Caterpillar Inc. manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools. The company's Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, tractors, mining trucks, wheel loaders, off-highway and articulated trucks, wheel tractor scrapers and dozers, fleet management products, landfill and soil compactors, machinery components, autonomous ready vehicles and solutions, work tools, and safety services and mining performance solutions, as well as related parts and services. Its Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; turbines, centrifugal gas compressors, and related services; and diesel-electric locomotives and components, and other rail-related products. The company's Financial Products segment provides operating and finance leases, installment sale contracts, revolving charge accounts, repair/rebuild financing services, working capital loans, and wholesale financing; and insurance and risk management products and services. Its All Other Operating segment offers filters and fluids, undercarriage, ground engaging tools, fluid transfer products, precision seals, and rubber sealing and connecting components; parts distribution; logistics solutions and distribution services; brand management and marketing strategy services; and digital investments services. Caterpillar Inc. was founded in 1925 and is headquartered in Irving, Texas.

Caterpillar, Inc.

Key Points
Nevada-based Peavine Capital bought 194,700 shares of IEF for an estimated $18.6 million in the third quarter.
The transaction represented 3.8% of Peavine's 13F reportable assets under management.
At quarter-end, the firm reported holding nearly 1.9 million IEF shares valued at $180.8 million, representing about 37.3% of fund assets.
Nevada-based Peavine Capital disclosed a purchase of 194,700 shares of the iShares 7-10 Year Treasury Bond ETF in an SEC filing for the period ended September 30.
What Happened
According to a filing with the Securities and Exchange Commission (SEC) released on October 21, Peavine Capital increased its stake in the iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 194,700 shares during the third quarter. The estimated transaction value, based on the quarter's average price, was about $18.6 million. At quarter-end, the fund reported holding nearly 1.9 million IEF shares worth $180.8 million.
What Else to Know
Peavine's IEF stake now accounts for 37.3% of 13F reportable assets under management.
Top holdings after the filing:
NYSEMKT:SPY: $199.4 million (41.2% of AUM)
NASDAQ:IEF: $180.8 million (37.3% of AUM)
NYSEMKT:SGOV: $95.8 million (19.8% of AUM)
NASDAQ:AAPL: $5.1 million (1.1% of AUM)
NYSE:CAT: $1.3 million (0.3% of AUM)
As of Monday's market close, shares of IEF were priced at $97.49, up 2.7% over the past year, compared to an 18% gain for the S&P 500.
ETF Overview
Net assets
$40.4 billion
Price (as of market close Monday)
$97.49
12-month trailing yield
3.71%
1-year total return
2.2%
ETF Snapshot
IEF's investment strategy seeks to track the performance of U.S. Treasury bonds with maturities between 7 and 10 years, providing targeted exposure to intermediate-term government debt.
The portfolio is composed primarily of U.S. Treasury securities, with at least 90% of assets in government bonds, ensuring high credit quality and liquidity.
Structured as an ETF, the fund offers investors efficient access to the U.S. Treasury market and regular income distributions.
The iShares 7-10 Year Treasury Bond ETF (IEF) provides targeted exposure to intermediate-term U.S. Treasury securities. It has substantial assets under management and a focus on high-credit-quality government bonds. Its strategy and structure offer access to the U.S. Treasury market,
Foolish Take
Peavine Capital’s increased bet on Treasuries underscores a clear shift toward safety and stability. The move brings Peavine’s total IEF position to 1.9 million shares worth $180.8 million, now accounting for 37.3% of its reportable assets.
Notably, Peavine’s only other meaningful additions this quarter were in iShares Treasury ETFs and the S&P 500 ETF Trust (SPY)—a clear signal of a barbell strategy: pairing safe-haven bonds with broad market equity exposure. Together, SPY and IEF now make up nearly 80% of Peavine’s total holdings, a conservative allocation positioning the firm to weather both rate and equity volatility.
IEF, which tracks Treasuries maturing between seven and 10 years, offers an average 3.9% yield to maturity, 7-year duration, and 0.15% expense ratio—providing investors with a steady income stream and downside protection. For long-term investors, Peavine’s posture reflects a classic late-cycle playbook: locking in yields and maintaining equity exposure through low-cost, diversified ETFs.
Glossary
ETF (Exchange-Traded Fund): An investment fund traded on stock exchanges, holding assets like stocks or bonds.
Assets Under Management (AUM): The total market value of assets a fund or investment manager oversees on behalf of clients.
13F reportable assets: Securities that institutional investment managers must disclose quarterly to the SEC if managing over $100 million.
Dividend yield: The annual dividend income expressed as a percentage of the investment's current price.
Total return: The investment's price change plus all dividends and distributions, assuming those payouts are reinvested.
Intermediate-term: Refers to bonds or investments with maturities typically between 5 and 10 years.
U.S. Treasury securities: Debt instruments issued by the U.S. government to finance its operations, considered low risk.
Liquidity: How quickly and easily an asset can be bought or sold without affecting its price.
Credit quality: An assessment of a bond issuer's ability to repay debt, with higher quality indicating lower risk.
Income distributions: Payments made by funds to investors, usually from interest, dividends, or capital gains.
Position: The amount of a particular security or asset held by an investor or fund.
Stake: The ownership interest or holding in a particular security or company.
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What This Fund’s $180 Million Treasury Bet Signals to Long-Term Investors

