Targeted Financial Services LLC Invests $304,000 in Caterpillar Inc. $CAT

Targeted Financial Services LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 530 shares of the industrial products company’s stock, valued at approximately $304,000.

Several other institutional investors have also recently bought and sold shares of the business. Torren Management LLC bought a new stake in shares of Caterpillar during the fourth quarter worth about $27,000. Frazier Financial Advisors LLC lifted its position in Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares in the last quarter. IFS Advisors LLC acquired a new position in Caterpillar during the 4th quarter valued at about $31,000. Rialto Wealth Management LLC increased its holdings in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares in the last quarter. Finally, Cornerstone Financial Management LLC bought a new stake in Caterpillar during the 4th quarter worth approximately $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Up 0.2%

Shares of Caterpillar stock opened at $987.79 on Friday. The stock has a market capitalization of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. Caterpillar Inc. has a 52-week low of $357.73 and a 52-week high of $994.49. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The stock’s 50-day simple moving average is $875.06 and its 200 day simple moving average is $740.37.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the company earned $4.25 earnings per share. As a group, research analysts anticipate that Caterpillar Inc. will post 24.64 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders 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 is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the completion of the transaction, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. The trade was a 26.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction 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 completion of the transaction, the chief financial officer owned 52,935 shares of the company’s stock, valued at $48,631,913.85. This trade represents 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 90 days. 0.33% of the stock is owned by company insiders.

Key Stories Impacting Caterpillar

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

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Bank of America increased their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Morgan Stanley set a $915.00 price objective on shares of Caterpillar and gave the stock an “equal weight” rating in a report on Friday, May 1st. Sanford C. Bernstein increased their target price on shares of Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a report on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Finally, Williams Trading set a $825.00 price target on shares of Caterpillar in a report on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $935.09.

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.