Caterpillar Inc. $CAT Shares Sold by Groupama Asset Managment

Posted by Francis Steltz on Aug 1st, 2026

Groupama Asset Managment trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 15.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,356 shares of the industrial products company’s stock after selling 1,881 shares during the period. Groupama Asset Managment’s holdings in Caterpillar were worth $7,337,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. Cornerstone Advisory LLC grew its holdings in Caterpillar by 0.7% during the first quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock worth $1,288,000 after acquiring an additional 12 shares during the period. Advisory Resource Group lifted its holdings in Caterpillar by 0.8% in the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after acquiring an additional 13 shares during the period. Sunbeam Capital Management LLC boosted its position 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 grew its stake 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 period. Finally, Sylvest Advisors LLC grew its stake 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 period. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Price Performance

Caterpillar stock opened at $815.73 on Friday. The firm has a market capitalization of $375.72 billion, a PE ratio of 40.60, a P/E/G ratio of 1.58 and a beta of 1.57. Caterpillar Inc. has a 52 week low of $405.46 and a 52 week high of $1,073.46. The firm’s 50-day simple moving average is $924.45 and its 200 day simple moving average is $811.52. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT – Get Free Report) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. The firm 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 firm’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the firm posted $4.25 EPS. On average, equities research analysts predict that Caterpillar Inc. will post 24.87 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.45%.

Analyst Upgrades and Downgrades

CAT has been the subject of several recent analyst reports. JPMorgan Chase & Co. raised their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. Citigroup upped their target price on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Argus increased their target price on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. UBS Group reiterated a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a research report on Tuesday, June 2nd. Finally, Barclays boosted their price target on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Thirteen investment analysts have rated the stock with a Buy rating and twelve have assigned 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 an average price target of $966.29.

View Our Latest Report on CAT

Insider Buying and Selling at Caterpillar

In other news, insider Jason Kaiser sold 5,642 shares of the firm’s stock in a transaction that occurred on 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 document filed with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the company’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 value of $14,928,254.40. Following the completion of the sale, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their position. The SEC filing for this sale provides additional information. 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.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Analysts expect Caterpillar to report year-over-year growth in both earnings and revenue for the quarter ending June 2026. Results are scheduled for August 4 before the market opens, creating a potential catalyst for a rebound if the company exceeds expectations or raises its outlook. Caterpillar is Set to Report Q2 Earnings
Positive Sentiment: Some analysts and long-term investors view the recent selloff as an attractive entry point before earnings, citing Caterpillar’s industrial exposure and potential infrastructure and power-grid demand. Here’s Why Caterpillar Is a Buy Before Earnings
Positive Sentiment: Caterpillar plans to invest up to $10 million in Illinois operations to develop manufacturing talent and strengthen its future workforce. The move supports long-term production capacity and workforce development, although it is unlikely to materially affect near-term earnings. Caterpillar invests to develop manufacturing talent in Illinois
Neutral Sentiment: Pre-earnings estimates point to year-over-year improvement, but investors are also watching operating metrics such as order trends, margins, construction activity and management’s guidance for the rest of 2026. Unlocking Q2 Potential of Caterpillar
Negative Sentiment: Robert W. Baird downgraded Caterpillar from “outperform” to “neutral” and cut its price target to $900 from $1,200. The firm cited growing backlash and uncertainty surrounding data-center construction, which could weaken a major source of expected equipment demand. Baird Just Downgraded Caterpillar Stock
Negative Sentiment: The stock has declined for six consecutive weeks from its 2026 high, reflecting reduced confidence in growth expectations and heightened sensitivity to the upcoming earnings report. Caterpillar stock has slumped

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.