Key Points
Acquired 86,407 shares of Atmos Energy; estimated trade value of approximately $14.75 million
Transaction value represents 3.44% of Paradiem’s reportable U.S. equity assets under management
Post-trade stake: 86,407 shares valued at $14.75 million as of September 30, 2025
Atmos Energy now accounts for 3.44% of fund AUM as of September 30, 2025, placing it outside the fund’s top five holdings
Image source: Getty Images
On October 17, 2025, Paradiem, LLC disclosed a new position in Atmos Energy (NYSE:ATO), acquiring 86,407 shares in a trade estimated at approximately $14.75 million.
The transaction value represents 3.44% of Paradiem’s reportable U.S. equity assets under management
The post-trade stake is 86,407 shares valued at $14.75 million as of September 30, 2025
Atmos Energy now accounts for 3.44% of fund AUM as of September 30, 2025, placing it just outside the fund’s top five holdings.
What happened
According to a filing with the Securities and Exchange Commission dated October 17, 2025, Paradiem, LLC established a new position in Atmos Energy (NYSE:ATO). The firm purchased 86,407 shares, with the estimated trade valued at approximately $14.75 million. The fund reported 68 total positions after the quarter.
What else to know
This is a new position for Paradiem, LLC and now represents 3.44% of its reportable U.S. equity assets under management.
Top holdings after the filing:
LRCX: $27.44 million (6.4% of AUM) as of September 30, 2025
TEL: $19.53 million (4.55% of AUM) as of September 30, 2025
VLO: $17.87 million (4.17% of AUM) as of September 30, 2025
LMT: $16.13 million (3.76% of AUM) as of September 30, 2025
CAT: $15.79 million (3.7% of AUM) as of September 30, 2025
As of October 17, 2025, shares of Atmos Energy were priced at $176.41, up 22.7% for the year ended October 17, 2025, outperforming the S&P 500 by 11.27 percentage points over the past year (252 trading days).
Company Overview
Price (as of market close October 17, 2025)
$176.41
Market Capitalization
$28.32 billion
Revenue (TTM)
$4.62 billion
Net Income (TTM)
$1.16 billion
Company Snapshot
Atmos Energy is a leading regulated natural gas utility with a significant presence in the U.S. Its focus on essential utility services and stable customer base underpins a resilient business model within the regulated utilities sector.
Atmos Energy provides regulated natural gas distribution, pipeline, and storage services across eight U.S. states, with approximately three million customers and extensive underground infrastructure. The company owned 71,921 miles of underground distribution and transmission mains. (as of September 30, 2021)
The company generates revenue primarily through regulated distribution of natural gas and ancillary pipeline services.
Atmos Energy serves residential, commercial, public authority, and industrial customers, focusing on reliable energy delivery and infrastructure management in its core markets.
Foolish take
Paradiem's $14.75 million investment in Atmos Energy might look routine, but it most certainly signals where smart money is looking for stability. When markets swing between excitement and anxiety, reliable cash flow businesses often become the quiet winners.
Atmos Energy is a regulated natural-gas utility serving about three million customers across eight states. The company earns predictable and government-approved returns for providing essential services that households and businesses rely on every day. Its size gives it efficiency and bargaining power with regulators, and that in turns help fund ongoing upgrades for safety and capacity. With roughly seventy thousand miles of distribution and transmission mains, Atmos Energy's network forms a moat that would be costly and difficult to replicate.
The heart of Atmos Energy's focus is straightforward: expand and modernize infrastructure, enhance safety measures, and return cash to shareholders through a consistently rising dividend. This combination has helped Atmos Energy outperform the S&P 500 over the past year while preserving the stability investors prize in volatile markets.
For long-term investors, Atmos Energy is a textbook study in how stability pays. By delivering a service people rely on daily and reinvesting with discipline, the company turns predictability into lasting performance.
Glossary
Stake: The ownership interest or investment a fund or individual holds in a company.
Assets Under Management (AUM): The total market value of investments managed by a fund or investment firm.
Regulated Utility: A company whose prices and operations are overseen by government agencies to ensure fair service.
Distribution (natural gas): The process of delivering natural gas from pipelines to end customers, such as homes and businesses.
Pipeline Services: Services related to the transportation and management of energy products through pipelines.
Ancillary Services: Additional services provided by utilities beyond their primary function, often supporting reliability and infrastructure.
Position (in a fund): The amount of a particular security or investment held by a fund or investor.
Outperforming: Achieving a higher return or better performance than a benchmark or comparable group.
TTM: The 12-month period ending with the most recent quarterly report.
Transmission Mains: Large pipelines that transport natural gas over long distances to distribution networks.
Public Authority Customers: Government or municipal entities that purchase services from a utility.
Resilient Business Model: A company structure designed to maintain stable performance despite economic or market changes.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Atmos Energy Keeps Proving That Stability Wins Over Volatility

