Vantage Point Financial LLC purchased a new position in Caterpillar Inc. (NYSE:CAT - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 6,230 shares of the industrial products company's stock, valued at approximately $6,634,000. Caterpillar accounts for approximately 2.0% of Vantage Point Financial LLC's investment portfolio, making the stock its 9th biggest holding.
Other hedge funds and other institutional investors have also recently modified their holdings of the company. Pacific Point Advisors LLC bought a new position in shares of Caterpillar during the 4th quarter valued at about $579,000. Brighton Jones LLC lifted its position in shares of Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock worth $2,688,000 after buying an additional 2,519 shares in the last quarter. United Bank boosted its stake in Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company's stock valued at $1,585,000 after buying an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in Caterpillar by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock valued at $3,551,000 after buying an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. raised its holdings in shares of Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company's stock worth $222,120,000 after acquiring an additional 34,846 shares in the last quarter. Institutional investors own 70.98% of the company's stock.
Caterpillar Price Performance
Shares of CAT stock opened at $813.51 on Monday. The stock has a 50 day moving average price of $872.52 and a 200 day moving average price of $838.91. Caterpillar Inc. has a 52-week low of $416.44 and a 52-week 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. The firm has a market capitalization of $373.95 billion, a P/E ratio of 35.00, a P/E/G ratio of 1.41 and a beta of 1.60.
Caterpillar (NYSE:CAT - Get Free Report) last released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts' consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business's revenue was up 23.7% compared to the same quarter last year. During the same quarter last year, the firm posted $4.72 earnings per share. As a group, sell-side analysts predict that Caterpillar Inc. will post 27.34 earnings per share for the current year.
Caterpillar Increases Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid 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 dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, July 20th. Caterpillar's payout ratio is presently 28.06%.
Insider Transactions at Caterpillar
In other Caterpillar news, CEO Joseph E. Creed sold 32,401 shares of the firm's stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the transaction, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 0.33% of the stock is currently owned by company insiders.
More Caterpillar News
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: FieldAI partnership supports the automation outlook. Caterpillar is combining its construction-equipment expertise with FieldAI’s physical-AI technology to develop autonomous capabilities for machines and improve safety, productivity and visibility at jobsites. The initiative could create longer-term revenue opportunities in equipment, software and services. Caterpillar partners with FieldAI for equipment automation
- Positive Sentiment: Analyst and quantitative sentiment has improved. Zacks upgraded CAT to Rank #1, or “Strong Buy,” citing rising optimism about earnings prospects. Erste Group Bank also raised its fiscal 2026 EPS forecast, adding to the constructive outlook. Caterpillar upgraded to Strong Buy
- Positive Sentiment: AI infrastructure is boosting Power & Energy demand. Caterpillar’s retail sales to power-generation users reportedly surged 72% year over year in the second quarter, as data centers and generative-AI infrastructure increase demand for reliable power. This gives CAT an additional growth driver beyond traditional construction and mining markets. Can CAT Stock Compound Its Way Higher?
- Neutral Sentiment: Recent earnings performance remains a strength, but expectations are elevated. Caterpillar’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue up 23.7% year over year. A sector review described CAT as the strongest heavy-machinery performer, though investors are increasingly pricing in continued execution.
- Negative Sentiment: Valuation and performance concerns could limit upside. Commentary notes that CAT has outperformed peers in the stock market more than in underlying business performance, leaving the shares dependent on future growth. The stock has also declined since its latest earnings report, while a report tied the recent weakness to insider selling. CAT Has Left Its Peers Behind. Or Has It?
Analyst Upgrades and Downgrades
CAT has been the topic of several research reports. Evercore restated an "outperform" rating and issued a $1,103.00 price target on shares of Caterpillar in a research report on Monday, May 11th. Zacks Research upgraded shares of Caterpillar from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, August 12th. Citigroup increased their price target on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. Oppenheimer reissued an "outperform" rating and set a $1,118.00 price objective on shares of Caterpillar in a research note on Tuesday, August 4th. Finally, DA Davidson raised their price objective on Caterpillar from $845.00 to $882.00 and gave the company a "neutral" rating in a research note on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have given a Hold rating to the company's stock. According to MarketBeat, Caterpillar presently has an average rating of "Moderate Buy" and a consensus price target of $995.52.
View Our Latest Report on CAT
Caterpillar Company Profile
(
Free Report)
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.
See Also
Want to see what other hedge funds are holding CAT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Caterpillar Inc. (NYSE:CAT - Free Report).
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