RM Financial Services LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor bought 2,213 shares of the industrial products company’s stock, valued at approximately $1,268,000. Caterpillar comprises approximately 1.1% of RM Financial Services LLC’s holdings, making the stock its 25th largest position.
Other hedge funds and other institutional investors have also made changes to their positions in the company. Torren Management LLC purchased a new stake in shares of Caterpillar in the fourth quarter worth about $27,000. Frazier Financial Advisors LLC increased its stake in 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 acquiring an additional 33 shares during the last quarter. IFS Advisors LLC purchased a new stake in shares of Caterpillar during the 4th quarter worth approximately $31,000. Rialto Wealth Management LLC grew its holdings in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 18 shares in the last quarter. Finally, Noble Wealth Management PBC increased its position in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.
Key Caterpillar News
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Caterpillar’s board approved an 8% dividend increase to $1.63 per share, reinforcing management’s confidence in cash flow and its commitment to returning capital to shareholders. Caterpillar Inc. Increases Dividend
- Positive Sentiment: Several articles highlighted Caterpillar as a momentum and growth stock to watch, with Zacks upgrading it to “strong-buy” and noting earnings growth, price strength, and continued interest tied to AI data center infrastructure demand. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
- Positive Sentiment: Recent coverage also pointed to strong Q1 2026 volume growth, with total sales up 22% and demand improving across Construction and Power & Energy, supporting the bull case for continued earnings momentum. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
- Neutral Sentiment: Technical and market commentary said CAT remains above its 50-day moving average and is still near key levels after a powerful multi-month rally, suggesting the stock may be consolidating rather than breaking down on company-specific news. Caterpillar Holds Key Level After Plowing Into Data Center Market
- Negative Sentiment: One note said Caterpillar has surged sharply over the past year and may be stretched on valuation, raising the risk of near-term pullbacks if investors lock in gains. Is It Too Late To Consider Caterpillar (CAT) After Its 158% One-Year Surge?
- Negative Sentiment: The biggest near-term headwind is the broad market move: CAT was one of the Dow’s weak spots during a major selloff, which likely amplified today’s decline despite otherwise favorable company-specific news. Dow’s 663-point drop led by losses for shares of Caterpillar, Honeywell
Insiders Place Their Bets
Analysts Set New Price Targets
Several research firms have commented on CAT. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Jefferies Financial Group upped their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Monday. Rothschild & Co Redburn boosted their price objective on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Finally, Oppenheimer set a $980.00 price objective on Caterpillar and gave the company an “outperform” rating in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.
View Our Latest Stock Analysis on CAT
Caterpillar Price Performance
Shares of CAT opened at $856.74 on Thursday. The stock has a market capitalization of $394.61 billion, a PE ratio of 42.65, a PEG ratio of 1.80 and a beta of 1.59. The company has a 50 day moving average price of $844.44 and a 200-day moving average price of $722.90. 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 fifty-two week low of $355.70 and a fifty-two week high of $946.83.
Caterpillar (NYSE:CAT – Get Free Report) last posted 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. The company had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s revenue was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.25 earnings per share. Equities analysts predict that Caterpillar Inc. will post 24.68 earnings per share for the current fiscal year.
Caterpillar Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a $1.63 dividend. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 30.06%.
About Caterpillar
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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