company’s stock, valued at $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 SEC, which is available through the SEC website. 0.33% of the stock is currently owned by insiders.

Caterpillar Company Profile

Caterpillar Inc is a manufacturer of construction, mining, and industrial equipment. Its product portfolio includes excavators, bulldozers, wheel loaders, motor graders, articulated trucks, and other machinery used in construction, infrastructure development, mining, quarrying, forestry, and related industries. The company also produces diesel and natural gas engines, industrial gas turbines, generator sets, and other power-generation and transportation equipment.

Caterpillar operates through businesses focused on construction industries, resource industries, and energy and transportation.