IFM Investors Pty Ltd Boosts Stake in Caterpillar Inc. $CAT

IFM Investors Pty Ltd lifted its stake in Caterpillar Inc. (NYSE:CAT) by 0.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,887 shares of the industrial products company’s stock after purchasing an additional 563 shares during the period. IFM Investors Pty Ltd’s holdings in Caterpillar were worth $52,639,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of CAT. Torren Management LLC purchased a new stake in Caterpillar in the 4th quarter worth $27,000. Frazier Financial Advisors LLC increased its stake 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 buying an additional 33 shares in the last quarter. IFS Advisors LLC purchased a new stake in Caterpillar in the 4th quarter worth $31,000. Rialto Wealth Management LLC increased its stake 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 buying an additional 18 shares in the last quarter. Finally, Noble Wealth Management PBC increased its stake 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 buying an additional 35 shares in the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Up 4.9%

Shares of Caterpillar stock opened at $898.14 on Friday. The firm has a market cap of $413.68 billion, a price-to-earnings ratio of 44.71, a PEG ratio of 1.69 and a beta of 1.59. The business has a 50-day moving average price of $848.24 and a 200-day moving average price of $725.35. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a twelve month low of $355.70 and a twelve month high of $946.83.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same quarter last year, the business posted $4.25 earnings per share. Equities research analysts anticipate that Caterpillar Inc. will post 24.69 EPS for the current fiscal 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 given a dividend of $1.63 per share. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Insider Activity

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the completion of the transaction, the chief financial officer owned 52,935 shares in the company, valued at $48,631,913.85. This trade represents a 22.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the transaction, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by corporate insiders.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar boosted its quarterly dividend by 8% to $1.63 per share, reinforcing confidence in cash flow and shareholder returns. Caterpillar boosts quarterly dividend following shareholder meeting
• Positive Sentiment: Analysts lifted forward earnings estimates, and the stock was highlighted as a momentum name and a “strong buy,” which can attract additional buyers. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Erste Group Bank raised FY2026 and FY2027 EPS estimates for Caterpillar, suggesting stronger profit expectations ahead. Erste Group Bank estimate update
• Neutral Sentiment: Some commentary noted Caterpillar is nearing its highs and may be richly valued after a big run, which could limit upside if growth slows. Caterpillar Stock Nearing 52-Week High: Buy, Sell or Hold?
• Negative Sentiment: One trading note said CAT had declined more than the broader market in the prior session, reflecting some short-term pressure after a sharp pullback. Caterpillar (CAT) Declines More Than Market

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on CAT shares. HSBC increased their price target on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Bank of America increased their price target on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Argus increased their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research note on Tuesday, May 5th. Finally, Wolfe Research increased their price objective on shares of Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. One 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 company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $933.27.

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.