Recent discussions on X about Caterpillar Inc. (CAT) have been buzzing with activity, largely driven by the stock's new all-time high and analyst upgrades. Many users are pointing to strong demand in energy and data center infrastructure as a key driver behind the stock's momentum. There’s also chatter about the company’s consistent dividend hikes, marking its 31st consecutive year of increases, which has fueled optimism among investors.
Additionally, posts on X highlight recent price target raises by major firms, with some analysts suggesting significant upside potential for the stock. However, not all sentiment is uniformly positive, as a few users have raised concerns about projected declines in earnings per share ahead of the upcoming earnings report. The mix of bullish momentum and cautious outlooks keeps the conversation dynamic and engaging.
Note: This discussion summary was generated from an AI condensation of post data.
Caterpillar Inc. Congressional Stock Trading
Members of Congress have traded $CAT stock 14 times in the past 6 months. Of those trades, 8 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $CAT stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 05/15 and 2 sales worth up to $30,000 on 04/08, 02/25.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $50,000 on 04/17 and 3 sales worth up to $200,000 on 05/12, 03/13, 02/24.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 04/04, 03/17 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 2 purchases worth up to $30,000 on 04/08, 03/03 and 1 sale worth up to $15,000 on 04/21.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Caterpillar Inc. Insider Trading Activity
Caterpillar Inc. insiders have traded $CAT stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CAT stock by insiders over the last 6 months:
- JASON KAISER (Group President) sold 2,425 shares for an estimated $860,147
- DAVID MACLENNAN purchased 375 shares for an estimated $120,262
- GERALD JOHNSON has made 2 purchases buying 200 shares for an estimated $68,405 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Caterpillar Inc. Hedge Fund Activity
We have seen 1,277 institutional investors add shares of Caterpillar Inc. stock to their portfolio, and 1,306 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 8,324,751 shares (-50.8%) from their portfolio in Q1 2025, for an estimated $2,745,502,879
- GAMMA INVESTING LLC removed 3,719,545 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $1,443,964,564
- FMR LLC removed 2,807,415 shares (-59.2%) from their portfolio in Q1 2025, for an estimated $925,885,467
- BANK OF AMERICA CORP /DE/ added 1,467,525 shares (+31.0%) to their portfolio in Q1 2025, for an estimated $483,989,745
- PACER ADVISORS, INC. added 1,364,183 shares (+2723.1%) to their portfolio in Q1 2025, for an estimated $449,907,553
- ALTSHULER SHAHAM LTD added 1,000,616 shares (+10006160.0%) to their portfolio in Q1 2025, for an estimated $330,003,156
- CAPITAL RESEARCH GLOBAL INVESTORS added 812,109 shares (+27.8%) to their portfolio in Q1 2025, for an estimated $267,833,548
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Caterpillar Inc. Government Contracts
We have seen $296,063,577 of award payments to $CAT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 8511039903!WHEEL LOADER: $29,714,719
- 8510759514!ARMRD LDR: $26,374,272
- 8510840154!D9R DOZERS: $18,314,160
- DELIVERY ORDER W912CH-25-F-0078 IS FOR THE PROCUREMENT OF 8 TYPE I EH DOZERS, 16 TYPE II EH DOZERS, 17 STTE...: $17,552,032
- 8510836654!ARMRD LDR: $14,859,589
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Caterpillar Inc. Analyst Ratings
Wall Street analysts have issued reports on $CAT in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Oppenheimer issued a "Outperform" rating on 07/17/2025
- Melius Research issued a "Buy" rating on 07/09/2025
- Citigroup issued a "Buy" rating on 06/24/2025
- Truist Securities issued a "Buy" rating on 06/23/2025
- Baird issued a "Outperform" rating on 06/20/2025
- JP Morgan issued a "Overweight" rating on 04/14/2025
- B of A Securities issued a "Buy" rating on 01/31/2025
To track analyst ratings and price targets for Caterpillar Inc., check out Quiver Quantitative's $CAT forecast page.
Caterpillar Inc. Price Targets
Multiple analysts have issued price targets for $CAT recently. We have seen 11 analysts offer price targets for $CAT in the last 6 months, with a median target of $414.0.
Here are some recent targets:
- Kristen Owen from Oppenheimer set a target price of $483.0 on 07/17/2025
- Tami Zakaria from JP Morgan set a target price of $475.0 on 07/10/2025
- Rob Wertheimer from Melius Research set a target price of $500.0 on 07/09/2025
- Kyle Menges from Citigroup set a target price of $420.0 on 06/24/2025
- Jamie Cook from Truist Securities set a target price of $414.0 on 06/23/2025
- Mircea Dobre from Baird set a target price of $422.0 on 06/20/2025
- David Raso from Evercore ISI Group set a target price of $373.0 on 05/19/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
