Capstone Wealth Management Group LLC Acquires New Position in Caterpillar Inc. $CAT

Capstone Wealth Management Group LLC bought a new position in shares of Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 1,553 shares of the industrial products company’s stock, valued at approximately $890,000.

A number of other large investors have also recently modified their holdings of CAT. Pacific Point Advisors LLC acquired a new position in shares of Caterpillar during the 4th quarter worth $579,000. Brighton Jones LLC boosted its stake in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after buying an additional 2,519 shares in the last quarter. United Bank grew its position in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after acquiring an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. raised its stake in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. raised its stake in Caterpillar by 6.5% during the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock worth $222,120,000 after acquiring an additional 34,846 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key 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

Caterpillar Stock Performance

Caterpillar stock opened at $987.79 on Monday. The business has a 50 day moving average of $875.06 and a 200-day moving average of $741.59. Caterpillar Inc. has a 1 year low of $357.73 and a 1 year high of $994.49. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company has a market capitalization 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.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same period last year, the company earned $4.25 EPS. The firm’s revenue was up 22.2% compared to the same quarter last year. On average, equities research analysts predict that Caterpillar Inc. will post 24.64 earnings per share for the current year.

Caterpillar Increases Dividend

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

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the stock. Daiwa Securities Group raised their price target on shares of Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Truist Financial set a $1,043.00 price objective on shares of Caterpillar in a research note on Friday, May 1st. Sanford C. Bernstein raised 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. Robert W. Baird boosted their target price on shares of Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a research note on Friday, May 1st. Finally, HSBC upped their price target on shares of Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $935.09.

Insider Activity at Caterpillar

In related news, insider Jason Kaiser sold 5,642 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $883.03, for a total value of $4,982,055.26. Following the sale, the insider owned 9,594 shares of the company’s stock, valued at $8,471,789.82. The trade was a 37.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the sale, the chief financial officer owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 95,773 shares of company stock valued at $87,642,635 in the last quarter. Insiders own 0.33% of the company’s stock.

Caterpillar 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.