Lighthouse Financial Services Inc. ADV Trims Holdings in Caterpillar Inc. $CAT

Lighthouse Financial Services Inc. ADV decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 24.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,100 shares of the industrial products company’s stock after selling 689 shares during the period. Lighthouse Financial Services Inc. ADV’s holdings in Caterpillar were worth $2,082,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the business. Diamant Asset Management Inc. raised its holdings in shares of Caterpillar by 68,427.2% during the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock valued at $2,224,992,000 after acquiring an additional 3,136,020 shares in the last quarter. Capital International Investors bought a new stake in Caterpillar in the fourth quarter valued at $1,225,317,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Caterpillar by 573.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock valued at $861,947,000 after acquiring an additional 1,281,087 shares in the last quarter. Bank of America Corp DE increased its position in Caterpillar by 16.0% during the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock valued at $3,860,457,000 after purchasing an additional 928,974 shares during the period. Finally, Cynosure Group LLC raised its holdings in Caterpillar by 8,359.6% in the 4th quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock worth $294,314,000 after purchasing an additional 507,681 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on CAT shares. UBS Group raised their target price on shares of Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. Argus increased their price target on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Finally, Wells Fargo & Company lifted their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $856.82 on Monday. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The business has a fifty day moving average price of $915.09 and a 200-day moving average price of $827.86. The company has a market capitalization of $393.85 billion, a PE ratio of 36.87, a PEG ratio of 1.53 and a beta of 1.60.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the previous year, the firm earned $4.72 EPS. Caterpillar’s quarterly revenue was up 23.7% compared to the same quarter last year. As a group, equities analysts expect that Caterpillar Inc. will post 26.56 EPS for the current fiscal year.

Caterpillar Increases Dividend

The company 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 $1.63 dividend. This represents a $6.52 annualized dividend and a yield of 0.8%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 28.06%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar ended the second quarter with a record $72 billion backlog, signaling sustained demand for heavy equipment and supporting the company’s upgraded 2026 sales outlook. Growth is reportedly broad-based across major business segments. CAT Ends Q2 With Record Backlog: Is Demand Momentum Here to Stay?
• Positive Sentiment: Zacks Research upgraded CAT from “hold” to “strong-buy,” adding to the favorable analyst sentiment surrounding the shares. The company’s average brokerage recommendation is also equivalent to “buy.” Zacks Research rating
• Positive Sentiment: The company’s latest quarterly results provide fundamental support: Caterpillar reported revenue of $20.54 billion, up 23.7% year over year, and earnings of $8.17 per share, well above consensus expectations.
• Neutral Sentiment: Analysts remain cautiously optimistic. Caterpillar has outperformed the broader market over the past year, but consensus views already anticipate that the recent revenue boom will moderate. Do Wall Street Analysts Like Caterpillar Stock?
• Negative Sentiment: One analysis argues that Caterpillar’s elevated valuation will depend increasingly on margin improvement rather than continued backlog growth. If revenue growth fades without stronger profitability, the stock’s valuation could remain difficult to justify. Caterpillar’s Falling Multiple Rests On Margin, Not Its Backlog
• Negative Sentiment: The bullish brokerage consensus may be less informative because sell-side analysts often issue overly optimistic recommendations. Investors may therefore focus more on execution, margins and backlog conversion than on the average rating alone. Brokers Suggest Investing in Caterpillar

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.