Caterpillar Inc. $CAT Stock Holdings Increased by Calamos Advisors LLC

Calamos Advisors LLC boosted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 7.4% during the 3rd quarter, Holdings Channel reports. The firm owned 161,359 shares of the industrial products company’s stock after acquiring an additional 11,098 shares during the quarter. Calamos Advisors LLC’s holdings in Caterpillar were worth $130,828,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. Financial Council LLC raised its position in Caterpillar by 23.5% during the 3rd quarter. Financial Council LLC now owns 1,050 shares of the industrial products company’s stock worth $851,000 after buying an additional 200 shares during the last quarter. Alta Advisers Ltd boosted its holdings in shares of Caterpillar by 76.0% in the 3rd quarter. Alta Advisers Ltd now owns 3,373 shares of the industrial products company’s stock valued at $2,735,000 after acquiring an additional 1,456 shares during the last quarter. Syverson Strege & Co boosted its holdings in shares of Caterpillar by 1.9% in the 3rd quarter. Syverson Strege & Co now owns 950 shares of the industrial products company’s stock valued at $770,000 after acquiring an additional 18 shares during the last quarter. Birchwood Financial Partners Inc. acquired a new stake in shares of Caterpillar in the third quarter worth $76,000. Finally, Kestra Advisory Services LLC increased its stake in shares of Caterpillar by 2.0% in the third quarter. Kestra Advisory Services LLC now owns 212,347 shares of the industrial products company’s stock worth $172,168,000 after acquiring an additional 4,183 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

NYSE CAT traded up $5.68 during trading hours on Friday, reaching $559.32. The company’s stock had a trading volume of 4,786,353 shares, compared to its average volume of 3,287,856. The firm has a market capitalization of $257.10 billion, a price-to-earnings ratio of 21.94, a P/E/G ratio of 1.05 and a beta of 1.65. The company’s 50-day moving average is $760.19 and its two-hundred day moving average is $806.23. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.42 and a quick ratio of 0.88. Caterpillar Inc. has a 1-year low of $537.08 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, October 29th. The industrial products company reported $7.20 EPS for the quarter, beating analysts’ consensus estimates of $7.06 by $0.14. The business had revenue of $20.68 billion during the quarter, compared to analysts’ expectations of $20.76 billion. Caterpillar had a return on equity of 59.87% and a net margin of 15.21%. The business’s revenue was up 17.3% compared to the same quarter last year. During the same period in the previous year, the business earned $4.95 earnings per share. On average, equities analysts predict that Caterpillar Inc. will post 27.62 EPS for the current year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Investors of record on Monday, October 26th will be given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, October 26th. Caterpillar’s dividend payout ratio is 25.58%.

Insider Activity

In other news, Director James C. Fish, Jr. acquired 1,000 shares of the stock in a transaction that occurred on Monday, November 2nd. The shares were bought at an average cost of $620.39 per share, for a total transaction of $620,390.00. Following the acquisition, the director owned 4,714 shares in the company, valued at approximately $2,924,518.46. This represents a 26.93% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Joseph Creed sold 32,401 shares of the 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 transaction, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at $27,954,303.90. The trade was a 48.39% decrease in their position. The SEC filing for this sale provides additional information. 0.33% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on CAT shares. Barclays upped their price target on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. President Capital began coverage on Caterpillar in a report on Friday, September 18th. They issued a “buy” rating and a $999.00 price objective for the company. DA Davidson lowered their target price on Caterpillar from $882.00 to $685.00 and set a “neutral” rating on the stock in a research note on Monday, November 2nd. Oppenheimer reaffirmed an “outperform” rating and set a $1,009.00 target price on shares of Caterpillar in a report on Thursday, October 29th. Finally, Robert W. Baird set a $970.00 price target on Caterpillar in a research report on Wednesday, August 5th. Fifteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $898.25.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Strong results and backlog support the outlook. Caterpillar’s third-quarter earnings beat estimates, while its $78.1 billion backlog, stronger cash flow and expanding margins point to solid demand. The company is also expanding capacity to meet power-generation demand. Article: CAT Shares Fall Despite Q3 Earnings Beat
• Neutral Sentiment: Upcoming investor event. Construction Industries Group President Rod Shurman is scheduled to take part in a Bernstein-hosted fireside chat on Nov. 17; no new financial guidance was announced. Article: Caterpillar executive to participate in Bernstein fireside chat
• Negative Sentiment: AI-trade selling and valuation concerns weigh on the stock. Investors have been selling Caterpillar alongside other industrial companies amid worries that AI-related investment could slow. The market increasingly treats CAT as a data-center power play, exposing it to shifts in sentiment even though power generation accounted for about 15% of 2025 sales. Article: AI selloff spreads to industrials
• Negative Sentiment: Execution and cyclical risks remain. Reports cite orders falling, dealers trimming inventories, and tariffs, manufacturing costs and production constraints pressuring margins. Morgan Stanley also cut its price target by 26% after earnings, highlighting the risk of a cyclical test despite the backlog. Article: Morgan Stanley cuts Caterpillar price target

Caterpillar Profile

Caterpillar Inc is a global manufacturer of construction and mining equipment, engines, turbines, and related products and services. Its offerings include earthmoving and material-handling machines, diesel and natural gas engines, power-generation systems, and equipment and technologies used in mining and transportation. The company’s products are commonly sold under the Cat brand.

Caterpillar serves customers in markets around the world through a network of independent dealers. Its businesses also provide parts, maintenance, equipment rental, and other support services, as well as financing and insurance through its financial services operations.

The company was formed in 1925 through the merger of the Holt Manufacturing Company and the C.