Caterpillar Inc. CAT is anticipated to report lower year-over-year earnings despite modest revenue growth when it releases third-quarter 2025 results on Oct. 29, before the opening bell. While we expect each of its segments to post volume and revenue growth in the quarter, higher costs stemming from tariff-related pressures are likely to have weighed on its bottom-line performance.
The Zacks Consensus Estimate for Caterpillar’s third-quarter revenues is pegged at $16.75 billion for the quarter, indicating a 3.98% year-over-year rise. The consensus estimate for earnings has moved down 2.59% over the past 60 days to $4.52 per share, which implies a 12.6% decline from the year-ago actual.
Image Source: Zacks Investment Research
Caterpillar’s Earnings Surprise History
CAT’s earnings outpaced the Zacks Consensus Estimates in one of the trailing four quarters while missing in the remaining three quarters, the average surprise being a negative 1.01%. This is depicted in the following chart.
Image Source: Zacks Investment Research
What the Zacks Model Unveils for CAT Stock
Our proven model does not conclusively predict an earnings beat for Caterpillar this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
Earnings ESP: CAT has an Earnings ESP of +1.44%. You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Zacks Rank: The company currently carries a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Likely to Have Shaped Caterpillar’s Q3 Performance
The manufacturing sector remained in contraction through the third quarter of 2025, as indicated in the Institute for Supply Management’s manufacturing index, which registered 48% in July, 48.7% in August and 49.1% in September. Although the New Orders Index briefly expanded in August at 51.4%, it remained below 50% in the other two months, signaling ongoing weakness. Concerns over tariffs led customers to scale back orders, a trend likely to have reflected in Caterpillar’s third-quarter order volumes.
CAT’s substantial backlog of $37.5 billion at the beginning of the third quarter of 2025 and higher aftermarket parts and service-related revenues are likely to have supported its top line.
All segments are expected to show volume improvement in the quarter. Notably, this suggests the Resource Industries and Construction Industries segment will likely return to volume growth in the quarter.
Overall, we expect a 4.5% contribution from volumes on third-quarter revenues, partly offset by a 0.6% decline in pricing and a 0.4% unfavorable currency impact.
Tariffs (estimated to be around $500-$600 million) are likely to have driven a 10.1% spike in the cost of sales. We anticipate a 6% increase in selling, general and administrative expenses and a 27% rise in research and development costs.
Factoring in the expected growth in revenues offset by higher costs, our model projects a 19% year-over-year decrease in adjusted operating income to $2.62 billion. We expect the operating margin to be 15.8% in the third quarter, implying a contraction from the 20% reported in the third quarter of 2024.
Our Projections for CAT's Segments in Q3
Our model projects the Resource Industries segment's external sales at $2.95 billion for the third quarter, indicating a 0.4% year-over-year uptick. We expect a 3.6% rise in volume for the segment and an unfavorable 3.2% pricing.
The segment is expected to report an operating profit of $615.7 million, suggesting a 0.5% year-over-year dip. The segment’s operating margin is projected to be 20.9%, lower than the 21.1% reported in third-quarter 2024.
The Construction Industries segment’s external sales are projected at $6.72 billion, indicating growth of 6.4% from the year-ago quarter’s actual. We expect a 7.8% improvement in volumes. However, it will be offset by a 0.8% drop in pricing and an unfavorable impact of 0.6% from currency translation.
The segment’s operating profit is projected to be $1.55 billion, indicating year-over-year growth of 4.5%. We project the segment’s margins at 23.1%, implying a slight contraction from the year-ago quarter’s 23.5%.
For the Energy and Transportation segment, we expect external sales to be $6.1 billion, suggesting a 1.7% rise from the year-ago quarter’s actual. Volume growth is projected to be 1.1% as improved demand in Power Generation, Oil and Gas, and Industrial is expected to have been offset by declines in Transportation. Pricing is expected to contribute 0.8% to the segment’s sales growth, while currency impact is expected to have a negative 0.3% impact.
Our estimate for the segment’s operating profit is $1.53 billion for the third quarter of 2025, suggesting a 7.1% increase year over year. The operating margin is projected to be 25.1%, higher than the 23.9% reported in the third quarter of 2024.
Caterpillar’s Price Performance
CAT has gained 20.7% in the past three months compared with the industry’s 20.3% growth.
Image Source: Zacks Investment Research
Stocks That Warrant a Look
Here are some companies with the right combination of elements to post an earnings beat in their upcoming releases.
AptarGroup ATR, slated to release third-quarter 2025 results on Oct. 30, has an Earnings ESP of +1.27% and a Zacks Rank of 2 at present. The Zacks Consensus Estimate for AptarGroup’s third-quarter 2025 earnings is pegged at $1.57 per share, suggesting a year-over-year rise of 5.4%. AptarGroup has a trailing four-quarter average surprise of 8.3%.
Terex Corporation TEX, slated to release third-quarter 2025 results on Oct. 30, has an Earnings ESP of +0.27% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for Terex’s third-quarter 2025 earnings is pegged at $1.22 per share, suggesting a year-over-year decline of 16.4%. Terex has a trailing four-quarter average surprise of 22.3%.
Sealed Air Corporation SEE, set to release third-quarter 2025 results on Nov. 4, has an Earnings ESP of +1.28% and a Zacks Rank of 3 at present. The Zacks Consensus Estimate for Sealed Air’s third-quarter 2025 earnings is pegged at 68 cents per share, suggesting a year-over-year decline of 13.9%. Sealed Air has a trailing four-quarter average surprise of 19.04%.
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CAT to Report Q3 Earnings: Can Volume Recovery Offset Tariff Woes?

