Sequoia Financial Advisors LLC Boosts Stock Holdings in Caterpillar Inc. $CAT

Sequoia Financial Advisors LLC lifted its stake in Caterpillar Inc. (NYSE:CAT) by 0.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 177,241 shares of the industrial products company’s stock after buying an additional 615 shares during the period. Sequoia Financial Advisors LLC’s holdings in Caterpillar were worth $101,536,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Pacific Point Advisors LLC bought a new stake in Caterpillar during the 4th quarter valued at $579,000. Brighton Jones LLC grew its stake in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank raised its holdings in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after purchasing an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after buying an additional 347 shares during the period. Finally, Alliancebernstein L.P. boosted its holdings in shares of Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after buying an additional 34,846 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 results: Caterpillar reported solid top‑line and margin beats and big construction equipment revenue growth, giving investors confidence in near‑term demand and backlog expansion. Caterpillar Reports 38% Boost to Construction Equipment Revenue for Q1 2026
• Positive Sentiment: Analyst target lifts: Multiple shops boosted their targets (Argus to $990; HSBC raised its target as well), providing fresh buy‑side ammunition and supporting higher valuations. Argus Raises Caterpillar (NYSE:CAT) Price Target to $990.00 HSBC Raises Caterpillar Price Target to $1,100
• Positive Sentiment: AI / data‑center power narrative: Coverage framing CAT as an AI‑infrastructure beneficiary (generators, power systems, onsite electrification) is driving incremental demand expectations and momentum buying. Industrial-Strength Rally: Why Caterpillar Is Up 53%…
• Positive Sentiment: Order visibility: Third‑party notes on supplier/peer dynamics (Archrock) point to much longer lead times — a signal that equipment and power demand are sustained. Longer lead times support pricing power and future revenue. Archrock reaffirms outlook as Caterpillar lead times near 160
• Positive Sentiment: Commercial wins & product traction: New deployments of CAT autonomy and power solutions (e.g., Carmeuse deal) show product diversification and aftermarket / technology monetization potential. Carmeuse selects Caterpillar’s autonomous hauling solution
• Positive Sentiment: Insider support: A director added shares (modest buy), which is a small but constructive insider signal. SEC filing: Director purchase
• Neutral Sentiment: Mixed analyst posture: Some firms (DA Davidson) raised targets after the quarter but kept Neutral ratings, indicating disagreement on how much upside is left versus the premium valuation. DA Davidson Raises Caterpillar (CAT) Target Following Better-Than-Expected Quarter
• Neutral Sentiment: Attention/volatility: Heavy media coverage and elevated options interest are amplifying near‑term moves but do not by themselves change fundamentals. Do Options Traders Know Something About Caterpillar Stock?
• Negative Sentiment: Insider sales: Two insiders disclosed sizable share sales (one trimmed ~37%, another sold >5,600 shares), which some investors may interpret as profit‑taking and a modest caution flag. SEC filing: Insider sale SEC filing: Insider sale (Shurman)

Insider Activity at Caterpillar

In related news, CEO Joseph E. Creed sold 2,500 shares of the firm’s stock in a transaction that occurred on Thursday, March 5th. The shares were sold at an average price of $718.93, for a total value of $1,797,325.00. Following the sale, the chief executive officer owned 35,083 shares in the company, valued at approximately $25,222,221.19. This trade represents a 6.65% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Rodney Michael Shurman sold 5,639 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $903.18, for a total transaction of $5,093,032.02. Following the sale, the insider owned 2,546 shares of the company’s stock, valued at approximately $2,299,496.28. This represents a 68.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 55,375 shares of company stock valued at $42,494,287 over the last quarter. 0.33% of the stock is owned by company insiders.

Caterpillar Stock Up 2.5%

CAT stock opened at $927.22 on Thursday. The stock has a market capitalization of $427.07 billion, a P/E ratio of 46.15, a P/E/G ratio of 1.85 and a beta of 1.63. 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 Inc. has a 1-year low of $318.11 and a 1-year high of $930.54. The business has a fifty day moving average price of $753.19 and a 200-day moving average price of $662.31.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the company earned $4.25 EPS. Equities analysts forecast that Caterpillar Inc. will post 23.84 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Stockholders of record on Monday, April 20th will be issued a dividend of $1.51 per share. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, April 20th. Caterpillar’s payout ratio is presently 30.06%.

Analyst Ratings Changes

Several research analysts recently issued reports on CAT shares. Wells Fargo & Company increased their price target on shares of Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. Wolfe Research raised their target price on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. UBS Group restated a “neutral” rating and issued a $677.00 price target on shares of Caterpillar in a research note on Monday, February 2nd. Citigroup lifted their price objective on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Sanford C. Bernstein raised their price target on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a report on Friday, May 1st. Sixteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $890.27.

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.