Amova Asset Management Americas Inc. Sells 852 Shares of Caterpillar Inc. $CAT

Posted by ABMN Staff on Jun 10th, 2026

Amova Asset Management Americas Inc. lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,306 shares of the industrial products company’s stock after selling 852 shares during the period. Amova Asset Management Americas Inc.’s holdings in Caterpillar were worth $5,330,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the stock. Deutsche Bank AG lifted its holdings in Caterpillar by 7.6% in the fourth quarter. Deutsche Bank AG now owns 1,450,183 shares of the industrial products company’s stock valued at $830,766,000 after acquiring an additional 102,004 shares during the period. Paragon Private Wealth Management LLC lifted its holdings in Caterpillar by 9.7% in the fourth quarter. Paragon Private Wealth Management LLC now owns 991 shares of the industrial products company’s stock valued at $568,000 after acquiring an additional 88 shares during the period. Outlook Wealth Advisors LLC bought a new position in Caterpillar in the fourth quarter valued at about $209,000. Portfolio Design Labs LLC lifted its holdings in Caterpillar by 0.7% in the fourth quarter. Portfolio Design Labs LLC now owns 3,185 shares of the industrial products company’s stock valued at $1,825,000 after acquiring an additional 22 shares during the period. Finally, Strategic Advocates LLC lifted its holdings in Caterpillar by 19.6% in the fourth quarter. Strategic Advocates LLC now owns 611 shares of the industrial products company’s stock valued at $353,000 after acquiring an additional 100 shares during the period. 70.98% of the stock is owned by institutional investors.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $915.29 on Wednesday. The stock has a market cap of $421.57 billion, a price-to-earnings ratio of 45.56, a price-to-earnings-growth ratio of 1.81 and a beta of 1.59. 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 stock has a 50 day moving average price of $840.65 and a 200-day moving average price of $720.71. Caterpillar Inc. has a one year low of $355.70 and a one year high of $946.83.

Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.42 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.25 EPS. Equities analysts expect that Caterpillar Inc. will post 24.68 EPS for the current year.

Caterpillar Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, May 19th. Investors of record on Monday, April 20th were paid 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 was Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar’s Q1 2026 results showed sales up 22% on volume-driven recovery, with Construction and Power & Energy leading gains and signaling continued demand strength. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
Positive Sentiment: CAT was named to Zacks’ “Strong Buy” momentum list, reinforcing bullish sentiment around near-term trading momentum. Best Momentum Stocks to Buy for June 9th
Positive Sentiment: Multiple pieces pointed to Caterpillar as a beneficiary of the AI data center buildout, where demand for power, cooling, and grid equipment could support additional growth. 5 Booming Industrial Stocks Set to Benefit More on AI Data Center Boom
Positive Sentiment: Broker coverage remained favorable, with articles noting an above-average recommendation for Caterpillar that may help reinforce investor confidence. Brokers Suggest Investing in Caterpillar (CAT): Read This Before Placing a Bet
Neutral Sentiment: Other coverage compared CAT’s year-to-date performance with peers and broader industrial stocks, but these pieces were mostly performance check-ins rather than new catalysts. Are Industrial Products Stocks Lagging Fanuc (FANUY) This Year?
Negative Sentiment: The “government issues ‘do not touch’ warning over common caterpillar” article appears unrelated to Caterpillar Inc. and is unlikely to affect the stock directly. Government issues ‘do not touch’ warning over common caterpillar

Insider Activity

In related news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the completion of the sale, the chief accounting officer directly owned 530 shares of the company’s stock, valued at approximately $480,180. This trade represents a 40.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction on 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 sale, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 95,773 shares of company stock worth $87,642,635 in the last three months. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on CAT. Jefferies Financial Group increased their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Truist Financial set a $1,043.00 price target on Caterpillar in a report on Friday, May 1st. Barclays raised their price target on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Bank of America raised their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, UBS Group restated a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a report on Tuesday, June 2nd. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Check Out Our Latest Report on CAT

About Caterpillar

(Free Report)

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.