Capital Asset Advisory Services LLC Lowers Stock Position in Caterpillar Inc. $CAT

Capital Asset Advisory Services LLC decreased its position in Caterpillar Inc. (NYSE:CAT) by 8.2% in the first quarter, Holdings Channel reports. The institutional investor owned 7,899 shares of the industrial products company’s stock after selling 701 shares during the period. Capital Asset Advisory Services LLC’s holdings in Caterpillar were worth $5,596,000 as of its most recent filing with the SEC.

Several other hedge funds have also modified their holdings of CAT. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth approximately $579,000. Brighton Jones LLC raised its position in Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares during the period. United Bank lifted its holdings in Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in shares of Caterpillar by 6.5% during the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock worth $222,120,000 after purchasing an additional 34,846 shares in the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of Caterpillar stock in a transaction 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 in the company, valued at $480,180. The trade was a 40.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Lange Bob De sold 24,222 shares of the company’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms recently issued reports on CAT. Wolfe Research lifted their price objective on Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Barclays raised their target price on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Argus increased their price objective on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Rothschild & Co Redburn raised their price objective on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, Williams Trading set a $825.00 target price on shares of Caterpillar in a research note on Tuesday, March 10th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus price target of $941.45.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Negative Sentiment: Michael Burry revealed he is short Caterpillar for the first time, saying the stock looks overvalued after its AI-fueled surge, which sparked a selloff in the shares. Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
• Negative Sentiment: Additional coverage from Financial Post, Yahoo Finance, and Business Insider echoed Burry’s bearish stance, reinforcing pressure on Caterpillar shares as investors reassess the stock’s valuation. Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally
• Neutral Sentiment: Despite the selloff, some recent analysis remains constructive: Caterpillar hit a 52-week high on the back of strong Q1 growth, a record backlog, Russell Top 50 inclusion, and an upbeat 2026 outlook. Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?
• Neutral Sentiment: Erste Group also raised its FY2026 EPS estimate for Caterpillar, a small positive for fundamentals, though it was not enough to offset the negative news flow. Caterpillar Inc. (NYSE:CAT) – Free Report

Caterpillar Stock Down 6.7%

Shares of NYSE:CAT opened at $993.24 on Thursday. Caterpillar Inc. has a 52-week low of $388.09 and a 52-week high of $1,073.46. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The business has a fifty day moving average of $911.90 and a two-hundred day moving average of $765.06. The stock has a market cap of $457.48 billion, a P/E ratio of 49.44, a PEG ratio of 2.10 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 earnings per share 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 firm had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the previous year, the company posted $4.25 EPS. The company’s revenue was up 22.2% compared to the same quarter last year. On average, research analysts expect that Caterpillar Inc. will post 24.66 earnings per share for the current 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 issued a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is 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.