Vaughan David Investments LLC IL Sells 1,433 Shares of Caterpillar Inc. $CAT

Vaughan David Investments LLC IL reduced its holdings in Caterpillar Inc. (NYSE:CAT) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 70,898 shares of the industrial products company’s stock after selling 1,433 shares during the quarter. Vaughan David Investments LLC IL’s holdings in Caterpillar were worth $40,615,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Invst LLC grew its stake in shares of Caterpillar by 1.9% during the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after acquiring an additional 14 shares during the period. Plancorp LLC lifted its holdings in Caterpillar by 0.5% during the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock worth $1,591,000 after purchasing an additional 15 shares in the last quarter. BlueStem Wealth Partners LLC boosted its stake in Caterpillar by 1.3% in the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock worth $683,000 after purchasing an additional 15 shares during the period. KDT Advisors LLC grew its holdings in Caterpillar by 2.3% during the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock valued at $376,000 after buying an additional 15 shares in the last quarter. Finally, CFO4Life Group LLC increased its position in shares of Caterpillar by 2.5% during the fourth quarter. CFO4Life Group LLC now owns 626 shares of the industrial products company’s stock valued at $359,000 after buying an additional 15 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Stock Performance

Shares of NYSE CAT opened at $898.14 on Friday. The stock has a market cap of $413.68 billion, a price-to-earnings ratio of 44.71, a P/E/G ratio of 1.69 and a beta of 1.59. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 1-year low of $355.70 and a 1-year high of $946.83. The stock’s 50-day moving average is $848.24 and its 200 day moving average is $725.35.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data 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. The company had revenue of $17.42 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same period last year, the firm posted $4.25 EPS. On average, sell-side analysts anticipate that Caterpillar Inc. will post 24.69 EPS for the current fiscal year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is 30.06%.

Insider Activity at Caterpillar

In related news, 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 transaction of $14,928,254.40. Following the transaction, the insider directly owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the transaction, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last quarter. 0.33% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CAT shares. Morgan Stanley set a $915.00 price target on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Sanford C. Bernstein upped their price target on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research report on Friday, May 1st. Robert W. Baird upped their price target on Caterpillar from $940.00 to $1,165.00 and gave the company an “outperform” rating in a research report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and a consensus price target of $933.27.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar announced an 8% increase in its quarterly dividend to $1.63 per share, extending its dividend growth streak to 32 straight years. That signals confidence in cash flow and may be encouraging income-focused investors. Caterpillar Inc. Increases Dividend
• Positive Sentiment: Several recent writeups highlighted Caterpillar as a momentum/strong-buy candidate, with Zacks including CAT on its Rank #1 momentum list. That can add near-term sentiment support. Best Momentum Stocks to Buy for June 11th
• Positive Sentiment: Analysts at Erste Group raised FY2026 and FY2027 earnings estimates for Caterpillar, reflecting expectations for continued earnings growth. Higher estimates can help justify the stock’s elevated valuation. Caterpillar Inc. analyst estimate update
• Neutral Sentiment: Caterpillar was also mentioned in a report about an Austal and Caterpillar global value agreement, but the article details provided do not indicate a major financial impact on CAT. Austal and Caterpillar in Global Value Agreement
• Negative Sentiment: Some market commentary warned that Caterpillar may face a reversal risk because its recent rally has pushed the stock to a rich valuation and formed a potentially bearish technical pattern. That could limit further upside. Caterpillar stock faces a major risk of a reversal amid valuation risks
• Negative Sentiment: One market note said CAT was among the stocks weighing on the Dow during a broad market selloff, suggesting some of the stock’s recent move may be tied to overall volatility rather than company-specific weakness. Dow’s 663-point drop led by losses for shares of Caterpillar, Honeywell

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.