Tulsa Wealth Advisors INC Acquires New Position in Caterpillar Inc. $CAT

Tulsa Wealth Advisors INC acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 827 shares of the industrial products company’s stock, valued at approximately $881,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CAT. OMC Financial Services LTD acquired a new stake in shares of Caterpillar during the 2nd quarter valued at $596,000. Briggs Wealth Management Inc purchased a new stake in shares of Caterpillar during the second quarter worth $262,000. German American Bancorp Inc. acquired a new stake in Caterpillar during the second quarter valued at $20,501,000. Johnson Wealth Management LLC acquired a new stake in Caterpillar during the second quarter valued at $228,000. Finally, Northstar Financial Companies Inc. purchased a new position in Caterpillar in the second quarter valued at about $1,294,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $800.11 on Friday. The firm has a fifty day simple moving average of $893.92 and a 200-day simple moving average of $837.14. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 1-year low of $410.52 and a 1-year high of $1,073.46. The stock has a market capitalization of $367.79 billion, a price-to-earnings ratio of 34.43, a PEG ratio of 1.43 and a beta of 1.60.

Caterpillar (NYSE:CAT) last posted its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.22 by $1.95. The business had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. Caterpillar’s revenue was up 23.7% compared to the same quarter last year. During the same period last year, the business posted $4.72 EPS. On average, sell-side analysts expect that Caterpillar Inc. will post 27.14 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date was Monday, July 20th. Caterpillar’s dividend payout ratio is currently 28.06%.

Analyst Ratings Changes

A number of research firms have recently weighed in on CAT. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $1,002.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. DA Davidson boosted their price target on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a research note on Thursday, August 6th. Citigroup increased their price objective on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Bank of America raised their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, Argus boosted their target price on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and a consensus price target of $995.52.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

About Caterpillar

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.