Glass Wealth Management Co LLC Boosts Position in Caterpillar Inc. $CAT

Posted by ABMN Staff on Jul 12th, 2026

Glass Wealth Management Co LLC lifted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 160.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 977 shares of the industrial products company’s stock after buying an additional 602 shares during the quarter. Glass Wealth Management Co LLC’s holdings in Caterpillar were worth $692,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Lam Group Inc. acquired a new position in Caterpillar in the 1st quarter valued at about $26,000. Torren Management LLC acquired a new position in shares of Caterpillar in the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC boosted its position in 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 raised its holdings in 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 last quarter. Finally, IFS Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth $31,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 1.5%

NYSE CAT traded up $14.03 during mid-day trading on Friday, reaching $952.42. 1,957,575 shares of the company’s stock traded hands, compared to its average volume of 3,658,716. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 1-year low of $401.70 and a 1-year high of $1,073.46. The company has a fifty day simple moving average of $930.83 and a 200-day simple moving average of $782.09. The company has a market cap of $438.68 billion, a price-to-earnings ratio of 47.41, a P/E/G ratio of 1.88 and a beta of 1.57.

Caterpillar (NYSE:CAT – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping 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 business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter last year, the company earned $4.25 earnings per share. The business’s quarterly revenue was up 22.2% compared to the same quarter last year. As a group, equities research analysts expect that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a $1.63 dividend. 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 is Monday, July 20th. Caterpillar’s payout ratio is 30.06%.

More Caterpillar News

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?

Analyst Ratings Changes

CAT has been the topic of several recent analyst reports. Evercore reiterated an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a report on Monday, May 11th. Citigroup upped their price target on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. HSBC increased their target price on shares of Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Rothschild & Co Redburn increased their price objective on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, Robert W. Baird upped their price target on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a research report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $970.81.

View Our Latest Stock Analysis on Caterpillar

Insider Activity

In related news, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the sale, the insider owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This represents a 20.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction that occurred 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 directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This trade represents a 26.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,773 shares of company stock valued at $87,642,635 over the last three months. Company insiders own 0.33% of the company’s stock.

Caterpillar Company Profile

(Free Report)

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.