Simplicity Wealth LLC Has $2.19 Million Position in Caterpillar Inc. $CAT

Simplicity Wealth LLC lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 16.9% during the fourth quarter, HoldingsChannel reports. The firm owned 3,815 shares of the industrial products company’s stock after selling 774 shares during the quarter. Simplicity Wealth LLC’s holdings in Caterpillar were worth $2,186,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Torren Management LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $27,000. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth about $31,000. Rialto Wealth Management LLC raised its position in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the period. Marquette Asset Management LLC raised its position in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 53 shares during the period. Finally, Noble Wealth Management PBC raised its position in Caterpillar by 140.0% in the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after buying an additional 35 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Down 0.9%

CAT stock opened at $810.23 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The business has a 50 day moving average price of $744.25 and a two-hundred day moving average price of $653.39. The company has a market cap of $376.99 billion, a price-to-earnings ratio of 43.05, a P/E/G ratio of 1.91 and a beta of 1.52. Caterpillar Inc. has a twelve month low of $302.17 and a twelve month high of $845.27.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.57 by $0.97. The firm had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.43 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%. Analysts anticipate that Caterpillar Inc. will post 22.89 EPS for the current fiscal year.

Caterpillar Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be paid a $1.51 dividend. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio (DPR) is currently 32.09%.

Insider Transactions at Caterpillar

In other news, insider Anthony D. Fassino sold 10,671 shares of Caterpillar stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $680.45, for a total transaction of $7,261,081.95. Following the completion of the transaction, the insider directly owned 41,151 shares in the company, valued at approximately $28,001,197.95. The trade was a 20.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Lange Bob De sold 22,656 shares of Caterpillar stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 125,950 shares of company stock valued at $88,577,390. 0.33% of the stock is owned by insiders.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 results: Caterpillar beat estimates — adjusted EPS $5.54 vs. $4.57 expected and revenue of ~$17.4B (up ~22% Y/Y). Strong margins, 45.8% ROE and robust cash returns (share repurchases/dividends of $5.7B) support earnings quality and shareholder returns. Caterpillar Reports First-Quarter 2026 Results
• Positive Sentiment: Energy/power growth: Caterpillar struck a framework agreement with ProPetro’s PROPWR to supply up to 2.1 GW of power generation assets for data centers, oil & gas and industrial customers — a boost to the Power Systems segment and recurring aftermarket opportunities. PROPWR Secures Strategic Framework Agreement with Caterpillar Inc.
• Positive Sentiment: Analyst support: Bank of America raised its price target on CAT and reiterated a Buy, citing broadening equipment demand recovery; continued analyst upgrades help underpin longer‑term sentiment. Bank of America Sees Caterpillar Benefiting From Broadening Equipment Demand Recovery
• Neutral Sentiment: Minor estimate tweaks: Erste Group nudged FY2026/27 EPS estimates slightly higher — a modest incremental validation of the beat but not a large guidance shift. MarketBeat Analyst Note
• Neutral Sentiment: Pre‑earnings coverage framed CAT as a mixed case: rising revenue and EPS but with factors to watch; these previews set expectations ahead of the print. Caterpillar Q1 earnings preview
• Negative Sentiment: Valuation and cost concerns: Analysts and previews flagged a premium valuation after a strong YTD run and noted higher costs could pressure margins; that likely explains some profit‑taking despite the beat. Caterpillar is Set to Report Q1 Earnings: Buy, Sell or Hold the Stock?

Analyst Upgrades and Downgrades

CAT has been the topic of a number of recent research reports. JPMorgan Chase & Co. lifted their target price on Caterpillar from $765.00 to $860.00 and gave the company an “overweight” rating in a research report on Wednesday, March 4th. Wells Fargo & Company lifted their target price on Caterpillar from $870.00 to $960.00 and gave the company an “overweight” rating in a research report on Tuesday, April 21st. UBS Group reissued a “neutral” rating and issued a $677.00 target price on shares of Caterpillar in a research report on Monday, February 2nd. Williams Trading set a $825.00 target price on Caterpillar in a research report on Tuesday, March 10th. Finally, HSBC lifted their target price on Caterpillar from $660.00 to $850.00 and gave the company a “buy” rating in a research report on Thursday, February 5th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $767.77.

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.