Asset Advisory Group Inc. Makes New $1.64 Million Investment in Caterpillar Inc. $CAT

Posted by George Bondi on Oct 20th, 2026

Asset Advisory Group Inc. purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 2,026 shares of the industrial products company’s stock, valued at approximately $1,642,000.

Several other hedge funds also recently bought and sold shares of CAT. Decker Retirement Planning Inc. grew its stake in shares of Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares in the last quarter. Matrix Trust Co increased its stake in Caterpillar by 93.8% in the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after acquiring an additional 15 shares during the last quarter. Axiom Investment Management LLC bought a new stake in shares of Caterpillar during the 2nd quarter worth $36,000. Lam Group Inc. bought a new stake in shares of Caterpillar during the first quarter worth $26,000. Finally, Tacita Capital Inc acquired a new position in shares of Caterpillar in the second quarter valued at approximately $47,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the company’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the completion of the transaction, the chief executive officer directly owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, 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: North Carolina investment supports long-term growth: Caterpillar is investing $10 million and expanding its manufacturing workforce in North Carolina. The spending could strengthen production capacity, support local operations, and reinforce the company’s domestic manufacturing footprint, although the financial effect is likely modest in the near term. Caterpillar expands North Carolina manufacturing workforce investment
Neutral Sentiment: Analyst sentiment is being reviewed: A Zacks article examines whether Wall Street analysts view Caterpillar as a good investment and explains the influence of sell-side recommendations. The report appears to provide rating and consensus context rather than announce a clearly identified new upgrade or downgrade, limiting its immediate impact on CAT. Wall Street Analysts Think Caterpillar Is a Good Investment: Is It?
Neutral Sentiment: Peer-performance comparison offers limited new information: Zacks compares CAT’s year-to-date performance with W.W. Grainger and the broader industrial-products sector. The article may influence investor perceptions of relative strength, but the supplied headline does not identify a specific outperforming or underperforming result. Is Caterpillar Stock Outpacing Its Industrial Products Peers This Year?
Neutral Sentiment: Mining-stock watchlists provide sector visibility: Caterpillar is mentioned in articles identifying mining stocks to follow or watch. These lists may highlight exposure to mining-equipment demand, but they do not represent a new contract, earnings estimate change, or company announcement. Mining Stocks To Follow Today

Caterpillar Price Performance

Caterpillar stock traded down $3.08 during midday trading on Tuesday, hitting $722.72. 1,090,171 shares of the company’s stock were exchanged, compared to its average volume of 2,816,061. Caterpillar Inc. has a 52-week low of $510.21 and a 52-week high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The company has a market cap of $332.21 billion, a P/E ratio of 31.10, a PEG ratio of 1.26 and a beta of 1.58. The stock has a 50-day moving average price of $810.02 and a two-hundred day moving average price of $856.81.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s revenue was up 23.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.72 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 27.49 earnings per share 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 yield of 0.9%. The ex-dividend date is Monday, October 26th. Caterpillar’s dividend payout ratio (DPR) is presently 28.06%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on CAT shares. Oppenheimer cut their price target on shares of Caterpillar from $1,118.00 to $1,009.00 and set an “outperform” rating on the stock in a report on Wednesday, October 14th. Barclays boosted their price objective on Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Erste Group Bank lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Needham & Company LLC set a $980.00 target price on Caterpillar in a report on Thursday, September 10th. Finally, Sanford C. Bernstein reiterated a “market perform” rating and issued a $749.00 price objective on shares of Caterpillar in a research note on Wednesday, October 14th. Fifteen equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $967.83.

Check Out Our Latest Research Report on Caterpillar

About Caterpillar

(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.