Rehmann Capital Advisory Group Buys 778 Shares of Caterpillar Inc. $CAT

Rehmann Capital Advisory Group increased its position in shares of Caterpillar Inc. (NYSE:CAT) by 21.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,426 shares of the industrial products company’s stock after acquiring an additional 778 shares during the quarter. Rehmann Capital Advisory Group’s holdings in Caterpillar were worth $2,536,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Advisory Resource Group raised its holdings in Caterpillar by 0.8% in the fourth quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after purchasing an additional 13 shares during the period. Invst LLC grew its holdings in shares of Caterpillar by 1.9% in the 4th quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after buying an additional 14 shares during the period. Plancorp LLC grew its holdings in shares of Caterpillar by 0.5% in the 4th quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after buying an additional 15 shares during the period. BlueStem Wealth Partners LLC increased its position in shares of Caterpillar by 1.3% in the 4th quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after buying an additional 15 shares in the last quarter. Finally, KDT Advisors LLC raised its stake in Caterpillar by 2.3% during the 4th quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after buying an additional 15 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Ratings Changes

CAT has been the topic of several recent analyst reports. Citigroup lifted their target price on Caterpillar from $905.00 to $1,020.00 and gave the stock a “buy” rating in a report on Friday, May 1st. UBS Group reaffirmed a “neutral” rating and set a $900.00 price target on shares of Caterpillar in a research report on Tuesday, June 2nd. Zacks Research upgraded Caterpillar from a “hold” rating to a “strong-buy” rating in a report on Monday, June 8th. Truist Financial set a $1,043.00 price objective on Caterpillar in a research report on Friday, May 1st. Finally, Barclays increased their target price on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research note on Friday, May 1st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $935.09.

Key Stories 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

Caterpillar Price Performance

CAT stock opened at $987.79 on Friday. The stock has a 50-day moving average price of $875.06 and a two-hundred day moving average price of $740.37. Caterpillar Inc. has a 1 year low of $357.73 and a 1 year high of $994.49. The stock has a market cap of $454.97 billion, a PE ratio of 49.17, a price-to-earnings-growth ratio of 1.95 and a beta of 1.59. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64.

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

Caterpillar Increases Dividend

The company also recently announced 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 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, July 20th. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Insider Activity

In related news, insider Jason Kaiser sold 5,642 shares of the stock in a transaction on Monday, May 4th. The shares were sold at an average price of $883.03, for a total transaction of $4,982,055.26. Following the completion of the transaction, the insider owned 9,594 shares in the company, valued at approximately $8,471,789.82. This represents a 37.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Lange Bob De sold 24,222 shares of the firm’s stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total transaction of $22,354,968.24. Following the completion of the transaction, the insider directly owned 86,029 shares of the company’s stock, valued at approximately $79,397,884.68. This trade represents a 21.97% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is currently owned by insiders.

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.