Fintel reports that on October 22, 2025, RBC Capital initiated coverage of Caterpillar (NYSE:CAT) with a Sector Perform recommendation.
Analyst Price Forecast Suggests 11.37% Downside
As of September 30, 2025, the average one-year price target for Caterpillar is $455.65/share. The forecasts range from a low of $353.50 to a high of $567.00. The average price target represents a decrease of 11.37% from its latest reported closing price of $514.10 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Caterpillar is 66,650MM, an increase of 5.56%. The projected annual non-GAAP EPS is 18.45.
What is the Fund Sentiment?
There are 4,099 funds or institutions reporting positions in Caterpillar. This is an increase of 135 owner(s) or 3.41% in the last quarter. Average portfolio weight of all funds dedicated to CAT is 0.43%, an increase of 10.23%. Total shares owned by institutions decreased in the last three months by 1.90% to 370,347K shares. The put/call ratio of CAT is 1.27, indicating a bearish outlook.
What are Other Shareholders Doing?
State Farm Mutual Automobile Insurance holds 17,669K shares representing 3.77% ownership of the company. No change in the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 15,121K shares representing 3.23% ownership of the company. In its prior filing, the firm reported owning 15,099K shares , representing an increase of 0.14%. The firm increased its portfolio allocation in CAT by 5.17% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 13,349K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 13,279K shares , representing an increase of 0.53%. The firm increased its portfolio allocation in CAT by 5.13% over the last quarter.
Geode Capital Management holds 10,467K shares representing 2.23% ownership of the company. In its prior filing, the firm reported owning 10,517K shares , representing a decrease of 0.47%. The firm increased its portfolio allocation in CAT by 4.32% over the last quarter.
Fisher Asset Management holds 9,418K shares representing 2.01% ownership of the company. In its prior filing, the firm reported owning 9,210K shares , representing an increase of 2.21%. The firm increased its portfolio allocation in CAT by 10.39% over the last quarter.
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This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

