Caterpillar Inc. $CAT Shares Bought by Hsbc Holdings PLC

Hsbc Holdings PLC raised its holdings in Caterpillar Inc. (NYSE:CAT) by 8.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,012,216 shares of the industrial products company’s stock after acquiring an additional 79,004 shares during the quarter. Hsbc Holdings PLC’s holdings in Caterpillar were worth $580,204,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Torren Management LLC purchased a new position in Caterpillar in the fourth quarter valued at $27,000. Frazier Financial Advisors LLC increased its holdings in Caterpillar by 220.0% during the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after purchasing an additional 33 shares during the period. IFS Advisors LLC purchased a new stake in Caterpillar during the 4th quarter worth about $31,000. Cornerstone Financial Management LLC acquired a new stake in Caterpillar in the 4th quarter valued at about $32,000. Finally, Rialto Wealth Management LLC boosted its stake in shares of Caterpillar by 47.4% in the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares during the period. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Insider Buying and Selling

In related news, insider Lange Bob De sold 24,222 shares of Caterpillar stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider owned 86,029 shares in the company, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO William E. Schaupp sold 360 shares of the company’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total value of $326,160.00. Following the sale, the chief accounting officer owned 530 shares of the company’s stock, valued at $480,180. This represents a 40.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 95,773 shares of company stock worth $87,642,635 over the last ninety days. Insiders own 0.33% of the company’s stock.

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

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CAT. Zacks Research raised Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Robert W. Baird increased their price target on shares of Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a research note on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research note on Friday, May 8th. Rothschild & Co Redburn lifted their target price on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, Evercore reiterated an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a research note on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $935.09.

Caterpillar Trading Up 0.2%

Shares of CAT stock opened at $987.79 on Friday. The stock has a market cap of $454.97 billion, a P/E ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a fifty-two week low of $357.73 and a fifty-two week high of $994.49. The business has a fifty day simple moving average of $875.06 and a 200-day simple moving average of $740.37.

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

Caterpillar Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be paid a $1.63 dividend. This represents a $6.52 dividend on an annualized basis and a yield of 0.7%. 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. Caterpillar’s dividend payout ratio is 30.06%.

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.