Caterpillar Inc. $CAT is AF Advisors Inc.’s 8th Largest Position

AF Advisors Inc. trimmed its position in shares of Caterpillar Inc. (NYSE:CAT) by 29.8% in the first quarter, HoldingsChannel.com reports. The fund owned 1,449 shares of the industrial products company’s stock after selling 614 shares during the period. Caterpillar accounts for 0.6% of AF Advisors Inc.’s holdings, making the stock its 8th largest position. AF Advisors Inc.’s holdings in Caterpillar were worth $1,027,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Lam Group Inc. acquired a new position in Caterpillar during the first quarter worth approximately $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar in the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC grew its position in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after acquiring an additional 33 shares during the last quarter. Cedar Mountain Advisors LLC increased its holdings in shares of Caterpillar by 82.1% in the 1st quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after acquiring an additional 23 shares during the period. Finally, IFS Advisors LLC purchased a new stake in Caterpillar in the 4th quarter valued at $31,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Performance

CAT stock traded up $14.03 during trading on Friday, reaching $952.42. 1,957,575 shares of the company’s stock were exchanged, compared to its average volume of 3,658,716. Caterpillar Inc. has a 1-year low of $401.70 and a 1-year high of $1,073.46. The firm has a market cap of $438.68 billion, a PE ratio of 47.41, a P/E/G ratio of 1.88 and a beta of 1.57. The company’s fifty day moving average price is $930.83 and its 200-day moving average price is $782.09. 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 results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the company earned $4.25 earnings per share. On average, research analysts expect that Caterpillar Inc. will post 24.71 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 paid a $1.63 dividend. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. Argus upped their target price on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Wells Fargo & Company upped their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. HSBC boosted their price target on shares of Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Morgan Stanley set a $915.00 price objective on Caterpillar and gave the company an “equal weight” rating in a research note on Friday, May 1st. Finally, Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Caterpillar has an average rating of “Moderate Buy” and a consensus price target of $970.81.

Insiders Place Their Bets

In related news, insider Jason Kaiser sold 5,642 shares of the firm’s stock in a transaction that occurred on Monday, May 4th. The shares were sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the transaction, the insider owned 9,594 shares in the company, valued at $8,471,789.82. This trade represents a 37.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The stock was 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. This trade represents a 22.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is being highlighted as a way to gain exposure to the AI buildout, especially through demand tied to data center construction, which is helping bolster investor optimism. These Dividend Paying Stocks Offer Strong Exposure to AI Trends
• Positive Sentiment: Analyst/commentary pieces continue to frame Caterpillar as a stock with strong momentum and relative outperformance, supporting the bullish case for CAT. CAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growth
• Positive Sentiment: News that Caterpillar is opening an engineering design centre adds to the company’s investment and expansion story, which can be supportive for long-term growth expectations. Caterpillar Inc. opens engineering design centre
• Positive Sentiment: Reports of a multimillion-dollar global headquarters expansion in Las Colinas suggest continued capital investment and confidence in the business outlook. Caterpillar digs into new $34M HQ in Las Colinas
• Neutral Sentiment: Market commentary notes that Caterpillar remains a popular industrial stock to watch, but these list-style articles do not provide a clear new catalyst. Industrial Stocks To Consider – July 9th
• Neutral Sentiment: Another feature discusses Caterpillar among “calls of the day,” indicating ongoing trader attention rather than a specific fundamental update. Calls of the day: AbbVie, Caterpillar, Marriott, Lamar Advertising and PepsiCo
• Negative Sentiment: Some coverage says CAT has dipped while the broader market rose, and other commentary warns the stock may be losing momentum as investors weigh valuation, tariffs, and execution risks. Caterpillar (CAT) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: One bearish note suggests the AI rally may be fading, with valuation concerns making investors more cautious about further upside. CAT Stock Heads For Second Weekly Loss: Is Caterpillar’s AI Rally Fading?

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.