Secured Retirement Advisors LLC Sells 793 Shares of Caterpillar Inc. $CAT

Secured Retirement Advisors LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 31.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,762 shares of the industrial products company’s stock after selling 793 shares during the period. Secured Retirement Advisors LLC’s holdings in Caterpillar were worth $1,248,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Lam Group Inc. bought a new position in Caterpillar in the first quarter valued at approximately $26,000. Torren Management LLC bought a new stake in shares of Caterpillar during the 4th quarter worth approximately $27,000. Frazier Financial Advisors LLC boosted its holdings in shares of 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 buying an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at approximately $31,000. Finally, Rialto Wealth Management LLC grew its stake in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. Rothschild & Co Redburn upped their price target on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Wells Fargo & Company boosted their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Wolfe Research raised their target price on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Finally, Robert W. Baird lifted their price target on Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a report on Friday, June 26th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, Caterpillar has an average rating of “Moderate Buy” and an average price target of $941.45.

Insider Activity at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the sale, the insider owned 49,825 shares in the company, valued at $45,236,615.75. The trade was a 20.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the sale, the insider directly owned 86,029 shares of the company’s stock, 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. In the last ninety days, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by insiders.

Caterpillar Stock Performance

Shares of CAT 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 company has a market capitalization of $457.48 billion, a price-to-earnings ratio of 49.44, a PEG ratio of 2.10 and a beta of 1.57. The company has a 50-day simple moving average of $911.90 and a 200 day simple moving average of $765.06. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data 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. The firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same period last year, the business posted $4.25 earnings per share. On average, sell-side analysts predict that Caterpillar Inc. will post 24.66 earnings per share for the current year.

Caterpillar Increases Dividend

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

Caterpillar News Roundup

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.