Caterpillar Inc. $CAT Stock Position Lifted by Cetera Investment Advisers

Cetera Investment Advisers grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 2.7% during the first quarter, Holdings Channel.com reports. The firm owned 295,811 shares of the industrial products company’s stock after buying an additional 7,889 shares during the quarter. Cetera Investment Advisers’ holdings in Caterpillar were worth $209,570,000 as of its most recent filing with the SEC.

Several other institutional investors have also bought and sold shares of CAT. Lam Group Inc. acquired a new stake in shares of Caterpillar in the 1st quarter worth approximately $26,000. Torren Management LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC raised its holdings in Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares in the last quarter. Cedar Mountain Advisors LLC lifted its position in Caterpillar by 82.1% in the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock worth $36,000 after purchasing an additional 23 shares during the period. Finally, Cornerstone Financial Management LLC bought a new position in Caterpillar during the 4th quarter valued at $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

CAT opened at $889.79 on Thursday. The firm has a market capitalization of $409.83 billion, a P/E ratio of 44.29, a PEG ratio of 1.74 and a beta of 1.57. The stock has a fifty day moving average of $929.39 and a 200-day moving average of $801.45. 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 Inc. has a 12-month low of $405.46 and a 12-month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its quarterly 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. The business had revenue of $17.41 billion for the quarter, compared to the consensus estimate 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 quarter in the previous year, the company posted $4.25 earnings per share. Equities analysts forecast that Caterpillar Inc. will post 24.87 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a $1.63 dividend. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is currently 32.45%.

Insiders Place Their Bets

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of the company’s stock in a transaction that occurred on 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 95,773 shares of company stock valued at $87,642,635 over the last ninety days. Insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts have been raising their outlook on Caterpillar, with one report saying the stock’s fair value estimate was lifted to $970.37 as investors continue to focus on strong demand in construction, energy, data centers, and infrastructure. Caterpillar Stock Fair Value Edges Higher After Analysts Lift Targets
• Positive Sentiment: Caterpillar was highlighted in several pieces as a stock with AI exposure and reliable dividend growth, which can attract investors looking for both growth and defensive characteristics. These Stocks Offer AI Exposure and Dividend Payouts
• Positive Sentiment: The company is also being discussed as a “solid defensive play” thanks to its long dividend-increase streak and stable yield, which may help support the stock during uncertain markets. A Boring Dividend Growth Strategy Becomes a Solid Defensive Play (CAT)
• Positive Sentiment: Caterpillar also announced it will release second-quarter 2026 results on August 4, keeping attention on upcoming earnings that could provide another catalyst for the shares. Caterpillar Inc. to Announce Second-Quarter 2026 Financial Results on August 4
• Neutral Sentiment: A local article noted Caterpillar is renovating a recently purchased Texas property, which appears to be a routine real-estate and facilities update rather than a major stock-moving event. Caterpillar embarks on renovations after purchasing property in Texas

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on CAT shares. UBS Group reiterated a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a research report on Tuesday, June 2nd. HSBC raised their target price on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Morgan Stanley set a $915.00 target price on Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. Daiwa Securities Group boosted their price target 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. Finally, Rothschild & Co Redburn upped their price target on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Fifteen research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $980.57.

Caterpillar 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.