Evernest Financial Advisors LLC Sells 638 Shares of Caterpillar Inc. $CAT

Posted by Stanley Muller on Jun 14th, 2026

Evernest Financial Advisors LLC trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 14.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 3,632 shares of the industrial products company’s stock after selling 638 shares during the quarter. Evernest Financial Advisors LLC’s holdings in Caterpillar were worth $2,081,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Torren Management LLC bought a new stake in shares of Caterpillar during the 4th quarter valued at $27,000. Frazier Financial Advisors LLC raised its stake in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 33 shares during the period. IFS Advisors LLC bought a new position in Caterpillar in the 4th quarter worth about $31,000. Cornerstone Financial Management LLC bought a new position in Caterpillar in the 4th quarter worth about $32,000. Finally, Rialto Wealth Management LLC increased its stake in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

Caterpillar Price Performance

CAT opened at $910.78 on Friday. The stock has a 50-day moving average price of $851.85 and a 200-day moving average price of $726.64. Caterpillar Inc. has a 12-month low of $355.70 and a 12-month high of $946.83. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The stock has a market capitalization of $419.50 billion, a P/E ratio of 45.34, a PEG ratio of 1.80 and a beta of 1.59.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (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 firm had revenue of $17.42 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period in the prior year, the business earned $4.25 EPS. The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. Equities analysts predict that Caterpillar Inc. will post 24.62 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company 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 $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Insider Transactions at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. Company insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the topic of a number of research analyst reports. Wells Fargo & Company upped their target price on Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. UBS Group restated a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research note on Tuesday, June 2nd. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. Finally, Truist Financial set a $1,043.00 target price on Caterpillar in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Check Out Our Latest Research Report on CAT

Caterpillar 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.