O Domhnaill Enterprises Inc. Has $2.68 Million Position in Caterpillar Inc. $CAT

Posted by Geri Gentry on Jul 7th, 2026

O Domhnaill Enterprises Inc. lowered its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 19.1% in the first quarter, Holdings Channel reports. The firm owned 3,783 shares of the industrial products company’s stock after selling 894 shares during the period. Caterpillar accounts for 2.2% of O Domhnaill Enterprises Inc.’s investment portfolio, making the stock its 16th biggest holding. O Domhnaill Enterprises Inc.’s holdings in Caterpillar were worth $2,680,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Advisory Resource Group lifted its holdings 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 in the last quarter. Sunbeam Capital Management LLC grew its position in shares of Caterpillar by 1.1% in the 1st quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after purchasing an additional 13 shares during the period. Brandywine Oak Private Wealth LLC increased its stake in 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 in the last quarter. Sylvest Advisors LLC lifted its stake in Caterpillar by 3.6% in the first quarter. Sylvest Advisors LLC now owns 377 shares of the industrial products company’s stock valued at $267,000 after buying an additional 13 shares in the last quarter. Finally, Invst LLC boosted its holdings in shares of Caterpillar by 1.9% in the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after buying an additional 14 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on CAT shares. Barclays boosted their price objective on shares of Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Daiwa Securities Group increased their price objective on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. UBS Group reiterated a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a report on Tuesday, June 2nd. Morgan Stanley set a $915.00 price objective on shares of Caterpillar and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Finally, Bank of America raised their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research note 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $949.41.

Get Our Latest Analysis on Caterpillar

Caterpillar Stock Performance

Caterpillar stock traded down $52.02 during trading hours on Tuesday, hitting $917.89. The company had a trading volume of 1,180,278 shares, compared to its average volume of 2,884,381. The firm has a 50-day moving average of $921.01 and a 200 day moving average of $772.97. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The firm has a market cap of $422.78 billion, a PE ratio of 45.51, a PEG ratio of 1.90 and a beta of 1.57. Caterpillar Inc. has a one year low of $391.52 and a one year high of $1,073.46.

Caterpillar (NYSE:CAT – Get Free Report) last issued 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. The firm had revenue of $17.41 billion for 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 company’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period in the prior year, the firm posted $4.25 EPS. On average, sell-side analysts expect that Caterpillar Inc. will post 24.71 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. 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%. Caterpillar’s payout ratio is currently 32.45%.

Insider Activity at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction 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 $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 is available through this hyperlink. Also, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total transaction of $326,160.00. Following the completion of the sale, the chief accounting officer owned 530 shares in the company, valued at $480,180. This represents a 40.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last ninety days. Insiders own 0.33% of the company’s stock.

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.