Vestor Capital LLC Reduces Stock Position in Caterpillar Inc. $CAT

Posted by George Bondi on Jul 31st, 2026

Vestor Capital LLC decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 28.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 24,799 shares of the industrial products company’s stock after selling 9,993 shares during the quarter. Caterpillar makes up 1.3% of Vestor Capital LLC’s investment portfolio, making the stock its 23rd largest position. Vestor Capital LLC’s holdings in Caterpillar were worth $17,569,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Lam Group Inc. purchased a new position in Caterpillar during the 1st quarter valued at $26,000. Torren Management LLC bought a new stake in shares of Caterpillar during the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC boosted its stake in shares of 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 purchasing an additional 33 shares in the last quarter. Cornerstone Financial Management LLC purchased a new position in shares of Caterpillar during the fourth quarter valued at about $32,000. Finally, Monetary Solutions Ltd bought a new position in Caterpillar in the fourth quarter worth about $35,000. 70.98% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Jason Kaiser sold 5,642 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the sale, the insider directly owned 9,594 shares of the company’s stock, valued at $8,471,789.82. This trade represents a 37.03% decrease in their position. 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. 0.33% of the stock is owned by company insiders.

More Caterpillar News

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.

Analyst Upgrades and Downgrades

Several analysts have weighed in on CAT shares. Oppenheimer lifted their price objective on Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. UBS Group restated a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research note on Tuesday, June 2nd. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Barclays increased their price objective on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Finally, HSBC raised their price objective on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Thirteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $966.29.

View Our Latest Stock Analysis on Caterpillar

Caterpillar Trading Up 3.2%

Caterpillar stock opened at $807.88 on Friday. 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 $372.10 billion, a price-to-earnings ratio of 40.21, a price-to-earnings-growth ratio of 1.53 and a beta of 1.57. The business’s fifty day simple moving average is $925.74 and its two-hundred day simple moving average is $811.49. 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 firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue was up 22.2% on a year-over-year basis. During the same period last year, the company earned $4.25 earnings per share. As a group, equities analysts predict that Caterpillar Inc. will post 24.87 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is 32.45%.

Caterpillar Profile

(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.