Pacific Excel Wealth Advisors Inc. Makes New Investment in Caterpillar Inc. $CAT

Pacific Excel Wealth Advisors Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 724 shares of the industrial products company’s stock, valued at approximately $771,000.

Several other hedge funds and other institutional investors have also modified their holdings of CAT. Lam Group Inc. bought a new position in shares of Caterpillar during the first quarter valued at $26,000. Torren Management LLC bought a new stake in shares of Caterpillar in the 4th quarter worth about $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares in the last quarter. Cornerstone Financial Management LLC bought a new position in Caterpillar during the 4th quarter valued at about $32,000. Finally, Monetary Solutions Ltd acquired a new position in Caterpillar in the fourth quarter valued at about $35,000. Institutional investors own 70.98% of the company’s stock.

Insiders Place Their Bets

In other Caterpillar news, 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 transaction of $11,444,205.55. Following the transaction, the insider directly owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO William E. Schaupp sold 360 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total transaction of $326,160.00. Following the completion of the transaction, the chief accounting officer directly owned 530 shares in the company, valued at $480,180. This trade represents a 40.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 35,444 shares of company stock valued at $32,335,679. 0.33% of the stock is currently owned by insiders.

Caterpillar Stock Up 6.0%

NYSE:CAT opened at $879.99 on Wednesday. The company has a market cap of $405.31 billion, a price-to-earnings ratio of 43.80, a P/E/G ratio of 1.62 and a beta of 1.60. 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 stock’s fifty day moving average price is $922.93 and its two-hundred day moving average price is $815.89. Caterpillar Inc. has a 52-week low of $405.46 and a 52-week high of $1,073.46.

Caterpillar (NYSE:CAT) last released its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. The company had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The business’s revenue for the quarter was up 23.7% on a year-over-year basis. During the same period last year, the firm earned $4.72 EPS. On average, analysts anticipate that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a $1.63 dividend. The ex-dividend date is Monday, July 20th. This is a positive change 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%. Caterpillar’s dividend payout ratio is 32.45%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on CAT shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Zacks Research lowered Caterpillar from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, July 14th. HSBC raised their price target on Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Wall Street Zen raised Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Finally, Jefferies Financial Group increased their target price on Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a report on Friday, May 1st. Thirteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $966.90.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Record quarterly results: Second-quarter sales and revenues rose 24% year over year to $20.5 billion, Caterpillar’s first quarter above $20 billion. Adjusted profit per share was $8.17, well above the roughly $6.22 analyst consensus, while reported profit per share was $7.77 versus $4.62 a year earlier. Caterpillar Reports Second-Quarter 2026 Results
• Positive Sentiment: AI infrastructure demand remains a major catalyst: Strong orders for power-generation equipment, engines and generators supporting data centers helped drive earnings growth. Construction and mining equipment demand also contributed to higher volume and pricing. Caterpillar lifts 2026 sales growth target on strong data center demand after quarterly profit beat
• Positive Sentiment: Upgraded outlook and broadening momentum: Management now expects full-year revenue growth in the mid-to-high teens, improving on its previous low-double-digit forecast. The company also highlighted a record order backlog and strength across multiple end markets. Caterpillar Stock Jumps, Lifting Dow, as Company Sees Broadening Momentum
• Positive Sentiment: Shareholder returns support sentiment: Caterpillar deployed $2.2 billion for dividends and share repurchases during the quarter, underscoring strong cash generation.
• Neutral Sentiment: Investor considerations: CAT’s valuation is elevated after the rally, and future performance remains exposed to the cyclicality of construction and mining markets as well as the sustainability of AI data-center spending. The earnings call’s emphasis on “broadening momentum” helps offset, but does not eliminate, those risks. Caterpillar Q2 2026 Earnings Call Transcript

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.