Logan Capital Management Inc. Sells 1,283 Shares of Caterpillar Inc. $CAT

Posted by Brenda Bartman on Jun 12th, 2026

Logan Capital Management Inc. lowered its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.6% during the 4th quarter, HoldingsChannel reports. The firm owned 21,573 shares of the industrial products company’s stock after selling 1,283 shares during the period. Logan Capital Management Inc.’s holdings in Caterpillar were worth $12,359,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Torren Management LLC purchased a new stake in shares of Caterpillar in the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares during the last quarter. IFS Advisors LLC bought a new position in shares of Caterpillar in the fourth quarter worth approximately $31,000. Rialto Wealth Management LLC raised its stake in 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 lifted its position in Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of the stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the sale, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This represents a 21.97% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the completion of the sale, the chief accounting officer directly owned 530 shares in the company, valued at approximately $480,180. This trade represents a 40.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on CAT. Robert W. Baird increased their price target on shares of Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a report on Friday, May 1st. Daiwa Securities Group increased their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Jefferies Financial Group raised their price target on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Citigroup upped their price objective on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $933.27.

Read Our Latest Stock Analysis on Caterpillar

Caterpillar Stock Performance

Caterpillar stock opened at $898.14 on Friday. The firm has a fifty day simple moving average of $848.24 and a two-hundred day simple moving average of $725.35. 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 twelve month low of $355.70 and a twelve month high of $946.83. The company has a market capitalization of $413.68 billion, a PE ratio of 44.71, a P/E/G ratio of 1.69 and a beta of 1.59.

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, 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 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 earnings per share. The company’s quarterly revenue was up 22.2% on a year-over-year basis. Research analysts expect that Caterpillar Inc. will post 24.69 EPS for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a $1.63 dividend. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar boosted its quarterly dividend by 8% to $1.63 per share, reinforcing confidence in cash flow and shareholder returns. Caterpillar boosts quarterly dividend following shareholder meeting
Positive Sentiment: Analysts lifted forward earnings estimates, and the stock was highlighted as a momentum name and a “strong buy,” which can attract additional buyers. Best Momentum Stocks to Buy for June 11th
Positive Sentiment: Erste Group Bank raised FY2026 and FY2027 EPS estimates for Caterpillar, suggesting stronger profit expectations ahead. Erste Group Bank estimate update
Neutral Sentiment: Some commentary noted Caterpillar is nearing its highs and may be richly valued after a big run, which could limit upside if growth slows. Caterpillar Stock Nearing 52-Week High: Buy, Sell or Hold?
Negative Sentiment: One trading note said CAT had declined more than the broader market in the prior session, reflecting some short-term pressure after a sharp pullback. Caterpillar (CAT) Declines More Than Market

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.

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Institutional Ownership by Quarter for Caterpillar (NYSE:CAT)

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