Van Lanschot Kempen Investment Management N.V. Buys 16,173 Shares of Caterpillar Inc. $CAT

Van Lanschot Kempen Investment Management N.V. boosted its stake in Caterpillar Inc. (NYSE:CAT) by 43.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 53,480 shares of the industrial products company’s stock after purchasing an additional 16,173 shares during the quarter. Van Lanschot Kempen Investment Management N.V.’s holdings in Caterpillar were worth $30,637,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Torren Management LLC bought a new stake in shares of Caterpillar in the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC increased its stake in shares of Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the last quarter. IFS Advisors LLC bought a new stake in shares of Caterpillar in the 4th quarter valued at about $31,000. Rialto Wealth Management LLC increased its stake in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the last quarter. Finally, Noble Wealth Management PBC grew its stake in Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares during the period. Institutional investors own 70.98% of the company’s stock.

Insider Activity at Caterpillar

In other news, insider Jason Kaiser sold 5,642 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the completion of the transaction, the insider directly owned 9,594 shares of the company’s stock, valued at $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction dated 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 transaction, the insider directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 95,773 shares of company stock valued at $87,642,635 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on CAT shares. DA Davidson boosted their target price on Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. boosted their target price on Caterpillar from $860.00 to $1,125.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. HSBC boosted their target price on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Daiwa Securities Group boosted their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Finally, Wolfe Research boosted their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar Stock Up 1.5%

CAT stock opened at $910.78 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The stock has a market capitalization of $419.50 billion, a P/E ratio of 45.34, a P/E/G ratio of 1.77 and a beta of 1.59. The business has a 50-day moving average of $851.85 and a 200-day moving average of $726.64. Caterpillar Inc. has a fifty-two week low of $355.70 and a fifty-two week high of $946.83.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data 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. The company had revenue of $17.42 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%.Caterpillar’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 firm earned $4.25 earnings per share. On average, sell-side analysts anticipate that Caterpillar Inc. will post 24.69 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. Stockholders of record on Monday, July 20th will be given a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s payout ratio is currently 30.06%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

About Caterpillar

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.