Fairway Wealth LLC Invests $472,000 in Caterpillar Inc. $CAT

Posted by Latisha Jones on Jun 30th, 2026

Fairway Wealth LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 666 shares of the industrial products company’s stock, valued at approximately $472,000.

Several other institutional investors have also added to or reduced their stakes in CAT. Advisory Resource Group increased its position in shares of Caterpillar by 0.8% in the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after acquiring an additional 13 shares during the period. Sunbeam Capital Management LLC boosted its holdings in shares of Caterpillar by 1.1% during the first quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock worth $825,000 after purchasing an additional 13 shares during the period. Brandywine Oak Private Wealth LLC grew its stake in shares of Caterpillar by 2.6% in the first quarter. Brandywine Oak Private Wealth LLC now owns 506 shares of the industrial products company’s stock worth $358,000 after purchasing an additional 13 shares during the last quarter. Sylvest Advisors LLC lifted its holdings in Caterpillar by 3.6% in the 1st quarter. Sylvest Advisors LLC now owns 377 shares of the industrial products company’s stock worth $267,000 after buying an additional 13 shares during the period. Finally, Invst LLC lifted its holdings in Caterpillar by 1.9% in the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after buying an additional 14 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 3.6%

NYSE:CAT opened at $1,033.40 on Tuesday. The firm has a market capitalization of $475.97 billion, a P/E ratio of 51.44, a PEG ratio of 1.97 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 Inc. has a one year low of $384.25 and a one year high of $1,057.07. The company’s 50-day simple moving average is $902.63 and its 200 day simple moving average is $759.31.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter last year, the firm earned $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% on a year-over-year basis. As a group, analysts forecast that Caterpillar Inc. will post 24.66 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business 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 is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a yield of 0.6%. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Insider Buying and Selling at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was 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 owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 95,773 shares of company stock valued at $87,642,635 in the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the topic of several research analyst reports. Barclays boosted their target price on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. JPMorgan Chase & Co. lifted their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Robert W. Baird boosted their price objective on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday. Bank of America upped their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, DA Davidson lifted their target price on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. One 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 stock. Based on data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $941.45.

View Our Latest Stock Analysis on Caterpillar

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Zacks Research raised its Q3 EPS estimates for Caterpillar, reinforcing the view that earnings momentum may remain strong. Q3 EPS Estimates for Caterpillar Raised by Zacks Research
Positive Sentiment: Coverage highlighting Caterpillar’s “unprecedented valuation” tied to the AI infrastructure buildout suggests investors are paying up for CAT’s exposure to data center, power, and heavy equipment demand. Caterpillar Hits Unprecedented Valuation Amid AI Infrastructure Surge
Positive Sentiment: Analyst roundups continue to list Caterpillar among favored industrial names, implying the stock remains a preferred pick despite broader sector caution. Zacks Analyst Blog Highlights Caterpillar
Neutral Sentiment: Industry commentary says the construction and mining equipment sector faces headwinds, but Caterpillar is still viewed as one of the names worth watching. 3 Construction & Mining Equipment Stocks Braving Industry Headwinds

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.