Advisors Preferred LLC Boosts Stock Position in Caterpillar Inc. $CAT

Advisors Preferred LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 70.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 10,745 shares of the industrial products company’s stock after acquiring an additional 4,445 shares during the period. Caterpillar accounts for about 1.1% of Advisors Preferred LLC’s holdings, making the stock its 25th largest position. Advisors Preferred LLC’s holdings in Caterpillar were worth $7,612,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of CAT. Axxcess Wealth Management LLC raised its holdings in Caterpillar by 2.8% in the fourth 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. Juno Financial Group LLC acquired a new stake in shares of Caterpillar in the 4th quarter valued at $877,000. DSG Capital Advisors LLC acquired a new stake in shares of Caterpillar in the 1st quarter valued at $1,226,000. Cornerstone Planning LLC purchased a new stake in shares of Caterpillar during the 4th quarter worth $4,517,000. Finally, Ticino Wealth acquired a new position in shares of Caterpillar during the fourth quarter worth $2,488,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Insider Activity at Caterpillar

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction on 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 transaction, the insider directly owned 86,029 shares in the company, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the sale, the insider directly owned 49,825 shares of the company’s stock, valued at $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last three months. Company insiders own 0.33% of the company’s stock.

Analyst Ratings Changes

A number of analysts have weighed in on CAT shares. HSBC raised their price target on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a report on Tuesday, June 23rd. JPMorgan Chase & Co. raised their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 17th. Robert W. Baird upped their price target on Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a report on Friday, June 26th. Finally, Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the company an “equal weight” rating in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $980.57.

Caterpillar Trading Up 0.2%

NYSE:CAT opened at $933.48 on Wednesday. The company has a market capitalization of $429.95 billion, a PE ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. Caterpillar Inc. has a 52-week low of $403.02 and a 52-week high of $1,073.46. The stock’s 50 day moving average price is $932.24 and its 200 day moving average price is $788.43. 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 (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. The business had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue was up 22.2% compared to the same quarter last year. During the same period in the prior year, the company earned $4.25 earnings per share. On average, research analysts anticipate that Caterpillar Inc. will post 24.71 EPS for the current year.

Caterpillar Increases Dividend

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

About Caterpillar

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.