Caterpillar Inc. $CAT Shares Bought by Aptus Capital Advisors LLC

Aptus Capital Advisors LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT) by 2.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 92,625 shares of the industrial products company’s stock after acquiring an additional 2,194 shares during the quarter. Aptus Capital Advisors LLC’s holdings in Caterpillar were worth $53,062,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Advisory Resource Group increased its stake in Caterpillar by 0.8% during the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after acquiring an additional 13 shares during the last quarter. Invst LLC increased its stake in Caterpillar by 1.9% during the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after acquiring an additional 14 shares during the last quarter. Plancorp LLC increased its stake in Caterpillar by 0.5% during the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after acquiring an additional 15 shares during the last quarter. BlueStem Wealth Partners LLC increased its stake in Caterpillar by 1.3% during the fourth quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after acquiring an additional 15 shares during the last quarter. Finally, KDT Advisors LLC increased its stake in Caterpillar by 2.3% during the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after acquiring an additional 15 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Trading Up 1.5%

Shares of CAT opened at $910.78 on Friday. The company has a market capitalization of $419.50 billion, a P/E ratio of 45.34, a P/E/G ratio of 1.80 and a beta of 1.59. Caterpillar Inc. has a one year low of $355.70 and a one year high of $946.83. 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 $851.85 and a 200 day moving average price of $726.64.

Caterpillar (NYSE:CAT) last released 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. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter last year, the business posted $4.25 EPS. Caterpillar’s quarterly revenue was up 22.2% compared to the same quarter last year. Sell-side analysts forecast that Caterpillar Inc. will post 24.62 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is currently 30.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

Analysts Set New Price Targets

CAT has been the subject of several research analyst reports. Oppenheimer set a $980.00 price target on Caterpillar and gave the stock an “outperform” rating in a research note on Friday, May 1st. Daiwa Securities Group upped their price target on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. Morgan Stanley set a $915.00 target price on Caterpillar and gave the stock an “equal weight” rating in a research report on Friday, May 1st. UBS Group reaffirmed a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research report on Tuesday, June 2nd. Finally, HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Insider Buying and Selling at Caterpillar

In other news, CAO William E. Schaupp sold 360 shares of the 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 sale, the chief accounting officer directly owned 530 shares in the company, valued at approximately $480,180. This represents a 40.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate 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.