Worth Financial Advisory Group LLC Buys Shares of 1,468 Caterpillar Inc. $CAT

Worth Financial Advisory Group LLC purchased a new position in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,468 shares of the industrial products company’s stock, valued at approximately $1,564,000.

A number of other hedge funds have also recently modified their holdings of CAT. State Street Corp lifted its position in Caterpillar by 1.1% during the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock valued at $20,273,039,000 after purchasing an additional 385,204 shares in the last quarter. Geode Capital Management LLC raised its stake in shares of Caterpillar by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock worth $6,072,572,000 after buying an additional 94,524 shares during the period. Fisher Asset Management LLC lifted its position in shares of Caterpillar by 0.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock valued at $5,438,408,000 after buying an additional 54,069 shares in the last quarter. Bank of America Corp DE lifted its position in shares of 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 buying an additional 928,974 shares in the last quarter. Finally, Diamant Asset Management Inc. grew its stake in shares of Caterpillar by 68,427.2% during the 1st 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 during the period. Institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Margins and 2026 outlook improved. Caterpillar’s second-quarter adjusted operating margin increased 430 basis points as higher sales volumes and pricing more than offset tariff-related costs and other expenses. The improvement helped support an upgraded 2026 outlook. Caterpillar’s Q2 Adjusted Operating Margin Rebounds: Is the Worst Over?
• Positive Sentiment: Record performance and backlog remain supportive. Recent coverage highlighted quarterly revenue of roughly $20.5 billion, a sizable earnings beat, year-over-year revenue growth of approximately 24%, and a strong backlog. These factors suggest continued demand for Caterpillar’s construction, mining, and industrial equipment.
• Neutral Sentiment: Analyst targets imply potential upside but also a high bar. Recent price targets have a median of $990, with estimates ranging from $845 to $1,218. However, Caterpillar’s elevated forward valuation leaves the stock sensitive to any slowdown in orders, margins, or economic growth.
• Neutral Sentiment: Relative performance coverage offers limited direction. Articles comparing Caterpillar with Gorman-Rupp and the broader industrial-products sector provide context on performance but do not identify a new fundamental catalyst for CAT.
• Negative Sentiment: Macro concerns are overshadowing company-specific strength. Investor discussions point to interest-rate uncertainty and broader industrial-sector worries as reasons for selling pressure following the earnings outperformance. The stock has also pulled back notably from its recent high, increasing focus on its valuation.
• Negative Sentiment: Insider selling and bearish positioning add pressure. QuiverQuant data shows substantially more insider sales than purchases over the past six months, while Michael Burry is reportedly betting against CAT. These signals may reinforce caution, although insider transactions can reflect portfolio and compensation decisions rather than a direct view of fundamentals.

Analysts Set New Price Targets

CAT has been the topic of a number of recent analyst reports. 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 note on Wednesday, August 5th. Jefferies Financial Group increased their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Weiss Ratings upgraded shares of Caterpillar from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday, August 19th. Daiwa Securities Group increased their price target on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Finally, DA Davidson raised their price target on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $995.52.

Caterpillar Trading Down 1.9%

Caterpillar stock opened at $812.10 on Tuesday. Caterpillar Inc. has a 1 year low of $410.52 and a 1 year high of $1,073.46. The firm’s 50 day moving average price is $906.43 and its 200-day moving average price is $834.90. 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 stock has a market cap of $373.30 billion, a P/E ratio of 34.94, a PEG ratio of 1.45 and a beta of 1.60.

Caterpillar (NYSE:CAT) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The firm had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. Caterpillar’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.72 earnings per share. On average, equities analysts predict that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were given a dividend of $1.63 per share. The ex-dividend date was Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is 28.06%.

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.