Vaquero Private Wealth Ltd. Makes New $5.21 Million Investment in Caterpillar Inc. $CAT

Key Points

• Vaquero Private Wealth purchased 4,890 Caterpillar shares worth approximately $5.21 million in the second quarter. Institutional investors collectively own 70.98% of the company.
• Caterpillar reported strong quarterly results, with earnings per share of $8.17 beating estimates of $6.22 and revenue rising 23.7% year over year to $20.54 billion.
• The company increased its quarterly dividend from $1.51 to $1.63 per share, while analysts maintain a consensus “Moderate Buy” rating and an average price target of $995.52.

Vaquero Private Wealth Ltd. purchased a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,890 shares of the industrial products company's stock, valued at approximately $5,207,000.

Other hedge funds also recently bought and sold shares of the company. Pacific Point Advisors LLC purchased a new stake in shares of Caterpillar during the fourth quarter valued at $579,000. Brighton Jones LLC boosted its stake in shares of Caterpillar by 51.5% during 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 in the last quarter. United Bank increased its holdings in shares of Caterpillar by 108.5% in the 2nd quarter. United Bank now owns 4,083 shares of the industrial products company's stock valued at $1,585,000 after acquiring an additional 2,125 shares during the period. Schnieders Capital Management LLC. grew its stake 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 last quarter. Finally, Alliancebernstein L.P. grew its position in shares of Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company's stock worth $222,120,000 after buying an additional 34,846 shares during the last quarter. Institutional investors own 70.98% of the company's stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analyst commentary highlighted accelerating, volume-driven growth across Caterpillar’s three operating segments and a sharp upgrade to its 2026 sales outlook, supporting the longer-term bullish case. Caterpillar's Volume Gains Drive Growth: Can Its Uptrend Continue?
• Positive Sentiment: Caterpillar was included among high-efficiency stocks with key operating ratios above industry averages, reinforcing the view that its strong earnings performance is supported by business quality. 5 Top-Ranked High-Efficiency Stocks Poised for Stronger Returns
• Positive Sentiment: The company committed up to $3 million in Arkansas as part of its five-year, $100 million workforce initiative. The investment should expand manufacturing talent pipelines, although the near-term earnings impact is likely limited. Caterpillar Expands Workforce Initiative to Arkansas

Caterpillar Stock Performance

NYSE:CAT opened at $843.54 on Wednesday. The firm has a market capitalization of $387.76 billion, a price-to-earnings ratio of 36.30, a PEG ratio of 1.53 and a beta of 1.60. 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 company's 50-day moving average is $913.03 and its two-hundred day moving average is $830.99. Caterpillar Inc. has a 1-year low of $410.52 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT - Get Free Report) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping 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 company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same period in the prior year, the business posted $4.72 earnings per share. The firm's revenue for the quarter was up 23.7% compared to the same quarter last year. Analysts forecast that Caterpillar Inc. will post 26.56 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 issued a $1.63 dividend. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is an increase from Caterpillar's previous quarterly dividend of $1.51. Caterpillar's dividend payout ratio (DPR) is currently 28.06%.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the company. Truist Financial set a $980.00 target price on Caterpillar in a research note on Wednesday, August 5th. Robert W. Baird set a $970.00 price objective on shares of Caterpillar in a report on Wednesday, August 5th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Caterpillar in a report on Wednesday, August 5th. JPMorgan Chase & Co. raised 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 report on Wednesday, June 17th. Finally, Daiwa Securities Group boosted their target price on shares of Caterpillar from $790.00 to $900.00 and gave the stock a "neutral" rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $995.52.

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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