5,247 Caterpillar Inc. $CAT Shares Sold by Soltis Investment Advisors LLC

Posted by Geri Gentry on Oct 30th, 2026

Soltis Investment Advisors LLC trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 55.9% during the third quarter, HoldingsChannel reports. The fund owned 4,145 shares of the industrial products company’s stock after selling 5,247 shares during the period. Soltis Investment Advisors LLC’s holdings in Caterpillar were worth $3,361,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. BlackRock Inc. bought a new position in Caterpillar during the 2nd quarter worth about $40,457,153,000. Bank of America Corp DE bought a new stake in shares of Caterpillar in the second quarter valued at about $5,818,150,000. Bank of New York Mellon Corp bought a new stake in shares of Caterpillar in the second quarter valued at about $3,192,710,000. Legal & General Group Plc acquired a new position in shares of Caterpillar during the second quarter worth about $2,783,451,000. Finally, Ascentis Wealth Management LLC boosted its position in shares of Caterpillar by 110,539.0% during the second quarter. Ascentis Wealth Management LLC now owns 2,518,143 shares of the industrial products company’s stock worth $2,711,772,000 after buying an additional 2,515,867 shares during the period. 70.98% of the stock is owned by institutional investors.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the business’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 of the company’s stock, valued at $27,954,303.90. The trade was a 48.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.33% of the stock is owned by company insiders.

Caterpillar Price Performance

Shares of NYSE CAT opened at $647.22 on Friday. The stock has a market capitalization of $297.51 billion, a price-to-earnings ratio of 27.85, a PEG ratio of 1.22 and a beta of 1.58. The business has a 50-day moving average of $787.07 and a 200-day moving average of $807.56. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. Caterpillar Inc. has a fifty-two week low of $537.08 and a fifty-two week high of $1,073.46.

Caterpillar (NYSE:CAT – Get Free Report) last released its earnings results on Thursday, October 29th. The industrial products company reported $7.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $7.06 by $0.14. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. The business had revenue of $20.68 billion for the quarter, compared to the consensus estimate of $20.76 billion. During the same quarter in the previous year, the business earned $4.95 earnings per share. Caterpillar’s quarterly revenue was up 17.3% on a year-over-year basis. As a group, sell-side analysts predict that Caterpillar Inc. will post 27.74 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, November 19th. Shareholders of record on Monday, October 26th will be paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, October 26th. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar reported third-quarter sales and revenue of $20.7 billion, up 17% year over year, while adjusted earnings per share of $7.20 exceeded analysts’ $7.06 estimate. Caterpillar Reports Third-Quarter 2026 Results
Positive Sentiment: Demand tied to data-center and power-generation infrastructure remained strong. Power-generation sales rose about 30%, and Caterpillar highlighted a record $78.1 billion backlog, supporting longer-term growth prospects. Caterpillar Q3 2026 Earnings Call Transcript
Positive Sentiment: The company deployed $2.0 billion toward share repurchases and dividends during the quarter, providing shareholder returns alongside strong profit growth. Caterpillar Reports Third-Quarter 2026 Results
Neutral Sentiment: Management maintained its annual sales outlook and expects only “moderate” revenue growth in the fourth quarter. This signals continued demand but offers little upside relative to the elevated expectations embedded in CAT’s valuation. Caterpillar Revenue Miss, Outlook Digs Hole for Dow Jones Industrial Average
Negative Sentiment: Revenue of $20.68 billion fell slightly short of the roughly $20.76 billion consensus forecast. Investors also cited rising inventories, tariff-related costs and capacity constraints, making the earnings beat less persuasive and raising concerns about near-term margins and growth. Caterpillar Stock Slides After Missing Revenue Forecasts

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on the company. DA Davidson lifted their target price on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a research report on Thursday, August 6th. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $749.00 price target on shares of Caterpillar in a research report on Wednesday, October 14th. Wells Fargo & Company decreased their price target on shares of Caterpillar from $1,155.00 to $840.00 and set an “overweight” rating for the company in a research note on Monday. Truist Financial decreased their price target on shares of Caterpillar from $1,225.00 to $1,100.00 and set a “buy” rating for the company in a research note on Monday, October 5th. Finally, Robert W. Baird set a $970.00 price objective on shares of Caterpillar in a report on Wednesday, August 5th. Fifteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $947.42.

Check Out Our Latest Stock Analysis on CAT

Caterpillar 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.