Caterpillar Inc. $CAT Shares Sold by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 85.1% during the first quarter, Holdings Channel.com reports. The fund owned 11,041 shares of the industrial products company’s stock after selling 62,816 shares during the period. J. Safra Sarasin Holding AG’s holdings in Caterpillar were worth $7,821,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in CAT. Lam Group Inc. acquired a new position in shares of Caterpillar during the 1st quarter valued at $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at $27,000. Frazier Financial Advisors LLC boosted its stake in Caterpillar by 220.0% during 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 in the last quarter. Cedar Mountain Advisors LLC raised 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 acquiring an additional 23 shares in the last quarter. Finally, IFS Advisors LLC acquired a new stake in Caterpillar in the 4th quarter valued at about $31,000. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Stock Performance

Shares of CAT stock opened at $932.41 on Tuesday. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The company has a market capitalization of $429.46 billion, a price-to-earnings ratio of 46.41, a P/E/G ratio of 1.88 and a beta of 1.57. The stock’s fifty day simple moving average is $931.66 and its 200-day simple moving average is $785.96. Caterpillar Inc. has a 1-year low of $402.23 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the previous year, the firm posted $4.25 earnings per share. The firm’s revenue was up 22.2% on a year-over-year basis. On average, sell-side analysts predict that Caterpillar Inc. will post 24.71 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Insider Buying and Selling at Caterpillar

In related news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the sale, the insider owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO William E. Schaupp sold 360 shares of the 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 completion of the transaction, the chief accounting officer owned 530 shares in the company, valued at $480,180. This represents a 40.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,773 shares of company stock worth $87,642,635 over the last quarter. Insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38% year over year. That performance is helping support the case for sustained growth in one of CAT’s most important businesses. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: The company is also leaning more heavily into recurring revenue through digital tools, equipment rental, and technology-driven services, which could improve earnings visibility and support its 2030 growth goals. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerage coverage remains constructive, with Caterpillar receiving a consensus “Moderate Buy” rating, reinforcing investor confidence in the stock’s longer-term fundamentals. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Several comparison and “stocks to watch” articles mention Caterpillar alongside other industrial and construction names, which adds visibility but does not itself change the company’s fundamentals. Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026?
• Neutral Sentiment: An article highlighting Caterpillar as a potential beneficiary of Federal Reserve pivot expectations points to macro-rate optimism, but the impact is indirect and mostly sentiment-driven. 5 Best Stocks to Buy Following Federal Reserve Pivot Expectations

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Wells Fargo & Company lifted their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. HSBC raised their target price on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Argus upped their price target on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Finally, Jefferies Financial Group lifted their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. 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 company. According to data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus price target of $976.76.

About Caterpillar

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.