Whales with a lot of money to spend have taken a noticeably bearish stance on Caterpillar.Looking at options history for Caterpillar (NYSE:CAT) we detected 67 trades.If we consider the specifics of each trade, it is accurate to state that 26% of the investors opened trades with bullish expectations and 50% with bearish.From the overall spotted trades, 10 are puts, for a total amount of $369,229 and 57, calls, for a total amount of $3,715,607.Expected Price MovementsAnalyzing the Volume and Open Interest in ...

Caterpillar Inc. (NYSE:CAT) is included among the 14 Best Dividend Aristocrats to Invest in Heading into 2026. Bernstein Raises Caterpillar (CAT) Target as 2026 Recovery Comes Into View On December 19, Bernstein raised its price target on Caterpillar Inc. (NYSE:CAT) to $630 from $557 and kept a Market Perform rating. Looking at the broader sector, the firm said 2025 has been difficult from a fundamentals standpoint. Street estimates dropped 5%–10%, and core end markets moved through a familiar cyclical d ...

Group 1 - Deep-pocketed investors are showing a bullish sentiment towards Caterpillar, indicating potential significant developments ahead [1] - Recent options activity for Caterpillar has been unusually high, with 68 notable options trades observed, where 51% are bullish and 27% bearish [2] - The price target for Caterpillar is being eyed between $300.0 and $790.0 based on the volume and open interest of options contracts [3] Group 2 - The average open interest for Caterpillar options is 597.26, with a total trading volume of 15,021.00, reflecting a robust trading environment [4] - A snapshot of the options trading reveals a mix of bullish and neutral sentiments, with significant call options activity noted [8] - Caterpillar is a leading manufacturer in construction and mining equipment, with a market share approaching 20% across various products and a global operational reach [10] Group 3 - Recent expert opinions suggest an average target price of $667.5 for Caterpillar, with mixed ratings from analysts [12] - An analyst from Wells Fargo has lowered its rating to Overweight with a new price target of $675, while HSBC upgraded its rating to Buy with a target of $660 [13] - The current stock price of CAT is $591.26, reflecting a slight decrease of -0.04% [15]

Core Points - Caterpillar Inc. and its employees pledged over $15.2 million to United Way chapters across the U.S., Mexico, Canada, and Panama for the 2025-2026 campaign, matching last year's record amount [1] - The Caterpillar Foundation recorded over 12,000 volunteer hours, generating additional matching funds for local charities [2] - Caterpillar has raised over $251 million since 2000 to support United Way's mission, with the Caterpillar Foundation matching employee donations dollar-for-dollar [3] - Caterpillar was recognized as a 2025 Leading Corporate Partner by United Way for raising over $5 million annually, supporting 508 chapters globally [4] - The Caterpillar Foundation announced a $250,000 grant to the United Way of Metropolitan Dallas for vocational training and work readiness services [5][6] - Caterpillar reported sales and revenues of $64.8 billion in 2024, positioning itself as a leading manufacturer in construction and mining equipment [6] - The Caterpillar Foundation focuses on building resilient communities through investments in human, natural, and basic services infrastructure [7]

Core Insights - Investors with significant capital have adopted a bearish outlook on Caterpillar (NYSE:CAT) as indicated by recent options trading activity [1][2] - The overall sentiment among large investors is predominantly bearish, with 69% of trades being bearish compared to 13% bullish [3] Options Trading Activity - A total of 23 uncommon options trades for Caterpillar were identified, with 2 puts amounting to $235,438 and 21 calls totaling $978,879 [2][3] - The predicted price range for Caterpillar's stock, based on options activity, is between $290.0 and $660.0 [4] Volume and Open Interest Analysis - An analysis of volume and open interest provides insights into the liquidity and interest in Caterpillar's options, particularly within the strike price range of $290.0 to $660.0 over the past 30 days [5] Recent Options Snapshot - The options snapshot reveals significant trades, including bearish calls and bullish puts, with notable trade prices and open interest levels [9] Company Overview - Caterpillar is a leading manufacturer in construction and mining equipment, with a market share approaching 20% across various products and a global reach balanced between the US and international markets [11] - The company operates through multiple segments, including construction, resource, energy, and transportation, supported by a network of over 150 dealers [11] Analyst Ratings and Price Targets - Recent analyst evaluations indicate an average price target of $642.0 for Caterpillar, with varying ratings from different firms, reflecting a mix of neutral to bullish sentiments [13][14] - Analysts from UBS, Truist Securities, Barclays, Wells Fargo, and Citigroup have provided differing price targets ranging from $555 to $729 [14] Current Stock Performance - As of the latest data, Caterpillar's stock price is $576.0, reflecting a 0.4% increase, with a trading volume of 1,018,843 [16]

Core Insights - Caterpillar Inc. is the world's largest manufacturer of construction and mining equipment, with a market cap of $193.8 billion and operations across multiple segments [1] Financial Performance - Caterpillar's shares have increased by 43.2% over the past year, significantly outperforming the S&P 500 Index, which gained 14.1% [2] - Year-to-date, Caterpillar's stock has rallied by 56.6%, compared to the S&P 500's 16.4% gain [2] - The company also outperformed the Industrial Select Sector SPDR Fund, which saw a 7.7% increase over the past year [3] Recent Earnings Report - On October 29, Caterpillar's shares jumped over 11% following the release of its third-quarter earnings, which showed a 10% year-over-year revenue increase to $17.6 billion [4] - The revenue growth was driven by higher equipment volumes and strong demand in the Energy & Transportation segment, particularly for power-generation equipment [4] - Adjusted earnings were reported at $4.95, slightly lower than previous figures, with margins affected by higher manufacturing costs and tariffs [4] Future Outlook - For the fiscal year 2025, analysts project a 16.3% decline in adjusted EPS to $18.34 [5] - The company has a mixed earnings surprise history, missing estimates in two of the past four quarters while beating in the other two [5] - Among 23 analysts covering the stock, the consensus rating is a "Moderate Buy," with 12 "Strong Buy," 10 "Holds," and one "Moderate Sell" [5]

