UNIVEST FINANCIAL Corp Takes Position in Caterpillar Inc. $CAT

UNIVEST FINANCIAL Corp bought a new position in shares of Caterpillar Inc. (NYSE:CAT) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 3,939 shares of the industrial products company’s stock, valued at approximately $4,195,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Axxcess Wealth Management LLC lifted its stake in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after buying an additional 604 shares in the last quarter. DSG Capital Advisors LLC acquired a new position in shares of Caterpillar during the first quarter valued at approximately $1,226,000. Cornerstone Planning LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at approximately $4,517,000. RiverFront Investment Group LLC lifted its position in shares of Caterpillar by 21.1% in the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock valued at $5,107,000 after acquiring an additional 1,552 shares in the last quarter. Finally, Larson Financial Group LLC boosted its stake in shares of Caterpillar by 73.6% in the fourth quarter. Larson Financial Group LLC now owns 12,915 shares of the industrial products company’s stock worth $7,399,000 after acquiring an additional 5,476 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Trading Down 0.0%

Shares of CAT stock opened at $800.11 on Monday. The company’s 50-day moving average price is $893.92 and its 200-day moving average price is $837.81. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market cap of $367.79 billion, a price-to-earnings ratio of 34.43, a PEG ratio of 1.40 and a beta of 1.60. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. Caterpillar’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.72 earnings per share. As a group, equities analysts predict that Caterpillar Inc. will post 27.14 earnings per share for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were issued 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 yield of 0.8%. The ex-dividend date was Monday, July 20th. Caterpillar’s payout ratio is currently 28.06%.

Wall Street Analyst Weigh In

Several research analysts recently commented on CAT shares. Sanford C. Bernstein reissued a “market perform” rating and issued a $1,002.00 price objective on shares of Caterpillar in a research note on Wednesday, August 5th. Wells Fargo & Company lifted their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. Oppenheimer reiterated an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research report on Tuesday, August 4th. DA Davidson raised their price target on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Finally, Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $995.52.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

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.