10,000 Shares in Caterpillar Inc. $CAT Purchased by Graham Capital Management L.P.

Graham Capital Management L.P. purchased a new position in Caterpillar Inc. (NYSE:CAT) in the fourth quarter, Holdings Channel reports. The fund purchased 10,000 shares of the industrial products company’s stock, valued at approximately $5,729,000.

A number of other hedge funds have also bought and sold shares of CAT. Wellington Management Group LLP grew its stake in Caterpillar by 3,949.8% in the third quarter. Wellington Management Group LLP now owns 5,228,058 shares of the industrial products company’s stock worth $2,494,568,000 after purchasing an additional 5,098,964 shares in the last quarter. Capital International Investors acquired a new position in Caterpillar in the fourth quarter worth about $1,225,317,000. Northwestern Mutual Wealth Management Co. grew its stake in Caterpillar by 573.1% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after purchasing an additional 1,281,087 shares in the last quarter. Cynosure Group LLC grew its stake in Caterpillar by 8,359.6% in the fourth quarter. Cynosure Group LLC now owns 513,754 shares of the industrial products company’s stock worth $294,314,000 after purchasing an additional 507,681 shares in the last quarter. Finally, Amundi grew its stake in Caterpillar by 24.3% in the third quarter. Amundi now owns 2,375,710 shares of the industrial products company’s stock worth $1,176,870,000 after purchasing an additional 464,036 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts say Caterpillar stands out versus Komatsu thanks to stronger earnings momentum, rising growth targets, and better profitability, despite tariff pressure. Caterpillar vs. Komatsu: Which Heavy Equipment Stock is the Better Buy?
• Positive Sentiment: Coverage points to Caterpillar as a major driver of the Dow’s gains, reflecting strong investor demand for the stock. Dow rallies 488 points on gains in shares of JPMorgan Chase, Caterpillar
• Positive Sentiment: Recent commentary says CAT has surged on solid quarterly results, strong backlog, AI-driven power generation demand, and aggressive buybacks, supporting the bullish case. 2 Reasons to Watch CAT and 1 to Stay Cautious
• Positive Sentiment: Caterpillar’s dividend increase was highlighted as sustainable, reinforcing confidence in cash flow and shareholder returns. 3 Dividend Increases Investors Can Actually Trust
• Neutral Sentiment: Several articles argued that CAT remains a world-class industrial company and a long-term growth story, but these are mainly valuation and strategy discussions rather than new catalysts. Caterpillar: A World-Class Industrial At A World-Class Price Tag
• Neutral Sentiment: Commentary on CAT’s huge year-to-date move and how much upside remains is more about investor debate than a direct fundamental update. Up 300% YTD, How High Can CAT Stock Rally This Year?

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Robert W. Baird lifted their price target on Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a research note on Friday, May 1st. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Argus lifted their target price on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. JPMorgan Chase & Co. lifted their target price on Caterpillar from $860.00 to $1,125.00 and gave the company an “overweight” rating in a research note on Friday, May 1st. Finally, Williams Trading set a $825.00 target price on Caterpillar in a research note on Tuesday, March 10th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Caterpillar has a consensus rating of “Moderate Buy” and an average target price of $933.27.

Caterpillar Stock Performance

Shares of CAT stock opened at $946.71 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 business has a 50 day moving average of $860.76 and a two-hundred day moving average of $733.04. Caterpillar Inc. has a 52 week low of $356.96 and a 52 week high of $961.33. The company has a market cap of $436.05 billion, a P/E ratio of 47.12, a PEG ratio of 1.85 and a beta of 1.59.

Caterpillar (NYSE:CAT) last issued its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.42 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.25 earnings per share. As a group, analysts anticipate that Caterpillar Inc. will post 24.62 EPS for the current 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 issued a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 30.06%.

Insider Activity at Caterpillar

In other news, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. This trade represents a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 95,773 shares of company stock valued at $87,642,635. Company insiders own 0.33% of the company’s stock.

Caterpillar 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.