Morgan Stanley·2026-10-30CompanyEqual-weight$915 → $675▼Caterpillar Inc (CAT.US) Passing the Baton From AI Thematic To Cyclical Proves Tricky; Lowering PT to $675
J.P. Morgan·2026-10-30CompanyOverweight$1,100 → $1,000▼Caterpillar Inc. (CAT.US) Keep Calm & Keep Owning; Dec 27 PT $1,000
Bernstein·2026-10-29CompanyMarket-Perform$749Caterpillar Inc (CAT.US) Quick take: CAT 3Q26 — EPS miss ex. tariffs; Beat & raise streak ends
J.P. Morgan·2026-08-05CompanyOverweight$1,165 → $1,100▼Caterpillar Inc. (CAT.US) Underappreciated Margin Performance
Bernstein·2026-08-04CompanyMarket-Perform$1,002Caterpillar Inc (CAT.US) Caterpillar: the beat goes on...
Bernstein·2026-10-14SectorUS Industrials Activity Tracker (Sep): DC & DC-adjacent sectors still contribute lion's share of mfg. growth, but down from August
J.P. Morgan·2026-09-29CompanyYinlun - A (002126) Capturing growth across AIDC power, liquid cooling and truck electrification; initiate with Overweight
Bernstein·2026-09-08SectorMarket-Perform$1,002US Industrials & Tech: The Data Center Project Pipeline-Capacity, Construction, Credibility & Cancellations (Aug '26)
J.P. Morgan·2026-08-14SectorJPM Natural Gas and NGL Reservoir: Global Gas Turbine Orders Surge to a Quarterly Record in 2Q26