Qtron Investments LLC Has $3.07 Million Position in Caterpillar Inc. $CAT

Qtron Investments LLC reduced its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 9.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,366 shares of the industrial products company’s stock after selling 559 shares during the period. Qtron Investments LLC’s holdings in Caterpillar were worth $3,074,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in CAT. Wellington Management Group LLP boosted its position in shares of Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after acquiring an additional 5,098,964 shares in the last quarter. Capital International Investors acquired a new stake in shares of Caterpillar during the 4th quarter valued at about $1,225,317,000. Northwestern Mutual Wealth Management Co. boosted its position in shares of Caterpillar by 573.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock valued at $861,947,000 after acquiring an additional 1,281,087 shares in the last quarter. Amundi boosted its position in shares of Caterpillar by 24.3% during the 3rd quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock valued at $1,176,870,000 after acquiring an additional 464,036 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in shares of Caterpillar by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock valued at $26,572,681,000 after acquiring an additional 442,164 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 24,222 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the transaction, the chief financial officer owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 95,773 shares of company stock valued at $87,642,635 in the last three months. 0.33% of the stock is currently owned by corporate insiders.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar boosted its quarterly dividend by 8% to $1.63 per share, reinforcing confidence in cash flow and shareholder returns. Caterpillar boosts quarterly dividend following shareholder meeting
• Positive Sentiment: Analysts lifted forward earnings estimates, and the stock was highlighted as a momentum name and a “strong buy,” which can attract additional buyers. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Erste Group Bank raised FY2026 and FY2027 EPS estimates for Caterpillar, suggesting stronger profit expectations ahead. Erste Group Bank estimate update
• Neutral Sentiment: Some commentary noted Caterpillar is nearing its highs and may be richly valued after a big run, which could limit upside if growth slows. Caterpillar Stock Nearing 52-Week High: Buy, Sell or Hold?
• Negative Sentiment: One trading note said CAT had declined more than the broader market in the prior session, reflecting some short-term pressure after a sharp pullback. Caterpillar (CAT) Declines More Than Market

Wall Street Analyst Weigh In

Several analysts have recently weighed in on CAT shares. Wells Fargo & Company lifted their target price on shares of Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Jefferies Financial Group lifted their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. DA Davidson boosted their price target on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research report on Monday, May 4th. Argus boosted their price target on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Finally, Oppenheimer set a $980.00 price target on shares of Caterpillar and gave the company an “outperform” rating in a research report on Friday, May 1st. One investment 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’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $933.27.

Caterpillar Price Performance

NYSE:CAT opened at $898.14 on Friday. The firm has a market cap of $413.68 billion, a PE ratio of 44.71, a price-to-earnings-growth ratio of 1.69 and a beta of 1.59. Caterpillar Inc. has a 12 month low of $355.70 and a 12 month high of $946.83. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The company’s 50-day moving average price is $848.24 and its two-hundred day moving average price is $725.35.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period in the previous year, the business earned $4.25 earnings per share. The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. On average, equities analysts anticipate that Caterpillar Inc. will post 24.69 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

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.