Rehmann Capital Advisory Group Purchases 778 Shares of Caterpillar Inc. $CAT

Rehmann Capital Advisory Group increased its position in Caterpillar Inc. (NYSE:CAT) by 21.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,426 shares of the industrial products company’s stock after purchasing an additional 778 shares during the quarter. Rehmann Capital Advisory Group’s holdings in Caterpillar were worth $2,536,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of CAT. Juno Financial Group LLC bought a new position in Caterpillar during the fourth quarter worth about $877,000. ARK Investment Management LLC grew its stake in shares of Caterpillar by 11.7% in the 3rd quarter. ARK Investment Management LLC now owns 31,144 shares of the industrial products company’s stock valued at $14,860,000 after purchasing an additional 3,268 shares during the period. Gotham Asset Management LLC grew its stake in shares of Caterpillar by 19.1% in the 3rd quarter. Gotham Asset Management LLC now owns 116,589 shares of the industrial products company’s stock valued at $55,630,000 after purchasing an additional 18,676 shares during the period. Axxcess Wealth Management LLC raised its holdings in shares of Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after buying an additional 604 shares in the last quarter. Finally, Ticino Wealth bought a new position in shares of Caterpillar during the 4th quarter worth approximately $2,488,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Transactions at Caterpillar

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were 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. This trade represents a 40.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Roundup

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

Caterpillar Trading Up 0.2%

Shares of CAT opened at $987.79 on Friday. The stock has a fifty day moving average price of $875.06 and a two-hundred day moving average price of $740.37. 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 $357.73 and a 52-week high of $994.49. The company has a market cap of $454.97 billion, a price-to-earnings ratio of 49.17, a PEG ratio of 1.95 and a beta of 1.59.

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 return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter in the prior year, the business earned $4.25 earnings per share. The business’s revenue for the quarter was up 22.2% on a year-over-year basis. Analysts predict that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is currently 30.06%.

Analysts Set New Price Targets

Several analysts recently commented on the company. UBS Group reaffirmed a “neutral” rating and issued a $900.00 price target on shares of Caterpillar in a research note on Tuesday, June 2nd. Wells Fargo & Company lifted their price objective on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Truist Financial set a $1,043.00 target price on shares of Caterpillar in a research note on Friday, May 1st. Argus upped their target price on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, JPMorgan Chase & Co. increased their target price on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $935.09.

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.