Caterpillar Inc. $CAT Stock Position Raised by FSA Advisors Inc.

FSA Advisors Inc. lifted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 271.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,487 shares of the industrial products company’s stock after purchasing an additional 1,087 shares during the quarter. FSA Advisors Inc.’s holdings in Caterpillar were worth $1,054,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $579,000. Brighton Jones LLC raised its stake in shares of Caterpillar by 51.5% in the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after buying an additional 2,519 shares in the last quarter. United Bank raised its holdings in shares of Caterpillar by 108.5% in the 2nd 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 holdings in shares of 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 purchasing an additional 347 shares during the last quarter. Finally, Alliancebernstein L.P. lifted its position in shares of Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after acquiring an additional 34,846 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Up 0.5%

Shares of CAT opened at $881.26 on Friday. The business’s fifty day moving average price is $931.29 and its two-hundred day moving average price is $793.45. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm has a market capitalization of $405.90 billion, a price-to-earnings ratio of 43.87, a PEG ratio of 1.72 and a beta of 1.57. Caterpillar Inc. has a 52 week low of $405.46 and a 52 week high of $1,073.46.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 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%. The company’s revenue was up 22.2% compared to the same quarter last year. During the same period in the prior year, the company posted $4.25 EPS. On average, analysts predict that Caterpillar Inc. will post 24.87 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a $1.63 dividend. 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 yield of 0.7%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is currently 30.06%.

Analyst Ratings Changes

Several analysts recently issued reports on CAT shares. JPMorgan Chase & Co. increased their price objective on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a report on Wednesday, June 17th. Oppenheimer boosted their target price on shares of Caterpillar from $980.00 to $1,105.00 and gave the stock an “outperform” rating in a research report on Monday. Robert W. Baird increased their price objective on Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday, June 26th. Truist Financial increased their target price on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the company a “buy” rating in a research note on Thursday, July 2nd. Finally, Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Fifteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $980.57.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
• Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
• Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
• Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
• Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.

Insiders Place Their Bets

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the transaction, the chief financial officer owned 52,935 shares of the company’s stock, valued at $48,631,913.85. This trade represents a 22.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 over the last ninety days. Company insiders own 0.33% of the company’s stock.

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.