World Equity Group Inc. Lowers Holdings in Caterpillar Inc. $CAT

World Equity Group Inc. decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 53.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,285 shares of the industrial products company’s stock after selling 3,723 shares during the quarter. Caterpillar comprises 0.8% of World Equity Group Inc.’s holdings, making the stock its 24th largest holding. World Equity Group Inc.’s holdings in Caterpillar were worth $3,498,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of CAT. Axxcess Wealth Management LLC increased its stake in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after buying an additional 604 shares during the period. Juno Financial Group LLC purchased a new stake in shares of Caterpillar in the fourth quarter valued at about $877,000. DSG Capital Advisors LLC acquired a new position in shares of Caterpillar during the first quarter worth about $1,226,000. Cornerstone Planning LLC purchased a new position in Caterpillar during the fourth quarter worth about $4,517,000. Finally, Ticino Wealth acquired a new stake in Caterpillar in the fourth quarter valued at about $2,488,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insiders Place Their Bets

In related news, CAO William E. Schaupp sold 360 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the sale, the chief accounting officer owned 530 shares of the company’s stock, valued at $480,180. This trade represents a 40.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were 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 directly owned 49,825 shares of the company’s stock, valued at $45,236,615.75. The trade was a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 19,161 shares of company stock worth $17,407,424. Corporate insiders own 0.33% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI data-center demand is emerging as a major growth driver. Caterpillar is expanding power-generation capacity to supply electricity for power-intensive hyperscale data centers. Jim Cramer highlighted the company’s generators as a key reason CAT has outperformed Deere, while other coverage described the AI infrastructure opportunity as still in its early stages. Jim Cramer Shares Key Reason Why Caterpillar’s Shares Are Higher Than Deere’s CAT Stock Alert: Caterpillar’s AI Infrastructure Boom Is Just Getting Started
• Positive Sentiment: A new hyperscaler infrastructure agreement reinforces the opportunity. Energy Vault announced a planned 1.25-gigawatt deployment of integrated power infrastructure for an AI data center, using Caterpillar generator sets through a power-generation engineering, procurement and construction partner. The agreement provides additional evidence that CAT’s energy products can benefit from data-center construction. Energy Vault Announces Strategic Agreement for Hyperscaler AI Data Center Infrastructure
• Positive Sentiment: Recent earnings and guidance remain powerful catalysts. Caterpillar reported quarterly EPS of $8.17 versus the $6.22 consensus and revenue of $20.54 billion versus expectations of $19.34 billion. Revenue increased 23.7% year over year, and the company raised its 2026 sales-growth outlook as AI-related construction demand continued. Caterpillar Lifts 2026 Sales Growth Forecast as AI Buildout Powers On
• Neutral Sentiment: Analyst sentiment is supportive but not uniformly aggressive: Caterpillar carries an average “Moderate Buy” rating, and Truist expects further upside. Coverage also notes CAT has outperformed industrial-products peers this year, although much of that optimism may already be reflected in the share price. Caterpillar Receives Moderate Buy Rating
• Negative Sentiment: Profit-taking and valuation are weighing on the stock. CAT has more than doubled from its 12-month low and trades at roughly 36 times earnings, leaving investors vulnerable to consolidation after the post-earnings surge. A pullback after the rally may therefore reflect high expectations rather than a new negative company announcement.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on the company. Oppenheimer reiterated an “outperform” rating and set a $1,118.00 target price on shares of Caterpillar in a research report on Tuesday, August 4th. Citigroup lifted their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Zacks Research downgraded Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Tuesday, July 14th. 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. Finally, HSBC increased their price target on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Thirteen analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar Stock Up 0.3%

Shares of NYSE CAT opened at $844.52 on Monday. The firm’s 50-day moving average is $921.04 and its two-hundred day moving average is $820.36. The company has a market capitalization of $388.20 billion, a PE ratio of 36.34, a price-to-earnings-growth ratio of 1.52 and a beta of 1.60. Caterpillar Inc. has a 12-month low of $405.46 and a 12-month high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the previous year, the firm posted $4.72 EPS. The company’s quarterly revenue was up 23.7% compared to the same quarter last year. Equities analysts anticipate that Caterpillar Inc. will post 26.3 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. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. 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 0.8%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

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.