SHP Wealth Management Acquires New Position in Caterpillar Inc. $CAT

Posted by Brian Himes on Jun 20th, 2026

SHP Wealth Management acquired a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,235 shares of the industrial products company’s stock, valued at approximately $1,279,000.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Torren Management LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC boosted its stake in Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after buying an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new position in Caterpillar during the fourth quarter worth $31,000. Rialto Wealth Management LLC grew its holdings in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares in the last quarter. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar in the 4th quarter worth $32,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Caterpillar

In other Caterpillar news, 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 transaction of $326,160.00. Following the sale, the chief accounting officer directly owned 530 shares in the company, valued at $480,180. This represents a 40.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. This represents a 26.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by company insiders.

Key Headlines 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

Caterpillar Stock Up 0.2%

NYSE:CAT opened at $987.79 on Friday. Caterpillar Inc. has a 52 week low of $357.73 and a 52 week high of $994.49. The stock’s fifty day moving average is $875.06 and its two-hundred day moving average is $740.37. The stock has a market capitalization of $454.97 billion, a price-to-earnings ratio of 49.17, a price-to-earnings-growth 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 issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The business 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 company’s revenue was up 22.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.25 earnings per share. Research analysts anticipate that Caterpillar Inc. will post 24.64 EPS for the current 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 given a $1.63 dividend. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is presently 30.06%.

Wall Street Analyst Weigh In

CAT has been the topic of several analyst reports. Daiwa Securities Group lifted their price target on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. DA Davidson raised their price objective on shares of Caterpillar from $650.00 to $845.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. UBS Group reaffirmed a “neutral” rating and set a $900.00 target price on shares of Caterpillar in a research note on Tuesday, June 2nd. Jefferies Financial Group boosted their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $935.09.

Get Our Latest Analysis 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.