2,813 Caterpillar Inc. $CAT Shares Purchased by Signal Advisors Wealth LLC

Signal Advisors Wealth LLC boosted its position in shares of Caterpillar Inc. (NYSE:CAT) by 75.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 6,558 shares of the industrial products company’s stock after purchasing an additional 2,813 shares during the quarter. Signal Advisors Wealth LLC’s holdings in Caterpillar were worth $5,317,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of CAT. GEM Asset Management LLC lifted its holdings in shares of Caterpillar by 3.9% in the third quarter. GEM Asset Management LLC now owns 674 shares of the industrial products company’s stock valued at $547,000 after purchasing an additional 25 shares in the last quarter. B. Riley Wealth Advisors Inc. grew its position in shares of Caterpillar by 40.2% in the third quarter. B. Riley Wealth Advisors Inc. now owns 9,585 shares of the industrial products company’s stock valued at $7,771,000 after purchasing an additional 2,750 shares during the last quarter. Krilogy Financial LLC increased its stake in shares of Caterpillar by 49.2% during the 3rd quarter. Krilogy Financial LLC now owns 6,822 shares of the industrial products company’s stock worth $5,531,000 after purchasing an additional 2,250 shares in the last quarter. Fagan Associates Inc. increased its stake in shares of Caterpillar by 29.6% during the 3rd quarter. Fagan Associates Inc. now owns 2,270 shares of the industrial products company’s stock worth $1,841,000 after purchasing an additional 518 shares in the last quarter. Finally, Lineweaver Wealth Advisors LLC raised its position in shares of Caterpillar by 2.8% during the 3rd quarter. Lineweaver Wealth Advisors LLC now owns 2,689 shares of the industrial products company’s stock worth $2,180,000 after purchasing an additional 72 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction that occurred on 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. The trade was a 48.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.33% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s planned $1 billion U.S. investment in compact construction equipment could expand domestic production capacity and support longer-term growth. Caterpillar announces $1B US compact equipment investment
• Positive Sentiment: Investors continue to view CAT as a dividend-paying way to gain exposure to artificial-intelligence infrastructure, particularly through its power-generation equipment used in data-center projects. 3 Dividend Paying Stocks Offering AI Exposure
• Neutral Sentiment: Recent coverage highlights strong operating momentum: first-half 2026 revenue rose approximately 23%, helped by infrastructure and data-center demand. However, higher dealer inventories raise questions about whether future growth will depend on continued restocking. Caterpillar Can Earnings Keep Growing After Dealers Stop Restocking?
• Negative Sentiment: Analysts and investors are increasingly concerned that Caterpillar’s data-center power opportunity is concentrated in a single project category, making the growth outlook vulnerable if new projects slow or are delayed. CAT trades at roughly 30–34 times earnings, a sizable premium to the broader market, leaving less room for disappointment. What Could Derail Caterpillar Stock?
• Negative Sentiment: Caterpillar’s valuation is being challenged because a traditionally cyclical construction and mining-equipment maker is being priced more like a growth stock. Comparisons with Deere have also favored Deere in recent analyst narratives. Which Industrials Stock Do Analysts Like Better: Deere or Caterpillar?
• Negative Sentiment: Citi and Truist reduced their price targets, while CAT fell below a key technical support level after retreating from its June high near $1,070 to about $759. The target cuts and technical breakdown have reinforced bearish momentum. Caterpillar stock drops below key support as Citi and Truist slash target

Caterpillar Price Performance

Caterpillar stock opened at $772.42 on Wednesday. The stock has a market capitalization of $355.06 billion, a P/E ratio of 33.24, a P/E/G ratio of 1.38 and a beta of 1.58. Caterpillar Inc. has a 12-month low of $499.01 and a 12-month high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The firm’s 50-day moving average is $819.49 and its two-hundred day moving average is $855.64.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company’s revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.72 earnings per share. Equities analysts predict that Caterpillar Inc. will post 27.49 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Freedom Broker raised 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. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday. JPMorgan Chase & Co. raised their price target on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 17th. Barclays boosted their price target on Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a report on Thursday, August 6th. Finally, Needham & Company LLC set a $980.00 price target on Caterpillar in a report on Thursday, September 10th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $982.92.

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.