2,661 Shares in Caterpillar Inc. $CAT Purchased by Fulcrum Wealth Advisors LLC

by · The Cerbat Gem

Fulcrum Wealth Advisors LLC acquired a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,661 shares of the industrial products company’s stock, valued at approximately $2,158,000. Caterpillar makes up about 1.5% of Fulcrum Wealth Advisors LLC’s investment portfolio, making the stock its 23rd largest holding.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Caterpillar during the 2nd quarter valued at approximately $40,457,153,000. State Street Corp boosted its holdings in Caterpillar by 4.0% during the second quarter. State Street Corp now owns 36,276,960 shares of the industrial products company’s stock worth $37,120,529,000 after buying an additional 1,396,356 shares in the last quarter. Bank of America Corp DE purchased a new stake in Caterpillar during the second quarter worth $5,818,150,000. Diamant Asset Management Inc. grew its position in 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 buying an additional 3,136,020 shares during the period. Finally, Bank of New York Mellon Corp acquired a new stake in Caterpillar during the second quarter valued at $3,192,710,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar 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 sale, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.33% of the stock is currently owned by insiders.

Caterpillar Trading Down 0.8%

Shares of NYSE:CAT opened at $730.01 on Friday. Caterpillar Inc. has a 1 year low of $510.21 and a 1 year high of $1,073.46. The firm has a market capitalization of $335.57 billion, a price-to-earnings ratio of 31.41, a price-to-earnings-growth ratio of 1.26 and a beta of 1.58. 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 business’s 50 day moving average price is $812.24 and its 200-day moving average price is $855.37.

Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The firm had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same quarter last year, the company earned $4.72 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 27.49 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Monday, October 26th will be issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Monday, October 26th. Caterpillar’s dividend payout ratio (DPR) is presently 28.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

  • Positive Sentiment: Caterpillar will invest up to $10 million in North Carolina workforce training, supporting technicians and manufacturing workers as it expands its Sanford operations. The investment complements a previously announced roughly $1 billion facility investment intended to increase compact-equipment production. Caterpillar Invests in North Carolina’s Future Manufacturing Workforce
  • Positive Sentiment: The acquisition of the Fabick CAT dealer network could strengthen Caterpillar’s distribution and customer-support footprint, although financial terms and the transaction’s earnings impact were not provided. Caterpillar acquires Fabick Cat dealer network
  • Neutral Sentiment: Caterpillar scheduled its third-quarter 2026 results for October 29, giving investors a near-term catalyst to assess demand, margins and guidance. Caterpillar Third-Quarter 2026 Results Announcement
  • Neutral Sentiment: Resource Industries President Denise Johnson will retire in February 2027, with Derrick York appointed as her successor effective November 1. Johnson will remain in an advisory role during the transition, limiting immediate disruption concerns. Caterpillar Announces Leadership Transition in Resource Industries
  • Negative Sentiment: An analyst downgrade pressured the stock, while Oppenheimer issued a pessimistic forecast. These actions reinforce concerns about Caterpillar’s valuation and future earnings outlook. Caterpillar Shares Down on Analyst Downgrade
  • Negative Sentiment: A broader unwind in the AI-related power trade also weighed on Caterpillar, as investors reassessed companies expected to benefit from data-center electricity demand. Comparisons with Generac highlighted differences in backlog, valuation and financial strength. AI Power Trade Unwinds

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on CAT shares. Erste Group Bank cut shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. UBS Group increased their target price on shares of Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a research note on Wednesday, August 5th. President Capital initiated coverage on Caterpillar in a research report on Friday, September 18th. They set a “buy” rating and a $999.00 target price on the stock. Weiss Ratings upgraded Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $749.00 price target on shares of Caterpillar in a research note on Wednesday. Fifteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $967.83.

Get Our Latest Research Report on CAT

Caterpillar Company Profile

(Free Report)

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.

Featured Stories

Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT – Free Report).