4,875 Shares in Caterpillar Inc. $CAT Purchased by Pallas Capital Advisors LLC

Pallas Capital Advisors LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 4,875 shares of the industrial products company’s stock, valued at approximately $5,191,000.

A number of other large investors also recently bought and sold shares of the business. Axxcess Wealth Management LLC raised its stake in Caterpillar by 2.8% in the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after buying an additional 604 shares in the last quarter. DSG Capital Advisors LLC purchased a new stake in shares of Caterpillar during the 1st quarter worth $1,226,000. Cornerstone Planning LLC purchased a new position in Caterpillar in the fourth quarter valued at about $4,517,000. RiverFront Investment Group LLC lifted its position in shares of Caterpillar by 21.1% during the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock valued at $5,107,000 after buying an additional 1,552 shares during the last quarter. Finally, Larson Financial Group LLC grew its position in shares of Caterpillar by 73.6% in the 4th quarter. Larson Financial Group LLC now owns 12,915 shares of the industrial products company’s stock worth $7,399,000 after buying an additional 5,476 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of Caterpillar stock opened at $800.11 on Monday. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a twelve month low of $410.52 and a twelve month high of $1,073.46. The business has a 50-day moving average price of $893.92 and a 200 day moving average price of $837.81. The firm has a market cap of $367.79 billion, a PE ratio of 34.43, a P/E/G ratio of 1.40 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 earnings per share for the quarter, topping 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 business had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the prior year, the company posted $4.72 EPS. The business’s quarterly revenue was up 23.7% on a year-over-year basis. Sell-side analysts predict that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were paid a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. 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. Caterpillar’s dividend payout ratio is presently 28.06%.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on CAT. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 12th. Rothschild & Co Redburn upped their price target on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Argus boosted their price objective on shares of Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a report on Tuesday, May 5th. Robert W. Baird set a $970.00 price objective on Caterpillar in a report on Wednesday, August 5th. Finally, UBS Group raised their price target on shares of Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Caterpillar currently has an average rating of “Moderate Buy” and an average price target of $995.52.

Trending Headlines about Caterpillar

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.

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.