NFSG Corp Has $953,000 Holdings in Caterpillar Inc. $CAT

NFSG Corp raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 135.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,346 shares of the industrial products company’s stock after acquiring an additional 774 shares during the period. NFSG Corp’s holdings in Caterpillar were worth $953,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Pacific Point Advisors LLC bought a new position in Caterpillar during the 4th quarter worth $579,000. Brighton Jones LLC boosted its position in shares of Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock valued at $2,688,000 after acquiring an additional 2,519 shares during the period. United Bank grew its stake in shares of Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock valued at $1,585,000 after acquiring an additional 2,125 shares in the last quarter. Schnieders Capital Management LLC. increased its position in Caterpillar by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 9,147 shares of the industrial products company’s stock worth $3,551,000 after acquiring an additional 347 shares during the period. Finally, Alliancebernstein L.P. raised its stake in Caterpillar by 6.5% in the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock worth $222,120,000 after purchasing an additional 34,846 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on CAT shares. Citigroup boosted their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a report on Tuesday. Robert W. Baird lifted their price target on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the company an “outperform” rating in a research report on Friday, June 26th. Barclays boosted their price target on Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a research note on Friday, May 1st. Wells Fargo & Company raised their price objective on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. Finally, UBS Group reaffirmed a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a report on Tuesday, June 2nd. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

Insider Activity at Caterpillar

In other Caterpillar news, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer owned 530 shares in the company, valued at $480,180. This trade represents a 40.45% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the business’s stock in a transaction 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 directly owned 52,935 shares in the company, valued at approximately $48,631,913.85. The trade was a 22.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 in the last ninety days. Insiders own 0.33% of the company’s stock.

Caterpillar Trading Up 0.2%

Shares of CAT opened at $933.48 on Wednesday. Caterpillar Inc. has a 52-week low of $403.02 and a 52-week high of $1,073.46. The business’s fifty day moving average is $932.24 and its 200-day moving average is $788.43. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. The firm has a market cap of $429.95 billion, a price-to-earnings ratio of 46.46, a PEG ratio of 1.84 and a beta of 1.57.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share 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 $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. During the same period in the prior year, the company earned $4.25 EPS. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. Equities analysts anticipate that Caterpillar Inc. will post 24.71 EPS for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is 30.06%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
• Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
• Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
• Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
• Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

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.