CPA Asset Management Group LLC Lowers Position in Caterpillar Inc. $CAT

CPA Asset Management Group LLC decreased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 7.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,244 shares of the industrial products company’s stock after selling 783 shares during the period. Caterpillar makes up about 2.4% of CPA Asset Management Group LLC’s holdings, making the stock its 15th largest holding. CPA Asset Management Group LLC’s holdings in Caterpillar were worth $7,257,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Lam Group Inc. bought a new stake in shares of Caterpillar during the 1st quarter valued at about $26,000. Torren Management LLC bought a new position in shares of Caterpillar in the fourth quarter worth approximately $27,000. Frazier Financial Advisors LLC raised its stake in 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 purchasing an additional 33 shares in the last quarter. Cedar Mountain Advisors LLC lifted its position in Caterpillar by 82.1% during the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after purchasing an additional 23 shares during the last quarter. Finally, IFS Advisors LLC bought a new stake in Caterpillar during the fourth quarter valued at approximately $31,000. 70.98% of the stock is currently owned by institutional investors.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research lifted Caterpillar’s earnings outlook for multiple periods, including FY2026, FY2027 and FY2028, signaling stronger profit growth ahead and supporting the long-term bull case for CAT.
• Positive Sentiment: Wall Street commentary ahead of Caterpillar’s Q2 2026 report points to a double-digit rise in profits, suggesting the upcoming earnings release could act as a catalyst if results meet or beat expectations. What to Expect From Caterpillar’s Q2 2026 Earnings Report
• Neutral Sentiment: Investor interest in Caterpillar remains elevated around themes tied to infrastructure, power demand and data-center buildouts, which may provide a broader backdrop of demand for heavy equipment and power-related products. 3 Stocks Riding the AI Data Center Power Buildout in July
• Negative Sentiment: The downgrade to hold from Zacks Research is the most immediate negative catalyst, likely pressuring sentiment despite the improved earnings forecasts.
• Negative Sentiment: Recent trading weakness in CAT also shows investors have been taking profits ahead of earnings, leaving the stock vulnerable to any disappointment in the upcoming report.

Insider Buying and Selling

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction that occurred on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the completion of the sale, the chief accounting officer owned 530 shares in the company, valued at approximately $480,180. The trade was a 40.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the sale, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 95,773 shares of company stock worth $87,642,635 in the last 90 days. 0.33% of the stock is currently owned by company insiders.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $876.44 on Friday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a 52-week low of $405.46 and a 52-week high of $1,073.46. The company has a fifty day moving average of $931.59 and a 200-day moving average of $792.83. The stock has a market capitalization of $403.68 billion, a price-to-earnings ratio of 43.63, a price-to-earnings-growth ratio of 1.79 and a beta of 1.57.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s revenue was up 22.2% compared to the same quarter last year. During the same quarter last year, the company earned $4.25 EPS. Equities research analysts expect that Caterpillar Inc. will post 24.86 EPS for the current year.

Caterpillar Increases Dividend

The business also recently disclosed 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. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CAT shares. Sanford C. Bernstein increased their price target on shares of Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. HSBC upped their target price on shares of Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Oppenheimer raised their price target on Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a research report on Monday. Argus lifted their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Finally, UBS Group reiterated a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a report on Tuesday, June 2nd. Fifteen analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $980.57.

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.