Bleakley Financial Group LLC Grows Position in Caterpillar Inc. $CAT

Posted by ABMN Staff on Jul 14th, 2026

Bleakley Financial Group LLC boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 4.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 24,417 shares of the industrial products company’s stock after acquiring an additional 993 shares during the quarter. Bleakley Financial Group LLC’s holdings in Caterpillar were worth $17,299,000 at the end of the most recent quarter.

A number of other institutional investors also recently added to or reduced their stakes in the company. Axxcess Wealth Management LLC increased its position in shares of Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after purchasing an additional 604 shares in the last quarter. Juno Financial Group LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at about $877,000. DSG Capital Advisors LLC purchased a new position in Caterpillar during the 1st quarter worth approximately $1,226,000. Cornerstone Planning LLC purchased a new position in Caterpillar during the 4th quarter worth approximately $4,517,000. Finally, Gotham Asset Management LLC increased its position in Caterpillar by 19.1% during the third quarter. Gotham Asset Management LLC now owns 116,589 shares of the industrial products company’s stock worth $55,630,000 after buying an additional 18,676 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 2.1%

NYSE:CAT opened at $932.41 on Tuesday. Caterpillar Inc. has a 12-month low of $402.23 and a 12-month high of $1,073.46. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The stock’s 50 day simple moving average is $931.66 and its 200-day simple moving average is $785.96. The firm has a market cap of $429.46 billion, a P/E ratio of 46.41, a PEG ratio of 1.88 and a beta of 1.57.

Caterpillar (NYSE:CAT – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period last year, the company earned $4.25 earnings per share. The company’s revenue for the quarter was up 22.2% on a year-over-year basis. Equities analysts anticipate that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

The company also recently announced 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 is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38% year over year. That performance is helping support the case for sustained growth in one of CAT’s most important businesses. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
Positive Sentiment: The company is also leaning more heavily into recurring revenue through digital tools, equipment rental, and technology-driven services, which could improve earnings visibility and support its 2030 growth goals. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
Positive Sentiment: Brokerage coverage remains constructive, with Caterpillar receiving a consensus “Moderate Buy” rating, reinforcing investor confidence in the stock’s longer-term fundamentals. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Neutral Sentiment: Several comparison and “stocks to watch” articles mention Caterpillar alongside other industrial and construction names, which adds visibility but does not itself change the company’s fundamentals. Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026?
Neutral Sentiment: An article highlighting Caterpillar as a potential beneficiary of Federal Reserve pivot expectations points to macro-rate optimism, but the impact is indirect and mostly sentiment-driven. 5 Best Stocks to Buy Following Federal Reserve Pivot Expectations

Analyst Ratings Changes

Several research firms have recently weighed in on CAT. Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Sanford C. Bernstein upped their price target 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. Rothschild & Co Redburn increased their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Finally, Wolfe Research raised their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $976.76.

Get Our Latest Stock Report on CAT

Insiders Place Their Bets

In other news, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction dated 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 sale, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the transaction, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 95,773 shares of company stock valued at $87,642,635. Corporate 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.