6,785 Shares in Caterpillar Inc. $CAT Purchased by Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.

Key Points

• Nationale Nederlanden bought 6,785 shares of Caterpillar in the fourth quarter, a stake valued at about $3.9 million. The filing adds to evidence that institutional investors continue to hold a large majority of CAT shares.
• Caterpillar recently raised its quarterly dividend 8% to $1.63 per share, signaling confidence in cash flow and a continued focus on returning capital to shareholders. The higher payout lifts the annualized dividend to $6.52 per share.
• Operational results and analyst sentiment remain upbeat: Caterpillar beat recent earnings and revenue estimates with 22.2% year-over-year revenue growth, while several analysts kept or raised positive ratings and price targets. However, the stock has also been noted as potentially stretched after a big run-up, leaving room for volatility.

Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A. acquired a new stake in Caterpillar Inc. (NYSE:CAT - Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 6,785 shares of the industrial products company's stock, valued at approximately $3,887,000.

A number of other hedge funds have also recently added to or reduced their stakes in CAT. Pacific Point Advisors LLC acquired a new stake in Caterpillar in the fourth quarter valued at about $579,000. Brighton Jones LLC lifted its position in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock valued at $2,688,000 after purchasing an additional 2,519 shares during the period. United Bank lifted its position in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company's stock valued at $1,585,000 after purchasing an additional 2,125 shares during the period. Schnieders Capital Management LLC. lifted its position in Caterpillar by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock valued at $3,551,000 after purchasing an additional 347 shares during the period. Finally, Alliancebernstein L.P. lifted its position in Caterpillar by 6.5% in the second quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company's stock valued at $222,120,000 after purchasing an additional 34,846 shares during the period. 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’s board approved an 8% dividend increase to $1.63 per share, reinforcing management’s confidence in cash flow and its commitment to returning capital to shareholders. Caterpillar Inc. Increases Dividend
• Positive Sentiment: Several articles highlighted Caterpillar as a momentum and growth stock to watch, with Zacks upgrading it to “strong-buy” and noting earnings growth, price strength, and continued interest tied to AI data center infrastructure demand. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Recent coverage also pointed to strong Q1 2026 volume growth, with total sales up 22% and demand improving across Construction and Power & Energy, supporting the bull case for continued earnings momentum. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
• Neutral Sentiment: Technical and market commentary said CAT remains above its 50-day moving average and is still near key levels after a powerful multi-month rally, suggesting the stock may be consolidating rather than breaking down on company-specific news. Caterpillar Holds Key Level After Plowing Into Data Center Market
• Negative Sentiment: One note said Caterpillar has surged sharply over the past year and may be stretched on valuation, raising the risk of near-term pullbacks if investors lock in gains. Is It Too Late To Consider Caterpillar (CAT) After Its 158% One-Year Surge?
• Negative Sentiment: The biggest near-term headwind is the broad market move: CAT was one of the Dow’s weak spots during a major selloff, which likely amplified today’s decline despite otherwise favorable company-specific news. Dow's 663-point drop led by losses for shares of Caterpillar, Honeywell

Caterpillar Stock Down 6.3%

CAT stock opened at $856.74 on Thursday. The stock has a market capitalization of $394.61 billion, a P/E ratio of 42.65, a PEG ratio of 1.80 and a beta of 1.59. 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 Inc. has a one year low of $355.70 and a one year high of $946.83. The company has a 50 day moving average price of $844.44 and a two-hundred day moving average price of $722.90.

Caterpillar (NYSE:CAT - Get Free Report) last released 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 firm had revenue of $17.42 billion during 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%. Caterpillar's revenue for the quarter was up 22.2% on a year-over-year basis. During the same period in the previous year, the company earned $4.25 EPS. As a group, sell-side analysts expect that Caterpillar Inc. will post 24.68 EPS for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is a boost from Caterpillar's previous quarterly dividend of $1.51. Caterpillar's dividend payout ratio is presently 30.06%.

Insider Activity at Caterpillar

In other news, insider Lange Bob De sold 24,222 shares of the business's stock in a transaction on 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. The trade was a 21.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 12,605 shares of the business's stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider directly owned 49,825 shares of the company's stock, valued at $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on CAT shares. Wolfe Research lifted their price target on shares of Caterpillar from $670.00 to $750.00 and gave the company an "outperform" rating in a research report on Tuesday, March 31st. Wells Fargo & Company lifted their price objective on Caterpillar from $960.00 to $1,050.00 and gave the stock an "overweight" rating in a research report on Friday, May 1st. UBS Group restated a "neutral" rating and set a $900.00 price objective on shares of Caterpillar in a research report on Tuesday, June 2nd. Bank of America lifted their price objective on Caterpillar from $930.00 to $989.00 and gave the stock a "buy" rating in a research report on Friday, May 1st. Finally, DA Davidson lifted their price objective on Caterpillar from $650.00 to $845.00 and gave the stock a "neutral" rating in a research report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $933.27.

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.

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).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.