Expressive Wealth LLC Buys New Holdings in Caterpillar Inc. $CAT

Posted by Francis Steltz on May 27th, 2026

Expressive Wealth LLC bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,101 shares of the industrial products company’s stock, valued at approximately $631,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in CAT. Wellington Management Group LLP increased its position in Caterpillar by 3,949.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after buying an additional 5,098,964 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its position in Caterpillar by 573.1% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock valued at $861,947,000 after buying an additional 1,281,087 shares in the last quarter. Bank of New York Mellon Corp increased its position in Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock valued at $1,695,757,000 after buying an additional 609,023 shares in the last quarter. Amundi increased its position in Caterpillar by 24.3% in the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after buying an additional 464,036 shares in the last quarter. Finally, Vanguard Group Inc. increased its position in Caterpillar by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock valued at $26,572,681,000 after buying an additional 442,164 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Insider Transactions at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction that occurred 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 transaction, the chief financial officer owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the transaction, the insider owned 86,029 shares in the company, valued at $79,397,884.68. The trade was a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 98,273 shares of company stock worth $89,439,960. 0.33% of the stock is owned by insiders.

Caterpillar Price Performance

CAT stock opened at $909.25 on Wednesday. The company has a market capitalization of $418.79 billion, a P/E ratio of 45.26, a price-to-earnings-growth ratio of 1.74 and a beta of 1.63. 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 Inc. has a 52-week low of $339.50 and a 52-week high of $931.35. The business has a 50-day simple moving average of $799.63 and a two-hundred day simple moving average of $696.43.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping 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 the consensus estimate of $16.53 billion. During the same quarter in the previous year, the business earned $4.25 EPS. The company’s revenue was up 22.2% compared to the same quarter last year. Research analysts expect that Caterpillar Inc. will post 24.67 EPS for the current fiscal year.

Caterpillar Announces Dividend

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

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Market coverage noted that Caterpillar flashed a buy signal as the S&P 500, Nasdaq and Russell 2000 hit new highs, reflecting broad strength in industrial and AI-related names. Dow Jones Futures Rise After S&P 500, Nasdaq Hit Highs; 5 AI Stocks In Buy Areas
Positive Sentiment: Investors are focusing on a “hidden AI revenue stream” in Caterpillar’s financials: about $10.2 billion in generator sales to data centers last year, which supports the idea that CAT benefits from AI buildout even though it is not a pure-play AI stock. A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing
Neutral Sentiment: Another article discussed Caterpillar in the context of the Iran war and whether it is a buy, sell or hold, but it did not add a clear new catalyst for the stock. Is Caterpillar a Buy, Sell, or Hold Amid the Iran War?
Neutral Sentiment: Clinch Resources’ purchase of a Caterpillar highwall miner is a small equipment-order headline that may support sentiment around CAT’s mining product line, but it is not likely to move the stock on its own. Clinch Resources acquires first Caterpillar highwall miner for West Virginia met coal operation

Analyst Upgrades and Downgrades

A number of analysts recently commented on CAT shares. Citigroup boosted their target price on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Rothschild & Co Redburn lifted their price target on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Jefferies Financial Group lifted their price target on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, CICC Research initiated coverage on Caterpillar in a research note on Friday, February 6th. They set an “outperform” rating for the company. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $923.14.

Check Out Our Latest Stock Analysis on Caterpillar

Caterpillar Company 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.