Sanctuary Advisors LLC Acquires 1,064 Shares of Caterpillar Inc. $CAT

Sanctuary Advisors LLC grew its stake in Caterpillar Inc. (NYSE:CAT) by 0.8% during the 1st quarter, HoldingsChannel reports. The firm owned 127,231 shares of the industrial products company’s stock after acquiring an additional 1,064 shares during the quarter. Sanctuary Advisors LLC’s holdings in Caterpillar were worth $90,138,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of CAT. Lam Group Inc. acquired a new position in Caterpillar during the first quarter worth $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth about $31,000. Finally, Rialto Wealth Management LLC lifted its holdings in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 18 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the topic of several research analyst reports. Oppenheimer upped their price objective on shares of Caterpillar from $980.00 to $1,105.00 and gave the stock an “outperform” rating in a research note on Monday. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Monday, June 8th. Jefferies Financial Group raised their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. Wolfe Research boosted their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. Finally, Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $980.57.

Caterpillar Trading Up 0.2%

CAT opened at $933.48 on Wednesday. The firm has a 50 day simple moving average of $932.24 and a 200 day simple moving average of $788.43. Caterpillar Inc. has a fifty-two week low of $403.02 and a fifty-two week high of $1,073.46. The company has a market cap of $429.95 billion, a price-to-earnings ratio of 46.46, a price-to-earnings-growth ratio of 1.84 and a beta of 1.57. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping 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 company had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period last year, the business posted $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% compared to the same quarter last year. On average, 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 announced a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 30.06%.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of the stock in a transaction dated 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 directly owned 86,029 shares in the company, valued at $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Key Stories 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 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.