James Investment Research Inc. lessened its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 10.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 24,547 shares of the industrial products company’s stock after selling 2,784 shares during the period. Caterpillar makes up approximately 2.0% of James Investment Research Inc.’s investment portfolio, making the stock its 9th largest position. James Investment Research Inc.’s holdings in Caterpillar were worth $17,391,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also made changes to their positions in CAT. Advisory Resource Group raised its position in Caterpillar by 0.8% during the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after acquiring an additional 13 shares during the last quarter. Sunbeam Capital Management LLC increased its stake in shares of Caterpillar by 1.1% during the 1st quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock worth $825,000 after purchasing an additional 13 shares in the last quarter. Brandywine Oak Private Wealth LLC raised its position in shares of Caterpillar by 2.6% during the 1st quarter. Brandywine Oak Private Wealth LLC now owns 506 shares of the industrial products company’s stock worth $358,000 after purchasing an additional 13 shares during the last quarter. Sylvest Advisors LLC raised its position in shares of Caterpillar by 3.6% during the 1st quarter. Sylvest Advisors LLC now owns 377 shares of the industrial products company’s stock worth $267,000 after purchasing an additional 13 shares during the last quarter. Finally, Invst LLC lifted its stake in Caterpillar by 1.9% in the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after buying an additional 14 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Caterpillar
In related news, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the sale, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the business’s 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 completion of the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In
Get Our Latest Analysis on CAT
Caterpillar Trading Down 6.7%
Shares of Caterpillar stock opened at $993.24 on Thursday. Caterpillar Inc. has a fifty-two week low of $388.09 and a fifty-two week high of $1,073.46. The business’s fifty day moving average is $911.90 and its two-hundred day moving average is $765.06. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The firm has a market cap of $457.48 billion, a PE ratio of 49.44, a P/E/G ratio of 2.10 and a beta of 1.57.
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, beating 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 $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter in the previous year, the business earned $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% on a year-over-year basis. Analysts anticipate that Caterpillar Inc. will post 24.66 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 paid a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is currently 30.06%.
Caterpillar News Roundup
Here are the key news stories impacting Caterpillar this week:
- Negative Sentiment: Michael Burry revealed he is short Caterpillar for the first time, saying the stock looks overvalued after its AI-fueled surge, which sparked a selloff in the shares. Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
- Negative Sentiment: Additional coverage from Financial Post, Yahoo Finance, and Business Insider echoed Burry’s bearish stance, reinforcing pressure on Caterpillar shares as investors reassess the stock’s valuation. Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally
- Neutral Sentiment: Despite the selloff, some recent analysis remains constructive: Caterpillar hit a 52-week high on the back of strong Q1 growth, a record backlog, Russell Top 50 inclusion, and an upbeat 2026 outlook. Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?
- Neutral Sentiment: Erste Group also raised its FY2026 EPS estimate for Caterpillar, a small positive for fundamentals, though it was not enough to offset the negative news flow. Caterpillar Inc. (NYSE:CAT) – Free Report
Caterpillar Company Profile
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.
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