Caterpillar Inc. $CAT Shares Purchased by Nwam LLC

Nwam LLC boosted its stake in shares of Caterpillar Inc. (NYSE:CAT) by 10.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,493 shares of the industrial products company’s stock after purchasing an additional 541 shares during the quarter. Nwam LLC’s holdings in Caterpillar were worth $3,892,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in CAT. Vanguard Group Inc. increased its stake in shares of Caterpillar by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after buying an additional 442,164 shares during the period. State Street Corp lifted its stake in Caterpillar by 1.1% in the fourth quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock worth $20,273,039,000 after acquiring an additional 385,204 shares during the last quarter. Geode Capital Management LLC grew its holdings in Caterpillar by 0.9% during the 4th quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock worth $6,072,572,000 after acquiring an additional 94,524 shares in the last quarter. Fisher Asset Management LLC grew its holdings in Caterpillar by 0.6% during the 4th quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock worth $5,438,408,000 after acquiring an additional 54,069 shares in the last quarter. Finally, Bank of America Corp DE increased its position in shares of Caterpillar by 16.0% in the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock valued at $3,860,457,000 after purchasing an additional 928,974 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Key Caterpillar News

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

Insider Buying and Selling

In other news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at $79,397,884.68. The trade was a 21.97% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CAO William E. Schaupp sold 360 shares of the stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the sale, the chief accounting officer owned 530 shares of the company’s stock, valued at approximately $480,180. This represents a 40.45% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 95,773 shares of company stock valued at $87,642,635 in the last 90 days. Company insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

NYSE CAT opened at $933.48 on Wednesday. The company has a fifty day moving average of $932.24 and a two-hundred day moving average of $788.43. The company has a market capitalization of $429.95 billion, a PE ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. Caterpillar Inc. has a 1 year low of $403.02 and a 1 year high of $1,073.46. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81.

Caterpillar (NYSE:CAT) last posted its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The business had revenue of $17.41 billion for the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s revenue was up 22.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.25 earnings per share. As a group, analysts expect that Caterpillar Inc. will post 24.71 earnings per share for the current year.

Caterpillar Increases Dividend

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

Analyst Ratings Changes

CAT has been the subject of several recent analyst reports. Citigroup lifted their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Tuesday. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Wolfe Research raised their price target on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research note on Tuesday, March 31st. Argus lifted their price target on Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a report on Tuesday, May 5th. Finally, UBS Group reaffirmed a “neutral” rating and set a $900.00 price objective on shares of Caterpillar in a research report on Tuesday, June 2nd. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $980.57.

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.