MWA Asset Management Has $7.26 Million Stake in Caterpillar Inc. $CAT

Posted by Brenda Bartman on Jul 21st, 2026

MWA Asset Management decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 8.2% in the first quarter, Holdings Channel reports. The firm owned 10,335 shares of the industrial products company’s stock after selling 926 shares during the period. Caterpillar accounts for 4.0% of MWA Asset Management’s investment portfolio, making the stock its largest holding. MWA Asset Management’s holdings in Caterpillar were worth $7,256,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Diamant Asset Management Inc. lifted its holdings in shares of Caterpillar by 68,427.2% in the 1st quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock worth $2,224,992,000 after buying an additional 3,136,020 shares during the period. Capital International Investors purchased a new position in shares of Caterpillar during the fourth quarter valued at $1,225,317,000. Northwestern Mutual Wealth Management Co. raised its holdings in shares of Caterpillar by 573.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock valued at $861,947,000 after acquiring an additional 1,281,087 shares in the last quarter. Bank of America Corp DE lifted its stake in Caterpillar by 16.0% in the fourth quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after acquiring an additional 928,974 shares during the period. Finally, Cynosure Group LLC grew its holdings in Caterpillar by 8,359.6% during the 4th quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock worth $294,314,000 after acquiring an additional 507,681 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Caterpillar

In related news, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on 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 owned 46,041 shares in the company, valued at $42,210,388.80. This trade represents a 26.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the sale, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 95,773 shares of company stock worth $87,642,635 over the last 90 days. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $864.72 on Tuesday. The company has a 50 day moving average price of $930.07 and a 200 day moving average price of $796.99. The firm has a market capitalization of $398.28 billion, a P/E ratio of 43.04, a PEG ratio of 1.72 and a beta of 1.57. 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 Inc. has a 52 week low of $405.46 and a 52 week high of $1,073.46.

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 for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The company had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter in the previous year, the firm earned $4.25 EPS. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. 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 dividend payout ratio is presently 30.06%.

Analyst Ratings Changes

A number of research analysts have commented on CAT shares. Robert W. Baird raised their target price on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday, June 26th. Jefferies Financial Group increased their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. JPMorgan Chase & Co. boosted their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 17th. UBS Group restated a “neutral” rating and set a $900.00 target price on shares of Caterpillar in a report on Tuesday, June 2nd. Finally, Wells Fargo & Company lifted their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Fifteen research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $980.57.

Check Out Our Latest Research Report on CAT

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.