Continuum Advisory LLC Increases Stock Position in Caterpillar Inc. $CAT

Continuum Advisory LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 21.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,864 shares of the industrial products company’s stock after buying an additional 686 shares during the period. Continuum Advisory LLC’s holdings in Caterpillar were worth $2,737,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of CAT. Lam Group Inc. purchased a new stake in shares of Caterpillar in the 1st quarter worth approximately $26,000. Torren Management LLC bought a new stake in Caterpillar in the 4th quarter worth about $27,000. Frazier Financial Advisors LLC raised its holdings in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 33 shares during the last quarter. IFS Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at $31,000. Finally, Rialto Wealth Management LLC lifted its holdings in Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling

In other news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated 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 sale, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction that occurred 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 transaction, the chief financial officer owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,773 shares of company stock valued at $87,642,635 over the last quarter. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Down 0.1%

NYSE:CAT opened at $996.73 on Monday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company has a 50-day moving average of $897.41 and a 200 day moving average of $756.21. Caterpillar Inc. has a 1-year low of $382.75 and a 1-year high of $1,057.07. The firm has a market cap of $459.08 billion, a PE ratio of 49.61, a price-to-earnings-growth ratio of 1.97 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 (EPS) for the quarter, beating the consensus estimate of $4.65 by $0.89. The company had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. During the same period last year, the company posted $4.25 earnings per share. As a group, research analysts anticipate that Caterpillar Inc. will post 24.66 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Rothschild & Co Redburn increased their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Barclays upped their price target on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Daiwa Securities Group raised their price objective on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” 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 report on Friday, May 1st. Finally, Bank of America upped their price objective on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $941.45.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target on Caterpillar to $1,200 from $1,165 and reiterated an outperform rating, signaling continued upside confidence. MarketScreener
• Positive Sentiment: Caterpillar’s earnings backdrop remains strong: the company recently beat estimates with higher-than-expected revenue and EPS, supported by robust demand and a record backlog theme that has helped the stock outperform this year.
• Neutral Sentiment: Caterpillar Foundation announced a $2.5 million initiative tied to America’s 250th anniversary, which is positive for corporate image but likely limited direct impact on shares. Caterpillar Foundation Announces $2.5 Million Initiative in Celebration of America’s 250th Anniversary
• Negative Sentiment: Investor sentiment is being weighed down by margin pressure: a Zacks note said Q1 2026 operating margin slipped to 18% as tariff-related costs rose, and management expects $2.2 billion to $2.4 billion of tariff impact for 2026. Caterpillar’s Operating Margins Remain Under Pressure: Rebound Ahead?
• Negative Sentiment: Broad market coverage said Caterpillar was one of the main drags on the Dow in Friday trading, suggesting weakness in the stock was large enough to influence the index. Nasdaq Rises. Caterpillar and Goldman Are Dragging on the Dow.
• Negative Sentiment: Recent economic data showed advance trade in goods falling in May, which can be read as a softer trade backdrop for industrial-demand names like Caterpillar. Advance Trade in Goods fall in May

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.