Cadent Capital Advisors LLC Boosts Holdings in Caterpillar Inc. $CAT

Cadent Capital Advisors LLC raised its position in shares of Caterpillar Inc. (NYSE:CAT) by 425.5% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,207 shares of the industrial products company’s stock after acquiring an additional 1,787 shares during the period. Cadent Capital Advisors LLC’s holdings in Caterpillar were worth $2,350,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in CAT. Lam Group Inc. purchased a new stake in Caterpillar in the 1st quarter worth about $26,000. Torren Management LLC purchased a new position in shares of Caterpillar during the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC grew its stake 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 buying an additional 33 shares during the last quarter. Cornerstone Financial Management LLC purchased a new stake in shares of Caterpillar in the fourth quarter worth approximately $32,000. Finally, Matrix Trust Co lifted its stake in shares of Caterpillar by 93.8% during the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock worth $33,000 after acquiring an additional 15 shares during the last quarter. Institutional investors own 70.98% of the company’s stock.

Wall Street Analyst Weigh In

CAT has been the subject of a number of recent analyst reports. JPMorgan Chase & Co. boosted their price objective on Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Wells Fargo & Company boosted their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research note on Tuesday, June 23rd. Sanford C. Bernstein restated a “market perform” rating and issued a $1,002.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. Finally, Barclays lifted their price objective on shares of Caterpillar from $800.00 to $900.00 and gave the company an “equal weight” rating in a report on Thursday, August 6th. Thirteen analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, Caterpillar currently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar ended the second quarter with a record $72 billion backlog, signaling sustained demand for heavy equipment and supporting management’s upgraded 2026 sales outlook. Strength across construction, mining and energy-related businesses reinforces the company’s growth prospects. CAT Ends Q2 With Record Backlog: Is Demand Momentum Here to Stay?
• Positive Sentiment: Recent coverage highlighted Caterpillar’s record quarterly sales of approximately $20.5 billion, stronger operating profit and improved margins. These results add to the bullish case following the company’s recent earnings beat and year-over-year revenue growth. Caterpillar Marks Record Quarter with $20.5B in Sales and Revenues
• Positive Sentiment: Zacks included CAT among momentum stocks that could outperform in 2026, reflecting strong recent business performance and investor interest. Western Digital & 2 Momentum Stocks That Could Soar in 2026
• Neutral Sentiment: Analyst coverage continues to assess whether Wall Street favors Caterpillar, while Erste Group issued a fiscal 2026 earnings forecast. These reports may influence expectations, but the provided articles do not specify a broad consensus change or price-target revision. Do Wall Street analysts like Caterpillar stock?
• Negative Sentiment: Analysts noted that Caterpillar’s strong backlog, sales growth and raised outlook are already reflected in a premium valuation. That raises the risk of volatility if orders slow, margins disappoint or future results fail to exceed elevated expectations. The Zacks Analyst Blog Highlights Caterpillar, Komatsu, Terex and Astec Industries

Caterpillar Price Performance

Shares of CAT stock opened at $855.97 on Friday. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. 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 stock has a fifty day simple moving average of $916.05 and a two-hundred day simple moving average of $826.31. The stock has a market capitalization of $393.46 billion, a price-to-earnings ratio of 36.83, a P/E/G ratio of 1.53 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its quarterly 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. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same quarter last year, the firm posted $4.72 earnings per share. The business’s revenue for the quarter was up 23.7% on a year-over-year basis. On average, analysts predict that Caterpillar Inc. will post 26.56 EPS for the current fiscal year.

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be issued a $1.63 dividend. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 28.06%.

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.