Coldstream Capital Management Inc. Acquires 728 Shares of Caterpillar Inc. $CAT

Posted by Brian Himes on May 24th, 2026

Coldstream Capital Management Inc. boosted its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The firm owned 31,050 shares of the industrial products company’s stock after purchasing an additional 728 shares during the period. Coldstream Capital Management Inc.’s holdings in Caterpillar were worth $17,788,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Illinois Municipal Retirement Fund increased its holdings in Caterpillar by 7.3% in the third quarter. Illinois Municipal Retirement Fund now owns 17,262 shares of the industrial products company’s stock worth $8,237,000 after purchasing an additional 1,181 shares in the last quarter. Caprock Group LLC bought a new stake in Caterpillar in the third quarter worth approximately $8,893,000. State of New Jersey Common Pension Fund D increased its holdings in Caterpillar by 2.5% in the third quarter. State of New Jersey Common Pension Fund D now owns 165,677 shares of the industrial products company’s stock worth $79,053,000 after purchasing an additional 4,010 shares in the last quarter. Juno Financial Group LLC bought a new stake in Caterpillar in the fourth quarter worth approximately $877,000. Finally, Vanguard Personalized Indexing Management LLC increased its holdings in Caterpillar by 3.6% in the third quarter. Vanguard Personalized Indexing Management LLC now owns 73,363 shares of the industrial products company’s stock worth $35,023,000 after purchasing an additional 2,565 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar’s Power & Energy business is being highlighted as a major growth opportunity, with rising backlog, capacity expansion, and demand from AI data centers supporting the company’s longer-term targets. Article Title
Positive Sentiment: Separate coverage is reinforcing Caterpillar as a “power infrastructure play,” helped by a strategic framework agreement tied to up to 2.1 gigawatts of incremental power-generation assets, which suggests additional demand beyond its core construction and mining equipment businesses. Article Title
Positive Sentiment: Caterpillar was also mentioned among the stocks helping drive a strong Dow rally, indicating broader investor demand for the name during today’s market advance. Article Title
Neutral Sentiment: Caterpillar was included in a hedge-fund stock screen, which may reflect institutional interest, but the item did not add a clear new catalyst by itself. Article Title

Caterpillar Stock Up 1.6%

Shares of NYSE:CAT opened at $880.23 on Friday. The stock has a market cap of $405.42 billion, a price-to-earnings ratio of 43.81, a PEG ratio of 1.74 and a beta of 1.63. 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 Inc. has a 12-month low of $336.24 and a 12-month high of $931.35. The business’s 50 day moving average is $791.73 and its 200 day moving average is $690.84.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the previous year, the firm earned $4.25 earnings per share. The business’s revenue was up 22.2% on a year-over-year basis. On average, sell-side analysts forecast that Caterpillar Inc. will post 24.67 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th were given a $1.51 dividend. The ex-dividend date of this dividend was Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.7%. Caterpillar’s payout ratio is currently 30.06%.

Insiders Place Their Bets

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the business’s 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 transaction, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 100,551 shares of company stock valued at $91,170,351. 0.33% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the company. Wells Fargo & Company lifted 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. Sanford C. Bernstein raised their price objective on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research note on Friday, May 1st. Argus raised their price objective on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. CICC Research started coverage on Caterpillar in a research note on Friday, February 6th. They issued an “outperform” rating for the company. Finally, Williams Trading set a $825.00 price objective on Caterpillar in a research note on Tuesday, March 10th. Sixteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $923.14.

Get Our Latest Stock Analysis on CAT

Caterpillar Profile

(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.