Dec 31, 2025 • MarketBeat
BULLISH
Caterpillar Inc. $CAT Shares Purchased by Merit Financial Group LLC
Merit Financial Group LLC significantly increased its stake in Caterpillar Inc. ($CAT) by 9.0% in the third quarter, now owning 33,382 shares valued at approximately $15.93 million. This increase comes as surging demand for Caterpillar's generators, driven by AI and data center needs, has propelled the stock to become the Dow's top performer this year, prompting analyst price target upgrades to an average of $616. Despite insider selling, institutional investors collectively own about 70.98% of the company, reflecting strong investor confidence in its growth trajectory.
Dec 31, 2025 • Stocktwits
NEUTRAL
Caterpillar Turned To AI As Construction Slowed — And Investors Rewarded It With Its Best Run In Years
Caterpillar has seen significant growth by pivoting to support the artificial intelligence boom, providing power generation equipment for data centers. Despite a sluggish construction market, Caterpillar's focus on AI-related infrastructure has led to a 25% increase in its Energy and Transportation segment sales and its best annual stock performance in eight years. The company is also expanding its manufacturing in Indiana to meet the rising demand for power solutions for AI, data centers, and other critical infrastructure.
Dec 31, 2025 • MarketBeat
BULLISH
Smith Salley Wealth Management Increases Position in Caterpillar Inc. $CAT
Smith Salley Wealth Management has increased its stake in Caterpillar Inc. (NYSE:CAT) by 16.9% during Q3, now holding 15,263 shares valued at approximately $7.283 million. The increase comes as Caterpillar beat quarterly earnings estimates, with analysts raising price targets and assigning a "Moderate Buy" rating, driven by surging demand for generators tied to AI and data center infrastructure. The article also details institutional ownership changes, price performance, dividend announcements, and recent insider trading activities.
Dec 31, 2025 • MarketBeat
BULLISH
Caterpillar Inc. $CAT Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its stake in Caterpillar Inc. by 30.5% in Q3, selling 43,753 shares, though institutional ownership remains high at 70.98% overall due to significant acquisitions by other firms like Valeo Financial Advisors and Norges Bank. Caterpillar recorded an earnings beat, increased revenue, and declared a quarterly dividend, with analysts upgrading price targets due to rising demand for generators for data centers and AI, despite some valuation concerns. The company's stock performance has been strong, driven by AI-related demand, making it a top performer on the Dow while insiders have sold some shares.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
Quanta Services, Inc. $PWR Position Boosted by Diversified Trust Co
Diversified Trust Co increased its stake in Quanta Services (NYSE:PWR) by 482.2% during Q3, now owning 5,473 shares valued at $2.268 million. Other institutional investors also adjusted their holdings, and insider trading activity included significant sales by a director and an EVP in November. The company reported strong Q3 earnings, beating consensus estimates, and analysts have issued "Buy" ratings with an average price target of $450.10.
Dec 31, 2025 • AD HOC NEWS
SOMEWHAT-BULLISH
The Truth About Cummins Inc: Is This Powerhouse Stock Seriously Slept On?
Cummins Inc. (CMI), an established engine and power systems company, is actively transitioning into the clean energy sector with investments in hydrogen, fuel cells, and electric powertrains. Despite not being a "flashy" AI or meme stock, CMI offers steady growth, dividends, and a strong market cap, appealing to long-term, fundamentals-focused investors. The article suggests that while the company faces risks from economic slowdowns and regulatory changes, its strategic pivot positions it as a solid pick for a diversified portfolio.