1,553 Shares in Caterpillar Inc. $CAT Acquired by Capstone Wealth Management Group LLC

Key Points

• Capstone Wealth Management bought 1,553 shares of Caterpillar in the fourth quarter, a position valued at about $890,000. The filing also showed institutional ownership remains high, with hedge funds and other investors owning about 70.98% of CAT shares.
• Caterpillar reported strong quarterly results, posting EPS of $5.54 versus expectations of $4.65 and revenue of $17.41 billion, both ahead of estimates. Revenue rose 22.2% year over year, and analysts now expect full-year EPS of 24.64.
• The company also raised its quarterly dividend to $1.63 per share from $1.51, payable on August 19. Meanwhile, several analysts lifted price targets or upgraded the stock, though insider selling has continued in recent months.

Capstone Wealth Management Group LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,553 shares of the industrial products company's stock, valued at approximately $890,000.

Other hedge funds have also added to or reduced their stakes in the company. Torren Management LLC acquired a new position in shares of Caterpillar in the fourth quarter valued at $27,000. Frazier Financial Advisors LLC lifted its stake in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company's stock worth $28,000 after buying an additional 33 shares during the last quarter. IFS Advisors LLC bought a new stake in shares of Caterpillar during the 4th quarter worth about $31,000. Rialto Wealth Management LLC boosted its holdings in shares of 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 buying an additional 18 shares during the period. Finally, Cornerstone Financial Management LLC acquired a new position in Caterpillar in the 4th quarter valued at about $32,000. Institutional investors and hedge funds own 70.98% of the company's stock.

Caterpillar News Roundup

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

Analyst Ratings Changes

Several brokerages have issued reports on CAT. Truist Financial set a $1,043.00 price objective on shares of Caterpillar in a research report on Friday, May 1st. Citigroup upped their target price on Caterpillar from $905.00 to $1,020.00 and gave the company a "buy" rating in a research report on Friday, May 1st. Wall Street Zen upgraded Caterpillar from a "hold" rating to a "buy" rating in a research note on Saturday, May 2nd. Wells Fargo & Company lifted their price target on Caterpillar from $960.00 to $1,050.00 and gave the stock an "overweight" rating in a report on Friday, May 1st. Finally, Robert W. Baird boosted their price target on Caterpillar from $940.00 to $1,165.00 and gave the company an "outperform" rating in a research note on Friday, May 1st. One 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.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $935.09.

Caterpillar Stock Performance

NYSE CAT opened at $987.79 on Monday. The firm has a 50-day moving average price of $875.06 and a two-hundred day moving average price of $741.59. Caterpillar Inc. has a 12-month low of $357.73 and a 12-month high of $994.49. The company 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. 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 - Get Free Report) last announced its earnings results 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 company had revenue of $17.41 billion for the quarter, compared to analysts' expectations 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% on a year-over-year basis. During the same period last year, the firm earned $4.25 earnings per share. Analysts anticipate that Caterpillar Inc. will post 24.64 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. This is a boost from Caterpillar's previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar's dividend payout ratio is 30.06%.

Insider Transactions at Caterpillar

In related news, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm's stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the transaction, the chief financial officer owned 52,935 shares in the company, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the business's stock in a transaction dated 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 directly owned 46,041 shares of the company's stock, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company's stock.

Caterpillar 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.

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