WD Rutherford LLC Sells 681 Shares of Caterpillar Inc. $CAT

WD Rutherford LLC cut its stake in shares of Caterpillar Inc. (NYSE:CAT) by 11.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,251 shares of the industrial products company’s stock after selling 681 shares during the quarter. WD Rutherford LLC’s holdings in Caterpillar were worth $3,720,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in the business. Axxcess Wealth Management LLC boosted its position in shares of Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after buying an additional 604 shares during the last quarter. Juno Financial Group LLC bought a new stake in shares of Caterpillar in the 4th quarter valued at approximately $877,000. ARK Investment Management LLC raised its stake in shares of Caterpillar by 11.7% in the third quarter. ARK Investment Management LLC now owns 31,144 shares of the industrial products company’s stock valued at $14,860,000 after acquiring an additional 3,268 shares during the period. Gotham Asset Management LLC grew its stake in shares of Caterpillar by 19.1% during the third quarter. Gotham Asset Management LLC now owns 116,589 shares of the industrial products company’s stock valued at $55,630,000 after buying an additional 18,676 shares during the last quarter. Finally, Cornerstone Planning LLC bought a new position in Caterpillar in the 4th quarter worth about $4,517,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was 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 approximately $42,210,388.80. This represents a 26.13% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the stock in a transaction that occurred on 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 transaction, the insider owned 86,029 shares in the company, valued at $79,397,884.68. This represents a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 95,773 shares of company stock valued at $87,642,635 in the last ninety days. Company insiders own 0.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Daiwa Securities Group lifted their price objective on shares of Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research note on Friday, May 1st. UBS Group reissued a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research report on Tuesday, June 2nd. Wolfe Research boosted their price target on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Finally, Evercore restated an “outperform” rating and issued a $1,103.00 price objective on shares of Caterpillar in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $941.45.

Caterpillar Stock Down 6.7%

Caterpillar stock opened at $993.24 on Thursday. Caterpillar Inc. has a 52 week low of $388.09 and a 52 week high of $1,073.46. The firm has a market cap of $457.48 billion, a price-to-earnings ratio of 49.44, a price-to-earnings-growth ratio of 2.10 and a beta of 1.57. The business’s 50-day moving average price is $911.90 and its 200 day moving average price is $765.06. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. The business had revenue of $17.41 billion for 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 quarterly revenue was up 22.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.25 EPS. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 24.66 earnings per share for the current year.

Caterpillar Increases Dividend

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

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Negative Sentiment: Michael Burry revealed he is short Caterpillar for the first time, saying the stock looks overvalued after its AI-fueled surge, which sparked a selloff in the shares. Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
• Negative Sentiment: Additional coverage from Financial Post, Yahoo Finance, and Business Insider echoed Burry’s bearish stance, reinforcing pressure on Caterpillar shares as investors reassess the stock’s valuation. Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally
• Neutral Sentiment: Despite the selloff, some recent analysis remains constructive: Caterpillar hit a 52-week high on the back of strong Q1 growth, a record backlog, Russell Top 50 inclusion, and an upbeat 2026 outlook. Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?
• Neutral Sentiment: Erste Group also raised its FY2026 EPS estimate for Caterpillar, a small positive for fundamentals, though it was not enough to offset the negative news flow. Caterpillar Inc. (NYSE:CAT) – Free Report

About Caterpillar

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.