Kavar Capital Partners Group LLC Has $16.05 Million Stake in Caterpillar Inc. $CAT

Kavar Capital Partners Group LLC lowered its position in Caterpillar Inc. (NYSE:CAT) by 3.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,651 shares of the industrial products company’s stock after selling 726 shares during the quarter. Caterpillar makes up about 2.0% of Kavar Capital Partners Group LLC’s portfolio, making the stock its 10th biggest position. Kavar Capital Partners Group LLC’s holdings in Caterpillar were worth $16,048,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. Torren Management LLC purchased a new stake in shares of Caterpillar in the 4th quarter worth $27,000. Frazier Financial Advisors LLC raised its holdings in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. IFS Advisors LLC purchased a new stake in Caterpillar in the fourth quarter worth about $31,000. Rialto Wealth Management LLC lifted its stake in Caterpillar by 47.4% in the fourth 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, Cornerstone Financial Management LLC bought a new position in Caterpillar during the 4th quarter worth about $32,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the stock. JPMorgan Chase & Co. boosted their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Wells Fargo & Company lifted their price objective on shares of Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Oppenheimer set a $980.00 price objective on shares of Caterpillar and gave the stock an “outperform” rating in a research note on Friday, May 1st. Jefferies Financial Group upped their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Finally, Morgan Stanley set a $915.00 price objective on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. One research 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 company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $935.09.

Caterpillar Stock Performance

Shares of CAT opened at $987.79 on Monday. 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 firm has a market cap of $454.97 billion, a PE ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. Caterpillar Inc. has a 12 month low of $357.73 and a 12 month high of $994.49. The stock has a fifty day moving average price of $875.06 and a 200-day moving average price of $741.59.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping 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 firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the previous year, the business earned $4.25 EPS. The firm’s revenue for the quarter was up 22.2% on a year-over-year basis. Equities research analysts predict that Caterpillar Inc. will post 24.64 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders 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 a positive change 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%.

Trending Headlines about 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

Insider Activity

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $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. Over the last quarter, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by company insiders.

Caterpillar Company 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.