FOCUS Wealth Advisors LLC Buys New Position in Caterpillar Inc. $CAT

FOCUS Wealth Advisors LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT) in the second quarter, HoldingsChannel reports. The institutional investor bought 2,211 shares of the industrial products company’s stock, valued at approximately $2,354,000. Caterpillar makes up about 1.1% of FOCUS Wealth Advisors LLC’s portfolio, making the stock its 26th largest position.

Several other institutional investors and hedge funds have also modified their holdings of the business. Lam Group Inc. bought a new position in Caterpillar in the 1st quarter worth $26,000. Torren Management LLC bought a new stake in Caterpillar during the fourth quarter valued at about $27,000. Frazier Financial Advisors LLC increased its position in Caterpillar by 220.0% in 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. Cornerstone Financial Management LLC purchased a new position in shares of Caterpillar during the 4th quarter valued at about $32,000. Finally, Monetary Solutions Ltd purchased a new position in shares of Caterpillar during the 4th quarter valued at about $35,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Citigroup increased their target price on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Evercore restated an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a research report on Monday, May 11th. Oppenheimer reiterated an “outperform” rating and issued a $1,118.00 price target on shares of Caterpillar in a research note on Tuesday. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday. Finally, Truist Financial set a $980.00 price target on Caterpillar in a report on Wednesday. Thirteen investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $989.00.

Caterpillar Stock Performance

Caterpillar stock opened at $872.02 on Thursday. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.81. The firm has a market capitalization of $401.64 billion, a P/E ratio of 37.52, a price-to-earnings-growth ratio of 1.72 and a beta of 1.60. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46. The company’s 50-day moving average is $922.16 and its 200 day moving average is $817.47.

Caterpillar (NYSE:CAT) last released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating 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 firm had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. During the same quarter in the prior year, the firm posted $4.72 earnings per share. The company’s quarterly revenue was up 23.7% on a year-over-year basis. Research analysts forecast that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The business 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 $1.63 dividend. The ex-dividend date is Monday, July 20th. This is a boost 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 dividend payout ratio (DPR) is currently 32.45%.

Insider Transactions at Caterpillar

In related news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the transaction, the chief accounting officer owned 530 shares of the company’s stock, valued at $480,180. This trade represents a 40.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider owned 49,825 shares of the company’s stock, valued at $45,236,615.75. The trade was a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 35,444 shares of company stock worth $32,335,679. Insiders own 0.33% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Record results exceeded expectations: Second-quarter sales and revenue rose 24% year over year to a record $20.5 billion, while adjusted earnings reached $8.17 per share versus analyst estimates near $6.22. The quarter was Caterpillar’s first with revenue above $20 billion. Caterpillar Reports Second-Quarter 2026 Results
• Positive Sentiment: AI infrastructure is driving demand: Caterpillar’s power and energy segment generated approximately $8.2 billion in sales and more segment profit than construction equipment, benefiting from data-center construction and demand for power-generation equipment. Caterpillar Now Makes Almost as Much Selling Power as It Does Selling Construction Equipment
• Positive Sentiment: Outlook and backlog improved: Management raised its 2026 sales-growth forecast to the mid-to-high teens from the prior low-double-digit range. A record backlog above $72 billion, stronger demand across segments and additional power capacity point to continued second-half growth. CAT Q2 Earnings Call Focuses on Backlog and Capacity Growth
• Positive Sentiment: Shareholder returns remain supportive: Caterpillar deployed $2.2 billion for share repurchases and dividends during the quarter. Truist also raised its price target to $1,225 and maintained a Buy rating. Truist price target update
• Neutral Sentiment: The strong report initially prompted a major rally and helped lift the Dow, but the shares have since surrendered part of that advance as investors assess whether AI-related demand can remain durable.
• Negative Sentiment: Valuation risk is significant: CAT trades at more than 30 times forward earnings, with a free-cash-flow yield of roughly 3.2%. That leaves limited margin for execution mistakes or a slowdown in data-center spending, increasing the risk of medium-term mean reversion. Caterpillar: You Can’t Avoid the Cycle, But You Can Price It

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.