Meeder Advisory Services Inc. Purchases New Shares in Caterpillar Inc. $CAT

Meeder Advisory Services Inc. acquired a new position in Caterpillar Inc. (NYSE:CAT) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 16,401 shares of the industrial products company’s stock, valued at approximately $17,466,000. Caterpillar makes up about 0.6% of Meeder Advisory Services Inc.’s investment portfolio, making the stock its 27th biggest position.

Other large investors also recently made changes to their positions in the company. Meeder Asset Management Inc. acquired a new stake in shares of Caterpillar in the second quarter valued at $12,913,000. Tiemann Investment Advisors LLC acquired a new position in Caterpillar during the 2nd quarter worth about $2,509,000. Citizens Financial Group Inc. RI bought a new stake in Caterpillar during the 2nd quarter worth about $39,795,000. Texas Capital Bank Wealth Management Services Inc acquired a new stake in Caterpillar in the 2nd quarter valued at about $16,813,000. Finally, Cornerstone Advisors LLC bought a new position in shares of Caterpillar in the second quarter worth about $24,021,000. Institutional investors own 70.98% of the company’s stock.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

Caterpillar Trading Down 0.0%

CAT opened at $800.11 on Monday. The firm’s fifty day moving average is $893.92 and its two-hundred day moving average is $837.81. The firm has a market cap of $367.79 billion, a PE ratio of 34.43, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $4.72 EPS. Equities research analysts anticipate that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were issued a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date was Monday, July 20th. Caterpillar’s dividend payout ratio is currently 28.06%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. Barclays upped their target price on shares of Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 6th. Rothschild & Co Redburn boosted their target price on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Royal Bank Of Canada lifted their price target on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a research report on Wednesday, August 5th. Robert W. Baird set a $970.00 price target on Caterpillar in a research note on Wednesday, August 5th. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $1,002.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus 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.