Requisite Capital Management LLC Makes New $1.04 Million Investment in Caterpillar Inc. $CAT

Requisite Capital Management LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 972 shares of the industrial products company’s stock, valued at approximately $1,036,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Joseph P. Lucia & Associates LLC purchased a new position in shares of Caterpillar during the second quarter valued at $637,000. Capital Financial Group Inc. Co. ADV purchased a new stake in Caterpillar in the 2nd quarter worth about $1,094,000. Focused Wealth Management Inc purchased a new stake in Caterpillar in the 2nd quarter worth about $6,850,000. Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Caterpillar during the 2nd quarter worth about $1,467,386,000. Finally, Beverly Hills Private Wealth LLC purchased a new position in Caterpillar during the 2nd quarter valued at about $2,631,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Stock Down 2.1%

CAT stock opened at $800.11 on Friday. The firm has a market cap of $367.79 billion, a PE ratio of 34.43, a PEG ratio of 1.40 and a beta of 1.60. Caterpillar Inc. has a 1 year low of $410.52 and a 1 year high of $1,073.46. The company has a fifty day simple moving average of $893.92 and a 200 day simple moving average of $837.14. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65.

Caterpillar (NYSE:CAT) last posted its 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 firm had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the prior year, the business posted $4.72 earnings per share. The business’s quarterly revenue was up 23.7% on a year-over-year basis. Sell-side analysts anticipate that Caterpillar Inc. will post 27.14 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

Analysts Set New Price Targets

A number of analysts have recently issued reports on the stock. HSBC increased their price target on shares of Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Erste Group Bank lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. Evercore restated an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a report on Monday, May 11th. Oppenheimer reaffirmed an “outperform” rating and issued a $1,118.00 target price on shares of Caterpillar in a research report on Tuesday, August 4th. Finally, Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

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.