712 Shares in Caterpillar Inc. $CAT Purchased by Sharpepoint LLC

Sharpepoint LLC acquired a new position in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 712 shares of the industrial products company’s stock, valued at approximately $408,000.

Other hedge funds also recently bought and sold shares of the company. Torren Management LLC acquired a new position in Caterpillar in the 4th quarter worth about $27,000. Frazier Financial Advisors LLC increased its position in Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new position in Caterpillar in the 4th quarter worth about $31,000. Rialto Wealth Management LLC increased its position in Caterpillar by 47.4% in the 4th 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 last quarter. Finally, Noble Wealth Management PBC increased 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 worth $34,000 after purchasing an additional 35 shares during the last quarter. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s board approved an 8% dividend increase to $1.63 per share, reinforcing management’s confidence in cash flow and its commitment to returning capital to shareholders. Caterpillar Inc. Increases Dividend
• Positive Sentiment: Several articles highlighted Caterpillar as a momentum and growth stock to watch, with Zacks upgrading it to “strong-buy” and noting earnings growth, price strength, and continued interest tied to AI data center infrastructure demand. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Recent coverage also pointed to strong Q1 2026 volume growth, with total sales up 22% and demand improving across Construction and Power & Energy, supporting the bull case for continued earnings momentum. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
• Neutral Sentiment: Technical and market commentary said CAT remains above its 50-day moving average and is still near key levels after a powerful multi-month rally, suggesting the stock may be consolidating rather than breaking down on company-specific news. Caterpillar Holds Key Level After Plowing Into Data Center Market
• Negative Sentiment: One note said Caterpillar has surged sharply over the past year and may be stretched on valuation, raising the risk of near-term pullbacks if investors lock in gains. Is It Too Late To Consider Caterpillar (CAT) After Its 158% One-Year Surge?
• Negative Sentiment: The biggest near-term headwind is the broad market move: CAT was one of the Dow’s weak spots during a major selloff, which likely amplified today’s decline despite otherwise favorable company-specific news. Dow’s 663-point drop led by losses for shares of Caterpillar, Honeywell

Caterpillar Price Performance

Shares of NYSE:CAT opened at $856.74 on Thursday. Caterpillar Inc. has a 1-year low of $355.70 and a 1-year high of $946.83. The firm has a market capitalization of $394.61 billion, a PE ratio of 42.65, a PEG ratio of 1.80 and a beta of 1.59. The business’s 50 day moving average is $844.44 and its 200-day moving average is $722.90. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same quarter last year, the firm earned $4.25 EPS. Caterpillar’s revenue for the quarter was up 22.2% compared to the same quarter last year. Sell-side analysts predict that Caterpillar Inc. will post 24.68 earnings per share for the current year.

Caterpillar Increases Dividend

The company 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. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, July 20th. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is 30.06%.

Insider Activity at Caterpillar

In other news, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 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 Upgrades and Downgrades

CAT has been the topic of several research reports. Truist Financial set a $1,043.00 target price on Caterpillar in a research report on Friday, May 1st. HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Barclays increased their price objective on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Oppenheimer set a $980.00 price objective on Caterpillar and gave the company an “outperform” rating in a report on Friday, May 1st. Finally, Sanford C. Bernstein increased their price objective on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $933.27.

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.