Vanguard Personalized Indexing Management LLC Purchases 3,512 Shares of Caterpillar Inc. $CAT

Vanguard Personalized Indexing Management LLC lifted its position in Caterpillar Inc. (NYSE:CAT) by 4.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 76,875 shares of the industrial products company’s stock after buying an additional 3,512 shares during the quarter. Caterpillar comprises approximately 0.4% of Vanguard Personalized Indexing Management LLC’s investment portfolio, making the stock its 29th largest holding. Vanguard Personalized Indexing Management LLC’s holdings in Caterpillar were worth $44,039,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of CAT. Pacific Point Advisors LLC purchased a new position in Caterpillar during the 4th quarter worth $579,000. Brighton Jones LLC boosted its holdings in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares in the last quarter. United Bank grew its stake in shares of Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after acquiring an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of Caterpillar by 3.9% during 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 acquiring an additional 347 shares in the last quarter. Finally, Alliancebernstein L.P. raised 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 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.

Caterpillar Trading Up 0.0%

NYSE CAT opened at $910.78 on Monday. Caterpillar Inc. has a 1 year low of $355.70 and a 1 year high of $946.83. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company has a market capitalization of $419.50 billion, a PE ratio of 45.34, a P/E/G ratio of 1.80 and a beta of 1.59. The company has a fifty day moving average of $851.85 and a 200 day moving average of $727.82.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates 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 analyst estimates of $16.53 billion. During the same quarter last year, the business posted $4.25 EPS. The company’s revenue was up 22.2% on a year-over-year basis. Research analysts forecast that Caterpillar Inc. will post 24.62 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a $1.63 dividend. The ex-dividend date of this dividend is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio is presently 30.06%.

Insiders Place Their Bets

In related news, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the completion of the transaction, the chief accounting officer directly owned 530 shares in the company, valued at $480,180. The trade was a 40.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Lange Bob De sold 24,222 shares of the firm’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 sale, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 95,773 shares of company stock worth $87,642,635. Corporate insiders own 0.33% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

Wall Street Analysts Forecast Growth

Several research firms have weighed in on CAT. Argus boosted their target price on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Barclays raised their price target on shares of Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Robert W. Baird boosted their price objective on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an “outperform” rating in a report on Friday, May 1st. Evercore reissued an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. Finally, Wolfe Research raised their price objective on Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar Company 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.