26,920 Shares in Caterpillar Inc. $CAT Bought by Atlas Wealth LLC

Atlas Wealth LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 26,920 shares of the industrial products company’s stock, valued at approximately $19,072,000. Caterpillar accounts for approximately 2.3% of Atlas Wealth LLC’s investment portfolio, making the stock its 12th largest holding.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Pacific Point Advisors LLC purchased a new stake in shares of Caterpillar in the fourth quarter valued at $579,000. Brighton Jones LLC raised its stake in Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank grew its position in Caterpillar by 108.5% during 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 period. Schnieders Capital Management LLC. grew its holdings in shares of Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after purchasing an additional 347 shares during the period. Finally, Alliancebernstein L.P. raised its holdings in Caterpillar by 6.5% in the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after buying an additional 34,846 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE CAT opened at $881.26 on Friday. The stock has a market cap of $405.90 billion, a P/E ratio of 43.87, a P/E/G ratio of 1.72 and a beta of 1.57. The firm’s 50-day simple moving average is $931.29 and its 200 day simple moving average is $793.45. Caterpillar Inc. has a fifty-two week low of $405.46 and a fifty-two week high of $1,073.46. 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 announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating 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 business had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. During the same quarter in the prior year, the firm posted $4.25 earnings per share. The company’s revenue was up 22.2% on a year-over-year basis. Equities analysts expect that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. 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 business’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total transaction of $326,160.00. Following the sale, the chief accounting officer owned 530 shares in the company, valued at $480,180. The trade was a 40.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value 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. The trade was a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
• Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
• Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
• Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
• Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.

Analyst Upgrades and Downgrades

CAT has been the subject of several research reports. Truist Financial boosted their price objective on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Zacks Research lowered Caterpillar from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. JPMorgan Chase & Co. raised their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 17th. Oppenheimer upped their price target on shares of Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a report on Monday. Finally, Bank of America increased their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Fifteen analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

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.