Global Retirement Partners LLC Has $12.78 Million Stock Holdings in Caterpillar Inc. $CAT

Global Retirement Partners LLC lifted its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 24.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,306 shares of the industrial products company’s stock after purchasing an additional 4,325 shares during the period. Global Retirement Partners LLC’s holdings in Caterpillar were worth $12,778,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in CAT. Torren Management LLC bought a new stake in shares of Caterpillar during the 4th quarter valued at about $27,000. IFS Advisors LLC bought a new stake in shares of Caterpillar during the 4th quarter valued at about $31,000. Rialto Wealth Management LLC boosted its position in shares of Caterpillar by 47.4% during the 4th 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 in the last quarter. Noble Wealth Management PBC boosted its position in shares of Caterpillar by 140.0% during the 4th quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after purchasing an additional 35 shares in the last quarter. Finally, Sellwood Investment Partners LLC bought a new stake in shares of Caterpillar during the 3rd quarter valued at about $35,000. Institutional investors own 70.98% of the company’s stock.

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the transaction, the insider owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This trade represents a 21.97% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jason Kaiser sold 5,642 shares of Caterpillar stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the transaction, the insider directly owned 9,594 shares in the company, valued at approximately $8,471,789.82. This represents a 37.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 100,551 shares of company stock worth $91,170,351. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple Caterpillar earnings forecasts across 2026, 2027 and 2028, signaling stronger expected profitability and supporting a higher valuation for the stock.
• Positive Sentiment: Analysts also increased Caterpillar’s long-term fair value and price targets, reflecting improving growth expectations and suggesting Wall Street sees more upside than before.
• Positive Sentiment: Jim Cramer said Caterpillar is “integral to data center construction,” highlighting a new demand driver tied to AI infrastructure buildout, which could broaden the company’s growth narrative. Article Title
• Positive Sentiment: The company’s “Building Beyond” internship coverage spotlighted Caterpillar’s use of new AI, reinforcing investor interest in its technology and workforce development efforts. Article Title
• Neutral Sentiment: Caterpillar was mentioned in several stock-screening and watchlist articles for industrial, mining, and construction names, which adds visibility but does not by itself change fundamentals.
• Negative Sentiment: One story noted concerns around workforce and tariff issues at a Caterpillar-related facility, which could be a mild headwind if trade or labor costs intensify. Article Title

Caterpillar Price Performance

Shares of NYSE CAT opened at $873.91 on Thursday. Caterpillar Inc. has a fifty-two week low of $336.24 and a fifty-two week high of $931.35. The stock has a market cap of $402.52 billion, a price-to-earnings ratio of 43.50, a PEG ratio of 1.70 and a beta of 1.63. 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’s 50-day simple moving average is $785.30 and its 200 day simple moving average is $687.48.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. During the same quarter last year, the firm earned $4.25 EPS. The firm’s revenue for the quarter was up 22.2% compared to the same quarter last year. As a group, research analysts anticipate that Caterpillar Inc. will post 24.67 earnings per share for the current fiscal year.

Caterpillar Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th were given a dividend of $1.51 per share. The ex-dividend date of this dividend was Monday, April 20th. This represents a $6.04 annualized dividend and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on CAT. Sanford C. Bernstein upped their target price on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research report on Friday, May 1st. HSBC raised their target price on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Evercore restated an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research note on Monday, May 11th. Williams Trading set a $825.00 target price on Caterpillar in a research note on Tuesday, March 10th. Finally, JPMorgan Chase & Co. raised their target price on Caterpillar from $860.00 to $1,125.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Sixteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $923.14.

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.