DUTCH ASSET Corp Invests $352,000 in Caterpillar Inc. $CAT

DUTCH ASSET Corp bought a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 614 shares of the industrial products company’s stock, valued at approximately $352,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CAT. Larry Mathis Financial Planning LLC acquired a new position in Caterpillar during the 4th quarter worth about $1,041,000. Advisortrust Partners LLC acquired a new position in Caterpillar in the 4th quarter valued at about $360,000. Rubicon Advisors GP purchased a new stake in Caterpillar during the fourth quarter worth about $244,000. Corient Private Wealth LLC lifted its position in shares of Caterpillar by 59.7% during the fourth quarter. Corient Private Wealth LLC now owns 563,306 shares of the industrial products company’s stock worth $322,828,000 after purchasing an additional 210,563 shares in the last quarter. Finally, Union Savings Bank acquired a new stake in shares of Caterpillar during the fourth quarter worth about $866,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the transaction, the insider owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated 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 sale, the chief financial officer directly owned 52,935 shares of the company’s stock, valued at $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 95,773 shares of company stock valued at $87,642,635 over the last ninety days. Company insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CAT. DA Davidson lifted their price objective on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Evercore reiterated an “outperform” rating and set a $1,103.00 target price on shares of Caterpillar in a report on Monday, May 11th. Oppenheimer set a $980.00 price target on shares of Caterpillar and gave the company an “outperform” rating in a research report on Friday, May 1st. Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Rothschild & Co Redburn upped their price objective on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given 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 $935.09.

Caterpillar Stock Up 0.2%

Shares of NYSE:CAT opened at $987.79 on Friday. The firm’s 50 day moving average price is $875.06 and its 200 day moving average price is $740.37. The stock has a market cap of $454.97 billion, a price-to-earnings ratio of 49.17, a price-to-earnings-growth ratio of 1.95 and a beta of 1.59. Caterpillar Inc. has a fifty-two week low of $357.73 and a fifty-two week high of $994.49. 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 posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The company had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the previous year, the business posted $4.25 EPS. The firm’s revenue was up 22.2% on a year-over-year basis. As a group, equities research analysts predict that Caterpillar Inc. will post 24.64 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

Caterpillar News Roundup

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

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.