Hillsdale Investment Management Inc. Buys 2,110 Shares of Caterpillar Inc. $CAT

Hillsdale Investment Management Inc. increased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 47.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,597 shares of the industrial products company’s stock after acquiring an additional 2,110 shares during the quarter. Hillsdale Investment Management Inc.’s holdings in Caterpillar were worth $4,674,000 at the end of the most recent quarter.

A number of other large investors have also bought and sold shares of the stock. Calamos Wealth Management LLC boosted its holdings in Caterpillar by 193.4% in the first quarter. Calamos Wealth Management LLC now owns 14,235 shares of the industrial products company’s stock worth $10,085,000 after acquiring an additional 9,384 shares in the last quarter. Calamos Advisors LLC increased its holdings in shares of Caterpillar by 40.7% during the first quarter. Calamos Advisors LLC now owns 134,683 shares of the industrial products company’s stock valued at $95,418,000 after acquiring an additional 38,978 shares in the last quarter. AMG National Trust Bank increased its holdings in shares of Caterpillar by 24.6% during the first quarter. AMG National Trust Bank now owns 8,376 shares of the industrial products company’s stock valued at $5,934,000 after acquiring an additional 1,651 shares in the last quarter. Retirement Planning Group LLC raised its position in shares of Caterpillar by 11.3% during the first quarter. Retirement Planning Group LLC now owns 2,540 shares of the industrial products company’s stock worth $1,799,000 after purchasing an additional 257 shares during the period. Finally, Evernest Financial Advisors LLC lifted its holdings in shares of Caterpillar by 2.0% in the 1st quarter. Evernest Financial Advisors LLC now owns 3,703 shares of the industrial products company’s stock worth $2,623,000 after purchasing an additional 71 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Insider Transactions at Caterpillar

In related news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the sale, the insider owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction dated 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 completion of the sale, the insider owned 46,041 shares in the company, 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. Over the last 90 days, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by insiders.

Caterpillar Stock Up 0.2%

CAT opened at $933.48 on Wednesday. Caterpillar Inc. has a twelve month low of $403.02 and a twelve month high of $1,073.46. The company’s 50-day moving average price is $932.24 and its two-hundred day moving average price is $788.43. The stock has a market cap of $429.95 billion, a price-to-earnings ratio of 46.46, a PEG ratio of 1.84 and a beta of 1.57. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping 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 company had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the previous year, the firm posted $4.25 EPS. Caterpillar’s revenue was up 22.2% on a year-over-year basis. As a group, equities analysts expect that Caterpillar Inc. will post 24.71 earnings per share for the current year.

Caterpillar Increases Dividend

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

Analyst Ratings Changes

A number of analysts have commented on CAT shares. Truist Financial boosted their price target on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. JPMorgan Chase & Co. lifted their price objective 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. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the stock an “equal weight” rating in a research report on Friday, May 1st. Wolfe Research upped their target price on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

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.