Cambridge Advisors Inc. Sells 531 Shares of Caterpillar Inc. $CAT

Cambridge Advisors Inc. cut its holdings in Caterpillar Inc. (NYSE:CAT) by 7.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,577 shares of the industrial products company’s stock after selling 531 shares during the period. Caterpillar comprises approximately 0.9% of Cambridge Advisors Inc.’s investment portfolio, making the stock its 21st biggest holding. Cambridge Advisors Inc.’s holdings in Caterpillar were worth $4,660,000 at the end of the most recent quarter.

A number of other institutional investors have also made changes to their positions in CAT. Wellington Management Group LLP grew its position in Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after purchasing an additional 5,098,964 shares in the last quarter. Capital International Investors bought a new stake in Caterpillar during the 4th quarter worth about $1,225,317,000. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Caterpillar by 573.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after buying an additional 1,281,087 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of Caterpillar by 16.0% during the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after buying an additional 928,974 shares during the last quarter. Finally, Cynosure Group LLC grew its holdings in shares of Caterpillar by 8,359.6% in the 4th quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock valued at $294,314,000 after acquiring an additional 507,681 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on CAT shares. Barclays upped 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. Daiwa Securities Group raised their price target on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, May 1st. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Monday, June 8th. Citigroup upped their price objective on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Finally, Oppenheimer set a $980.00 price objective on Caterpillar and gave the company an “outperform” rating in a report on Friday, May 1st. One 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 company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $935.09.

Caterpillar Trading Up 0.2%

Shares of NYSE:CAT opened at $987.79 on Monday. Caterpillar Inc. has a 52-week low of $357.73 and a 52-week high of $994.49. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The company has a market capitalization of $454.97 billion, a P/E ratio of 49.17, a price-to-earnings-growth ratio of 1.95 and a beta of 1.59. The company has a 50-day simple moving average of $875.06 and a 200 day simple moving average of $741.59.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share 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 return on equity of 48.21% and a net margin of 13.33%.The business’s revenue was up 22.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $4.25 earnings per share. Sell-side analysts forecast that Caterpillar Inc. will post 24.64 earnings per share for the current 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 issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is presently 30.06%.

Insiders Place Their Bets

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the company’s 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 transaction, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the transaction, the insider directly owned 49,825 shares in the company, valued at $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 95,773 shares of company stock worth $87,642,635 in the last quarter. Company insiders own 0.33% of the company’s stock.

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

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.