Maridea Wealth Management LLC Sells 1,254 Shares of Caterpillar Inc. $CAT

Maridea Wealth Management LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 64.5% during the first quarter, Holdings Channel.com reports. The fund owned 691 shares of the industrial products company’s stock after selling 1,254 shares during the quarter. Maridea Wealth Management LLC’s holdings in Caterpillar were worth $490,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also bought and sold shares of the business. Advisory Resource Group increased its holdings in shares of Caterpillar by 0.8% during the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after purchasing an additional 13 shares during the period. Sunbeam Capital Management LLC boosted its stake in shares of Caterpillar by 1.1% in the first quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after buying an additional 13 shares during the period. Brandywine Oak Private Wealth LLC grew its position in Caterpillar by 2.6% during the first quarter. Brandywine Oak Private Wealth LLC now owns 506 shares of the industrial products company’s stock worth $358,000 after buying an additional 13 shares in the last quarter. Invst LLC increased its stake in 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. Finally, Plancorp LLC raised its holdings in Caterpillar by 0.5% in the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after acquiring an additional 15 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Robert W. Baird raised its price target on Caterpillar to $1,200 from $1,165 and reiterated an outperform rating, signaling continued upside confidence. MarketScreener
• Positive Sentiment: Caterpillar’s earnings backdrop remains strong: the company recently beat estimates with higher-than-expected revenue and EPS, supported by robust demand and a record backlog theme that has helped the stock outperform this year.
• Neutral Sentiment: Caterpillar Foundation announced a $2.5 million initiative tied to America’s 250th anniversary, which is positive for corporate image but likely limited direct impact on shares. Caterpillar Foundation Announces $2.5 Million Initiative in Celebration of America’s 250th Anniversary
• Negative Sentiment: Investor sentiment is being weighed down by margin pressure: a Zacks note said Q1 2026 operating margin slipped to 18% as tariff-related costs rose, and management expects $2.2 billion to $2.4 billion of tariff impact for 2026. Caterpillar’s Operating Margins Remain Under Pressure: Rebound Ahead?
• Negative Sentiment: Broad market coverage said Caterpillar was one of the main drags on the Dow in Friday trading, suggesting weakness in the stock was large enough to influence the index. Nasdaq Rises. Caterpillar and Goldman Are Dragging on the Dow.
• Negative Sentiment: Recent economic data showed advance trade in goods falling in May, which can be read as a softer trade backdrop for industrial-demand names like Caterpillar. Advance Trade in Goods fall in May

Caterpillar Trading Down 0.1%

CAT opened at $996.73 on Monday. The company has a market cap of $459.08 billion, a P/E ratio of 49.61, a PEG ratio of 1.97 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. The company’s 50 day moving average is $897.41 and its 200-day moving average is $756.21. Caterpillar Inc. has a 1-year low of $382.75 and a 1-year high of $1,057.07.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping 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 business had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. During the same period in the prior year, the company earned $4.25 EPS. The firm’s quarterly revenue was up 22.2% compared to the same quarter last year. Equities research analysts predict that Caterpillar Inc. will post 24.66 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders 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 dividend yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.

Insider Buying and Selling

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the completion of 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the sale, the insider directly owned 86,029 shares in the company, valued at $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 95,773 shares of company stock worth $87,642,635 in the last ninety days. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on CAT. Morgan Stanley set a $915.00 target price on Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. HSBC boosted their price target on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. Jefferies Financial Group raised their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, Oppenheimer set a $980.00 target price on shares of Caterpillar and gave the company an “outperform” 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 issued a Hold rating to the stock. Based on data from MarketBeat, Caterpillar has a consensus rating of “Moderate Buy” and a consensus price target of $941.45.

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.