Rep. Lisa C. McClain Buys Shares of Caterpillar Inc. (NYSE:CAT)

Representative Lisa C. McClain (Republican-Michigan) recently bought shares of Caterpillar Inc. (NYSE:CAT). In a filing disclosed on October 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Caterpillar stock on September 28th. The trade occurred in the Representative’s “CHARLES SCHWAB 401K (HANTZ) > SCHWAB 586” account.

Representative Lisa C. McClain also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 9/30/2026.
• Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/30/2026.
• Sold $15,001 – $50,000 in shares of Seagate Technology (NASDAQ:STX) on 9/30/2026.
• Purchased $1,001 – $15,000 in shares of ImmunityBio (NASDAQ:IBRX) on 9/28/2026.
• Purchased $15,001 – $50,000 in shares of Olin (NYSE:OLN) on 9/14/2026.
• Purchased $1,001 – $15,000 in shares of Novagold Resources (NYSEAMERICAN:NG) on 9/14/2026.
• Purchased $15,001 – $50,000 in shares of Transocean (NYSE:RIG) on 9/14/2026.
• Purchased $15,001 – $50,000 in shares of CACI International (NYSE:CACI) on 9/14/2026.

Caterpillar Stock Down 3.3%

Shares of NYSE CAT opened at $747.18 on Thursday. The business’s fifty day simple moving average is $816.99 and its 200-day simple moving average is $855.96. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 12-month low of $510.21 and a 12-month high of $1,073.46. The stock has a market cap of $343.46 billion, a P/E ratio of 32.44, a PEG ratio of 1.33 and a beta of 1.58.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%. The business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the previous year, the company posted $4.72 earnings per share. The business’s revenue for the quarter was up 23.7% on a year-over-year basis. As a group, equities analysts predict that Caterpillar Inc. will post 27.49 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, November 19th. Stockholders of record on Monday, October 19th will be given a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, October 19th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.9%. Caterpillar’s dividend payout ratio is currently 28.06%.

Insider Activity at Caterpillar

In related news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $808.98, for a total value of $26,211,760.98. Following the sale, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. The trade was a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.33% of the stock is owned by corporate insiders.

Institutional Trading of Caterpillar

Institutional investors and hedge funds have recently made changes to their positions in the company. Lam Group Inc. acquired a new position in Caterpillar in the 1st quarter valued at $26,000. Decker Retirement Planning Inc. boosted its holdings in shares of Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares in the last quarter. Cornerstone Financial Management LLC acquired a new position in shares of Caterpillar during the fourth quarter worth about $32,000. Matrix Trust Co boosted its holdings in Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 15 shares in the last quarter. Finally, Monetary Solutions Ltd acquired a new position in Caterpillar during the 4th quarter worth approximately $35,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Citigroup lowered their target price on shares of Caterpillar from $1,100.00 to $950.00 and set a “buy” rating for the company in a research note on Monday. Needham & Company LLC set a $980.00 price target on Caterpillar in a research note on Thursday, September 10th. Zacks Research downgraded Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Monday, October 5th. Royal Bank Of Canada upped their price objective on Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. Finally, Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Fifteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $967.83.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Oppenheimer maintained an “outperform” rating and still sees substantial upside, although it lowered its price target to $1,009 from $1,118. Oppenheimer Caterpillar price-target update
• Positive Sentiment: Caterpillar maintained its quarterly dividend at $1.63 per share, payable November 19 to shareholders of record October 19. The company has paid annual cash dividends since its founding and quarterly dividends since 1933. Caterpillar Inc. Maintains Dividend

About Representative McClain

Lisa McClain (Republican Party) is a member of the U.S. House, representing Michigan’s 9th Congressional District. She assumed office on January 3, 2023. Her current term ends on January 3, 2027.

McClain (Republican Party) is running for re-election to the U.S. House to represent Michigan’s 9th Congressional District. She declared candidacy for the 2026 election.

Lisa McClain lives in Romeo, Michigan. McClain earned a bachelor’s degree in business administration from Northwood University. Her career experience includes founding and working as the president of North End Support Team.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. Its products are used in infrastructure development, construction, mining, energy production, transportation, agriculture, forestry, and other industrial applications.

The company markets equipment and related services through a worldwide network of independent dealers. Its operations are generally organized around Construction Industries, Resource Industries, and Energy & Transportation.