World Investment Advisors Increases Position in Caterpillar Inc. $CAT

Posted by Francis Steltz on May 14th, 2026

World Investment Advisors lifted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 11.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,115 shares of the industrial products company’s stock after purchasing an additional 1,247 shares during the period. World Investment Advisors’ holdings in Caterpillar were worth $6,940,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Torren Management LLC purchased a new stake in Caterpillar during the 4th quarter worth approximately $27,000. IFS Advisors LLC purchased a new stake in Caterpillar during the 4th quarter worth approximately $31,000. Rialto Wealth Management LLC increased its stake in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after buying an additional 18 shares in the last quarter. Noble Wealth Management PBC increased its stake in Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after buying an additional 35 shares in the last quarter. Finally, Key Capital Management INC acquired a new position in shares of Caterpillar during the 4th quarter worth approximately $36,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. This represents a 26.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 92,017 shares of company stock valued at $81,982,867 over the last ninety days. 0.33% of the stock is owned by insiders.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar’s plan to hire 600 workers at its Sanford, North Carolina plant points to stronger manufacturing activity and demand for compact track loaders. Caterpillar hiring 600 workers at Sanford plant
Positive Sentiment: Recent commentary from analysts and media has stayed bullish, with coverage highlighting AI data-center power demand, oil and infrastructure tailwinds, and repeated buy ratings/price-target increases that reinforce optimism around Caterpillar’s growth outlook. Jim Cramer Just Called Caterpillar a Buy on Oil, Infrastructure, and AI Data-Center Power Demand
Positive Sentiment: Caterpillar’s 2025 Annual and Sustainability Reports emphasized record full-year sales and revenue, plus a refreshed strategy focused on profitable growth, which supports the longer-term investment case. Caterpillar Inc. Releases 2025 Annual and Sustainability Reports
Neutral Sentiment: Insider selling by Anthony Fassino was disclosed, which can be a mild headwind, but it does not change the broader operating picture and he still retains a significant stake. Anthony Fassino Sells 16,283 Shares of Caterpillar (NYSE:CAT) Stock

Caterpillar Trading Down 1.2%

CAT opened at $901.22 on Thursday. Caterpillar Inc. has a one year low of $336.24 and a one year high of $931.35. The stock has a market capitalization of $415.09 billion, a PE ratio of 44.86, a P/E/G ratio of 1.83 and a beta of 1.63. The business’s 50 day moving average price is $768.15 and its 200 day moving average price is $675.78. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35.

Caterpillar (NYSE:CAT – Get Free Report) last released 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. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same period in the prior year, the firm posted $4.25 earnings per share. The firm’s quarterly revenue was up 22.2% on a year-over-year basis. As a group, equities research analysts expect that Caterpillar Inc. will post 24.21 EPS for the current year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio is 30.06%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on CAT shares. JPMorgan Chase & Co. boosted their target price on Caterpillar from $860.00 to $1,125.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Oppenheimer set a $980.00 target price on Caterpillar and gave the stock an “outperform” rating in a report on Friday, May 1st. Wells Fargo & Company boosted their target price on Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Finally, Daiwa Securities Group boosted their target price on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Sixteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $911.77.

Get Our Latest Analysis 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.