Bull Harbor Capital LLC Makes New $830,000 Investment in Caterpillar Inc. $CAT

Posted by Francis Steltz on Jul 31st, 2026

Bull Harbor Capital LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund purchased 1,171 shares of the industrial products company’s stock, valued at approximately $830,000.

Several other institutional investors and hedge funds also recently bought and sold shares of CAT. Lam Group Inc. bought a new stake in shares of Caterpillar during the 1st quarter valued at $26,000. Torren Management LLC purchased a new position in Caterpillar during the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC grew 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 buying an additional 33 shares in the last quarter. Cedar Mountain Advisors LLC increased its position in shares of Caterpillar by 82.1% during the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after buying an additional 23 shares during the period. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Caterpillar in the fourth quarter worth about $32,000. 70.98% of the stock is owned by institutional investors.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar announced up to $10 million for workforce development in Illinois, part of its broader five-year, $100 million Building the Future Workforce Initiative. The investment is intended to address manufacturing and technician shortages, supporting long-term operating capacity and regional growth. Caterpillar Invests in the Future of Manufacturing Talent in Illinois
Positive Sentiment: Several investment articles remain bullish, arguing that Caterpillar’s recent decline could create an attractive entry point for long-term investors ahead of earnings. The company has also benefited from strong demand, with its latest reported quarter showing revenue growth and earnings above analyst expectations. Here’s Why Caterpillar Is a Buy Before Earnings
Neutral Sentiment: Wall Street is focused on Caterpillar’s second-quarter results, including key operating metrics such as sales, margins and segment performance. The earnings release could determine whether the recent demand strength offsets concerns about valuation and end-market risks. Unlocking Q2 Potential of Caterpillar
Negative Sentiment: Robert W. Baird downgraded CAT from Outperform to Neutral and reduced its price target to $900 from $1,200. Analyst Mig Dobre cited growing backlash and uncertainty surrounding the data-center construction boom, which had helped drive enthusiasm for Caterpillar’s power-generation products. Baird Just Downgraded Caterpillar Stock
Negative Sentiment: The downgrade intensified concerns that Caterpillar trades at a historically elevated valuation and could be vulnerable if AI-related infrastructure spending slows. Commentary also noted bearish positioning, including Michael Burry’s reported negative view of the stock.

Caterpillar Trading Up 3.2%

NYSE CAT opened at $807.88 on Friday. The stock’s 50-day simple moving average is $925.74 and its two-hundred day simple moving average is $811.49. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The company has a market capitalization of $372.10 billion, a price-to-earnings ratio of 40.21, a PEG ratio of 1.53 and a beta of 1.57.

Caterpillar (NYSE:CAT – Get Free Report) last posted its quarterly earnings data 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 analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same period in the prior year, the business earned $4.25 EPS. Research analysts forecast that Caterpillar Inc. will post 24.87 EPS for the current fiscal year.

Caterpillar Increases Dividend

The company 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 represents a $6.52 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is presently 32.45%.

Insiders Place Their Bets

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction on 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 transaction, the chief financial officer 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 95,773 shares of company stock valued at $87,642,635 over the last 90 days. Company insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Truist Financial upped their target price on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Sanford C. Bernstein upped their price target on shares of Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. Argus lifted their price objective on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Citigroup boosted their target price on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Thirteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $966.29.

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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.