FCG Investment Co Acquires 2,406 Shares of Caterpillar Inc. $CAT

FCG Investment Co grew its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 167.4% in the 2nd quarter, Holdings Channel.com reports. The firm owned 3,843 shares of the industrial products company’s stock after acquiring an additional 2,406 shares during the period. Caterpillar makes up approximately 1.4% of FCG Investment Co’s portfolio, making the stock its 17th largest holding. FCG Investment Co’s holdings in Caterpillar were worth $4,092,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in CAT. Planning Directions Inc. purchased a new stake in shares of Caterpillar in the 2nd quarter worth approximately $503,000. Red Door Wealth Management LLC raised its stake in Caterpillar by 6.0% during the second quarter. Red Door Wealth Management LLC now owns 1,757 shares of the industrial products company’s stock valued at $1,871,000 after buying an additional 99 shares during the last quarter. HCR Wealth Advisors boosted its holdings in Caterpillar by 0.8% in the second quarter. HCR Wealth Advisors now owns 5,099 shares of the industrial products company’s stock worth $5,431,000 after acquiring an additional 39 shares in the last quarter. Tailwinds Wealth LLC grew its stake in shares of Caterpillar by 32.4% in the second quarter. Tailwinds Wealth LLC now owns 450 shares of the industrial products company’s stock worth $479,000 after acquiring an additional 110 shares during the last quarter. Finally, Southland Equity Partners LLC increased its holdings in shares of Caterpillar by 3.1% during the second quarter. Southland Equity Partners LLC now owns 1,068 shares of the industrial products company’s stock valued at $1,137,000 after acquiring an additional 32 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 1.7%

Caterpillar stock opened at $857.35 on Thursday. Caterpillar Inc. has a one year low of $405.46 and a one year high of $1,073.46. The business’s fifty day moving average is $917.75 and its 200 day moving average is $824.70. The stock has a market capitalization of $394.10 billion, a PE ratio of 36.89, a price-to-earnings-growth ratio of 1.51 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.

Caterpillar (NYSE:CAT) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.Caterpillar’s revenue was up 23.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.72 EPS. On average, sell-side analysts predict 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 dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio is presently 28.06%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Record quarterly performance: Caterpillar reported approximately $20.5 billion in second-quarter sales and revenue, with stronger operating profit and margins. The results reinforce expectations for continued earnings growth. Caterpillar Marks Record Quarter with $20.5B in Sales and Revenues
• Positive Sentiment: Large backlog and raised outlook: A roughly $72 billion backlog and an increased 2026 outlook provide revenue visibility and strengthen the bullish case following the earnings release. The Zacks Analyst Blog Highlights Caterpillar, Komatsu, Terex and Astec Industries
• Positive Sentiment: AI and power demand: Analysts and bullish commentary point to demand for Caterpillar’s engines, turbines and heavy equipment from data-center construction and related power infrastructure. Much of the company’s large-engine capacity is booked years ahead. Bull of the Day: Caterpillar
• Positive Sentiment: Momentum and earnings revisions: Caterpillar was identified as a top momentum pick, while Erste Group raised its fiscal 2026 EPS estimate to $24.78 and fiscal 2027 estimate to $31.18. These revisions indicate improving profit expectations, although the bank maintains a Hold rating. Western Digital & 2 Momentum Stocks That Could Soar in 2026
• Neutral Sentiment: Execution is now key: With demand and orders strong, future upside depends on how quickly Caterpillar can expand production at its existing plants without weakening margins. Caterpillar Stock’s Upside Is Sitting in Plants It Already Owns
• Negative Sentiment: Premium valuation: After a substantial five-year rally, valuation measures suggest CAT may be about 6% overvalued. Investors may already be pricing in much of the AI-related demand and earnings optimism, limiting near-term upside. Caterpillar Stock Could Be 6% Overvalued As AI Demand Lifts Outlook

Analysts Set New Price Targets

CAT has been the subject of several recent analyst reports. Argus lifted their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. UBS Group increased their price objective on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Royal Bank Of Canada raised their price objective on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. Wall Street Zen upgraded shares of Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, Rothschild & Co Redburn increased their price target on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Thirteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $995.52.

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.