Vaquero Private Wealth Ltd. Buys New Shares in Caterpillar Inc. $CAT

Vaquero Private Wealth Ltd. acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 2nd quarter, Holdings Channel reports. The firm acquired 4,890 shares of the industrial products company’s stock, valued at approximately $5,207,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Lam Group Inc. purchased a new stake in Caterpillar during the 1st quarter worth about $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC raised 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 buying an additional 33 shares during the last quarter. Decker Retirement Planning Inc. raised its stake in Caterpillar by 440.0% during the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares during the last quarter. Finally, Cornerstone Financial Management LLC purchased a new stake in shares of Caterpillar during the fourth quarter worth approximately $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Down 4.3%

Shares of NYSE CAT opened at $843.54 on Wednesday. The stock has a fifty day moving average price of $913.03 and a 200 day moving average price of $830.99. The company has a market cap of $387.76 billion, a P/E ratio of 36.30, a P/E/G ratio of 1.53 and a beta of 1.60. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 12-month low of $410.52 and a 12-month high of $1,073.46.

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, beating the consensus estimate of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. Caterpillar’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same quarter last year, the company earned $4.72 earnings per share. Research analysts anticipate that Caterpillar Inc. will post 26.56 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s payout ratio is presently 28.06%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst commentary highlighted accelerating, volume-driven growth across Caterpillar’s three operating segments and a sharp upgrade to its 2026 sales outlook, supporting the longer-term bullish case. Caterpillar’s Volume Gains Drive Growth: Can Its Uptrend Continue?
• Positive Sentiment: Caterpillar was included among high-efficiency stocks with key operating ratios above industry averages, reinforcing the view that its strong earnings performance is supported by business quality. 5 Top-Ranked High-Efficiency Stocks Poised for Stronger Returns
• Positive Sentiment: The company committed up to $3 million in Arkansas as part of its five-year, $100 million workforce initiative. The investment should expand manufacturing talent pipelines, although the near-term earnings impact is likely limited. Caterpillar Expands Workforce Initiative to Arkansas

Analyst Ratings Changes

Several research firms recently issued reports on CAT. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Jefferies Financial Group lifted their price target on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Daiwa Securities Group increased their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a report on Friday, May 1st. JPMorgan Chase & Co. raised their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 17th. Finally, Royal Bank Of Canada lifted their price objective on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

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.