Caterpillar Inc. $CAT Stock Position Decreased by Little House Capital LLC

Little House Capital LLC reduced its position in Caterpillar Inc. (NYSE:CAT) by 20.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 7,077 shares of the industrial products company’s stock after selling 1,796 shares during the quarter. Caterpillar makes up about 1.0% of Little House Capital LLC’s holdings, making the stock its 29th largest holding. Little House Capital LLC’s holdings in Caterpillar were worth $4,054,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the company. IFP Advisors Inc increased its position in shares of Caterpillar by 9.4% in the fourth quarter. IFP Advisors Inc now owns 17,117 shares of the industrial products company’s stock worth $9,806,000 after acquiring an additional 1,466 shares in the last quarter. Adell Harriman & Carpenter Inc. raised its position in Caterpillar by 33.9% during the fourth quarter. Adell Harriman & Carpenter Inc. now owns 3,031 shares of the industrial products company’s stock valued at $1,736,000 after buying an additional 767 shares during the period. Cullen Frost Bankers Inc. raised its position in Caterpillar by 3.3% during the fourth quarter. Cullen Frost Bankers Inc. now owns 10,195 shares of the industrial products company’s stock valued at $5,841,000 after buying an additional 323 shares during the period. Hardy Reed LLC raised its position in Caterpillar by 1.1% during the fourth quarter. Hardy Reed LLC now owns 4,248 shares of the industrial products company’s stock valued at $2,434,000 after buying an additional 46 shares during the period. Finally, Jag Capital Management LLC raised its position in Caterpillar by 10.1% during the fourth quarter. Jag Capital Management LLC now owns 1,025 shares of the industrial products company’s stock valued at $587,000 after buying an additional 94 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider directly owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Lange Bob De sold 24,222 shares of the company’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the sale, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 100,551 shares of company stock valued at $91,170,351 in the last three months. 0.33% of the stock is currently owned by company insiders.

Caterpillar Stock Down 0.5%

Shares of Caterpillar stock opened at $859.90 on Wednesday. The firm has a market cap of $396.06 billion, a price-to-earnings ratio of 42.80, a P/E/G ratio of 1.70 and a beta of 1.63. 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 52-week low of $336.24 and a 52-week high of $931.35. The stock has a 50-day simple moving average of $781.90 and a 200-day simple moving average of $685.43.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s revenue was up 22.2% on a year-over-year basis. During the same period in the previous year, the company earned $4.25 EPS. On average, equities research analysts expect that Caterpillar Inc. will post 24.67 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Monday, April 20th were issued a $1.51 dividend. The ex-dividend date was Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio is currently 30.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple Zacks Research notes raised Caterpillar’s earnings estimates across several periods, including FY2026, FY2027, and FY2028, signaling confidence that profit growth can stay strong well beyond this year. MarketBeat CAT earnings estimate updates
• Positive Sentiment: Analysts also reset Caterpillar’s fair value higher and cited higher price targets and an upgrade, suggesting the stock may still have room to re-rate as investors assign a richer multiple to its earnings and growth outlook. Yahoo Finance analyst valuation article
• Positive Sentiment: Recent coverage highlighted Caterpillar as a long-term winner because of rising revenues, stronger earnings growth versus peers like Deere, and exposure to AI infrastructure and heavy equipment demand. Zacks Caterpillar vs. Deere article
• Neutral Sentiment: Investor attention has picked up around CAT, with multiple articles framing it as a prominent industrial and AI-infrastructure name, but these pieces are more about visibility than a new catalyst. Yahoo Finance investor attention article
• Negative Sentiment: Some coverage noted tariff and workforce concerns, which could pressure margins or complicate the operating outlook even as sentiment remains constructive overall. MSN tariff/workforce article

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on CAT shares. Wells Fargo & Company upped their price target on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Bank of America upped their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Morgan Stanley set a $915.00 price target on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Finally, Jefferies Financial Group increased their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $923.14.

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.