Caterpillar Inc. $CAT Shares Bought by Members Trust Co

Members Trust Co raised its holdings in Caterpillar Inc. (NYSE:CAT) by 80.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 17,672 shares of the industrial products company’s stock after acquiring an additional 7,876 shares during the period. Caterpillar accounts for 0.6% of Members Trust Co’s holdings, making the stock its 11th biggest holding. Members Trust Co’s holdings in Caterpillar were worth $18,819,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of CAT. Decker Retirement Planning Inc. raised its position in Caterpillar by 440.0% during the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares in the last quarter. Matrix Trust Co boosted its position in Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after purchasing an additional 15 shares in the last quarter. Axiom Investment Management LLC acquired a new stake in shares of Caterpillar during the 2nd quarter worth approximately $36,000. Lam Group Inc. acquired a new stake in shares of Caterpillar during the 1st quarter worth approximately $26,000. Finally, Ramsey Quantitative Systems purchased a new position in shares of Caterpillar during the 2nd quarter valued at approximately $48,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar plans to invest approximately $890 million in its Indiana facility, supporting longer-term production capacity, regional employment and potential demand for its equipment. Caterpillar planning $890M investment in Indiana plant
• Positive Sentiment: Recent analysis highlights a substantial increase in Caterpillar’s order volume and a record backlog, suggesting future revenue visibility even though reported revenue has faced pressure. This supports the bullish case for CAT’s cyclical recovery. Before The Surge, Caterpillar Stock’s Order Book Told a Different Story
• Positive Sentiment: Analysts favor CAT over Deere in the heavy-equipment sector, citing Caterpillar’s record sales, backlog and earnings growth. Another investment article lists CAT as a way to gain exposure to infrastructure spending and broader capital investment. Caterpillar vs. Deere
• Positive Sentiment: Valuation commentary argues CAT could be undervalued by roughly 20% if its margin and cash-flow strength, backlog and upgraded outlook are sustained. The Gates Foundation Trust’s reported ownership also provides a notable institutional-ownership signal. Caterpillar Could Be 20% Undervalued
• Neutral Sentiment: A covered-call strategy is presented as a way to generate potentially 12% annualized income while waiting through a slowdown, though selling calls would cap upside if CAT rallies sharply. Can CAT Stock Yield 12% Annualized Income?
• Neutral Sentiment: Caterpillar is beginning renovations at office space in Irving, Texas. The move is operationally relevant but unlikely to materially change near-term earnings expectations. Caterpillar set to begin renovation of Irving office space
• Negative Sentiment: A worker injury at Caterpillar’s Mapleton facility introduces potential safety, regulatory and operational concerns, although the available report provides limited details on the incident. Worker injured at Caterpillar Mapleton facility
• Negative Sentiment: CAT’s premium valuation leaves less room for disappointment, while Michael Burry’s disclosed short position and discussion of a possible slowdown may add volatility. Separate analysis sees only about 4% upside from tariff-refund developments, suggesting limited near-term valuation support. Caterpillar Stock May Be 4% Undervalued

Caterpillar Stock Up 1.4%

CAT opened at $822.44 on Thursday. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The company has a 50-day moving average price of $901.07 and a 200 day moving average price of $836.76. The company has a market cap of $378.05 billion, a PE ratio of 35.39, a price-to-earnings-growth ratio of 1.42 and a beta of 1.60.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) 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 for the quarter, compared to analysts’ expectations of $19.34 billion. During the same period in the previous year, the firm posted $4.72 EPS. Caterpillar’s revenue was up 23.7% compared to the same quarter last year. Sell-side analysts expect that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid a $1.63 dividend. 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 dividend yield of 0.8%. The ex-dividend date of this dividend was Monday, July 20th. Caterpillar’s dividend payout ratio is presently 28.06%.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the stock. Royal Bank Of Canada increased their price target on shares of Caterpillar from $877.00 to $897.00 and gave the stock a “sector perform” rating in a report on Wednesday, August 5th. Oppenheimer reaffirmed an “outperform” rating and issued a $1,118.00 price objective on shares of Caterpillar in a report on Tuesday, August 4th. Evercore reissued an “outperform” rating and set a $1,103.00 target price on shares of Caterpillar in a research note on Monday, May 11th. Daiwa Securities Group raised their target price on Caterpillar from $790.00 to $900.00 and gave the company a “neutral” rating in a research report on Friday, May 1st. Finally, Bank of America lifted their price target on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research note on Friday, May 1st. One research 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, Caterpillar currently has an average rating of “Moderate Buy” and an average 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.