Ameritas Investment Partners Inc. Sells 1,451 Shares of Caterpillar Inc. $CAT

Ameritas Investment Partners Inc. trimmed its stake in Caterpillar Inc. (NYSE:CAT) by 14.1% in the fourth quarter, Holdings Channel reports. The firm owned 8,871 shares of the industrial products company’s stock after selling 1,451 shares during the quarter. Ameritas Investment Partners Inc.’s holdings in Caterpillar were worth $5,082,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of CAT. Torren Management LLC bought a new position in shares of Caterpillar during the 4th quarter worth approximately $27,000. Frazier Financial Advisors LLC boosted its stake in shares of Caterpillar by 220.0% during the 4th 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 period. IFS Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter worth approximately $31,000. Rialto Wealth Management LLC boosted its stake in shares of Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the period. Finally, Noble Wealth Management PBC boosted its stake in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after acquiring an additional 35 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Performance

CAT opened at $856.74 on Thursday. The business has a fifty day simple moving average of $844.44 and a 200 day simple moving average of $722.90. The company has a market capitalization of $394.61 billion, a PE ratio of 42.65, a price-to-earnings-growth ratio of 1.80 and a beta of 1.59. Caterpillar Inc. has a 1 year low of $355.70 and a 1 year high of $946.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

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. The firm had revenue of $17.42 billion during the quarter, compared to analysts’ expectations 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 in the previous year, the firm earned $4.25 EPS. Research analysts expect that Caterpillar Inc. will post 24.68 EPS for the current year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th were issued a $1.51 dividend. The ex-dividend date of this dividend was Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.7%. Caterpillar’s payout ratio is currently 30.06%.

Insider Transactions at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction 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 transaction, the chief financial officer directly owned 52,935 shares of the company’s stock, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction 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 completion of the transaction, the insider directly owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on CAT. Evercore reiterated an “outperform” rating and set a $1,103.00 target price on shares of Caterpillar in a research note on Monday, May 11th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Wells Fargo & Company boosted their price target on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Wolfe Research boosted their price target on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Finally, Jefferies Financial Group boosted their price target on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s board approved an 8% dividend increase to $1.63 per share, reinforcing management’s confidence in cash flow and its commitment to returning capital to shareholders. Caterpillar Inc. Increases Dividend
• Positive Sentiment: Several articles highlighted Caterpillar as a momentum and growth stock to watch, with Zacks upgrading it to “strong-buy” and noting earnings growth, price strength, and continued interest tied to AI data center infrastructure demand. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Recent coverage also pointed to strong Q1 2026 volume growth, with total sales up 22% and demand improving across Construction and Power & Energy, supporting the bull case for continued earnings momentum. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
• Neutral Sentiment: Technical and market commentary said CAT remains above its 50-day moving average and is still near key levels after a powerful multi-month rally, suggesting the stock may be consolidating rather than breaking down on company-specific news. Caterpillar Holds Key Level After Plowing Into Data Center Market
• Negative Sentiment: One note said Caterpillar has surged sharply over the past year and may be stretched on valuation, raising the risk of near-term pullbacks if investors lock in gains. Is It Too Late To Consider Caterpillar (CAT) After Its 158% One-Year Surge?
• Negative Sentiment: The biggest near-term headwind is the broad market move: CAT was one of the Dow’s weak spots during a major selloff, which likely amplified today’s decline despite otherwise favorable company-specific news. Dow’s 663-point drop led by losses for shares of Caterpillar, Honeywell

About Caterpillar

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.