Hel Ved Capital Management Ltd Makes New $4.87 Million Investment in Caterpillar Inc. $CAT

Hel Ved Capital Management Ltd purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 8,495 shares of the industrial products company’s stock, valued at approximately $4,867,000. Caterpillar accounts for approximately 1.3% of Hel Ved Capital Management Ltd’s investment portfolio, making the stock its 22nd largest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after purchasing an additional 442,164 shares during the period. Geode Capital Management LLC lifted its stake in Caterpillar by 0.9% during the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock worth $6,072,572,000 after purchasing an additional 94,524 shares during the period. Fisher Asset Management LLC raised its stake in shares of Caterpillar by 0.6% in the fourth quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock valued at $5,438,408,000 after acquiring an additional 54,069 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock valued at $2,494,568,000 after acquiring an additional 5,098,964 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in shares of Caterpillar by 2.2% in the third quarter. Legal & General Group Plc now owns 2,802,068 shares of the industrial products company’s stock valued at $1,337,007,000 after acquiring an additional 58,993 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar raised its quarterly dividend by 8% to $1.63 per share, extending its dividend-growth streak to 32 consecutive years and signaling confidence in cash generation and future returns to shareholders.
• Positive Sentiment: Analysts at Erste Group lifted FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for stronger profitability ahead.
• Positive Sentiment: Caterpillar was highlighted on Zacks’ “best momentum stocks” list, which can reinforce bullish trader interest and momentum buying.
• Positive Sentiment: Recent bullish commentary pointed to strong Q1 results, including 22% revenue growth and a backlog of $62.7 billion, suggesting healthy demand across Caterpillar’s core markets.
• Neutral Sentiment: Caterpillar and Austal announced a global value agreement, but the available details do not clearly indicate a material near-term financial impact for CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar’s recent run-up leaves the stock vulnerable to a reversal on valuation concerns after a sharp move higher.
• Negative Sentiment: The stock also recently pulled back from its year-to-date high, with technical traders citing a possible double-top pattern, which may be limiting near-term upside.

Caterpillar Stock Performance

Shares of Caterpillar stock opened at $910.78 on Friday. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The firm has a market cap of $419.50 billion, a P/E ratio of 45.34, a P/E/G ratio of 1.77 and a beta of 1.59. The firm has a 50 day simple moving average of $851.85 and a 200 day simple moving average of $726.64. Caterpillar Inc. has a fifty-two week low of $355.70 and a fifty-two week high of $946.83.

Caterpillar (NYSE:CAT) last issued 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 $4.65 by $0.89. The business had revenue of $17.42 billion during the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue for the quarter 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. Sell-side analysts predict that Caterpillar Inc. will post 24.69 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a $1.63 dividend. This is an increase 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%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Insiders Place Their Bets

In related news, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the completion of the sale, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This trade represents a 21.97% 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, CAO William E. Schaupp sold 360 shares of Caterpillar stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the sale, the chief accounting officer directly owned 530 shares of the company’s stock, valued at $480,180. This represents a 40.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 95,773 shares of company stock valued at $87,642,635 over the last quarter. Company insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently issued reports on CAT. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. DA Davidson lifted their target price on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Monday, June 8th. Bank of America lifted their target price on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Finally, Rothschild & Co Redburn lifted their target price on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar Company 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.