Kovack Advisors Inc. Purchases 2,777 Shares of Caterpillar Inc. $CAT

Posted by Stanley Muller on Jun 12th, 2026

Kovack Advisors Inc. lifted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 65.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 6,989 shares of the industrial products company’s stock after buying an additional 2,777 shares during the period. Kovack Advisors Inc.’s holdings in Caterpillar were worth $4,004,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in CAT. Torren Management LLC bought a new stake in Caterpillar during the 4th quarter valued at $27,000. Frazier Financial Advisors LLC raised its position in shares of 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 in the last quarter. IFS Advisors LLC purchased a new stake in shares of Caterpillar during the 4th quarter worth $31,000. Rialto Wealth Management LLC boosted its position in Caterpillar by 47.4% during 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 grew its stake in Caterpillar by 140.0% in 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. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Performance

CAT opened at $898.14 on Friday. The company has a market cap of $413.68 billion, a P/E ratio of 44.71, a price-to-earnings-growth ratio of 1.69 and a beta of 1.59. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The firm’s 50-day moving average price is $848.24 and its 200-day moving average price is $725.35. Caterpillar Inc. has a 52-week low of $355.70 and a 52-week high of $946.83.

Caterpillar (NYSE:CAT – Get Free Report) last released its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS 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 analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the business earned $4.25 EPS. As a group, equities analysts anticipate that Caterpillar Inc. will post 24.69 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The stock was 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 approximately $79,397,884.68. The trade was a 21.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer owned 530 shares in the company, valued at approximately $480,180. The trade was a 40.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by corporate insiders.

Key Caterpillar News

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on CAT shares. Argus boosted their target price on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Wolfe Research lifted their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. Truist Financial set a $1,043.00 price objective on shares of Caterpillar in a research note on Friday, May 1st. HSBC raised their target price on shares of Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, Robert W. Baird lifted 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. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $933.27.

Check Out Our Latest Stock Analysis on CAT

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.