Alta Advisers Ltd Invests $2.04 Million in Caterpillar Inc. $CAT

Alta Advisers Ltd bought a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,917 shares of the industrial products company's stock, valued at approximately $2,041,000. Caterpillar comprises approximately 0.5% of Alta Advisers Ltd's portfolio, making the stock its 25th biggest holding.

Several other hedge funds also recently added to or reduced their stakes in the stock. Diversify Advisory Services LLC acquired a new stake in Caterpillar during the second quarter valued at approximately $5,372,000. Axxcess Wealth Management LLC grew its stake in Caterpillar by 2.8% during the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company's stock valued at $12,844,000 after acquiring an additional 604 shares in the last quarter. DSG Capital Advisors LLC purchased a new stake in Caterpillar in the 1st quarter worth approximately $1,226,000. Cornerstone Planning LLC purchased a new position in Caterpillar in the fourth quarter valued at about $4,517,000. Finally, RiverFront Investment Group LLC increased its holdings in Caterpillar by 21.1% in the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company's stock worth $5,107,000 after buying an additional 1,552 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the firm's stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $808.98, for a total value of $26,211,760.98. Following the transaction, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.33% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Erste Group Bank cut Caterpillar from a "buy" rating to a "hold" rating in a research report on Monday, July 27th. Citigroup upped their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. Oppenheimer reaffirmed an "outperform" rating and set a $1,118.00 price objective on shares of Caterpillar in a report on Tuesday, August 4th. Royal Bank Of Canada increased their target price on shares of Caterpillar from $877.00 to $897.00 and gave the stock a "sector perform" rating in a research report on Wednesday, August 5th. Finally, JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an "overweight" rating in a research note on Wednesday, June 17th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $995.52.

Caterpillar Stock Up 1.7%

NYSE CAT opened at $813.51 on Friday. The stock has a market capitalization of $373.95 billion, a PE ratio of 35.00, a PEG ratio of 1.39 and a beta of 1.60. Caterpillar Inc. has a fifty-two week low of $416.44 and a fifty-two week high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The business has a fifty day moving average price of $872.52 and a two-hundred day moving average price of $838.46.

Caterpillar (NYSE:CAT - Get Free Report) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period last year, the company earned $4.72 earnings per share. The business's quarterly revenue was up 23.7% on a year-over-year basis. Equities analysts expect that Caterpillar Inc. will post 27.34 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company 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. The ex-dividend date was Monday, July 20th. This is an increase from Caterpillar's previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.8%. Caterpillar's dividend payout ratio is currently 28.06%.

Caterpillar News Summary

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?

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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