First Nebraska Trust Co Makes New Investment in Caterpillar Inc. $CAT

First Nebraska Trust Co bought a new position in shares of Caterpillar Inc. (NYSE:CAT) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 1,272 shares of the industrial products company’s stock, valued at approximately $901,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Pacific Point Advisors LLC purchased a new position in shares of Caterpillar during the fourth quarter valued at $579,000. Brighton Jones LLC lifted its stake in Caterpillar by 51.5% in the fourth quarter. Brighton Jones LLC now owns 7,409 shares of the industrial products company’s stock worth $2,688,000 after acquiring an additional 2,519 shares during the period. United Bank lifted its stake in Caterpillar by 108.5% in the second quarter. United Bank now owns 4,083 shares of the industrial products company’s stock worth $1,585,000 after acquiring an additional 2,125 shares during the period. Schnieders Capital Management LLC. grew its holdings in Caterpillar by 3.9% during the 2nd 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 in the last quarter. Finally, Alliancebernstein L.P. increased its position in Caterpillar by 6.5% during the 2nd quarter. Alliancebernstein L.P. now owns 572,165 shares of the industrial products company’s stock valued at $222,120,000 after purchasing an additional 34,846 shares during the period. Institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling at Caterpillar

In related news, 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 transaction, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $907.91, for a total value of $11,444,205.55. Following the transaction, the insider directly owned 49,825 shares in the company, valued at $45,236,615.75. This represents a 20.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 95,773 shares of company stock valued at $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the subject of several recent research reports. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Oppenheimer lifted their price objective on shares of Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a report on Monday, July 13th. Truist Financial boosted their price objective on shares of Caterpillar from $1,043.00 to $1,218.00 and gave the stock a “buy” rating in a research note on Thursday, July 2nd. Citigroup upped their target price on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. Finally, Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Thirteen investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $966.29.

Caterpillar Stock Up 0.8%

NYSE:CAT opened at $815.73 on Friday. The company’s 50-day simple moving average is $924.45 and its 200-day simple moving average is $811.52. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a fifty-two week low of $405.46 and a fifty-two week high of $1,073.46. The stock has a market capitalization of $375.72 billion, a P/E ratio of 40.60, a P/E/G ratio of 1.59 and a beta of 1.57.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. During the same quarter in the previous year, the business posted $4.25 EPS. Caterpillar’s revenue was up 22.2% on a year-over-year basis. On average, equities analysts anticipate that Caterpillar Inc. will post 24.87 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be issued a $1.63 dividend. This is an increase 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 of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio is presently 32.45%.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts expect Caterpillar to report year-over-year growth in both earnings and revenue for the quarter ending June 2026. Results are scheduled for August 4 before the market opens, creating a potential catalyst for a rebound if the company exceeds expectations or raises its outlook. Caterpillar is Set to Report Q2 Earnings
• Positive Sentiment: Some analysts and long-term investors view the recent selloff as an attractive entry point before earnings, citing Caterpillar’s industrial exposure and potential infrastructure and power-grid demand. Here’s Why Caterpillar Is a Buy Before Earnings
• Positive Sentiment: Caterpillar plans to invest up to $10 million in Illinois operations to develop manufacturing talent and strengthen its future workforce. The move supports long-term production capacity and workforce development, although it is unlikely to materially affect near-term earnings. Caterpillar invests to develop manufacturing talent in Illinois
• Neutral Sentiment: Pre-earnings estimates point to year-over-year improvement, but investors are also watching operating metrics such as order trends, margins, construction activity and management’s guidance for the rest of 2026. Unlocking Q2 Potential of Caterpillar
• Negative Sentiment: Robert W. Baird downgraded Caterpillar from “outperform” to “neutral” and cut its price target to $900 from $1,200. The firm cited growing backlash and uncertainty surrounding data-center construction, which could weaken a major source of expected equipment demand. Baird Just Downgraded Caterpillar Stock
• Negative Sentiment: The stock has declined for six consecutive weeks from its 2026 high, reflecting reduced confidence in growth expectations and heightened sensitivity to the upcoming earnings report. Caterpillar stock has slumped

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.