Hudson Capital Management LLC Cuts Holdings in Caterpillar Inc. $CAT

Hudson Capital Management LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 7.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,942 shares of the industrial products company’s stock after selling 752 shares during the quarter. Caterpillar accounts for approximately 2.6% of Hudson Capital Management LLC’s portfolio, making the stock its 6th largest position. Hudson Capital Management LLC’s holdings in Caterpillar were worth $10,588,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Matrix Trust Co raised its holdings in shares of Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 15 shares during the last quarter. Lam Group Inc. bought a new stake in Caterpillar during the 1st quarter worth approximately $26,000. Ramsey Quantitative Systems purchased a new stake in shares of Caterpillar in the second quarter worth approximately $48,000. Torren Management LLC bought a new position in shares of Caterpillar in the fourth quarter valued at approximately $27,000. Finally, Frazier Financial Advisors LLC boosted its position in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. 70.98% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on CAT shares. Wells Fargo & Company increased their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Rothschild & Co Redburn increased their price target on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Citigroup raised their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, DA Davidson boosted their price objective on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. Thirteen analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $995.52.

Caterpillar Trading Up 0.0%

Shares of CAT opened at $855.97 on Friday. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. The stock has a market cap of $393.46 billion, a PE ratio of 36.83, a P/E/G ratio of 1.53 and a beta of 1.60. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The business’s 50-day moving average price is $916.05 and its 200-day moving average price is $826.31.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. During the same quarter in the previous year, the company earned $4.72 earnings per share. Caterpillar’s revenue for the quarter was up 23.7% on a year-over-year basis. On average, equities analysts forecast that Caterpillar Inc. will post 26.56 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a dividend of $1.63 per share. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio is 28.06%.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar ended the second quarter with a record $72 billion backlog, signaling sustained demand for heavy equipment and supporting management’s upgraded 2026 sales outlook. Strength across construction, mining and energy-related businesses reinforces the company’s growth prospects. CAT Ends Q2 With Record Backlog: Is Demand Momentum Here to Stay?
• Positive Sentiment: Recent coverage highlighted Caterpillar’s record quarterly sales of approximately $20.5 billion, stronger operating profit and improved margins. These results add to the bullish case following the company’s recent earnings beat and year-over-year revenue growth. Caterpillar Marks Record Quarter with $20.5B in Sales and Revenues
• Positive Sentiment: Zacks included CAT among momentum stocks that could outperform in 2026, reflecting strong recent business performance and investor interest. Western Digital & 2 Momentum Stocks That Could Soar in 2026
• Neutral Sentiment: Analyst coverage continues to assess whether Wall Street favors Caterpillar, while Erste Group issued a fiscal 2026 earnings forecast. These reports may influence expectations, but the provided articles do not specify a broad consensus change or price-target revision. Do Wall Street analysts like Caterpillar stock?
• Negative Sentiment: Analysts noted that Caterpillar’s strong backlog, sales growth and raised outlook are already reflected in a premium valuation. That raises the risk of volatility if orders slow, margins disappoint or future results fail to exceed elevated expectations. The Zacks Analyst Blog Highlights Caterpillar, Komatsu, Terex and Astec Industries

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.