Castleview Partners LLC Lowers Stake in Caterpillar Inc. $CAT

Castleview Partners LLC reduced its position in Caterpillar Inc. (NYSE:CAT) by 54.0% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 454 shares of the industrial products company’s stock after selling 533 shares during the period. Castleview Partners LLC’s holdings in Caterpillar were worth $322,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the business. Axxcess Wealth Management LLC grew its stake in shares of Caterpillar by 2.8% during 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 position in shares of Caterpillar in the 4th quarter worth $877,000. DSG Capital Advisors LLC acquired a new position in Caterpillar in the first quarter valued at $1,226,000. Cornerstone Planning LLC acquired a new position in Caterpillar in the fourth quarter valued at $4,517,000. Finally, Gotham Asset Management LLC grew its position in Caterpillar by 19.1% during the third quarter. Gotham Asset Management LLC now owns 116,589 shares of the industrial products company’s stock valued at $55,630,000 after acquiring an additional 18,676 shares during the period. 70.98% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have recently commented on CAT. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Truist Financial raised their price target on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the company a “buy” rating in a report on Thursday, July 2nd. Wolfe Research lifted their price target on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. HSBC boosted their price objective on shares of Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, Wells Fargo & Company raised their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. One analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $970.81.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is being highlighted as a way to gain exposure to the AI buildout, especially through demand tied to data center construction, which is helping bolster investor optimism. These Dividend Paying Stocks Offer Strong Exposure to AI Trends
• Positive Sentiment: Analyst/commentary pieces continue to frame Caterpillar as a stock with strong momentum and relative outperformance, supporting the bullish case for CAT. CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth
• Positive Sentiment: News that Caterpillar is opening an engineering design centre adds to the company’s investment and expansion story, which can be supportive for long-term growth expectations. Caterpillar Inc. opens engineering design centre
• Positive Sentiment: Reports of a multimillion-dollar global headquarters expansion in Las Colinas suggest continued capital investment and confidence in the business outlook. Caterpillar digs into new $34M HQ in Las Colinas
• Neutral Sentiment: Market commentary notes that Caterpillar remains a popular industrial stock to watch, but these list-style articles do not provide a clear new catalyst. Industrial Stocks To Consider – July 9th
• Neutral Sentiment: Another feature discusses Caterpillar among “calls of the day,” indicating ongoing trader attention rather than a specific fundamental update. Calls of the day: AbbVie, Caterpillar, Marriott, Lamar Advertising and PepsiCo
• Negative Sentiment: Some coverage says CAT has dipped while the broader market rose, and other commentary warns the stock may be losing momentum as investors weigh valuation, tariffs, and execution risks. Caterpillar (CAT) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: One bearish note suggests the AI rally may be fading, with valuation concerns making investors more cautious about further upside. CAT Stock Heads For Second Weekly Loss: Is Caterpillar’s AI Rally Fading?

Insider Buying and Selling at Caterpillar

In related news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer owned 530 shares of the company’s stock, valued at approximately $480,180. This trade represents a 40.45% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction that occurred on 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 transaction, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

Shares of CAT stock opened at $952.42 on Monday. The stock has a market capitalization of $438.68 billion, a price-to-earnings ratio of 47.41, a PEG ratio of 1.88 and a beta of 1.57. The company’s 50-day simple moving average is $930.83 and its 200-day simple moving average is $783.49. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a one year low of $401.70 and a one year 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. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the previous year, the business earned $4.25 EPS. The business’s quarterly revenue was up 22.2% on a year-over-year basis. Equities analysts anticipate that Caterpillar Inc. will post 24.71 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business 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 an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

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.