Purpose Unlimited Inc. Buys New Shares in Caterpillar Inc. $CAT

Purpose Unlimited Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 1,683 shares of the industrial products company’s stock, valued at approximately $964,000.

Several other large investors have also recently added to or reduced their stakes in CAT. Torren Management LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth approximately $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after purchasing an additional 33 shares during the period. IFS Advisors LLC acquired a new position in shares of Caterpillar in the fourth quarter valued at $31,000. Rialto Wealth Management LLC lifted its position in 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 during the period. Finally, Cornerstone Financial Management LLC bought a new position in Caterpillar in the fourth quarter worth $32,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Buying and Selling

In other news, insider Jason Kaiser sold 5,642 shares of the business’s stock in a transaction that occurred on Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the transaction, the insider directly owned 9,594 shares of the company’s stock, valued at $8,471,789.82. The trade was a 37.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, 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 completion of the transaction, the insider owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. The trade was a 21.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 95,773 shares of company stock valued at $87,642,635 in the last ninety days. 0.33% of the stock is owned by corporate insiders.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

Caterpillar Stock Up 0.2%

CAT opened at $987.79 on Friday. The firm’s 50-day simple moving average is $875.06 and its 200-day simple moving average is $740.37. 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 twelve month low of $357.73 and a twelve month high of $994.49. The firm has a market cap of $454.97 billion, a price-to-earnings ratio of 49.17, a PEG ratio of 1.95 and a beta of 1.59.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s quarterly revenue was up 22.2% on a year-over-year basis. During the same period last year, the firm posted $4.25 EPS. Equities research analysts anticipate that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on CAT shares. Sanford C. Bernstein boosted their price target on shares of Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a report on Friday, May 1st. Robert W. Baird raised their price objective on shares of Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a report on Friday, May 1st. Morgan Stanley set a $915.00 target price on shares of Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Williams Trading set a $825.00 target price on shares of Caterpillar in a research note on Tuesday, March 10th. Finally, Barclays increased their price target on shares of Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $935.09.

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.