FSA Advisors Inc. Sells 871 Shares of Caterpillar Inc. $CAT

FSA Advisors Inc. reduced its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 68.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 400 shares of the industrial products company’s stock after selling 871 shares during the period. FSA Advisors Inc.’s holdings in Caterpillar were worth $229,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after acquiring an additional 442,164 shares in the last quarter. Wellington Management Group LLP boosted its stake in shares of Caterpillar by 3,949.8% in the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after purchasing an additional 5,098,964 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Caterpillar by 20.7% in the 3rd quarter. Bank of New York Mellon Corp now owns 3,553,930 shares of the industrial products company’s stock worth $1,695,757,000 after purchasing an additional 609,023 shares during the last quarter. Legal & General Group Plc increased its position in shares of Caterpillar by 2.2% during the 3rd quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock worth $1,337,007,000 after purchasing an additional 58,993 shares in the last quarter. Finally, Amundi lifted its holdings in Caterpillar by 24.3% during the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after purchasing an additional 464,036 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 beat and revenue upside underpin the rally — Caterpillar topped Q1 estimates, reporting strong EPS and revenue growth that helped drive the recent surge. 5 Mega-Cap Stocks That Beat Q1 2026 Earnings and Are Still Climbing (CAT)
• Positive Sentiment: Multiple broker price-target lifts — Major firms (Jefferies, BofA, Daiwa and others) have raised targets — Jefferies to $1,045 and BofA to $930 — signaling sustained analyst confidence in upside from energy and infrastructure exposure. Jefferies Financial Group Increases Caterpillar (NYSE:CAT) Price Target to $1,045.00
• Positive Sentiment: BofA highlights energy-driven upside and AI/data-center demand — Analysts point to energy capex and the data-center buildout as key demand drivers for machines and power systems. BofA Highlights Energy Growth Driving Caterpillar (CAT) Upside
• Positive Sentiment: High-profile media attention on AI exposure — Jim Cramer and other outlets note Caterpillar is benefiting from data-center build-outs, reinforcing the narrative that CAT is tied to AI infrastructure spending. Jim Cramer Makes Big Revelation About Caterpillar (CAT) & Hedge Funds
• Positive Sentiment: Product/ESG momentum — Caterpillar’s electric power unit is powering a new zero-emission separator showcased at IFAT 2026, highlighting progress on electrification and sustainability offerings. Caterpillar’s electric power unit powers new zero-emission separator at IFAT 2026
• Neutral Sentiment: Options-market activity raises questions — Elevated options flow has attracted attention; this could signal speculative positioning or hedging around earnings/targets, so watch implied vol and large trades. Do Options Traders Know Something About Caterpillar Stock We Don’t?
• Neutral Sentiment: Market commentators counsel caution despite the rally — Coverage pieces note a massive 12‑month return and some analysts recommend “hold” given stretched gains and near-term consolidation risk. Caterpillar Surges 190%—Analysts Say Hold for Now
• Negative Sentiment: Some analysts maintain conservative stances — DA Davidson bumped its target to $845 but kept a neutral rating, implying limited near-term upside from their view and reflecting valuation caution after the run. DA Davidson adjusts price target on Caterpillar to $845 from $650, maintains neutral rating

Insider Buying and Selling

In related news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the completion of the sale, the insider owned 79,953 shares in the company, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CAO William E. Schaupp sold 972 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $764.20, for a total value of $742,802.40. Following the sale, the chief accounting officer directly owned 824 shares in the company, valued at $629,700.80. The trade was a 54.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 60,164 shares of company stock worth $43,748,068 over the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of CAT opened at $874.72 on Tuesday. The stock has a market cap of $407.00 billion, a P/E ratio of 43.54, a price-to-earnings-growth ratio of 2.04 and a beta of 1.63. Caterpillar Inc. has a 1 year low of $318.11 and a 1 year high of $905.00. The stock’s 50-day moving average price is $746.86 and its two-hundred day moving average price is $656.99. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

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 analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.42 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the company posted $4.25 EPS. On average, equities analysts predict that Caterpillar Inc. will post 23.08 earnings per share for the current year.

Caterpillar Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be given a dividend of $1.51 per share. This represents a $6.04 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Analyst Ratings Changes

Several analysts have recently weighed in on CAT shares. Daiwa Securities Group raised their price objective on shares of Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday. UBS Group restated a “neutral” rating and set a $677.00 price target on shares of Caterpillar in a research report on Monday, February 2nd. Oppenheimer set a $980.00 price objective on Caterpillar and gave the company an “outperform” rating in a research report on Friday. Jefferies Financial Group boosted their price objective on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday. Finally, Rothschild & Co Redburn raised their target price on Caterpillar from $650.00 to $700.00 and gave the company a “neutral” rating in a research note on Wednesday, February 4th. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $871.18.

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.