Janney Montgomery Scott LLC Acquires 3,954 Shares of Caterpillar Inc. $CAT

Janney Montgomery Scott LLC increased its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 1.6% during the fourth quarter, Holdings Channel reports. The fund owned 246,551 shares of the industrial products company’s stock after purchasing an additional 3,954 shares during the period. Janney Montgomery Scott LLC’s holdings in Caterpillar were worth $141,242,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. Invst LLC grew its position in Caterpillar by 1.9% during the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock worth $431,000 after acquiring an additional 14 shares during the last quarter. Plancorp LLC increased its stake in shares of Caterpillar by 0.5% in the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after buying an additional 15 shares during the period. BlueStem Wealth Partners LLC increased its stake in shares of Caterpillar by 1.3% in the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after buying an additional 15 shares during the period. KDT Advisors LLC increased its stake in shares of Caterpillar by 2.3% in the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock valued at $376,000 after buying an additional 15 shares during the period. Finally, CFO4Life Group LLC increased its stake in shares of Caterpillar by 2.5% in the 4th quarter. CFO4Life Group LLC now owns 626 shares of the industrial products company’s stock valued at $359,000 after buying an additional 15 shares during the period. 70.98% of the stock is currently owned by institutional investors.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s board approved an 8% dividend increase to $1.63 per share, reinforcing management’s confidence in cash flow and its commitment to returning capital to shareholders. Caterpillar Inc. Increases Dividend
• Positive Sentiment: Several articles highlighted Caterpillar as a momentum and growth stock to watch, with Zacks upgrading it to “strong-buy” and noting earnings growth, price strength, and continued interest tied to AI data center infrastructure demand. Earnings Growth & Price Strength Make Caterpillar (CAT) a Stock to Watch
• Positive Sentiment: Recent coverage also pointed to strong Q1 2026 volume growth, with total sales up 22% and demand improving across Construction and Power & Energy, supporting the bull case for continued earnings momentum. CAT Volumes Gain Strength Across Segments in Q126: More Upside Ahead?
• Neutral Sentiment: Technical and market commentary said CAT remains above its 50-day moving average and is still near key levels after a powerful multi-month rally, suggesting the stock may be consolidating rather than breaking down on company-specific news. Caterpillar Holds Key Level After Plowing Into Data Center Market
• Negative Sentiment: One note said Caterpillar has surged sharply over the past year and may be stretched on valuation, raising the risk of near-term pullbacks if investors lock in gains. Is It Too Late To Consider Caterpillar (CAT) After Its 158% One-Year Surge?
• Negative Sentiment: The biggest near-term headwind is the broad market move: CAT was one of the Dow’s weak spots during a major selloff, which likely amplified today’s decline despite otherwise favorable company-specific news. Dow’s 663-point drop led by losses for shares of Caterpillar, Honeywell

Insider Activity

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of Caterpillar stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the sale, the insider owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This trade represents a 20.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated 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 completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This represents a 22.85% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 95,773 shares of company stock valued at $87,642,635. Company insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the subject of several research reports. Morgan Stanley set a $915.00 target price on Caterpillar and gave the company an “equal weight” rating in a research note on Friday, May 1st. Sanford C. Bernstein lifted their target price on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research note on Friday, May 1st. Rothschild & Co Redburn lifted their target price on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Weiss Ratings reissued a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. Finally, Jefferies Financial Group lifted their target price on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $933.27.

Caterpillar Stock Down 6.3%

NYSE:CAT opened at $856.74 on Thursday. Caterpillar Inc. has a 12-month low of $355.70 and a 12-month high of $946.83. 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 firm has a market capitalization of $394.61 billion, a P/E ratio of 42.65, a P/E/G ratio of 1.80 and a beta of 1.59. The stock’s fifty day simple moving average is $844.44 and its 200-day simple moving average is $722.90.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same period last year, the company earned $4.25 EPS. The firm’s revenue was up 22.2% on a year-over-year basis. Equities research analysts expect that Caterpillar Inc. will post 24.68 earnings per share for the current year.

Caterpillar Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.8%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 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.