Caterpillar Inc. $CAT Shares Sold by Integrated Advisors Network LLC

Posted by Geri Gentry on Jul 7th, 2026

Integrated Advisors Network LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 6.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 42,672 shares of the industrial products company’s stock after selling 2,990 shares during the quarter. Caterpillar accounts for about 1.6% of Integrated Advisors Network LLC’s holdings, making the stock its 7th biggest position. Integrated Advisors Network LLC’s holdings in Caterpillar were worth $30,231,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Wellington Management Group LLP boosted its stake in shares of Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after buying an additional 5,098,964 shares in the last quarter. Diamant Asset Management Inc. raised its position in Caterpillar by 68,427.2% in the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock worth $2,224,992,000 after acquiring an additional 3,136,020 shares in the last quarter. Capital International Investors acquired a new stake in Caterpillar in the fourth quarter valued at $1,225,317,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Caterpillar by 573.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after purchasing an additional 1,281,087 shares in the last quarter. Finally, Bank of America Corp DE grew its stake in shares of Caterpillar by 16.0% during the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after purchasing an additional 928,974 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction on 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 of the company’s stock, valued at $48,631,913.85. This represents a 22.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider owned 46,041 shares in the company, valued at $42,210,388.80. This trade represents a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last three months. 0.33% of the stock is currently owned by insiders.

Caterpillar Price Performance

NYSE:CAT opened at $928.58 on Tuesday. Caterpillar Inc. has a 12-month low of $391.52 and a 12-month high of $1,073.46. The firm has a market cap of $427.69 billion, a price-to-earnings ratio of 46.29, a price-to-earnings-growth ratio of 1.90 and a beta of 1.57. The company’s 50-day moving average is $921.01 and its two-hundred day moving average is $772.97. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.41 billion during 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 company’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.25 earnings per share. Research analysts expect that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is presently 32.45%.

Wall Street Analyst Weigh In

A number of research firms recently commented on CAT. Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Wolfe Research increased 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. Oppenheimer set a $980.00 price target on shares of Caterpillar and gave the company an “outperform” rating in a research report on Friday, May 1st. Evercore reissued an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a research note on Monday, May 11th. Finally, Bank of America upped their price target on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $949.41.

Get Our Latest Report on Caterpillar

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.