WealthCare Asset Management LLC Buys New Stake in Caterpillar Inc. $CAT

WealthCare Asset Management LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) in the 2nd quarter, HoldingsChannel reports. The fund bought 1,440 shares of the industrial products company’s stock, valued at approximately $1,533,000. Caterpillar comprises approximately 0.6% of WealthCare Asset Management LLC’s portfolio, making the stock its 26th biggest position.

A number of other large investors have also made changes to their positions in CAT. Lam Group Inc. acquired a new stake in shares of Caterpillar in the 1st quarter worth $26,000. Torren Management LLC purchased a new stake in Caterpillar in the fourth quarter valued at about $27,000. Frazier Financial Advisors LLC raised its stake in Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. Decker Retirement Planning Inc. boosted its holdings in Caterpillar by 440.0% in the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after acquiring an additional 22 shares in the last quarter. Finally, Cornerstone Financial Management LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at about $32,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the stock. Evercore restated an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a research note on Monday, May 11th. Royal Bank Of Canada upped their target price on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research report on Wednesday, August 5th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research note on Saturday, May 2nd. Argus boosted their price target on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Finally, Jefferies Financial Group increased their price objective on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Strong backlog points to future growth. Caterpillar’s order book reportedly expanded substantially beneath the surface, suggesting future revenue visibility even while some recent sales figures appeared soft. Before The Surge, Caterpillar Stock’s Order Book Told a Different Story
• Positive Sentiment: Margins and guidance improved. Coverage highlighted a 430-basis-point rebound in second-quarter adjusted operating margin, with higher volumes and pricing offsetting tariff costs. The improvement helped support an upgraded 2026 outlook. Caterpillar’s Q2 Adjusted Operating Margin Rebounds
• Positive Sentiment: CAT remains a preferred heavy-equipment name. Analysts cited record sales, earnings growth and backlog strength as reasons Caterpillar currently has an edge over Deere. Other market commentary included Caterpillar among stocks positioned to benefit from investment and infrastructure-related trends. Caterpillar vs. Deere: Which Heavy Equipment Stock Should You Bet On?
• Neutral Sentiment: Valuation opinions are mixed. Some analysis suggests CAT could be undervalued by roughly 20% based on margins and cash flow, while another estimate sees only about 4% upside linked partly to potential tariff refunds. This follows a substantial five-year share-price gain and leaves investors focused on whether earnings can justify the valuation. Caterpillar Could Be 20% Undervalued
• Negative Sentiment: Contrasting investor signals may limit enthusiasm. The Gates Foundation Trust disclosed a sizable CAT holding, while Michael Burry disclosed a short position. QuiverQuant also reported substantially more insider sales than purchases over the past six months, potentially adding caution despite strong fundamentals. Bill Gates’ Foundation Holds a Caterpillar Stake as Michael Burry Bets Against the Stock
• Negative Sentiment: Macro risks remain an overhang. Recent commentary linked CAT’s pullback to interest-rate concerns and weaker sentiment toward industrial stocks, showing that broader economic factors are currently overshadowing the company’s earnings and backlog strength.

Caterpillar Stock Up 0.0%

Shares of CAT opened at $811.40 on Wednesday. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The firm has a market cap of $372.98 billion, a P/E ratio of 34.91, a PEG ratio of 1.42 and a beta of 1.60. The stock’s 50 day moving average is $903.72 and its two-hundred day moving average is $835.74. Caterpillar Inc. has a 12 month low of $410.52 and a 12 month high of $1,073.46.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same quarter in the previous year, the firm earned $4.72 EPS. The firm’s revenue was up 23.7% compared to the same quarter last year. Analysts predict that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were paid a $1.63 dividend. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is 28.06%.

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.