Core Insights - Whales have adopted a bullish stance on Caterpillar, with 50% of trades reflecting bullish expectations and 36% bearish [1] - Major market movers are focusing on a price band between $295.0 and $890.0 for Caterpillar over the last three months [2] - The trading volume for Caterpillar stands at 749,393, with the stock price at $570.39, reflecting a 1.3% increase [15] Options Trading Analysis - A total of 30 options trades were detected for Caterpillar, with 4 puts totaling $209,031 and 26 calls amounting to $1,901,263 [1] - The volume and open interest metrics indicate significant liquidity and investor interest in Caterpillar's options, particularly within the strike price range of $295.0 to $890.0 over the past 30 days [3] - The largest observed options trades include multiple bullish call trades with significant total trade prices, such as a $447.8K trade at a strike price of $26.5 [8] Market Position and Expert Opinions - Caterpillar is recognized as the leading manufacturer in construction and mining equipment, with a market share approaching 20% across many products [9] - Recent expert ratings suggest an average target price of $544.6, with varying opinions from analysts, including a lowered rating to Sector Perform with a new target of $560 [12][13] - The company operates a global network of over 150 dealers, providing extensive reach for sales and support services across approximately 190 countries [10]

Core Insights - Financial giants are showing a bullish sentiment towards Caterpillar, with 43% of traders being bullish and 30% bearish, indicating a strong interest in the stock's performance [1] - Significant investors are targeting a price range for Caterpillar between $260.0 and $780.0 over the past three months, reflecting optimistic expectations [2] - The trading volume for Caterpillar options has been substantial, with a total trading volume of 3,729,163 and a price increase of 13.18%, reaching $593.61 [14] Options Activity - A total of 119 unusual trades were identified for Caterpillar, with 93 calls valued at $5,944,366 and 26 puts valued at $1,303,969, highlighting a preference for call options [1] - Significant options trades include bullish trades with strike prices ranging from $165.25 to $70.0, indicating varied investor sentiment across different expiration dates [8] - The analysis of volume and open interest provides insights into liquidity and interest levels for Caterpillar's options, particularly within the strike price range of $260.0 to $780.0 [3][4] Company Overview - Caterpillar is a leading manufacturer in construction and mining equipment, with a market share approaching 20% across many products, and operates globally with a balanced presence between the US and international markets [9] - The company has a diverse product offering across its segments, including construction industries, resource industries, and energy & transportation [9] - Analysts have set an average target price of $563.4 for Caterpillar, with various ratings from different firms indicating a generally positive outlook [11][12]

Core Insights - Financial giants are showing a bearish sentiment towards Caterpillar, with 53% of traders indicating bearish tendencies and only 28% bullish [1] - The predicted price range for Caterpillar's stock is between $390.0 and $640.0, based on trading volumes and open interest over the last three months [2] - Recent options activity indicates a significant focus on both call and put options, with a total value of $1,477,635 for puts and $1,502,665 for calls [1] Options Activity - A total of 39 unusual trades were identified for Caterpillar, with 24 being puts and 15 being calls [1] - Significant options trades include bearish sentiment on calls with various expiration dates and strike prices, indicating a cautious outlook among traders [8] - The volume and open interest trends for Caterpillar's options have been tracked, providing insights into liquidity and trader interest [3][4] Company Overview - Caterpillar is a leading manufacturer in construction and mining equipment, with a market share approaching 20% across many products [9] - The company operates globally, with a balanced reach between the US and international markets, supported by a network of over 150 dealers [10] - Analysts have set an average target price of $544.8 for Caterpillar, with varying ratings from different firms, indicating a mix of cautious and optimistic views [12][13] Current Market Standing - As of the latest data, Caterpillar's stock price is $535.0, reflecting a decrease of 1.1% [15] - The next earnings report is anticipated in 12 days, which could influence market sentiment and stock performance [15]

Core Viewpoint - Caterpillar Inc. is currently trading above its intrinsic value according to a conservative DCF analysis, indicating limited margin of safety for long-term value investors [4]. Company Profile - Caterpillar is the largest manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and locomotives globally [2]. - The company benefits from a strong global scale, a durable brand, and a broad dealer network that supports recurring revenue from parts and services [2]. - Caterpillar's business is cyclical, linked to commodity and infrastructure cycles, but it generates robust free cash flow and practices disciplined capital allocation, making it attractive to value investors [2]. - Challenges include sensitivity to global economic slowdowns, supply chain disruptions, and competitive pricing pressures in the heavy machinery market [2]. DCF Analysis - The DCF model uses a discount rate of 10% and a terminal growth rate of 3% [3]. - Forecasted free cash flows (in billions USD) are as follows: - 2025: $8.0B → PV: $7.27B - 2026: $8.4B → PV: $6.93B - 2027: $8.8B → PV: $6.61B - 2028: $9.2B → PV: $6.30B - 2029: $9.6B → PV: $6.01B - Total present value of free cash flows is $33.12B [3]. - Terminal value calculated using the perpetuity growth model is $141.2B, with a present value of $88.47B [3]. Enterprise Value and Equity Value - The enterprise value is calculated as $121.59B, derived from the total present value of free cash flows and terminal value [3]. - Net debt is $31.52B, leading to an equity value of $90.07B [4]. - With approximately 478 million shares outstanding, the intrinsic value per share is estimated at $188 [4].