Simon Quick Advisors LLC reduced its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 21.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,285 shares of the industrial products company’s stock after selling 1,149 shares during the period. Simon Quick Advisors LLC’s holdings in Caterpillar were worth $3,036,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds also recently modified their holdings of the stock. Lam Group Inc. acquired a new stake in Caterpillar during the first quarter worth about $26,000. Torren Management LLC acquired a new position in shares of Caterpillar in the 4th quarter valued at approximately $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 valued at $28,000 after buying an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth $31,000. Finally, Rialto Wealth Management LLC boosted its stake in Caterpillar by 47.4% in the fourth 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. Institutional investors own 70.98% of the company’s stock.
Wall Street Analyst Weigh In
CAT has been the topic of a number of research analyst reports. HSBC raised their price target on shares of Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Barclays upped their price objective on shares of Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. DA Davidson raised their target price on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research report on Monday, May 4th. Rothschild & Co Redburn boosted their target price on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. Fifteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average target price of $980.57.
Insider Buying and Selling
In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the completion of the transaction, the insider directly owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.
Caterpillar News Roundup
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
- Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
- Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
- Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
- Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.
Caterpillar Stock Up 0.5%
Shares of CAT opened at $881.26 on Friday. The stock’s 50-day moving average price is $931.29 and its two-hundred day moving average price is $793.45. Caterpillar Inc. has a 12 month low of $405.46 and a 12 month high of $1,073.46. The company has a market capitalization of $405.90 billion, a PE ratio of 43.87, a PEG ratio of 1.72 and a beta of 1.57. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.
Caterpillar (NYSE:CAT – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. The company 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 business’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.25 earnings per share. On average, analysts anticipate that Caterpillar Inc. will post 24.87 EPS for the current year.
Caterpillar Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio is presently 30.06%.
Caterpillar Company Profile
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.
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