Caterpillar Inc. $CAT Shares Acquired by Precision Wealth Strategies LLC

Key Points

• Precision Wealth Strategies LLC increased its Caterpillar stake by 274.7% in the first quarter, bringing its holdings to 5,504 shares worth about $3.9 million.
• Caterpillar reported strong quarterly results, with EPS of $5.54 versus the $4.65 estimate and revenue of $17.41 billion, up 22.2% year over year.
• The company raised its quarterly dividend to $1.63 per share from $1.51, while analysts remain broadly constructive with a consensus Moderate Buy rating and a $980.57 price target.

Precision Wealth Strategies LLC lifted its stake in Caterpillar Inc. (NYSE:CAT - Free Report) by 274.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 5,504 shares of the industrial products company's stock after purchasing an additional 4,035 shares during the quarter. Caterpillar comprises about 1.3% of Precision Wealth Strategies LLC's holdings, making the stock its 20th largest holding. Precision Wealth Strategies LLC's holdings in Caterpillar were worth $3,899,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently added to or reduced their stakes in CAT. Pacific Point Advisors LLC acquired a new stake in shares of Caterpillar in the 4th quarter worth $579,000. Brighton Jones LLC boosted its position in shares of Caterpillar by 51.5% during the 4th quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company's stock valued at $2,688,000 after acquiring an additional 2,519 shares during the last quarter. United Bank grew its holdings in shares of 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. increased its position in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company's stock worth $3,551,000 after purchasing an additional 347 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its holdings in Caterpillar by 6.5% in the 2nd 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 last quarter. Hedge funds and other institutional investors own 70.98% of the company's stock.

Insider Activity at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the completion of the transaction, the insider directly owned 49,825 shares in the company, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This represents a 22.85% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 95,773 shares of company stock worth $87,642,635 over the last 90 days. 0.33% of the stock is currently owned by corporate insiders.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
• Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
• Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
• Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
• Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.

Caterpillar Trading Up 0.5%

Shares of NYSE CAT opened at $881.26 on Friday. The stock has a fifty day simple moving average of $931.29 and a 200-day simple moving average of $793.45. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The stock has a market capitalization of $405.90 billion, a PE ratio of 43.87, a PEG ratio of 1.72 and a beta of 1.57.

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, beating analysts' consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion during the quarter, compared to analysts' expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar's revenue for the quarter was up 22.2% on a year-over-year basis. During the same period last year, the business posted $4.25 EPS. On average, equities analysts forecast that Caterpillar Inc. will post 24.87 earnings per share for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is an increase from Caterpillar's previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar's dividend payout ratio (DPR) is presently 30.06%.

Analysts Set New Price Targets

CAT has been the topic of several analyst reports. Bank of America lifted their price target on shares of Caterpillar from $930.00 to $989.00 and gave the company a "buy" rating in a research report on Friday, May 1st. Sanford C. Bernstein lifted their target price on Caterpillar from $769.00 to $879.00 and gave the company a "market perform" rating in a research report on Friday, May 1st. Jefferies Financial Group increased their price target on Caterpillar from $900.00 to $1,045.00 and gave the stock a "buy" rating in a report on Friday, May 1st. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Caterpillar in a research report on Friday, May 8th. Finally, Robert W. Baird lifted their price target on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the company an "outperform" rating in a research report on Friday, June 26th. Fifteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $980.57.

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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