Corient Private Wealth LLC Acquires 210,563 Shares of Caterpillar Inc. $CAT

Corient Private Wealth LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 59.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 563,306 shares of the industrial products company’s stock after acquiring an additional 210,563 shares during the quarter. Corient Private Wealth LLC’s holdings in Caterpillar were worth $322,828,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Torren Management LLC purchased a new position in shares of Caterpillar in the 4th quarter worth about $27,000. Frazier Financial Advisors LLC increased its holdings in Caterpillar by 220.0% during the fourth 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 during the last quarter. IFS Advisors LLC bought a new stake in Caterpillar in the fourth quarter worth about $31,000. Rialto Wealth Management LLC raised its position in Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after acquiring an additional 18 shares during the period. Finally, Cornerstone Financial Management LLC purchased a new position in Caterpillar in the fourth quarter valued at about $32,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, insider Lange Bob De sold 24,222 shares of the stock in a transaction dated 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 sale, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction that occurred on 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 owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This trade represents a 20.19% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 95,773 shares of company stock worth $87,642,635 over the last quarter. Insiders own 0.33% of the company’s stock.

Caterpillar Stock Up 0.2%

Caterpillar stock opened at $987.79 on Friday. The firm has a 50 day simple moving average of $875.06 and a 200 day simple moving average of $740.37. 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 Inc. has a 1-year low of $357.73 and a 1-year high of $994.49. The firm has a market capitalization of $454.97 billion, a price-to-earnings ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) 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 firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter in the prior year, the business posted $4.25 earnings per share. The business’s quarterly revenue was up 22.2% on a year-over-year basis. On average, analysts predict that Caterpillar Inc. will post 24.64 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s payout ratio is currently 30.06%.

Analysts Set New Price Targets

CAT has been the subject of a number of research reports. Robert W. Baird increased their target price on shares of Caterpillar from $940.00 to $1,165.00 and gave the company an “outperform” rating in a research report on Friday, May 1st. Argus upped their price objective on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Morgan Stanley set a $915.00 price objective on Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Rothschild & Co Redburn raised their target price on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $935.09.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

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.