KFA Private Wealth Group LLC lessened its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 38.8% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,032 shares of the industrial products company’s stock after selling 654 shares during the period. KFA Private Wealth Group LLC’s holdings in Caterpillar were worth $1,100,000 at the end of the most recent quarter.
Several other institutional investors have also bought and sold shares of CAT. Lam Group Inc. bought a new stake in shares of Caterpillar in the 1st quarter worth about $26,000. Torren Management LLC purchased a new position in Caterpillar in the fourth quarter worth about $27,000. Frazier Financial Advisors LLC increased its stake in Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 33 shares during the last quarter. Decker Retirement Planning Inc. raised its position in Caterpillar by 440.0% during the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 22 shares during the period. Finally, Cornerstone Financial Management LLC purchased a new stake in Caterpillar during the fourth quarter valued at approximately $32,000. Institutional investors own 70.98% of the company’s stock.
Trending Headlines about Caterpillar
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Analysts raised longer-term earnings forecasts. Zacks Research lifted its FY2026 EPS estimate to $26.55 from $24.51, FY2027 to $30.14 from $29.01 and FY2028 to $35.97 from $34.31. It also increased several quarterly estimates and maintained a “Strong-Buy” rating, signaling confidence in Caterpillar’s earnings trajectory. Zacks Research Caterpillar estimates
- Positive Sentiment: A supportive market backdrop could help CAT. Seasonal strength, solid second-quarter earnings growth, expectations for a cautious Federal Reserve and continued technology investment are cited as reasons the S&P 500 could advance into year-end, potentially supporting cyclical industrial stocks such as Caterpillar. Five reasons the S&P 500 could keep rallying
- Neutral Sentiment: Caterpillar received a $392 million tariff refund. The payment provides a near-term cash benefit, but the company still incurred approximately $400 million in tariff expenses during the quarter ended June 30, limiting the overall relief. Caterpillar tariff refund
- Neutral Sentiment: CAT is priced for substantial volatility. Options markets indicate investors expect the stock to make a large move in either direction, reflecting uncertainty rather than a clear bullish or bearish catalyst. Caterpillar stock volatility outlook
- Neutral Sentiment: Industry performance is tracking end-market conditions. A comparison of Caterpillar, Deere and PACCAR suggests heavy-machinery stocks have diverged based largely on the health of construction, agriculture and trucking markets; the article provides sector context but no new CAT-specific fundamental catalyst. Heavy machinery stock comparison
- Negative Sentiment: Weak July U.S. industrial production raised demand concerns. Softer output data challenges confidence that Caterpillar’s record backlog and broad end-market exposure can remain resilient if industrial activity cools. CAT was also among the Dow’s weaker performers as investors reduced exposure to companies viewed as vulnerable to the fading AI-related trade. Weaker U.S. industrial output and Caterpillar
Wall Street Analyst Weigh In
View Our Latest Research Report on CAT
Caterpillar Trading Down 0.3%
Shares of NYSE CAT opened at $813.62 on Friday. Caterpillar Inc. has a fifty-two week low of $410.52 and a fifty-two week high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The company has a market cap of $374.00 billion, a price-to-earnings ratio of 35.01, a PEG ratio of 1.43 and a beta of 1.60. The business’s 50 day moving average price is $910.49 and its 200-day moving average price is $833.16.
Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar’s revenue was up 23.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.72 EPS. On average, sell-side analysts expect that Caterpillar Inc. will post 27.14 earnings per share for the current year.
Caterpillar Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, July 20th. Caterpillar’s payout ratio is presently 28.06%.
Caterpillar Profile
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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