Community Financial Services Group LLC Buys 771 Shares of Caterpillar Inc. $CAT

Posted by Francis Steltz on Aug 11th, 2026

Community Financial Services Group LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 205.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,146 shares of the industrial products company’s stock after acquiring an additional 771 shares during the quarter. Community Financial Services Group LLC’s holdings in Caterpillar were worth $1,136,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently modified their holdings of the company. Matrix Trust Co lifted its holdings in Caterpillar by 93.8% in the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after acquiring an additional 15 shares during the period. Lam Group Inc. bought a new stake in shares of Caterpillar during the 1st quarter valued at about $26,000. Torren Management LLC purchased a new stake in shares of Caterpillar during the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC lifted its stake in shares of Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares during the period. Finally, Cedar Mountain Advisors LLC lifted its stake in shares of Caterpillar by 82.1% in the 1st quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 23 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 0.7%

Caterpillar stock opened at $836.29 on Tuesday. Caterpillar Inc. has a 12-month low of $405.46 and a 12-month high of $1,073.46. The firm has a market capitalization of $384.42 billion, a price-to-earnings ratio of 35.98, a P/E/G ratio of 1.52 and a beta of 1.60. The firm has a 50 day moving average of $920.45 and a 200 day moving average of $821.82. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company’s revenue was up 23.7% on a year-over-year basis. During the same period in the prior year, the business posted $4.72 earnings per share. As a group, research analysts predict that Caterpillar Inc. will post 26.3 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a $1.63 dividend. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is currently 28.06%.

Insiders Place Their Bets

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer directly owned 530 shares in the company, valued at approximately $480,180. This represents a 40.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 19,161 shares of company stock valued at $17,407,424 in the last quarter. 0.33% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently issued reports on the stock. Citigroup boosted their target price on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Truist Financial set a $980.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. JPMorgan Chase & Co. boosted 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 report on Wednesday, June 17th. Argus upped their price objective on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a report on Wednesday, August 5th. Thirteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $995.52.

View Our Latest Research Report on Caterpillar

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.

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Institutional Ownership by Quarter for Caterpillar (NYSE:CAT)

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