RBC Capital Initiates Coverage of Caterpillar (CAT) with Sector Perform Recommendation

A look at the weighted underlying holdings of the SPDR Dow Jones Industrial Average ETF Trust (Symbol: DIA) shows an impressive 11.8% of holdings on a weighted basis have experienced insider buying within the past six months.
Caterpillar Inc. (Symbol: CAT), which makes up 6.97% of the SPDR Dow Jones Industrial Average ETF Trust (Symbol: DIA), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $2,813,370,565 worth of CAT, making it the #2 largest holding. The table below details the recent insider buying activity observed at CAT:
CAT — last trade: $524.65 — Recent Insider Buys:
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Insiders Buy the Holdings of DIA ETF

In the latest trading session, Caterpillar (CAT) closed at $524.65, marking a -1.23% move from the previous day. Elsewhere, the Dow gained 0.47%, while the tech-heavy Nasdaq lost 0.16%.
Shares of the construction equipment company have appreciated by 12.51% over the course of the past month, outperforming the Industrial Products sector's gain of 1.12%, and the S&P 500's gain of 1.16%.
The upcoming earnings release of Caterpillar will be of great interest to investors. The company's earnings report is expected on October 29, 2025. The company is forecasted to report an EPS of $4.52, showcasing a 12.57% downward movement from the corresponding quarter of the prior year. Meanwhile, the latest consensus estimate predicts the revenue to be $16.75 billion, indicating a 3.98% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $17.83 per share and revenue of $64.88 billion, which would represent changes of -18.58% and +0.1%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for Caterpillar. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.45% lower. At present, Caterpillar boasts a Zacks Rank of #4 (Sell).
From a valuation perspective, Caterpillar is currently exchanging hands at a Forward P/E ratio of 29.79. For comparison, its industry has an average Forward P/E of 16.09, which means Caterpillar is trading at a premium to the group.
It's also important to note that CAT currently trades at a PEG ratio of 3.02. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Manufacturing - Construction and Mining industry currently had an average PEG ratio of 4.02 as of yesterday's close.
The Manufacturing - Construction and Mining industry is part of the Industrial Products sector. At present, this industry carries a Zacks Industry Rank of 202, placing it within the bottom 19% of over 250 industries.
The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
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Caterpillar (CAT) Stock Moves -1.23%: What You Should Know

Looking at the universe of stocks we cover at Dividend Channel, on 10/20/25, Caterpillar Inc. (Symbol: CAT), Graco Inc (Symbol: GGG), and Owens Corning (Symbol: OC) will all trade ex-dividend for their respective upcoming dividends. Caterpillar Inc. will pay its quarterly dividend of $1.51 on 11/20/25, Graco Inc will pay its quarterly dividend of $0.275 on 11/5/25, and Owens Corning will pay its quarterly dividend of $0.69 on 11/6/25. As a percentage of CAT's recent stock price of $534.05, this dividend works out to approximately 0.28%, so look for shares of Caterpillar Inc. to trade 0.28% lower — all else being equal — when CAT shares open for trading on 10/20/25. Similarly, investors should look for GGG to open 0.33% lower in price and for OC to open 0.54% lower, all else being equal.
Below are dividend history charts for CAT, GGG, and OC, showing historical dividends prior to the most recent ones declared.
Caterpillar Inc. (Symbol: CAT):
Graco Inc (Symbol: GGG):
Owens Corning (Symbol: OC):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.13% for Caterpillar Inc., 1.34% for Graco Inc, and 2.17% for Owens Corning.
Free Report: Top 8%+ Dividends (paid monthly)
In Thursday trading, Caterpillar Inc. shares are currently up about 1.2%, Graco Inc shares are up about 0.3%, and Owens Corning shares are down about 0.8% on the day.
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Ex-Dividend Reminder: Caterpillar, Graco and Owens Corning

