MGO One Seven LLC Sells 1,255 Shares of Caterpillar Inc. $CAT

MGO One Seven LLC trimmed its position in Caterpillar Inc. (NYSE:CAT) by 6.6% during the second quarter, according to its most recent 13F filing with the SEC. The fund owned 17,827 shares of the industrial products company’s stock after selling 1,255 shares during the period. MGO One Seven LLC’s holdings in Caterpillar were worth $18,984,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Decker Retirement Planning Inc. increased its position in Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after purchasing an additional 22 shares during the period. Matrix Trust Co boosted its stake in shares of Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after purchasing an additional 15 shares during the last quarter. Axiom Investment Management LLC acquired a new stake in shares of Caterpillar during the 2nd quarter worth approximately $36,000. Lam Group Inc. acquired a new stake in shares of Caterpillar during the 1st quarter worth approximately $26,000. Finally, Ramsey Quantitative Systems bought a new stake in shares of Caterpillar during the second quarter worth approximately $48,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Trading Up 0.0%

CAT opened at $811.40 on Wednesday. The firm’s fifty day moving average is $903.72 and its two-hundred day moving average is $835.74. The firm has a market cap of $372.98 billion, a PE ratio of 34.91, a price-to-earnings-growth ratio of 1.42 and a beta of 1.60. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the previous year, the business earned $4.72 EPS. The firm’s revenue was up 23.7% on a year-over-year basis. Equities research analysts anticipate that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were issued a $1.63 dividend. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date was Monday, July 20th. Caterpillar’s dividend payout ratio is currently 28.06%.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Strong backlog points to future growth. Caterpillar’s order book reportedly expanded substantially beneath the surface, suggesting future revenue visibility even while some recent sales figures appeared soft. Before The Surge, Caterpillar Stock’s Order Book Told a Different Story
• Positive Sentiment: Margins and guidance improved. Coverage highlighted a 430-basis-point rebound in second-quarter adjusted operating margin, with higher volumes and pricing offsetting tariff costs. The improvement helped support an upgraded 2026 outlook. Caterpillar’s Q2 Adjusted Operating Margin Rebounds
• Positive Sentiment: CAT remains a preferred heavy-equipment name. Analysts cited record sales, earnings growth and backlog strength as reasons Caterpillar currently has an edge over Deere. Other market commentary included Caterpillar among stocks positioned to benefit from investment and infrastructure-related trends. Caterpillar vs. Deere: Which Heavy Equipment Stock Should You Bet On?
• Neutral Sentiment: Valuation opinions are mixed. Some analysis suggests CAT could be undervalued by roughly 20% based on margins and cash flow, while another estimate sees only about 4% upside linked partly to potential tariff refunds. This follows a substantial five-year share-price gain and leaves investors focused on whether earnings can justify the valuation. Caterpillar Could Be 20% Undervalued
• Negative Sentiment: Contrasting investor signals may limit enthusiasm. The Gates Foundation Trust disclosed a sizable CAT holding, while Michael Burry disclosed a short position. QuiverQuant also reported substantially more insider sales than purchases over the past six months, potentially adding caution despite strong fundamentals. Bill Gates’ Foundation Holds a Caterpillar Stake as Michael Burry Bets Against the Stock
• Negative Sentiment: Macro risks remain an overhang. Recent commentary linked CAT’s pullback to interest-rate concerns and weaker sentiment toward industrial stocks, showing that broader economic factors are currently overshadowing the company’s earnings and backlog strength.

Wall Street Analyst Weigh In

CAT has been the topic of a number of recent research reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday, August 5th. Robert W. Baird set a $970.00 price target on Caterpillar in a research note on Wednesday, August 5th. HSBC raised their price target on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Evercore reiterated an “outperform” rating and issued a $1,103.00 price objective on shares of Caterpillar in a report on Monday, May 11th. Finally, Oppenheimer reissued an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research note on Tuesday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and an average price target of $995.52.

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.