Secured Retirement Advisors LLC Sells 793 Shares of Caterpillar Inc. $CAT

Secured Retirement Advisors LLC lessened its stake in Caterpillar Inc. (NYSE:CAT) by 31.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,762 shares of the industrial products company’s stock after selling 793 shares during the quarter. Secured Retirement Advisors LLC’s holdings in Caterpillar were worth $1,248,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Whelan Financial acquired a new stake in shares of Caterpillar during the 1st quarter worth approximately $211,000. Financial Life Planners acquired a new position in Caterpillar during the first quarter valued at approximately $135,000. IFM Investors Pty Ltd lifted its stake in Caterpillar by 3.6% during the first quarter. IFM Investors Pty Ltd now owns 95,156 shares of the industrial products company’s stock worth $67,414,000 after purchasing an additional 3,269 shares during the last quarter. Wagner Wealth Management LLC boosted its holdings in shares of Caterpillar by 7.3% in the 1st quarter. Wagner Wealth Management LLC now owns 1,866 shares of the industrial products company’s stock valued at $1,322,000 after purchasing an additional 127 shares in the last quarter. Finally, Bayban increased its stake in shares of Caterpillar by 4.4% in the 1st quarter. Bayban now owns 1,742 shares of the industrial products company’s stock valued at $1,234,000 after purchasing an additional 73 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, insider Denise C. Johnson sold 12,605 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the transaction, the insider directly owned 49,825 shares of the company’s stock, valued at $45,236,615.75. This trade represents a 20.19% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of Caterpillar stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total value of $14,399,860.54. Following the transaction, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. The trade was a 22.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is currently owned by company insiders.

Caterpillar Stock Performance

Shares of CAT stock opened at $993.24 on Thursday. The firm has a market capitalization of $457.48 billion, a price-to-earnings ratio of 49.44, a PEG ratio of 2.10 and a beta of 1.57. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The business’s 50-day moving average price is $911.90 and its 200-day moving average price is $765.06. Caterpillar Inc. has a 12 month low of $388.09 and a 12 month high of $1,073.46.

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, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The business had revenue of $17.41 billion during the quarter, compared to analyst estimates of $16.53 billion. During the same quarter last year, the business earned $4.25 EPS. The firm’s quarterly revenue was up 22.2% on a year-over-year basis. Equities research analysts forecast that Caterpillar Inc. will post 24.66 EPS for the current 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 paid a dividend of $1.63 per share. The ex-dividend date of this dividend is Monday, July 20th. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. Caterpillar’s payout ratio is 30.06%.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Williams Trading set a $825.00 price objective on Caterpillar in a research report on Tuesday, March 10th. Oppenheimer set a $980.00 target price on Caterpillar and gave the company an “outperform” rating in a research report on Friday, May 1st. Weiss Ratings reissued a “buy (b-)” rating on shares of Caterpillar in a report on Friday, May 8th. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the company an “equal weight” rating in a research note on Friday, May 1st. Finally, JPMorgan Chase & Co. lifted their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $941.45.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Negative Sentiment: Michael Burry revealed he is short Caterpillar for the first time, saying the stock looks overvalued after its AI-fueled surge, which sparked a selloff in the shares. Michael Burry says he’s shorting Caterpillar for the first time after it nearly doubled in the AI-driven rally of 2026
• Negative Sentiment: Additional coverage from Financial Post, Yahoo Finance, and Business Insider echoed Burry’s bearish stance, reinforcing pressure on Caterpillar shares as investors reassess the stock’s valuation. Michael Burry’s Short Call Dents Caterpillar’s AI-Fueled Rally
• Neutral Sentiment: Despite the selloff, some recent analysis remains constructive: Caterpillar hit a 52-week high on the back of strong Q1 growth, a record backlog, Russell Top 50 inclusion, and an upbeat 2026 outlook. Caterpillar Hits 52-Week High: Should You Buy, Hold or Sell the Stock?
• Neutral Sentiment: Erste Group also raised its FY2026 EPS estimate for Caterpillar, a small positive for fundamentals, though it was not enough to offset the negative news flow. Caterpillar Inc. (NYSE:CAT) – Free Report

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.