Tempo Wealth LLC Takes $740,000 Position in Caterpillar Inc. $CAT

Posted by Stanley Muller on Jun 20th, 2026

Tempo Wealth LLC purchased a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,291 shares of the industrial products company’s stock, valued at approximately $740,000.

A number of other hedge funds also recently bought and sold shares of the company. Torren Management LLC purchased a new position in Caterpillar in the fourth quarter worth about $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $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 4th quarter worth approximately $31,000. Rialto Wealth Management LLC boosted 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 worth $32,000 after buying an additional 18 shares during the last quarter. Finally, Cornerstone Financial Management LLC bought a new stake in Caterpillar during the fourth quarter valued at approximately $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

Insider Transactions at Caterpillar

In other news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the transaction, the chief financial officer directly owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by corporate insiders.

Caterpillar Price Performance

NYSE:CAT opened at $987.79 on Friday. The business’s 50-day simple moving average is $875.06 and its two-hundred day simple moving average is $740.37. Caterpillar Inc. has a 52 week low of $357.73 and a 52 week high of $994.49. The stock has a market cap of $454.97 billion, a PE ratio of 49.17, a P/E/G ratio of 1.95 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.

Caterpillar (NYSE:CAT – Get Free Report) last released its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the business posted $4.25 earnings per share. As a group, analysts forecast that Caterpillar Inc. will post 24.64 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. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. 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 30.06%.

Analyst Upgrades and Downgrades

CAT has been the topic of several recent research reports. Wells Fargo & Company increased their price target on shares of Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Friday, May 1st. Daiwa Securities Group upped their price objective on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Morgan Stanley set a $915.00 target price on Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. UBS Group reiterated a “neutral” rating and set a $900.00 target price on shares of Caterpillar in a research report on Tuesday, June 2nd. Finally, Bank of America upped their price target on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. One 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 stock. According to MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average price target of $935.09.

View Our Latest Report on Caterpillar

About Caterpillar

(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.