Fintel reports that on October 15, 2025, B of A Securities maintained coverage of Caterpillar (NYSE:CAT) with a Buy recommendation.
Analyst Price Forecast Suggests 14.69% Downside
As of September 30, 2025, the average one-year price target for Caterpillar is $455.65/share. The forecasts range from a low of $353.50 to a high of $567.00. The average price target represents a decrease of 14.69% from its latest reported closing price of $534.14 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Caterpillar is 66,650MM, an increase of 5.56%. The projected annual non-GAAP EPS is 18.45.
What is the Fund Sentiment?
There are 4,082 funds or institutions reporting positions in Caterpillar. This is an increase of 141 owner(s) or 3.58% in the last quarter. Average portfolio weight of all funds dedicated to CAT is 0.43%, an increase of 9.89%. Total shares owned by institutions increased in the last three months by 0.18% to 370,721K shares. The put/call ratio of CAT is 1.10, indicating a bearish outlook.
What are Other Shareholders Doing?
State Farm Mutual Automobile Insurance holds 17,669K shares representing 3.77% ownership of the company. No change in the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 15,121K shares representing 3.23% ownership of the company. In its prior filing, the firm reported owning 15,099K shares , representing an increase of 0.14%. The firm increased its portfolio allocation in CAT by 5.17% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 13,349K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 13,279K shares , representing an increase of 0.53%. The firm increased its portfolio allocation in CAT by 5.13% over the last quarter.
Geode Capital Management holds 10,467K shares representing 2.23% ownership of the company. In its prior filing, the firm reported owning 10,517K shares , representing a decrease of 0.47%. The firm increased its portfolio allocation in CAT by 4.32% over the last quarter.
Fisher Asset Management holds 9,418K shares representing 2.01% ownership of the company. In its prior filing, the firm reported owning 9,210K shares , representing an increase of 2.21%. The firm increased its portfolio allocation in CAT by 10.39% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

B of A Securities Maintains Caterpillar (CAT) Buy Recommendation

Fintel reports that on October 14, 2025, Bernstein maintained coverage of Caterpillar (NYSE:CAT) with a Market Perform recommendation.
Analyst Price Forecast Suggests 13.63% Downside
As of September 30, 2025, the average one-year price target for Caterpillar is $455.65/share. The forecasts range from a low of $353.50 to a high of $567.00. The average price target represents a decrease of 13.63% from its latest reported closing price of $527.55 / share.
See our leaderboard of companies with the largest price target upside.
The projected annual revenue for Caterpillar is 66,650MM, an increase of 5.56%. The projected annual non-GAAP EPS is 18.45.
What is the Fund Sentiment?
There are 4,076 funds or institutions reporting positions in Caterpillar. This is an increase of 138 owner(s) or 3.50% in the last quarter. Average portfolio weight of all funds dedicated to CAT is 0.43%, an increase of 10.06%. Total shares owned by institutions increased in the last three months by 0.17% to 370,732K shares. The put/call ratio of CAT is 1.10, indicating a bearish outlook.
What are Other Shareholders Doing?
State Farm Mutual Automobile Insurance holds 17,669K shares representing 3.77% ownership of the company. No change in the last quarter.
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares holds 15,121K shares representing 3.23% ownership of the company. In its prior filing, the firm reported owning 15,099K shares , representing an increase of 0.14%. The firm increased its portfolio allocation in CAT by 5.17% over the last quarter.
VFINX - Vanguard 500 Index Fund Investor Shares holds 13,349K shares representing 2.85% ownership of the company. In its prior filing, the firm reported owning 13,279K shares , representing an increase of 0.53%. The firm increased its portfolio allocation in CAT by 5.13% over the last quarter.
Geode Capital Management holds 10,467K shares representing 2.23% ownership of the company. In its prior filing, the firm reported owning 10,517K shares , representing a decrease of 0.47%. The firm increased its portfolio allocation in CAT by 4.32% over the last quarter.
Fisher Asset Management holds 9,418K shares representing 2.01% ownership of the company. In its prior filing, the firm reported owning 9,210K shares , representing an increase of 2.21%. The firm increased its portfolio allocation in CAT by 10.39% over the last quarter.
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Bernstein Maintains Caterpillar (CAT) Market Perform Recommendation

