Caterpillar Inc. $CAT Shares Bought by Mariner LLC

Mariner LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 5.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 322,922 shares of the industrial products company’s stock after buying an additional 15,893 shares during the period. Mariner LLC owned 0.07% of Caterpillar worth $185,015,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Advisory Resource Group raised its stake in Caterpillar by 0.8% during the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after acquiring an additional 13 shares in the last quarter. Invst LLC grew its stake in shares of Caterpillar by 1.9% in the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after purchasing an additional 14 shares in the last quarter. Plancorp LLC increased its holdings in shares of Caterpillar by 0.5% during the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after purchasing an additional 15 shares during the period. BlueStem Wealth Partners LLC raised its stake in shares of Caterpillar by 1.3% during the fourth quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after purchasing an additional 15 shares in the last quarter. Finally, KDT Advisors LLC lifted its holdings in Caterpillar by 2.3% in the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after purchasing an additional 15 shares during the period. 70.98% of the stock is owned by institutional investors.

Insider Buying and Selling at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the transaction, the insider owned 49,825 shares in the company, valued at $45,236,615.75. This trade represents a 20.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the sale, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 over the last 90 days. 0.33% of the stock is owned by insiders.

Caterpillar Stock Up 0.0%

CAT stock opened at $910.78 on Monday. The firm has a market cap of $419.50 billion, a PE ratio of 45.34, a P/E/G ratio of 1.80 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 debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The firm has a 50 day simple moving average of $851.85 and a 200 day simple moving average of $727.82.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter in the previous year, the business posted $4.25 earnings per share. The firm’s quarterly revenue was up 22.2% compared to the same quarter last year. Equities research analysts forecast that Caterpillar Inc. will post 24.62 earnings per share 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. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s payout ratio is presently 30.06%.

Analyst Upgrades and Downgrades

Several equities analysts have commented on CAT shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. Robert W. Baird raised their price objective on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an “outperform” rating in a research note on Friday, May 1st. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Finally, Morgan Stanley set a $915.00 price target on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

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.