Swedbank AB Has $146.58 Million Stock Position in Caterpillar Inc. $CAT

Posted by Geri Gentry on Jul 8th, 2026

Swedbank AB lessened its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 206,903 shares of the industrial products company’s stock after selling 6,573 shares during the quarter. Swedbank AB’s holdings in Caterpillar were worth $146,582,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Pacific Point Advisors LLC acquired a new position in Caterpillar during the fourth quarter worth approximately $579,000. Brighton Jones LLC boosted its stake in shares of Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares during the period. United Bank boosted its stake in shares of Caterpillar by 108.5% during the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after acquiring an additional 2,125 shares during the period. Schnieders Capital Management LLC. increased its holdings in shares of Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares during the last quarter. Finally, Alliancebernstein L.P. raised its stake in Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after acquiring an additional 34,846 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider directly owned 49,825 shares in the company, valued at $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the transaction, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 95,773 shares of company stock valued at $87,642,635 over the last three months. 0.33% of the stock is owned by insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar announced it acquired Skycatch, a provider of spatial data capture and AI tools for mining, expanding its mining technology platform after the recent RPMGlobal deal. The move should strengthen Caterpillar’s data-driven offerings and support future growth in mining solutions. Caterpillar expands mining technology capabilities with Skycatch acquisition
Positive Sentiment: Analysts highlighted Caterpillar’s strong earnings surprise history and said the company looks positioned to beat estimates again, which can help support investor confidence in the stock. Why Caterpillar (CAT) is Poised to Beat Earnings Estimates Again
Positive Sentiment: Truist raised its price target on Caterpillar and kept a Buy rating, signaling continued Wall Street optimism around the company’s earnings and valuation. Truist Remains Bullish on Caterpillar Inc. (CAT)
Neutral Sentiment: Multiple articles compared Caterpillar with Terex on valuation, but this is more of a stock-screening discussion than a direct catalyst for CAT shares. TEX vs. CAT: Which Stock Is the Better Value Option?
Negative Sentiment: Despite the acquisition being strategically positive, the market appears to be reacting cautiously and selling the stock on the announcement, suggesting investors are focusing on near-term deal concerns or broader profit-taking. Caterpillar Acquires Skycatch to Expand Mining Technology Capabilities

Caterpillar Trading Down 3.0%

Shares of CAT stock opened at $940.64 on Wednesday. The stock has a market cap of $433.25 billion, a P/E ratio of 46.82, a price-to-earnings-growth ratio of 1.91 and a beta of 1.57. Caterpillar Inc. has a 1 year low of $391.52 and a 1 year high of $1,073.46. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The stock has a 50 day simple moving average of $923.21 and a 200 day simple moving average of $775.64.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $17.41 billion for 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%.The company’s revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the company earned $4.25 EPS. On average, research analysts predict that Caterpillar Inc. will post 24.71 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

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

Wall Street Analyst Weigh In

A number of equities analysts have commented on CAT shares. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. DA Davidson upped their price target on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Citigroup raised their price objective on shares of Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Finally, Argus boosted their price objective on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. One equities 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’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $949.41.

View Our Latest Stock Report on CAT

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.