Goepper Burkhardt LLC Sells 800 Shares of Caterpillar Inc. $CAT

Posted by Brian Himes on Jul 22nd, 2026

Goepper Burkhardt LLC cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 35.3% during the first quarter, Holdings Channel reports. The institutional investor owned 1,467 shares of the industrial products company’s stock after selling 800 shares during the quarter. Goepper Burkhardt LLC’s holdings in Caterpillar were worth $1,039,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Cornerstone Advisory LLC grew its holdings in Caterpillar by 0.7% in the first quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock worth $1,288,000 after purchasing an additional 12 shares during the period. Advisory Resource Group boosted its position in shares of Caterpillar by 0.8% in the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after purchasing an additional 13 shares in the last quarter. Sunbeam Capital Management LLC grew its stake 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 worth $825,000 after buying an additional 13 shares during the last quarter. Brandywine Oak Private Wealth LLC increased its position 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 valued at $358,000 after buying an additional 13 shares in the last quarter. Finally, Sylvest Advisors LLC raised its stake in Caterpillar by 3.6% during 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 during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Zacks Research downgraded Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 14th. Wells Fargo & Company lifted their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 23rd. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Barclays increased 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. Finally, Evercore reaffirmed an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a report on Monday, May 11th. Fifteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average target price of $980.57.

Read Our Latest Report on CAT

Insider Activity

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Lange Bob De sold 24,222 shares of the business’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 transaction of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at $79,397,884.68. The trade was a 21.97% 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 have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by corporate insiders.

Caterpillar Stock Up 2.9%

Caterpillar stock opened at $889.40 on Wednesday. Caterpillar Inc. has a 12 month low of $405.46 and a 12 month high of $1,073.46. The stock has a fifty day simple moving average of $929.62 and a two-hundred day simple moving average of $799.21. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The firm has a market cap of $409.65 billion, a price-to-earnings ratio of 44.27, a PEG ratio of 1.69 and a beta of 1.57.

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 (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 firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the prior year, the company posted $4.25 earnings per share. The company’s quarterly revenue was up 22.2% on a year-over-year basis. Equities analysts predict that Caterpillar Inc. will post 24.87 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business 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 dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is currently 32.45%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Wall Street sentiment remains constructive, with Caterpillar’s average brokerage recommendation still equivalent to a Buy, supporting investor confidence in the stock. Is It Worth Investing in Caterpillar (CAT) Based on Wall Street’s Bullish Views?
Positive Sentiment: Analysts lifted Caterpillar’s modeled fair value estimate from $913.29 to $970.37, suggesting higher expectations for the stock’s intrinsic value. Caterpillar (CAT) Stock Fair Value Edges Higher After Analysts Lift Targets
Positive Sentiment: Market coverage noted Caterpillar was among the Dow’s stronger performers, reflecting broader momentum in the shares during Tuesday’s session. Dow Rises 500 Points. It’s Not a Broad Rally.
Neutral Sentiment: Caterpillar announced it will release second-quarter 2026 financial results on August 4, which puts investors on watch for a potentially important catalyst but does not provide new operating results yet. Caterpillar Inc. to Announce Second-Quarter 2026 Financial Results on August 4
Neutral Sentiment: Zacks highlighted Caterpillar as one of several dividend-paying industrial names benefiting from AI-related infrastructure spending, a supportive but indirect theme for the stock. These Stocks Offer AI Exposure and Dividend Payouts
Neutral Sentiment: A local article said Caterpillar began renovations after buying property in Texas, which is operationally interesting but unlikely to move the stock on its own. Caterpillar embarks on renovations after purchasing property in Texas

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.