22,853 Shares in Caterpillar Inc. $CAT Bought by Leonteq Securities AG

Leonteq Securities AG acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor acquired 22,853 shares of the industrial products company’s stock, valued at approximately $13,092,000. Caterpillar comprises 0.4% of Leonteq Securities AG’s holdings, making the stock its 22nd biggest position.

A number of other institutional investors have also recently added to or reduced their stakes in CAT. Torren Management LLC bought a new position in shares of Caterpillar in the fourth quarter worth $27,000. IFS Advisors LLC bought a new position in shares of Caterpillar in the fourth quarter worth $31,000. Rialto Wealth Management LLC grew its stake in shares of Caterpillar by 47.4% in the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares in the last quarter. Noble Wealth Management PBC grew its stake in shares of Caterpillar by 140.0% in the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock worth $34,000 after purchasing an additional 35 shares in the last quarter. Finally, Sellwood Investment Partners LLC bought a new position in shares of Caterpillar in the third quarter worth $35,000. 70.98% of the stock is currently owned by institutional investors.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Zacks Research raised multiple Caterpillar earnings forecasts across 2026, 2027 and 2028, signaling stronger expected profitability and supporting a higher valuation for the stock.
• Positive Sentiment: Analysts also increased Caterpillar’s long-term fair value and price targets, reflecting improving growth expectations and suggesting Wall Street sees more upside than before.
• Positive Sentiment: Jim Cramer said Caterpillar is “integral to data center construction,” highlighting a new demand driver tied to AI infrastructure buildout, which could broaden the company’s growth narrative. Article Title
• Positive Sentiment: The company’s “Building Beyond” internship coverage spotlighted Caterpillar’s use of new AI, reinforcing investor interest in its technology and workforce development efforts. Article Title
• Neutral Sentiment: Caterpillar was mentioned in several stock-screening and watchlist articles for industrial, mining, and construction names, which adds visibility but does not by itself change fundamentals.
• Negative Sentiment: One story noted concerns around workforce and tariff issues at a Caterpillar-related facility, which could be a mild headwind if trade or labor costs intensify. Article Title

Caterpillar Stock Performance

Shares of NYSE CAT opened at $873.91 on Thursday. The firm has a market cap of $402.52 billion, a price-to-earnings ratio of 43.50, a P/E/G ratio of 1.70 and a beta of 1.63. The business’s 50-day simple moving average is $785.30 and its 200-day simple moving average is $687.48. 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 52 week low of $336.24 and a 52 week high of $931.35.

Caterpillar (NYSE:CAT) last released its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.42 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue was up 22.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.25 EPS. As a group, equities research analysts expect that Caterpillar Inc. will post 24.67 earnings per share for the current fiscal year.

Caterpillar Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th were issued a $1.51 dividend. The ex-dividend date of this dividend was Monday, April 20th. This represents a $6.04 dividend on an annualized basis and a yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is 30.06%.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Anthony D. Fassino sold 16,283 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider owned 46,041 shares of the company’s stock, valued at $42,210,388.80. This trade represents a 26.13% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This trade represents a 22.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 100,551 shares of company stock worth $91,170,351. Insiders own 0.33% of the company’s stock.

Analysts Set New Price Targets

CAT has been the subject of several recent analyst reports. Wolfe Research increased their price target on Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Wells Fargo & Company increased their price target on Caterpillar from $960.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Friday, May 1st. DA Davidson upped their price objective on Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Royal Bank Of Canada upped their price objective on Caterpillar from $587.00 to $658.00 and gave the company a “sector perform” rating in a report on Friday, January 30th. Finally, Citigroup upped their price objective on Caterpillar from $905.00 to $1,020.00 and gave the company a “buy” rating in a report on Friday, May 1st. Sixteen investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average target price of $923.14.

About Caterpillar

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.