Teamwork Financial Advisors LLC Cuts Stake in Caterpillar Inc. $CAT

Teamwork Financial Advisors LLC trimmed its stake in Caterpillar Inc. (NYSE:CAT) by 13.3% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 14,865 shares of the industrial products company’s stock after selling 2,284 shares during the quarter. Caterpillar comprises 1.4% of Teamwork Financial Advisors LLC’s portfolio, making the stock its 22nd largest position. Teamwork Financial Advisors LLC’s holdings in Caterpillar were worth $15,829,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of Caterpillar by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock valued at $26,572,681,000 after buying an additional 442,164 shares during the period. State Street Corp raised its position in shares of Caterpillar by 1.1% in the 4th quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock worth $20,273,039,000 after buying an additional 385,204 shares during the period. Geode Capital Management LLC boosted its holdings in 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 valued at $6,072,572,000 after acquiring an additional 94,524 shares during the last quarter. Fisher Asset Management LLC grew its position in Caterpillar by 0.6% during the fourth 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 acquiring an additional 54,069 shares during the period. Finally, Bank of America Corp DE increased its stake in Caterpillar by 16.0% during the fourth quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after acquiring an additional 928,974 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the topic of several research analyst reports. Jefferies Financial Group lifted their price objective on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the stock an “equal weight” rating in a research report on Friday, May 1st. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a report on Wednesday. Bank of America lifted their price target on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $1,002.00 price objective on shares of Caterpillar in a research report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $995.52.

Caterpillar Stock Down 1.5%

Shares of NYSE:CAT opened at $844.52 on Friday. The company has a market capitalization of $388.20 billion, a price-to-earnings ratio of 36.34, a price-to-earnings-growth ratio of 1.57 and a beta of 1.60. The company has a 50 day moving average of $921.04 and a two-hundred day moving average of $819.15. Caterpillar Inc. has a 52-week low of $405.46 and a 52-week high of $1,073.46. The company has a quick ratio of 0.81, a current ratio of 1.37 and a debt-to-equity ratio of 1.65.

Caterpillar (NYSE:CAT) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The business’s revenue for the quarter was up 23.7% compared to the same quarter last year. During the same period in the previous year, the company posted $4.72 earnings per share. As a group, analysts forecast that Caterpillar Inc. will post 25.84 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently disclosed 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. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 28.06%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI data-center demand is emerging as a major growth driver. Caterpillar is expanding power-generation capacity to supply electricity for power-intensive hyperscale data centers. Jim Cramer highlighted the company’s generators as a key reason CAT has outperformed Deere, while other coverage described the AI infrastructure opportunity as still in its early stages. Jim Cramer Shares Key Reason Why Caterpillar’s Shares Are Higher Than Deere’s CAT Stock Alert: Caterpillar’s AI Infrastructure Boom Is Just Getting Started
• Positive Sentiment: A new hyperscaler infrastructure agreement reinforces the opportunity. Energy Vault announced a planned 1.25-gigawatt deployment of integrated power infrastructure for an AI data center, using Caterpillar generator sets through a power-generation engineering, procurement and construction partner. The agreement provides additional evidence that CAT’s energy products can benefit from data-center construction. Energy Vault Announces Strategic Agreement for Hyperscaler AI Data Center Infrastructure
• Positive Sentiment: Recent earnings and guidance remain powerful catalysts. Caterpillar reported quarterly EPS of $8.17 versus the $6.22 consensus and revenue of $20.54 billion versus expectations of $19.34 billion. Revenue increased 23.7% year over year, and the company raised its 2026 sales-growth outlook as AI-related construction demand continued. Caterpillar Lifts 2026 Sales Growth Forecast as AI Buildout Powers On
• Neutral Sentiment: Analyst sentiment is supportive but not uniformly aggressive: Caterpillar carries an average “Moderate Buy” rating, and Truist expects further upside. Coverage also notes CAT has outperformed industrial-products peers this year, although much of that optimism may already be reflected in the share price. Caterpillar Receives Moderate Buy Rating
• Negative Sentiment: Profit-taking and valuation are weighing on the stock. CAT has more than doubled from its 12-month low and trades at roughly 36 times earnings, leaving investors vulnerable to consolidation after the post-earnings surge. A pullback after the rally may therefore reflect high expectations rather than a new negative company announcement.

Insider Buying and Selling at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the transaction, the insider directly owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This represents a 20.19% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, CAO William E. Schaupp sold 360 shares of Caterpillar stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer directly owned 530 shares in the company, valued at approximately $480,180. The trade was a 40.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 35,444 shares of company stock valued at $32,335,679 in the last ninety days. 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.