Sequoia Financial Advisors LLC Increases Holdings in Caterpillar Inc. $CAT

Posted by George Bondi on Jul 11th, 2026

Sequoia Financial Advisors LLC increased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.9% during the first quarter, HoldingsChannel.com reports. The fund owned 178,760 shares of the industrial products company’s stock after acquiring an additional 1,519 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Caterpillar were worth $126,644,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Lam Group Inc. purchased a new position in shares of Caterpillar in the first quarter valued at $26,000. Torren Management LLC acquired a new stake in Caterpillar in the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC increased its holdings in 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 acquiring an additional 33 shares in the last quarter. Cedar Mountain Advisors LLC raised its position in Caterpillar by 82.1% during the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock worth $36,000 after acquiring an additional 23 shares during the last quarter. Finally, IFS Advisors LLC purchased a new stake in shares of Caterpillar in the fourth quarter valued at about $31,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar is being highlighted as a way to gain exposure to the AI buildout, especially through demand tied to data center construction, which is helping bolster investor optimism. These Dividend Paying Stocks Offer Strong Exposure to AI Trends
Positive Sentiment: Analyst/commentary pieces continue to frame Caterpillar as a stock with strong momentum and relative outperformance, supporting the bullish case for CAT. CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth
Positive Sentiment: News that Caterpillar is opening an engineering design centre adds to the company’s investment and expansion story, which can be supportive for long-term growth expectations. Caterpillar Inc. opens engineering design centre
Positive Sentiment: Reports of a multimillion-dollar global headquarters expansion in Las Colinas suggest continued capital investment and confidence in the business outlook. Caterpillar digs into new $34M HQ in Las Colinas
Neutral Sentiment: Market commentary notes that Caterpillar remains a popular industrial stock to watch, but these list-style articles do not provide a clear new catalyst. Industrial Stocks To Consider – July 9th
Neutral Sentiment: Another feature discusses Caterpillar among “calls of the day,” indicating ongoing trader attention rather than a specific fundamental update. Calls of the day: AbbVie, Caterpillar, Marriott, Lamar Advertising and PepsiCo
Negative Sentiment: Some coverage says CAT has dipped while the broader market rose, and other commentary warns the stock may be losing momentum as investors weigh valuation, tariffs, and execution risks. Caterpillar (CAT) Stock Dips While Market Gains: Key Facts
Negative Sentiment: One bearish note suggests the AI rally may be fading, with valuation concerns making investors more cautious about further upside. CAT Stock Heads For Second Weekly Loss: Is Caterpillar’s AI Rally Fading?

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on CAT shares. Jefferies Financial Group raised their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Barclays increased their target price on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Evercore restated an “outperform” rating and issued a $1,103.00 price objective on shares of Caterpillar in a research report on Monday, May 11th. Finally, Bank of America lifted their price objective on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $970.81.

Get Our Latest Analysis on CAT

Caterpillar Trading Up 1.5%

Shares of Caterpillar stock traded up $14.03 during trading hours on Friday, reaching $952.42. 1,957,575 shares of the company’s stock were exchanged, compared to its average volume of 3,658,716. Caterpillar Inc. has a 52-week low of $401.70 and a 52-week high of $1,073.46. The company has a fifty day moving average of $930.83 and a 200-day moving average of $782.09. 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 firm has a market capitalization of $438.68 billion, a price-to-earnings ratio of 47.41, a price-to-earnings-growth ratio of 1.85 and a beta of 1.57.

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, beating 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 $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. During the same period in the prior year, the firm posted $4.25 earnings per share. The business’s quarterly revenue was up 22.2% compared to the same quarter last year. Sell-side analysts forecast that Caterpillar Inc. will post 24.71 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Transactions at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider directly owned 49,825 shares in the company, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction that occurred on 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 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 position. The SEC filing for this sale provides additional information. Insiders sold 95,773 shares of company stock valued at $87,642,635 in the last quarter. Insiders own 0.33% of the company’s stock.

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.