Capital Wealth Planning LLC Cuts Position in Caterpillar Inc. $CAT

Capital Wealth Planning LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 19.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,309,210 shares of the industrial products company’s stock after selling 309,976 shares during the quarter. Caterpillar accounts for approximately 4.9% of Capital Wealth Planning LLC’s investment portfolio, making the stock its 7th biggest holding. Capital Wealth Planning LLC’s holdings in Caterpillar were worth $763,490,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Invst LLC boosted its holdings in shares of Caterpillar by 1.9% during the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after buying an additional 14 shares in the last quarter. Plancorp LLC boosted its holdings in shares of Caterpillar by 0.5% during the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after buying an additional 15 shares in the last quarter. BlueStem Wealth Partners LLC boosted its holdings in shares of Caterpillar by 1.3% during the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after buying an additional 15 shares in the last quarter. KDT Advisors LLC lifted its holdings in shares of Caterpillar by 2.3% in the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after purchasing an additional 15 shares in the last quarter. Finally, CFO4Life Group LLC lifted its holdings in shares of Caterpillar by 2.5% in the 4th quarter. CFO4Life Group LLC now owns 626 shares of the industrial products company’s stock worth $359,000 after purchasing an additional 15 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Caterpillar

In other news, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the sale, 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 position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jason Kaiser sold 5,642 shares of the firm’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $883.03, for a total value of $4,982,055.26. Following the sale, the insider directly owned 9,594 shares of the company’s stock, valued at approximately $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on CAT shares. JPMorgan Chase & Co. increased their target price on Caterpillar from $860.00 to $1,125.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Barclays increased their target price on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Wells Fargo & Company increased their target price on Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a report on Friday, May 1st. Robert W. Baird increased their target price on Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a report on Friday, May 1st. Finally, Sanford C. Bernstein increased their target price on Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, sixteen 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 price target 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

Caterpillar Price Performance

Shares of NYSE:CAT opened at $856.74 on Thursday. 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 fifty day simple moving average is $844.44 and its two-hundred day simple moving average is $722.90. Caterpillar Inc. has a 1-year low of $355.70 and a 1-year high of $946.83. The stock has a market cap 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 (NYSE:CAT) last issued 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 $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same period last year, the business earned $4.25 EPS. The business’s revenue was up 22.2% on a year-over-year basis. As a group, analysts forecast that Caterpillar Inc. will post 24.68 EPS for the current fiscal 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 paid a dividend of $1.63 per share. 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 yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Caterpillar 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.