Qtron Investments LLC Has $3.07 Million Position in Caterpillar Inc. $CAT

Posted by Stanley Muller on Jun 12th, 2026

Qtron Investments LLC lowered its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 9.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,366 shares of the industrial products company’s stock after selling 559 shares during the period. Qtron Investments LLC’s holdings in Caterpillar were worth $3,074,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of CAT. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar during the 4th quarter valued at $579,000. Brighton Jones LLC raised its holdings in shares of Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares in the last quarter. United Bank raised its holdings in shares of Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. raised its holdings in shares of Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. raised its holdings in shares of Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after purchasing an additional 34,846 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar boosted its quarterly dividend by 8% to $1.63 per share, reinforcing confidence in cash flow and shareholder returns. Caterpillar boosts quarterly dividend following shareholder meeting
Positive Sentiment: Analysts lifted forward earnings estimates, and the stock was highlighted as a momentum name and a “strong buy,” which can attract additional buyers. Best Momentum Stocks to Buy for June 11th
Positive Sentiment: Erste Group Bank raised FY2026 and FY2027 EPS estimates for Caterpillar, suggesting stronger profit expectations ahead. Erste Group Bank estimate update
Neutral Sentiment: Some commentary noted Caterpillar is nearing its highs and may be richly valued after a big run, which could limit upside if growth slows. Caterpillar Stock Nearing 52-Week High: Buy, Sell or Hold?
Negative Sentiment: One trading note said CAT had declined more than the broader market in the prior session, reflecting some short-term pressure after a sharp pullback. Caterpillar (CAT) Declines More Than Market

Insider Activity at Caterpillar

In other news, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the transaction, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the transaction, the chief financial officer owned 52,935 shares in the company, valued at approximately $48,631,913.85. The trade was a 22.85% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 95,773 shares of company stock worth $87,642,635. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of CAT opened at $898.14 on Friday. The company has a market capitalization of $413.68 billion, a PE ratio of 44.71, a price-to-earnings-growth ratio of 1.69 and a beta of 1.59. Caterpillar Inc. has a one year low of $355.70 and a one year high of $946.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company’s fifty day moving average price is $848.24 and its 200 day moving average price is $725.35.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.42 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.25 EPS. As a group, analysts expect that Caterpillar Inc. will post 24.69 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is presently 30.06%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. Barclays raised their price target on shares of Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. HSBC raised their price target on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. UBS Group restated a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a report on Tuesday, June 2nd. Evercore restated an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a report on Monday, May 11th. Finally, Wolfe Research raised their price target on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Get Our Latest Stock Report on Caterpillar

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.

Featured Articles

Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT – Free Report).

Institutional Ownership by Quarter for Caterpillar (NYSE:CAT)

Receive News & Ratings for Caterpillar Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Caterpillar and related companies with MarketBeat.com's FREE daily email newsletter.