Onyx Bridge Wealth Group LLC Invests $357,000 in Caterpillar Inc. $CAT

Onyx Bridge Wealth Group LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 504 shares of the industrial products company’s stock, valued at approximately $357,000.

Several other institutional investors have also added to or reduced their stakes in the business. Torren Management LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at about $27,000. Frazier Financial Advisors LLC grew its position in Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new position in Caterpillar during the 4th quarter valued at approximately $31,000. Rialto Wealth Management LLC raised its holdings in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after buying an additional 18 shares during the last quarter. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Headlines Impacting Caterpillar

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

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on CAT. Evercore reissued an “outperform” rating and set a $1,103.00 price objective on shares of Caterpillar in a report on Monday, May 11th. Williams Trading set a $825.00 price target on Caterpillar in a research note on Tuesday, March 10th. Weiss Ratings reissued a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. HSBC raised their price objective on Caterpillar from $850.00 to $1,100.00 in a research note on Tuesday, May 5th. Finally, UBS Group reiterated a “neutral” rating and issued a $900.00 target price on shares of Caterpillar in a research report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Caterpillar has an average rating of “Moderate Buy” and an average price target of $941.45.

Caterpillar Price Performance

Shares of CAT opened at $996.73 on Monday. The business’s 50-day moving average is $897.41 and its two-hundred day moving average is $756.21. The company has a market capitalization of $459.08 billion, a P/E ratio of 49.61, a P/E/G ratio of 1.97 and a beta of 1.59. Caterpillar Inc. has a fifty-two week low of $382.75 and a fifty-two week high of $1,057.07. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue was up 22.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $4.25 earnings per share. Research analysts predict that Caterpillar Inc. will post 24.66 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently announced 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 is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s payout ratio is presently 30.06%.

Insider Transactions at Caterpillar

In related news, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider directly owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider owned 46,041 shares in the company, valued at $42,210,388.80. This trade represents a 26.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 95,773 shares of company stock worth $87,642,635. Insiders own 0.33% of the company’s stock.

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.