Collaborative Fund Advisors LLC Invests $439,000 in Caterpillar Inc. $CAT

Collaborative Fund Advisors LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 619 shares of the industrial products company’s stock, valued at approximately $439,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Lam Group Inc. bought a new position in Caterpillar in the first quarter valued at approximately $26,000. Torren Management LLC bought a new stake in shares of Caterpillar during the 4th quarter worth approximately $27,000. Frazier Financial Advisors LLC raised its stake in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at approximately $31,000. Finally, Rialto Wealth Management LLC grew its stake in shares of 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 buying an additional 18 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

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 stock was 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 of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, 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 in the company, valued at $45,236,615.75. The trade was a 20.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 over the last three months. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Truist raised its price target on Caterpillar to $1,218 from $1,043 and kept a buy rating, reinforcing bullish sentiment around the stock’s earnings and growth outlook. Article Link
• Positive Sentiment: Several reports highlighted Caterpillar as a momentum, long-term, and “trending” stock, suggesting investor interest remains strong and could help keep shares elevated. Article Link
• Positive Sentiment: Analysts and commentators pointed to Caterpillar’s role in powering data centers and other AI-related infrastructure, a theme that has helped explain the stock’s strong run. Article Link
• Positive Sentiment: Caterpillar also received fresh praise for strong backlog, earnings growth, and long-term expansion plans, which supports the case for continued upside. Article Link
• Neutral Sentiment: Caterpillar announced a $5 million investment in Texas workforce training and manufacturing education, a positive long-term initiative but not likely a major near-term stock driver. Article Link
• Neutral Sentiment: Wall Street analyst coverage remains broadly optimistic, with multiple articles noting favorable average brokerage recommendations, though these do not always translate into reliable signals. Article Link
• Negative Sentiment: Michael Burry disclosed a first-ever short position in Caterpillar, arguing the stock’s AI-linked rally may have stretched valuation too far; that news is likely the main source of pressure on shares today. Article Link

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on CAT shares. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. UBS Group reissued a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a research report on Tuesday, June 2nd. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Jefferies Financial Group upped their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Wells Fargo & Company raised their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. 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’s stock. According to data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and an average target price of $949.41.

Caterpillar Price Performance

Shares of CAT opened at $965.44 on Monday. The firm has a market capitalization of $444.67 billion, a PE ratio of 48.06, a PEG ratio of 1.90 and a beta of 1.57. The company’s 50-day moving average is $918.32 and its 200-day moving average is $770.29. Caterpillar Inc. has a fifty-two week low of $388.09 and a fifty-two week high of $1,073.46. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last announced its 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 business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter in the previous year, the firm posted $4.25 EPS. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. Equities analysts forecast that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

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

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.