Caterpillar Inc. $CAT Shares Purchased by Diversified Trust Co

Diversified Trust Co increased its stake in Caterpillar Inc. (NYSE:CAT) by 14.7% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,739 shares of the industrial products company’s stock after acquiring an additional 1,505 shares during the quarter. Diversified Trust Co’s holdings in Caterpillar were worth $8,317,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Torren Management LLC acquired a new position in shares of Caterpillar during the 4th quarter worth about $27,000. Frazier Financial Advisors LLC lifted its stake in shares of Caterpillar by 220.0% in 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 in the last quarter. IFS Advisors LLC purchased a new position in Caterpillar in the 4th quarter worth approximately $31,000. Rialto Wealth Management LLC increased its holdings in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after purchasing an additional 18 shares during the last quarter. Finally, Cornerstone Financial Management LLC purchased a new position in Caterpillar during the fourth quarter worth approximately $32,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

More Caterpillar News

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

Wall Street Analyst Weigh In

CAT has been the subject of several recent analyst reports. Citigroup raised their price objective on shares of Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Barclays increased their price objective on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. Evercore restated an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. DA Davidson upped their price target on Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research note on Monday, May 4th. Finally, Bank of America raised their price objective on Caterpillar from $930.00 to $989.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $935.09.

Caterpillar Stock Performance

Shares of CAT stock opened at $987.79 on Friday. The stock has a market capitalization of $454.97 billion, a PE ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. The firm has a 50 day moving average of $875.06 and a two-hundred day moving average of $740.37. Caterpillar Inc. has a 52 week low of $357.73 and a 52 week high of $994.49. 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 (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating 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 business had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter last year, the business posted $4.25 EPS. The business’s quarterly revenue was up 22.2% compared to the same quarter last year. On average, research analysts predict that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Insider Activity

In related news, insider Jason Kaiser sold 5,642 shares of the stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the transaction, the insider owned 9,594 shares of the company’s stock, valued at $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at $42,210,388.80. This trade represents a 26.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

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.