Valeo Financial Advisors LLC Buys 2,762 Shares of Caterpillar Inc. $CAT

Posted by Scott Moore on May 11th, 2026

Valeo Financial Advisors LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 12.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 24,395 shares of the industrial products company’s stock after acquiring an additional 2,762 shares during the quarter. Valeo Financial Advisors LLC’s holdings in Caterpillar were worth $13,975,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of the stock. Revolve Wealth Partners LLC lifted its position in shares of Caterpillar by 2.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 681 shares of the industrial products company’s stock valued at $390,000 after acquiring an additional 16 shares during the period. Security Financial Services INC. lifted its position in shares of Caterpillar by 0.4% during the 4th quarter. Security Financial Services INC. now owns 3,609 shares of the industrial products company’s stock valued at $2,068,000 after acquiring an additional 16 shares during the period. Purus Wealth Management LLC lifted its position in shares of Caterpillar by 0.5% during the 4th quarter. Purus Wealth Management LLC now owns 3,018 shares of the industrial products company’s stock valued at $1,729,000 after acquiring an additional 16 shares during the period. Legacy Wealth Managment LLC ID lifted its position in shares of Caterpillar by 27.1% during the 4th quarter. Legacy Wealth Managment LLC ID now owns 75 shares of the industrial products company’s stock valued at $43,000 after acquiring an additional 16 shares during the period. Finally, KWB Wealth lifted its position in shares of Caterpillar by 3.2% during the 4th quarter. KWB Wealth now owns 549 shares of the industrial products company’s stock valued at $315,000 after acquiring an additional 17 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Price Performance

Shares of CAT stock opened at $896.14 on Monday. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a twelve month low of $323.31 and a twelve month high of $931.35. The company has a market cap of $412.75 billion, a P/E ratio of 44.61, a P/E/G ratio of 1.80 and a beta of 1.63. The business has a fifty day simple moving average of $755.75 and a 200 day simple moving average of $664.91.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the prior year, the company earned $4.25 EPS. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. On average, sell-side analysts forecast that Caterpillar Inc. will post 24.21 EPS for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a $1.51 dividend. The ex-dividend date is Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on CAT shares. Wells Fargo & Company upped their target price on Caterpillar from $960.00 to $1,050.00 and gave the company an “overweight” rating in a research report on Friday, May 1st. Jefferies Financial Group upped their target price on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Barclays upped their price objective on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. Truist Financial set a $1,043.00 price objective on Caterpillar in a research report on Friday, May 1st. Finally, CICC Research assumed coverage on Caterpillar in a research report on Friday, February 6th. They set an “outperform” rating for the company. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $890.27.

Read Our Latest Report on CAT

Insider Transactions at Caterpillar

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Lange Bob De sold 24,222 shares of the stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the transaction, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 75,734 shares of company stock valued at $67,054,613. 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: Caterpillar’s latest quarterly results were stronger than expected, with EPS and revenue both topping estimates and construction equipment revenue rising sharply, reinforcing the case for solid demand and backlog strength. Caterpillar Reports 38% Boost to Construction Equipment Revenue for Q1 2026
Positive Sentiment: Several analysts raised price targets on CAT after the better-than-expected quarter, including Argus and HSBC, which is helping support bullish sentiment around the stock. Argus Raises Caterpillar Price Target HSBC Raises Caterpillar Price Target
Positive Sentiment: Media coverage continues to frame Caterpillar as a beneficiary of AI and data-center power demand, broadening the company’s growth narrative beyond traditional construction and mining markets. Industrial-Strength Rally: Why Caterpillar Is Up 53%…
Positive Sentiment: Recent commentary points to very long equipment lead times, which suggests sustained demand and potential pricing power ahead. Archrock reaffirms outlook as Caterpillar lead times near 160
Positive Sentiment: Caterpillar also opened registration for a global innovation challenge, signaling continued investment in workforce development and technology, though this is more of a longer-term strategic positive than an immediate stock driver. Caterpillar Opens Registration for Global Innovation Challenge
Neutral Sentiment: Some firms raised targets while keeping Neutral ratings, suggesting Wall Street sees upside, but also believes a lot of good news may already be reflected in the stock after its big run. DA Davidson Raises Caterpillar Target Following Better-Than-Expected Quarter
Neutral Sentiment: Heavy media attention and elevated trading interest may be adding volatility, but these factors do not change Caterpillar’s underlying business fundamentals. Do Options Traders Know Something About Caterpillar Stock?
Negative Sentiment: Multiple insiders, including the CFO, disclosed sizable stock sales, which can weigh on sentiment and raise concerns about whether the recent rally is prompting profit-taking. CFO insider sale SEC filing Insider sale (Shurman) SEC filing

Caterpillar 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.