NFSG Corp Has $953,000 Stake in Caterpillar Inc. $CAT

NFSG Corp boosted its stake in Caterpillar Inc. (NYSE:CAT) by 135.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,346 shares of the industrial products company’s stock after acquiring an additional 774 shares during the quarter. NFSG Corp’s holdings in Caterpillar were worth $953,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Lam Group Inc. bought a new stake in shares of Caterpillar in the first quarter valued at about $26,000. Torren Management LLC bought a new position in shares of Caterpillar during the fourth quarter worth about $27,000. Frazier Financial Advisors LLC grew its holdings in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after buying an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new stake in Caterpillar in the 4th quarter valued at approximately $31,000. Finally, Rialto Wealth Management LLC lifted its stake in Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares in the last quarter. Institutional investors own 70.98% 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%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Caterpillar Stock Up 0.2%

Caterpillar stock opened at $933.48 on Wednesday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company’s 50-day moving average is $932.24 and its 200-day moving average is $788.43. The firm has a market capitalization of $429.95 billion, a PE ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. Caterpillar Inc. has a fifty-two week low of $403.02 and a fifty-two week high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its 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. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period last year, the business posted $4.25 EPS. Caterpillar’s revenue was up 22.2% on a year-over-year basis. Sell-side analysts anticipate that Caterpillar Inc. will post 24.71 earnings per share for the current year.

Caterpillar Increases Dividend

The firm 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. The ex-dividend date of this dividend is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s payout ratio is 30.06%.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on the company. Truist Financial upped their price target on Caterpillar from $1,043.00 to $1,218.00 and gave the stock a “buy” rating in a research report on Thursday, July 2nd. Evercore reissued an “outperform” rating and issued a $1,103.00 price objective on shares of Caterpillar in a research report on Monday, May 11th. Sanford C. Bernstein increased their target price on shares of Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. Wolfe Research raised their target price 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. Finally, Robert W. Baird lifted their price target on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research note on Friday, June 26th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

Insider Activity at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the sale, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This trade represents a 26.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jason Kaiser sold 5,642 shares of Caterpillar stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the transaction, the insider directly owned 9,594 shares of the company’s stock, valued at approximately $8,471,789.82. This trade represents a 37.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last three months. 0.33% of the stock is owned by company insiders.

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.