CFO Capital Management LLC Takes Position in Caterpillar Inc. $CAT

CFO Capital Management LLC purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) during the 4th quarter, Holdings Channel.com reports. The fund purchased 2,215 shares of the industrial products company’s stock, valued at approximately $1,269,000. Caterpillar accounts for about 1.0% of CFO Capital Management LLC’s holdings, making the stock its 26th largest position.

A number of other hedge funds also recently made changes to their positions in CAT. Juno Financial Group LLC bought a new stake in Caterpillar during the 4th quarter worth approximately $877,000. ARK Investment Management LLC boosted its position in shares of Caterpillar by 11.7% during the third quarter. ARK Investment Management LLC now owns 31,144 shares of the industrial products company’s stock valued at $14,860,000 after buying an additional 3,268 shares during the last quarter. Gotham Asset Management LLC boosted its position in shares of Caterpillar by 19.1% during the third quarter. Gotham Asset Management LLC now owns 116,589 shares of the industrial products company’s stock valued at $55,630,000 after buying an additional 18,676 shares during the last quarter. Axxcess Wealth Management LLC grew its holdings in 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 buying an additional 604 shares in the last quarter. Finally, Ticino Wealth purchased a new stake in Caterpillar in the 4th quarter valued at $2,488,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This represents a 22.85% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This represents a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 over the last three months. 0.33% of the stock is currently owned by company insiders.

Caterpillar Stock Up 0.2%

Shares of NYSE CAT opened at $987.79 on Friday. The business has a 50-day simple moving average of $875.06 and a two-hundred day simple moving average of $740.37. Caterpillar Inc. has a 52 week low of $357.73 and a 52 week high of $994.49. The company has a market cap of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. 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 results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The company’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period in the prior year, the firm posted $4.25 earnings per share. Research analysts anticipate that Caterpillar Inc. will post 24.64 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a $1.63 dividend. This represents a $6.52 dividend on an annualized basis 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 30.06%.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. Rothschild & Co Redburn boosted their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Barclays lifted their price target on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. JPMorgan Chase & Co. upped their price objective on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday. Bank of America lifted their target price on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Argus boosted their price target on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $935.09.

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.