Vivid Wealth Management LLC Has $3.27 Million Stock Position in Caterpillar Inc. $CAT

Vivid Wealth Management LLC lowered its position in Caterpillar Inc. (NYSE:CAT) by 21.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,067 shares of the industrial products company’s stock after selling 860 shares during the period. Caterpillar accounts for about 1.1% of Vivid Wealth Management LLC’s holdings, making the stock its 15th biggest position. Vivid Wealth Management LLC’s holdings in Caterpillar were worth $3,266,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of CAT. Decker Retirement Planning Inc. grew its position in Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after purchasing an additional 22 shares during the period. Matrix Trust Co raised its holdings in Caterpillar by 93.8% during the second quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after buying an additional 15 shares during the last quarter. Lam Group Inc. bought a new position in shares of Caterpillar in the first quarter valued at $26,000. Ramsey Quantitative Systems bought a new position in shares of Caterpillar in the second quarter valued at $48,000. Finally, Torren Management LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at about $27,000. Institutional investors own 70.98% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Higher full-year earnings forecasts: Zacks Research raised its FY2026 EPS estimate to $26.55 from $24.51 and its Q2 2027 estimate to $7.90 from $7.17. Zacks maintained a “Strong Buy” rating, signaling confidence in Caterpillar’s earnings trajectory. Zacks Research Forecasts Stronger Earnings for Caterpillar
• Positive Sentiment: $392 million tariff refund: Caterpillar received a significant refund as duty costs declined. The benefit partially offsets approximately $400 million in tariff expenses incurred during the quarter ended June 30 and could support near-term profitability and cash flow. Caterpillar bags $392M tariff refund as duty costs shrink
• Positive Sentiment: Constructive market backdrop: Expectations for continued S&P 500 strength, resilient earnings growth and potential AI-related capital spending are supportive for industrial companies such as Caterpillar. 5 Reasons the S&P 500 Could Keep Rallying Through Year-End
• Neutral Sentiment: High volatility remains a trading risk: Options activity indicates Caterpillar’s stock could experience unusually large moves in either direction, increasing uncertainty despite favorable fundamental projections. Caterpillar Stock Is Priced To Swing Hundreds Of Dollars Either Way
• Negative Sentiment: AI data-center backlash: Proposed restrictions and political resistance to AI-related power demand in Texas and New York could delay or reduce data-center construction. That creates a risk for Caterpillar’s power-generation and related equipment demand, prompting investors to reassess the company’s growth outlook. What Is Caterpillar Facing As AI Data Center Backlash Grows?
• Negative Sentiment: Near-term estimate reduction: Zacks lowered its Q4 2026 EPS forecast to $6.47 from $6.61, suggesting some caution around the next quarterly results even though its full-year and longer-term estimates improved. Caterpillar analyst estimates

Caterpillar Stock Performance

CAT stock opened at $828.90 on Friday. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The firm has a market cap of $381.02 billion, a PE ratio of 35.67, a P/E/G ratio of 1.43 and a beta of 1.60. The business has a 50 day moving average of $908.86 and a 200-day moving average of $833.13. Caterpillar Inc. has a 12-month low of $410.52 and a 12-month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same period last year, the company posted $4.72 earnings per share. As a group, sell-side analysts expect that Caterpillar Inc. will post 27.14 earnings per share for the current year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date was Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 28.06%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on CAT. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. Erste Group Bank lowered Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Oppenheimer restated an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a report on Tuesday, August 4th. Daiwa Securities Group lifted their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, DA Davidson upped their price target on Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $995.52.

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.