Pacer Advisors Inc. Boosts Stake in Caterpillar Inc. $CAT

Pacer Advisors Inc. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 10.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 42,458 shares of the industrial products company’s stock after buying an additional 4,188 shares during the period. Pacer Advisors Inc.’s holdings in Caterpillar were worth $24,323,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Torren Management LLC acquired a new stake in Caterpillar during the 4th quarter worth about $27,000. Frazier Financial Advisors LLC increased its holdings in shares of Caterpillar by 220.0% in the fourth 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 during the period. IFS Advisors LLC purchased a new position in shares of Caterpillar in the fourth quarter worth about $31,000. Rialto Wealth Management LLC lifted its holdings in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the period. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $32,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on the stock. Barclays increased their price target on shares of Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Oppenheimer set a $980.00 price objective on shares of Caterpillar and gave the stock an “outperform” rating in a research note on Friday, May 1st. Truist Financial set a $1,043.00 target price on shares of Caterpillar in a research report on Friday, May 1st. Finally, Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $935.09.

Insider Transactions at Caterpillar

In related news, insider Jason Kaiser sold 5,642 shares of Caterpillar stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the sale, the insider directly owned 9,594 shares in the company, valued at approximately $8,471,789.82. The trade was a 37.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction dated 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 directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last three months. 0.33% of the stock is owned by corporate insiders.

Caterpillar Trading Up 0.2%

Shares of NYSE:CAT opened at $987.79 on Friday. The business’s 50 day moving average price is $875.06 and its 200-day moving average price is $740.37. Caterpillar Inc. has a 1 year low of $357.73 and a 1 year high of $994.49. The firm has a market capitalization of $454.97 billion, a price-to-earnings ratio of 49.17, a price-to-earnings-growth ratio of 1.95 and a beta of 1.59. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. The company had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s revenue was up 22.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.25 EPS. On average, equities research analysts forecast that Caterpillar Inc. will post 24.64 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s payout ratio is currently 30.06%.

Caterpillar Company Profile

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.