Valeo Financial Advisors LLC Grows Holdings in Caterpillar Inc. $CAT

Valeo Financial Advisors LLC increased its holdings in Caterpillar Inc. (NYSE:CAT) by 50.2% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,191 shares of the industrial products company’s stock after acquiring an additional 11,087 shares during the quarter. Caterpillar comprises about 0.7% of Valeo Financial Advisors LLC’s investment portfolio, making the stock its 26th biggest holding. Valeo Financial Advisors LLC’s holdings in Caterpillar were worth $35,340,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Crumly & Associates Inc. purchased a new position in Caterpillar in the 2nd quarter worth about $212,000. Gradient Investments LLC boosted its holdings in shares of Caterpillar by 19.0% during the 2nd quarter. Gradient Investments LLC now owns 1,874 shares of the industrial products company’s stock valued at $1,996,000 after acquiring an additional 299 shares during the last quarter. Quantum Financial Advisors LLC grew its stake in shares of Caterpillar by 4.4% in the second quarter. Quantum Financial Advisors LLC now owns 1,736 shares of the industrial products company’s stock worth $1,849,000 after acquiring an additional 73 shares during the period. Sprinkle Financial Consultants LLC bought a new stake in shares of Caterpillar in the second quarter worth approximately $208,000. Finally, Chesley Taft & Associates LLC raised its holdings in shares of Caterpillar by 5.1% during the second quarter. Chesley Taft & Associates LLC now owns 2,484 shares of the industrial products company’s stock valued at $2,645,000 after purchasing an additional 121 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Caterpillar Trading Down 1.5%

Shares of Caterpillar stock opened at $844.52 on Friday. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46. The company’s fifty day simple moving average is $921.04 and its 200-day simple moving average is $819.15. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.81. The stock has a market capitalization of $388.20 billion, a PE ratio of 36.34, a P/E/G ratio of 1.55 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The company had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. During the same period last year, the firm earned $4.72 EPS. Caterpillar’s revenue for the quarter was up 23.7% compared to the same quarter last year. As a group, equities analysts anticipate that Caterpillar Inc. will post 26.3 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a dividend of $1.63 per share. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s payout ratio is presently 28.06%.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI data-center demand is emerging as a major growth driver. Caterpillar is expanding power-generation capacity to supply electricity for power-intensive hyperscale data centers. Jim Cramer highlighted the company’s generators as a key reason CAT has outperformed Deere, while other coverage described the AI infrastructure opportunity as still in its early stages. Jim Cramer Shares Key Reason Why Caterpillar’s Shares Are Higher Than Deere’s CAT Stock Alert: Caterpillar’s AI Infrastructure Boom Is Just Getting Started
• Positive Sentiment: A new hyperscaler infrastructure agreement reinforces the opportunity. Energy Vault announced a planned 1.25-gigawatt deployment of integrated power infrastructure for an AI data center, using Caterpillar generator sets through a power-generation engineering, procurement and construction partner. The agreement provides additional evidence that CAT’s energy products can benefit from data-center construction. Energy Vault Announces Strategic Agreement for Hyperscaler AI Data Center Infrastructure
• Positive Sentiment: Recent earnings and guidance remain powerful catalysts. Caterpillar reported quarterly EPS of $8.17 versus the $6.22 consensus and revenue of $20.54 billion versus expectations of $19.34 billion. Revenue increased 23.7% year over year, and the company raised its 2026 sales-growth outlook as AI-related construction demand continued. Caterpillar Lifts 2026 Sales Growth Forecast as AI Buildout Powers On
• Neutral Sentiment: Analyst sentiment is supportive but not uniformly aggressive: Caterpillar carries an average “Moderate Buy” rating, and Truist expects further upside. Coverage also notes CAT has outperformed industrial-products peers this year, although much of that optimism may already be reflected in the share price. Caterpillar Receives Moderate Buy Rating
• Negative Sentiment: Profit-taking and valuation are weighing on the stock. CAT has more than doubled from its 12-month low and trades at roughly 36 times earnings, leaving investors vulnerable to consolidation after the post-earnings surge. A pullback after the rally may therefore reflect high expectations rather than a new negative company announcement.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the stock. Barclays raised their target price on shares of Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a report on Thursday. Weiss Ratings restated a “buy (b-)” rating on shares of Caterpillar in a research note on Wednesday. Rothschild & Co Redburn lifted their price objective on Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Jefferies Financial Group upped their price objective on Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Finally, Evercore reissued an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research report on Monday, May 11th. Thirteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Insider Activity at Caterpillar

In related news, CAO William E. Schaupp sold 360 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total value of $326,160.00. Following the completion of the sale, the chief accounting officer directly owned 530 shares of the company’s stock, valued at approximately $480,180. This represents a 40.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction that occurred on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the sale, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 35,444 shares of company stock worth $32,335,679. 0.33% of the stock is owned by company insiders.

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.