Caterpillar Inc. $CAT Shares Purchased by Continuum Advisory LLC

Posted by Brenda Bartman on Jun 5th, 2026

Continuum Advisory LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 21.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,178 shares of the industrial products company’s stock after acquiring an additional 571 shares during the quarter. Continuum Advisory LLC’s holdings in Caterpillar were worth $1,821,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Wellington Management Group LLP raised its holdings in Caterpillar by 3,949.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after buying an additional 5,098,964 shares during the period. Northwestern Mutual Wealth Management Co. raised its holdings in Caterpillar by 573.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock valued at $861,947,000 after buying an additional 1,281,087 shares during the period. Amundi raised its holdings in Caterpillar by 24.3% in the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after buying an additional 464,036 shares during the period. Vanguard Group Inc. raised its holdings in Caterpillar by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock valued at $26,572,681,000 after buying an additional 442,164 shares during the period. Finally, Alphinity Investment Management Pty Ltd purchased a new stake in Caterpillar in the 4th quarter valued at about $252,204,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Tariff relief on farm and construction equipment could lower input costs and improve Caterpillar’s profitability, making the stock more attractive to investors. Trump Just Gave Caterpillar Stock a Boost. What to Know.
Positive Sentiment: Market commentary suggests Caterpillar is among the equipment makers that could benefit most from the tariff cuts, reinforcing the bullish case for CAT shares. When Trump Cuts Tariffs on Farm and Construction Equipment, These 5 Stocks Win Big
Neutral Sentiment: Coverage of Caterpillar’s BEPU electric drivetrain effort highlights the company’s long-term electrification strategy, but it appears to be more of a future-growth theme than a near-term stock driver. Caterpillar BEPU makes going electric as easy as swapping an engine
Neutral Sentiment: General industry roundups and market coverage mention Caterpillar among construction stocks to watch, but they do not provide a new company-specific catalyst. Construction Stocks To Consider – June 1st
Neutral Sentiment: Broader market reporting noted CAT rising alongside the Dow, but this reflects general risk-on sentiment rather than a separate fundamental development. Dow moves higher as shares of Caterpillar climb

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $940.91 on Friday. Caterpillar Inc. has a one year low of $345.85 and a one year high of $946.83. The company has a market cap of $433.37 billion, a PE ratio of 46.83, a P/E/G ratio of 1.83 and a beta of 1.59. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The business has a 50-day simple moving average of $828.26 and a 200-day simple moving average of $713.07.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the previous year, the company posted $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% on a year-over-year basis. On average, equities research analysts forecast that Caterpillar Inc. will post 24.67 EPS for the current fiscal year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th were given a dividend of $1.51 per share. The ex-dividend date of this dividend was Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.6%. Caterpillar’s payout ratio is currently 30.06%.

Analyst Ratings Changes

A number of brokerages have issued reports on CAT. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Truist Financial set a $1,043.00 price target on shares of Caterpillar in a research note on Friday, May 1st. DA Davidson boosted their price target on shares of Caterpillar from $650.00 to $845.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. UBS Group reiterated a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a research note on Tuesday. Finally, Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Sixteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Check Out Our Latest Report on CAT

Insider Buying and Selling at Caterpillar

In other news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jason Kaiser sold 5,642 shares of the business’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the transaction, the insider directly owned 9,594 shares of the company’s stock, valued at approximately $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by company insiders.

Caterpillar Company Profile

(Free Report)

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.