The S&P 500 (SNPINDEX: ^GSPC) fell 0.16% to 6,644.31, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) dropped 0.76% to 22,521.70. The Dow Jones Industrial Average (DJINDICES: ^DJI) managed a 0.44% gain to 46,270.46, lifted by banking and industrial stocks earlier in the session before broader markets turned lower into the close.
Equities lost momentum in afternoon trading as renewed U.S.–China trade tensions rattled investors. Reports that Beijing restricted new business with certain foreign manufacturers raised fears of a broader slowdown in cross-border investment and supply chain disruptions.
Federal Reserve Chair
The S&P 500 (SNPINDEX:^GSPC) fell 0.16% to 6,644.31, while the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 0.76% to 22,521.70. The Dow Jones Industrial Average (DJINDICES:^DJI) managed a 0.44% gain to 46,270.46, lifted by banking and industrial stocks earlier in the session before broader markets turned lower into the close.
Equities lost momentum in afternoon trading as renewed U.S.–China trade tensions rattled investors. Reports that Beijing restricted new business with certain foreign manufacturers raised fears of a broader slowdown in cross-border investment and supply chain disruptions.
Federal Reserve Chair Jerome Powell's latest comments reinforced a cautious tone, suggesting the Fed remains data-dependent as it evaluates the timing of potential rate cuts. The combination of trade anxiety and tempered policy outlook sent tech and semiconductor names lower, with Nvidia Corp. (NASDAQ: NVDA) and Intel Corp. (NASDAQ: INTC)among the biggest decliners.
By contrast, Wells Fargo & Co. (NYSE: WFC), Citigroup Inc. (NYSE: C), and Caterpillar Inc. (NYSE: CAT) helped the Dow stay afloat, buoyed by strong earnings and industrial resilience.
Investors will continue to monitor developments in U.S.–China relations and upcoming inflation data for signs of whether global trade and growth momentum can stabilize.
's latest comments reinforced a cautious tone, suggesting the Fed remains data-dependent as it evaluates the timing of potential rate cuts. The combination of trade anxiety and tempered policy outlook sent tech and semiconductor names lower, with Nvidia Corp. (NASDAQ: NVDA) and Intel Corp. (NASDAQ: INTC) among the biggest decliners.
By contrast, Wells Fargo & Co. (NYSE: WFC), Citigroup Inc. (NYSE: C), and Caterpillar Inc. (NYSE: CAT) helped the Dow stay afloat, buoyed by strong earnings and industrial resilience.
Investors will continue to monitor developments in U.S.–China relations and upcoming inflation data for signs of whether global trade and growth momentum can stabilize.
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Wells Fargo is an advertising partner of Motley Fool Money. Citigroup is an advertising partner of Motley Fool Money. Daily Stock News has no position in any of the stocks mentioned. This article was generated with GPT-5, OpenAI's large-scale language generation model and has been reviewed by The Motley Fool's AI quality control systems. The Motley Fool has positions in and recommends Intel and Nvidia. The Motley Fool recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	13.94 21.58
Price/Sales	2.33 1.29
P/B	7.54 2.25
P/FCF	15.77 17.83

Indicator	TTM Median
ROE	58.59 15.71
ROA	12.66 6.45
ROI	24.60 9.56
Net Worth	150.44 1.27
Quick Ratio	0.89 1.16
Current Ratio	1.42 1.57

Indicator	TTM Median
Net Profit Margin	16.65 7.31
Operating Margin	20.17 10.18
Gross Margin	37.97 32.50
Return on tangible equity	85.10 25.81

Indicator	TTM Median
EPS	4.25 0.49
EPS Forecast	4.30 0.53
Revenue	16.22B 194.00M
Gross Profit	5.89B —
EBITDA	3.82B —

Caterpillar, Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

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Efficiency

Other ratios

Revenue