Royal Capital Wealth Management LLC Purchases New Shares in Caterpillar Inc. $CAT

Royal Capital Wealth Management LLC acquired a new stake in Caterpillar Inc. (NYSE:CAT) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 1,100 shares of the industrial products company’s stock, valued at approximately $1,171,000. Caterpillar accounts for about 0.7% of Royal Capital Wealth Management LLC’s investment portfolio, making the stock its 26th biggest holding.

Several other large investors also recently made changes to their positions in CAT. White Knight Strategic Wealth Advisors LLC acquired a new stake in shares of Caterpillar in the second quarter valued at $428,000. Legal & General Group Plc acquired a new position in Caterpillar during the 2nd quarter worth about $2,783,451,000. The Manufacturers Life Insurance Company acquired a new position in Caterpillar during the 2nd quarter worth about $325,977,000. Kelly Lawrence W & Associates Inc. CA bought a new stake in Caterpillar during the 2nd quarter worth about $1,043,000. Finally, Trajan Wealth LLC acquired a new stake in Caterpillar in the 2nd quarter valued at about $10,863,000. Institutional investors own 70.98% of the company’s stock.

Caterpillar Stock Up 1.7%

Shares of NYSE CAT opened at $813.51 on Friday. Caterpillar Inc. has a 1 year low of $416.44 and a 1 year high of $1,073.46. The firm’s 50-day moving average is $872.52 and its 200-day moving average is $838.46. 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 firm has a market capitalization of $373.95 billion, a PE ratio of 35.00, a price-to-earnings-growth ratio of 1.41 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 for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the previous year, the firm posted $4.72 earnings per share. Caterpillar’s revenue for the quarter was up 23.7% compared to the same quarter last year. Equities analysts expect that Caterpillar Inc. will post 27.34 EPS for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid a $1.63 dividend. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio (DPR) is currently 28.06%.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of the firm’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total value of $26,211,760.98. Following the transaction, the chief executive officer directly owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.33% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on CAT shares. Oppenheimer reaffirmed an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research note on Tuesday, August 4th. UBS Group raised their price target on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a report on Wednesday, August 5th. Erste Group Bank cut shares of Caterpillar from a “buy” rating to a “hold” rating in a research report on Monday, July 27th. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 12th. Finally, Truist Financial set a $980.00 target price on Caterpillar in a research note on Wednesday, August 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $995.52.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: FieldAI partnership supports the automation outlook. Caterpillar is combining its construction-equipment expertise with FieldAI’s physical-AI technology to develop autonomous capabilities for machines and improve safety, productivity and visibility at jobsites. The initiative could create longer-term revenue opportunities in equipment, software and services. Caterpillar partners with FieldAI for equipment automation
• Positive Sentiment: Analyst and quantitative sentiment has improved. Zacks upgraded CAT to Rank #1, or “Strong Buy,” citing rising optimism about earnings prospects. Erste Group Bank also raised its fiscal 2026 EPS forecast, adding to the constructive outlook. Caterpillar upgraded to Strong Buy
• Positive Sentiment: AI infrastructure is boosting Power & Energy demand. Caterpillar’s retail sales to power-generation users reportedly surged 72% year over year in the second quarter, as data centers and generative-AI infrastructure increase demand for reliable power. This gives CAT an additional growth driver beyond traditional construction and mining markets. Can CAT Stock Compound Its Way Higher?
• Neutral Sentiment: Recent earnings performance remains a strength, but expectations are elevated. Caterpillar’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue up 23.7% year over year. A sector review described CAT as the strongest heavy-machinery performer, though investors are increasingly pricing in continued execution.
• Negative Sentiment: Valuation and performance concerns could limit upside. Commentary notes that CAT has outperformed peers in the stock market more than in underlying business performance, leaving the shares dependent on future growth. The stock has also declined since its latest earnings report, while a report tied the recent weakness to insider selling. CAT Has Left Its Peers Behind. Or Has It?

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.