Lighthouse Financial Services Inc. ADV Sells 689 Shares of Caterpillar Inc. $CAT

Lighthouse Financial Services Inc. ADV decreased its stake in shares of Caterpillar Inc. (NYSE:CAT) by 24.7% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 2,100 shares of the industrial products company’s stock after selling 689 shares during the period. Lighthouse Financial Services Inc. ADV’s holdings in Caterpillar were worth $2,082,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in CAT. Axxcess Wealth Management LLC raised its stake in Caterpillar by 2.8% in the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after purchasing an additional 604 shares in the last quarter. Juno Financial Group LLC purchased a new position in Caterpillar in the 4th quarter worth approximately $877,000. DSG Capital Advisors LLC bought a new position in shares of Caterpillar in the 1st quarter worth $1,226,000. Cornerstone Planning LLC bought a new position in shares of Caterpillar in the 4th quarter worth $4,517,000. Finally, Ticino Wealth purchased a new stake in shares of Caterpillar during the 4th quarter valued at $2,488,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar ended the second quarter with a record $72 billion backlog, signaling sustained demand for heavy equipment and supporting the company’s upgraded 2026 sales outlook. Growth is reportedly broad-based across major business segments. CAT Ends Q2 With Record Backlog: Is Demand Momentum Here to Stay?
• Positive Sentiment: Zacks Research upgraded CAT from “hold” to “strong-buy,” adding to the favorable analyst sentiment surrounding the shares. The company’s average brokerage recommendation is also equivalent to “buy.” Zacks Research rating
• Positive Sentiment: The company’s latest quarterly results provide fundamental support: Caterpillar reported revenue of $20.54 billion, up 23.7% year over year, and earnings of $8.17 per share, well above consensus expectations.
• Neutral Sentiment: Analysts remain cautiously optimistic. Caterpillar has outperformed the broader market over the past year, but consensus views already anticipate that the recent revenue boom will moderate. Do Wall Street Analysts Like Caterpillar Stock?
• Negative Sentiment: One analysis argues that Caterpillar’s elevated valuation will depend increasingly on margin improvement rather than continued backlog growth. If revenue growth fades without stronger profitability, the stock’s valuation could remain difficult to justify. Caterpillar’s Falling Multiple Rests On Margin, Not Its Backlog
• Negative Sentiment: The bullish brokerage consensus may be less informative because sell-side analysts often issue overly optimistic recommendations. Investors may therefore focus more on execution, margins and backlog conversion than on the average rating alone. Brokers Suggest Investing in Caterpillar

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on the stock. HSBC upped their target price on shares of Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. UBS Group raised their price target on Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research report on Wednesday, August 5th. Truist Financial set a $980.00 price target on Caterpillar in a research note on Wednesday, August 5th. Wells Fargo & Company increased their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Finally, Robert W. Baird set a $970.00 price objective on Caterpillar in a report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar Trading Up 0.0%

NYSE CAT opened at $856.82 on Monday. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a 50-day moving average of $915.09 and a 200-day moving average of $827.86. The firm has a market cap of $393.85 billion, a PE ratio of 36.87, a price-to-earnings-growth ratio of 1.53 and a beta of 1.60.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The business had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same period last year, the company earned $4.72 EPS. Caterpillar’s revenue for the quarter was up 23.7% compared to the same quarter last year. As a group, sell-side analysts forecast that Caterpillar Inc. will post 26.56 EPS for the current year.

Caterpillar Increases Dividend

The company also recently declared 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 is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

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.