Corient Private Wealth LLC Acquires 210,563 Shares of Caterpillar Inc. $CAT

Corient Private Wealth LLC grew its stake in Caterpillar Inc. (NYSE:CAT) by 59.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 563,306 shares of the industrial products company’s stock after purchasing an additional 210,563 shares during the period. Corient Private Wealth LLC owned about 0.12% of Caterpillar worth $322,828,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Wellington Management Group LLP grew its stake in shares of Caterpillar by 3,949.8% during the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after buying an additional 5,098,964 shares during the last quarter. Capital International Investors bought a new position in Caterpillar in the fourth quarter valued at about $1,225,317,000. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Caterpillar by 573.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after purchasing an additional 1,281,087 shares during the last quarter. Bank of America Corp DE raised its holdings in Caterpillar by 16.0% in the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock valued at $3,860,457,000 after buying an additional 928,974 shares during the last quarter. Finally, Cynosure Group LLC grew its holdings in Caterpillar by 8,359.6% during the 4th quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock worth $294,314,000 after acquiring an additional 507,681 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Caterpillar Price Performance

Shares of CAT opened at $987.79 on Friday. Caterpillar Inc. has a 12-month low of $357.73 and a 12-month high of $994.49. The stock has a market cap of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. The business’s fifty day moving average is $875.06 and its 200 day moving average is $740.37. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data 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. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the company earned $4.25 earnings per share. The business’s revenue was up 22.2% on a year-over-year basis. Sell-side analysts anticipate that Caterpillar Inc. will post 24.64 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on CAT. Wolfe Research boosted their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Wall Street Zen raised Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Sanford C. Bernstein increased their target price on shares of Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research report on Friday, May 1st. Truist Financial set a $1,043.00 price objective on shares of Caterpillar in a research report on Friday, May 1st. Finally, Jefferies Financial Group boosted their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $935.09.

Insider Buying and Selling

In related news, insider Lange Bob De sold 24,222 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the sale, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the transaction, the insider owned 46,041 shares in the company, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by company insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

About Caterpillar

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.