Caterpillar Inc. $CAT Shares Sold by Cyndeo Wealth Partners LLC

Posted by Stanley Muller on Oct 17th, 2026

Cyndeo Wealth Partners LLC decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 12.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 8,997 shares of the industrial products company’s stock after selling 1,289 shares during the period. Cyndeo Wealth Partners LLC’s holdings in Caterpillar were worth $7,295,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in CAT. Stonebridge Financial Group LLC boosted its position in Caterpillar by 0.7% during the 2nd quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock valued at $1,741,000 after buying an additional 11 shares during the period. Inspirion Wealth Advisors LLC increased its position in shares of Caterpillar by 1.2% in the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after acquiring an additional 11 shares during the period. Bell Bank increased its position in shares of Caterpillar by 0.6% in the second quarter. Bell Bank now owns 1,865 shares of the industrial products company’s stock valued at $1,986,000 after acquiring an additional 11 shares during the period. Cornerstone Advisory LLC raised its stake in shares of Caterpillar by 0.7% during the first quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after acquiring an additional 12 shares during the last quarter. Finally, Sunbeam Capital Management LLC raised its stake in shares of Caterpillar by 1.1% during the first quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after acquiring an additional 13 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar Trading Down 0.8%

NYSE:CAT opened at $730.01 on Friday. The company has a 50-day moving average price of $812.24 and a 200-day moving average price of $855.37. Caterpillar Inc. has a 12 month low of $510.21 and a 12 month high of $1,073.46. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market cap of $335.57 billion, a price-to-earnings ratio of 31.41, a P/E/G ratio of 1.27 and a beta of 1.58.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results 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. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the previous year, the firm posted $4.72 EPS. The company’s revenue for the quarter was up 23.7% compared to the same quarter last year. Equities analysts predict that Caterpillar Inc. will post 27.49 EPS for the current year.

Caterpillar Dividend Announcement

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 $1.63 dividend. The ex-dividend date is Monday, October 26th. This represents a $6.52 annualized dividend and a yield of 0.9%. Caterpillar’s dividend payout ratio (DPR) is 28.06%.

Insiders Place Their Bets

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the company’s 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 transaction, the chief executive officer owned 34,555 shares in the company, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on CAT. Truist Financial dropped their target price on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating for the company in a report on Monday, October 5th. Sanford C. Bernstein restated a “market perform” rating and set a $749.00 price target on shares of Caterpillar in a report on Wednesday. President Capital initiated coverage on Caterpillar in a research report on Friday, September 18th. They set a “buy” rating and a $999.00 price target for the company. Erste Group Bank cut Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Finally, Freedom Broker upgraded Caterpillar from a “hold” rating to a “buy” rating and set a $980.00 price objective on the stock in a research report on Thursday, September 10th. Fifteen research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $967.83.

View Our Latest Report on CAT

Key Headlines Impacting Caterpillar

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

Caterpillar Company Profile

(Free Report)

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.