Foster Group Inc. Buys 781 Shares of Caterpillar Inc. $CAT

Posted by George Bondi on Aug 6th, 2026

Foster Group Inc. increased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 44.9% in the second quarter, Holdings Channel.com reports. The fund owned 2,520 shares of the industrial products company’s stock after acquiring an additional 781 shares during the quarter. Foster Group Inc.’s holdings in Caterpillar were worth $2,683,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Mirador Capital Partners LP grew its position in shares of Caterpillar by 4.8% during the 2nd quarter. Mirador Capital Partners LP now owns 1,649 shares of the industrial products company’s stock valued at $1,756,000 after purchasing an additional 76 shares in the last quarter. Balefire LLC raised its position in shares of Caterpillar by 3.4% in the second quarter. Balefire LLC now owns 1,733 shares of the industrial products company’s stock worth $1,845,000 after buying an additional 57 shares in the last quarter. Dynamic Advisor Solutions LLC boosted its stake in Caterpillar by 1.9% during the second quarter. Dynamic Advisor Solutions LLC now owns 24,049 shares of the industrial products company’s stock valued at $25,609,000 after buying an additional 440 shares during the period. FOCUS Wealth Advisors LLC bought a new position in Caterpillar in the 2nd quarter worth about $2,354,000. Finally, Inspirion Wealth Advisors LLC raised its holdings in shares of Caterpillar by 1.2% in the 2nd quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after acquiring an additional 11 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 0.5%

NYSE CAT opened at $872.02 on Thursday. The stock has a 50-day moving average of $922.16 and a 200-day moving average of $817.47. The company has a current ratio of 1.37, a quick ratio of 0.81 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46. The firm has a market cap of $401.64 billion, a PE ratio of 37.52, a price-to-earnings-growth ratio of 1.72 and a beta of 1.60.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business’s quarterly revenue was up 23.7% on a year-over-year basis. During the same period in the previous year, the firm earned $4.72 EPS. As a group, sell-side analysts forecast 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. Shareholders 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 yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is currently 32.45%.

Insiders Place Their Bets

In other news, insider Denise C. Johnson sold 12,605 shares of the company’s 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 transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the transaction, the chief accounting officer owned 530 shares in the company, valued at approximately $480,180. This represents a 40.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 35,444 shares of company stock valued at $32,335,679 in the last quarter. Insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the topic of several research analyst reports. Daiwa Securities Group upped their price objective on shares of Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research report on Friday, May 1st. Jefferies Financial Group raised their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Citigroup lifted their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Wells Fargo & Company increased their target price on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. Finally, Argus lifted their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Thirteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $989.00.

View Our Latest Research Report on CAT

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Record results exceeded expectations: Second-quarter sales and revenue rose 24% year over year to a record $20.5 billion, while adjusted earnings reached $8.17 per share versus analyst estimates near $6.22. The quarter was Caterpillar’s first with revenue above $20 billion. Caterpillar Reports Second-Quarter 2026 Results
Positive Sentiment: AI infrastructure is driving demand: Caterpillar’s power and energy segment generated approximately $8.2 billion in sales and more segment profit than construction equipment, benefiting from data-center construction and demand for power-generation equipment. Caterpillar Now Makes Almost as Much Selling Power as It Does Selling Construction Equipment
Positive Sentiment: Outlook and backlog improved: Management raised its 2026 sales-growth forecast to the mid-to-high teens from the prior low-double-digit range. A record backlog above $72 billion, stronger demand across segments and additional power capacity point to continued second-half growth. CAT Q2 Earnings Call Focuses on Backlog and Capacity Growth
Positive Sentiment: Shareholder returns remain supportive: Caterpillar deployed $2.2 billion for share repurchases and dividends during the quarter. Truist also raised its price target to $1,225 and maintained a Buy rating. Truist price target update
Neutral Sentiment: The strong report initially prompted a major rally and helped lift the Dow, but the shares have since surrendered part of that advance as investors assess whether AI-related demand can remain durable.
Negative Sentiment: Valuation risk is significant: CAT trades at more than 30 times forward earnings, with a free-cash-flow yield of roughly 3.2%. That leaves limited margin for execution mistakes or a slowdown in data-center spending, increasing the risk of medium-term mean reversion. Caterpillar: You Can’t Avoid the Cycle, But You Can Price It

Caterpillar Company 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.