Donalies Financial Planning LLC Buys Shares of 675 Caterpillar Inc. $CAT

Posted by Francis Steltz on Jun 17th, 2026

Donalies Financial Planning LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 675 shares of the industrial products company’s stock, valued at approximately $387,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after buying an additional 442,164 shares in the last quarter. State Street Corp grew its holdings in shares of Caterpillar by 1.1% during the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock worth $20,273,039,000 after buying an additional 385,204 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Caterpillar by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock worth $6,072,572,000 after buying an additional 94,524 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Caterpillar by 0.6% during the fourth quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock worth $5,438,408,000 after buying an additional 54,069 shares in the last quarter. Finally, Wellington Management Group LLP grew its holdings in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after buying an additional 5,098,964 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Analysts say Caterpillar stands out versus Komatsu thanks to stronger earnings momentum, rising growth targets, and better profitability, despite tariff pressure. Caterpillar vs. Komatsu: Which Heavy Equipment Stock is the Better Buy?
Positive Sentiment: Coverage points to Caterpillar as a major driver of the Dow’s gains, reflecting strong investor demand for the stock. Dow rallies 488 points on gains in shares of JPMorgan Chase, Caterpillar
Positive Sentiment: Recent commentary says CAT has surged on solid quarterly results, strong backlog, AI-driven power generation demand, and aggressive buybacks, supporting the bullish case. 2 Reasons to Watch CAT and 1 to Stay Cautious
Positive Sentiment: Caterpillar’s dividend increase was highlighted as sustainable, reinforcing confidence in cash flow and shareholder returns. 3 Dividend Increases Investors Can Actually Trust
Neutral Sentiment: Several articles argued that CAT remains a world-class industrial company and a long-term growth story, but these are mainly valuation and strategy discussions rather than new catalysts. Caterpillar: A World-Class Industrial At A World-Class Price Tag
Neutral Sentiment: Commentary on CAT’s huge year-to-date move and how much upside remains is more about investor debate than a direct fundamental update. Up 300% YTD, How High Can CAT Stock Rally This Year?

Insider Activity

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the transaction, the insider directly 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. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 over the last quarter. 0.33% of the stock is owned by insiders.

Caterpillar Trading Up 1.4%

Shares of CAT stock opened at $946.71 on Wednesday. The stock has a market cap of $436.05 billion, a price-to-earnings ratio of 47.12, a price-to-earnings-growth ratio of 1.85 and a beta of 1.59. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a fifty-two week low of $356.96 and a fifty-two week high of $961.33. The firm’s 50 day moving average price is $860.76 and its two-hundred day moving average price is $733.04.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. During the same period in the previous year, the company posted $4.25 earnings per share. On average, analysts anticipate that Caterpillar Inc. will post 24.62 EPS for the current year.

Caterpillar Increases Dividend

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

Wall Street Analyst Weigh In

CAT has been the subject of a number of recent research reports. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. Argus lifted their price target on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Oppenheimer set a $980.00 target price on shares of Caterpillar and gave the company an “outperform” rating in a report on Friday, May 1st. Wolfe Research boosted their target price on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. Finally, DA Davidson boosted their target price on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Get Our Latest Research 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.