Aware Super Pty Ltd as trustee of Aware Super Takes Position in Caterpillar Inc. $CAT

Aware Super Pty Ltd as trustee of Aware Super acquired a new position in Caterpillar Inc. (NYSE:CAT) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 76,689 shares of the industrial products company’s stock, valued at approximately $54,331,000. Caterpillar accounts for about 0.8% of Aware Super Pty Ltd as trustee of Aware Super’s portfolio, making the stock its 21st biggest position.

Several other institutional investors have also added to or reduced their stakes in the stock. Evergreen Advisors LLC acquired a new stake in Caterpillar during the 1st quarter valued at approximately $149,000. Financial Harvest LLC acquired a new position in shares of Caterpillar in the 1st quarter worth approximately $204,000. Delta Financial Advisors LLC boosted its stake in shares of Caterpillar by 1.5% in the 1st quarter. Delta Financial Advisors LLC now owns 3,498 shares of the industrial products company’s stock valued at $2,478,000 after purchasing an additional 50 shares during the last quarter. Wealthfront Advisers LLC increased its position in shares of Caterpillar by 6.3% during the first quarter. Wealthfront Advisers LLC now owns 74,764 shares of the industrial products company’s stock worth $52,967,000 after buying an additional 4,414 shares during the period. Finally, NerdWallet Wealth Partners LLC acquired a new stake in shares of Caterpillar during the first quarter worth $231,000. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

CAT has been the topic of several recent analyst reports. Sanford C. Bernstein boosted their target price on shares of Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a report on Friday, May 1st. Citigroup increased their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday. Robert W. Baird boosted their price objective on Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research note on Friday, June 26th. HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Finally, UBS Group reaffirmed a “neutral” rating and set a $900.00 target price on shares of Caterpillar in a research note on Tuesday, June 2nd. Fifteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $980.57.

Caterpillar Stock Down 4.1%

Shares of NYSE:CAT opened at $876.44 on Friday. Caterpillar Inc. has a 52-week low of $405.46 and a 52-week high of $1,073.46. The business’s 50 day simple moving average is $931.59 and its two-hundred day simple moving average is $792.83. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm has a market cap of $403.68 billion, a P/E ratio of 43.63, a PEG ratio of 1.79 and a beta of 1.57.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results 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. The business had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.25 EPS. As a group, research analysts forecast that Caterpillar Inc. will post 24.86 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is currently 30.06%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research lifted Caterpillar’s earnings outlook for multiple periods, including FY2026, FY2027 and FY2028, signaling stronger profit growth ahead and supporting the long-term bull case for CAT.
• Positive Sentiment: Wall Street commentary ahead of Caterpillar’s Q2 2026 report points to a double-digit rise in profits, suggesting the upcoming earnings release could act as a catalyst if results meet or beat expectations. What to Expect From Caterpillar’s Q2 2026 Earnings Report
• Neutral Sentiment: Investor interest in Caterpillar remains elevated around themes tied to infrastructure, power demand and data-center buildouts, which may provide a broader backdrop of demand for heavy equipment and power-related products. 3 Stocks Riding the AI Data Center Power Buildout in July
• Negative Sentiment: The downgrade to hold from Zacks Research is the most immediate negative catalyst, likely pressuring sentiment despite the improved earnings forecasts.
• Negative Sentiment: Recent trading weakness in CAT also shows investors have been taking profits ahead of earnings, leaving the stock vulnerable to any disappointment in the upcoming report.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction dated 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 owned 49,825 shares in the company, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by insiders.

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.