Bradley Foster & Sargent Inc. CT Sells 3,527 Shares of Caterpillar Inc. $CAT

Posted by Geri Gentry on Jul 26th, 2026

Bradley Foster & Sargent Inc. CT cut its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.3% during the first quarter, Holdings Channel reports. The firm owned 103,659 shares of the industrial products company’s stock after selling 3,527 shares during the quarter. Caterpillar makes up 1.1% of Bradley Foster & Sargent Inc. CT’s portfolio, making the stock its 23rd biggest holding. Bradley Foster & Sargent Inc. CT’s holdings in Caterpillar were worth $73,438,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Axxcess Wealth Management LLC increased its stake in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after acquiring an additional 604 shares during the last quarter. Juno Financial Group LLC bought a new position in shares of Caterpillar during the 4th quarter valued at approximately $877,000. DSG Capital Advisors LLC purchased a new position in shares of Caterpillar in the first quarter valued at $1,226,000. Cornerstone Planning LLC bought a new stake in Caterpillar in the fourth quarter worth $4,517,000. Finally, Ticino Wealth bought a new stake in Caterpillar in the fourth quarter worth $2,488,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Trading Down 0.6%

CAT opened at $889.23 on Friday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The stock’s 50 day moving average price is $928.88 and its 200-day moving average price is $804.12. Caterpillar Inc. has a one year low of $405.46 and a one year high of $1,073.46. The stock has a market cap of $409.57 billion, a price-to-earnings ratio of 44.26, a P/E/G ratio of 1.74 and a beta of 1.57.

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 (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion during 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%.Caterpillar’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period last year, the company earned $4.25 EPS. On average, equities analysts forecast that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is 32.45%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on CAT shares. UBS Group reiterated a “neutral” rating and set a $900.00 price objective on shares of Caterpillar in a research report on Tuesday, June 2nd. Argus upped their target price on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Oppenheimer increased their price target on shares of Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Daiwa Securities Group lifted their target price on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Finally, Barclays boosted their price objective on shares of Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Fifteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $980.57.

Get Our Latest Stock Analysis on CAT

Insider Activity

In related news, insider Denise C. Johnson sold 12,605 shares of Caterpillar 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 completion of the sale, the insider owned 49,825 shares in the company, valued at $45,236,615.75. This trade represents a 20.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were 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 of the company’s stock, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 95,773 shares of company stock valued at $87,642,635. 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.