Capstone Wealth Management Group Inc. Buys New Stake in Caterpillar Inc. $CAT

Capstone Wealth Management Group Inc. purchased a new position in shares of Caterpillar Inc. (NYSE:CAT) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 736 shares of the industrial products company’s stock, valued at approximately $784,000.

Several other hedge funds also recently added to or reduced their stakes in CAT. Decker Retirement Planning Inc. boosted its position in shares of Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after buying an additional 22 shares during the period. Matrix Trust Co raised its holdings in shares of Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after buying an additional 15 shares during the period. Lam Group Inc. acquired a new position in Caterpillar during the 1st quarter worth approximately $26,000. Ramsey Quantitative Systems acquired a new position in Caterpillar during the 2nd quarter worth approximately $48,000. Finally, Torren Management LLC purchased a new position in Caterpillar in the 4th quarter worth approximately $27,000. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised longer-term earnings forecasts. Zacks Research lifted its FY2026 EPS estimate to $26.55 from $24.51, FY2027 to $30.14 from $29.01 and FY2028 to $35.97 from $34.31. It also increased several quarterly estimates and maintained a “Strong-Buy” rating, signaling confidence in Caterpillar’s earnings trajectory. Zacks Research Caterpillar estimates
• Positive Sentiment: A supportive market backdrop could help CAT. Seasonal strength, solid second-quarter earnings growth, expectations for a cautious Federal Reserve and continued technology investment are cited as reasons the S&P 500 could advance into year-end, potentially supporting cyclical industrial stocks such as Caterpillar. Five reasons the S&P 500 could keep rallying
• Neutral Sentiment: Caterpillar received a $392 million tariff refund. The payment provides a near-term cash benefit, but the company still incurred approximately $400 million in tariff expenses during the quarter ended June 30, limiting the overall relief. Caterpillar tariff refund
• Neutral Sentiment: CAT is priced for substantial volatility. Options markets indicate investors expect the stock to make a large move in either direction, reflecting uncertainty rather than a clear bullish or bearish catalyst. Caterpillar stock volatility outlook
• Neutral Sentiment: Industry performance is tracking end-market conditions. A comparison of Caterpillar, Deere and PACCAR suggests heavy-machinery stocks have diverged based largely on the health of construction, agriculture and trucking markets; the article provides sector context but no new CAT-specific fundamental catalyst. Heavy machinery stock comparison
• Negative Sentiment: Weak July U.S. industrial production raised demand concerns. Softer output data challenges confidence that Caterpillar’s record backlog and broad end-market exposure can remain resilient if industrial activity cools. CAT was also among the Dow’s weaker performers as investors reduced exposure to companies viewed as vulnerable to the fading AI-related trade. Weaker U.S. industrial output and Caterpillar

Analysts Set New Price Targets

A number of research firms have recently issued reports on CAT. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research note on Wednesday, August 5th. Barclays upped their target price on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a research note on Thursday, August 6th. DA Davidson lifted their price target on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Citigroup boosted their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, Jefferies Financial Group upped their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus price target of $995.52.

Caterpillar Stock Down 0.3%

CAT stock opened at $813.62 on Friday. 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 50 day simple moving average of $910.49 and a 200-day simple moving average of $833.16. The company has a market capitalization of $374.00 billion, a P/E ratio of 35.01, a PEG ratio of 1.43 and a beta of 1.60. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46.

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, beating the consensus estimate of $6.22 by $1.95. The firm had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The firm’s quarterly revenue was up 23.7% on a year-over-year basis. During the same period in the prior year, the company posted $4.72 earnings per share. On average, equities research analysts predict that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal 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 given a dividend of $1.63 per share. The ex-dividend date of this dividend was Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. Caterpillar’s dividend payout ratio is 28.06%.

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.