Lansforsakringar Fondforvaltning AB publ Sells 784 Shares of Caterpillar Inc. $CAT

Posted by Brian Himes on Jun 30th, 2026

Lansforsakringar Fondforvaltning AB publ reduced its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 147,920 shares of the industrial products company’s stock after selling 784 shares during the period. Caterpillar comprises 0.5% of Lansforsakringar Fondforvaltning AB publ’s investment portfolio, making the stock its 26th largest position. Lansforsakringar Fondforvaltning AB publ’s holdings in Caterpillar were worth $104,795,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently made changes to their positions in the company. Lam Group Inc. purchased a new position in shares of Caterpillar in the first quarter worth $26,000. Torren Management LLC purchased a new stake in Caterpillar during the 4th quarter valued at $27,000. Frazier Financial Advisors LLC grew its holdings in Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 33 shares during the last quarter. IFS Advisors LLC bought a new stake in Caterpillar in the 4th quarter worth $31,000. Finally, Rialto Wealth Management LLC increased its position in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Zacks Research raised its Q3 EPS estimates for Caterpillar, reinforcing the view that earnings momentum may remain strong. Q3 EPS Estimates for Caterpillar Raised by Zacks Research
Positive Sentiment: Coverage highlighting Caterpillar’s “unprecedented valuation” tied to the AI infrastructure buildout suggests investors are paying up for CAT’s exposure to data center, power, and heavy equipment demand. Caterpillar Hits Unprecedented Valuation Amid AI Infrastructure Surge
Positive Sentiment: Analyst roundups continue to list Caterpillar among favored industrial names, implying the stock remains a preferred pick despite broader sector caution. Zacks Analyst Blog Highlights Caterpillar
Neutral Sentiment: Industry commentary says the construction and mining equipment sector faces headwinds, but Caterpillar is still viewed as one of the names worth watching. 3 Construction & Mining Equipment Stocks Braving Industry Headwinds

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on CAT. Robert W. Baird increased their target price on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a report on Friday. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a report on Tuesday, June 23rd. Bank of America lifted their price objective on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Wolfe Research boosted their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $941.45.

Read Our Latest Report on Caterpillar

Insider Buying and Selling at Caterpillar

In related news, insider Jason Kaiser sold 5,642 shares of Caterpillar stock in a transaction dated Monday, May 4th. The shares were sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the completion of the transaction, the insider directly owned 9,594 shares of the company’s stock, valued at $8,471,789.82. This trade represents a 37.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 95,773 shares of company stock valued at $87,642,635. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Caterpillar stock opened at $1,033.40 on Tuesday. The stock’s 50 day simple moving average is $902.63 and its two-hundred day simple moving average is $759.31. 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 stock has a market cap of $475.97 billion, a price-to-earnings ratio of 51.44, a PEG ratio of 1.97 and a beta of 1.59. Caterpillar Inc. has a fifty-two week low of $384.25 and a fifty-two week high of $1,057.07.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s revenue was up 22.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.25 EPS. As a group, analysts expect that Caterpillar Inc. will post 24.66 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. Shareholders 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 yield of 0.6%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is currently 30.06%.

About Caterpillar

(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.

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.