Caterpillar Inc. $CAT Position Boosted by Sanctuary Advisors LLC

Sanctuary Advisors LLC increased its holdings in Caterpillar Inc. (NYSE:CAT) by 0.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 127,231 shares of the industrial products company’s stock after purchasing an additional 1,064 shares during the quarter. Sanctuary Advisors LLC’s holdings in Caterpillar were worth $90,138,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in CAT. Pacific Point Advisors LLC bought a new stake in shares of Caterpillar during the 4th quarter worth $579,000. Brighton Jones LLC lifted its holdings in shares of Caterpillar by 51.5% during the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after purchasing an additional 2,519 shares during the last quarter. United Bank lifted its holdings in shares of Caterpillar by 108.5% during the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after purchasing an additional 2,125 shares during the last quarter. Schnieders Capital Management LLC. boosted its position in shares of Caterpillar by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock valued at $3,551,000 after purchasing an additional 347 shares during the period. Finally, Alliancebernstein L.P. raised its holdings in Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock worth $222,120,000 after buying an additional 34,846 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on CAT shares. Argus lifted 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. DA Davidson raised their price objective on shares of Caterpillar from $650.00 to $845.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. Robert W. Baird lifted their price objective on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a research report on Friday, June 26th. Wolfe Research increased their target price on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. Finally, Jefferies Financial Group boosted their price target 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. One research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $980.57.

Insiders Place Their Bets

In related news, insider Anthony D. Fassino sold 16,283 shares of the business’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 completion of the transaction, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the sale, the chief financial officer owned 52,935 shares of the company’s stock, valued at approximately $48,631,913.85. The trade was a 22.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 in the last ninety days. Company insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Caterpillar Price Performance

NYSE CAT opened at $933.48 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The stock has a market capitalization of $429.95 billion, a PE ratio of 46.46, a price-to-earnings-growth ratio of 1.84 and a beta of 1.57. Caterpillar Inc. has a 12-month low of $403.02 and a 12-month high of $1,073.46. The company has a 50 day moving average price of $932.24 and a two-hundred day moving average price of $788.43.

Caterpillar (NYSE:CAT) last released its quarterly earnings results 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 business had revenue of $17.41 billion for the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter last year, the firm earned $4.25 EPS. As a group, equities analysts predict that Caterpillar Inc. will post 24.71 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

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.