7,860 Shares in Caterpillar Inc. $CAT Purchased by Cornerstone Planning LLC

Cornerstone Planning LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 7,860 shares of the industrial products company’s stock, valued at approximately $4,517,000. Caterpillar makes up approximately 1.0% of Cornerstone Planning LLC’s investment portfolio, making the stock its 29th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Vanguard Group Inc. grew its holdings in Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after acquiring an additional 442,164 shares during the period. State Street Corp lifted its stake in shares of Caterpillar by 1.1% in the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock valued at $20,273,039,000 after purchasing an additional 385,204 shares during the period. Geode Capital Management LLC boosted its holdings in Caterpillar by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock worth $6,072,572,000 after buying an additional 94,524 shares in 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 worth $5,438,408,000 after buying an additional 54,069 shares during the period. Finally, Bank of America Corp DE increased its holdings in Caterpillar by 16.0% in the fourth 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 in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $987.79 on Friday. 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 business’s fifty day moving average price is $875.06 and its two-hundred day moving average price is $740.37. The stock has a market cap of $454.97 billion, a PE ratio of 49.17, a price-to-earnings-growth ratio of 1.95 and a beta of 1.59. Caterpillar Inc. has a one year low of $357.73 and a one year high of $994.49.

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 the consensus estimate of $4.65 by $0.89. The business had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s revenue was up 22.2% on a year-over-year basis. During the same period in the prior year, the business earned $4.25 earnings per share. On average, analysts forecast that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders 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 yield of 0.7%. This is a positive change 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 is presently 30.06%.

Insider Activity at Caterpillar

In other news, CAO William E. Schaupp sold 360 shares of the stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the completion of the sale, the chief accounting officer owned 530 shares of the company’s stock, valued at $480,180. This represents a 40.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 95,773 shares of company stock valued at $87,642,635 over the last quarter. Company insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on CAT shares. Robert W. Baird boosted their price target on Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a research note on Friday, May 1st. Wells Fargo & Company raised their price objective on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Jefferies Financial Group boosted 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. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Finally, Bank of America raised their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $935.09.

More Caterpillar News

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.