Severin Investments LLC Sells 582 Shares of Caterpillar Inc. $CAT

Severin Investments LLC decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 30.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,316 shares of the industrial products company’s stock after selling 582 shares during the period. Severin Investments LLC’s holdings in Caterpillar were worth $932,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wellington Management Group LLP boosted its holdings in Caterpillar by 3,949.8% during the 3rd quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after acquiring an additional 5,098,964 shares during the last quarter. Diamant Asset Management Inc. raised its holdings in shares of Caterpillar by 68,427.2% in the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock valued at $2,224,992,000 after purchasing an additional 3,136,020 shares during the last quarter. Capital International Investors bought a new position in shares of Caterpillar during the fourth quarter valued at about $1,225,317,000. Northwestern Mutual Wealth Management Co. boosted its holdings in Caterpillar by 573.1% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after purchasing an additional 1,281,087 shares during the last quarter. Finally, Bank of America Corp DE boosted its holdings in Caterpillar by 16.0% during the fourth quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after purchasing an additional 928,974 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have commented on CAT shares. Morgan Stanley set a $915.00 price objective on shares of Caterpillar and gave the company an “equal weight” rating in a research note on Friday, May 1st. DA Davidson boosted their target price on Caterpillar from $650.00 to $845.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. upped their target price on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Barclays increased their price target on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research report on Friday, May 1st. Finally, Daiwa Securities Group boosted their price objective on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a research 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 assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $941.45.

Caterpillar Stock Performance

Shares of CAT stock opened at $1,063.84 on Wednesday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm has a market cap of $489.99 billion, a price-to-earnings ratio of 52.95, a P/E/G ratio of 2.04 and a beta of 1.59. Caterpillar Inc. has a 52 week low of $384.25 and a 52 week high of $1,073.46. The firm’s 50-day simple moving average is $908.01 and its two-hundred day simple moving average is $762.47.

Caterpillar (NYSE:CAT) last released its 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. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the prior year, the firm earned $4.25 EPS. The company’s revenue was up 22.2% compared to the same quarter last year. As a group, equities analysts forecast that Caterpillar Inc. will post 24.66 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. Shareholders 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 yield of 0.6%. 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. Caterpillar’s dividend payout ratio is currently 30.06%.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised its Q3 EPS estimate for Caterpillar, reinforcing expectations that the company can keep delivering strong earnings momentum. Q3 EPS Estimates for Caterpillar Raised by Zacks Research
• Positive Sentiment: Recent commentary has highlighted Caterpillar as a beneficiary of the AI infrastructure buildout, helping push the stock’s valuation higher as investors look for industrial winners tied to data-center and power demand. Caterpillar (CAT) Hits Unprecedented Valuation Amid AI Infrastructure Surge
• Positive Sentiment: Market coverage and analyst discussion have continued to frame CAT as a durable industrial name with solid dividend characteristics and attractive long-term demand trends. The Big 3: CAT, SPCX, JPM
• Neutral Sentiment: Industry roundups note that construction and mining equipment stocks are facing sector headwinds overall, but Caterpillar is still viewed as one of the stronger names in the group. 3 Construction & Mining Equipment Stocks Braving Industry Headwinds
• Negative Sentiment: Michael Burry disclosed that he is shorting Caterpillar for the first time, a bearish signal that could pressure sentiment by suggesting he thinks the stock has run too far too fast. Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026

Insiders Place Their Bets

In other news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the transaction, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This represents a 26.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO William E. Schaupp sold 360 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the transaction, the chief accounting officer owned 530 shares of the company’s stock, valued at $480,180. The trade was a 40.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. Company insiders own 0.33% of the company’s stock.

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.