Livforsakringsbolaget Skandia Omsesidigt Has $11.15 Million Holdings in Caterpillar Inc. $CAT

Posted by John Perry on Jul 15th, 2026

Livforsakringsbolaget Skandia Omsesidigt lessened its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 32.8% in the first quarter, HoldingsChannel reports. The fund owned 15,752 shares of the industrial products company’s stock after selling 7,700 shares during the period. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Caterpillar were worth $11,153,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Lam Group Inc. bought a new stake in Caterpillar in the 1st quarter valued at $26,000. Torren Management LLC acquired a new stake in shares of Caterpillar during the fourth quarter worth $27,000. Frazier Financial Advisors LLC boosted its position in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the period. Cedar Mountain Advisors LLC grew its stake in shares of Caterpillar by 82.1% in the first quarter. Cedar Mountain Advisors LLC now owns 51 shares of the industrial products company’s stock valued at $36,000 after acquiring an additional 23 shares in the last quarter. Finally, IFS Advisors LLC bought a new position in Caterpillar during the fourth quarter worth about $31,000. Institutional investors and hedge funds own 70.98% of the company’s stock.

Caterpillar Price Performance

CAT stock opened at $933.48 on Wednesday. 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 12 month low of $403.02 and a 12 month high of $1,073.46. The firm has a market cap of $429.95 billion, a P/E ratio of 46.46, a P/E/G ratio of 1.84 and a beta of 1.57. The company’s 50-day moving average price is $932.24 and its two-hundred day moving average price is $788.43.

Caterpillar (NYSE:CAT – Get Free Report) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s quarterly revenue was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.25 EPS. On average, analysts anticipate that Caterpillar Inc. will post 24.71 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th will be given 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 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on CAT shares. Bank of America boosted their price objective on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a report on Friday, May 1st. Weiss Ratings reiterated a “buy (b-)” rating on shares of Caterpillar in a research report on Friday, May 8th. Argus boosted their price target on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research note on Tuesday, May 5th. Barclays increased their price target on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. Finally, Rothschild & Co Redburn lifted their price objective on Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Caterpillar presently has an average rating of “Moderate Buy” and an average target price of $980.57.

Check Out Our Latest Stock Analysis on Caterpillar

Insider Activity

In other news, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction on Wednesday, May 13th. The stock was sold at an average price of $906.00, for a total transaction of $326,160.00. Following the completion of the transaction, the chief accounting officer owned 530 shares of the company’s stock, valued at approximately $480,180. The trade was a 40.45% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. Corporate insiders own 0.33% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

Positive Sentiment: Caterpillar’s Construction Industries segment is showing strong momentum, with Q1 2026 sales up 38%, digital expansion, and a 2030 growth target supporting optimism about sustained growth. Can CAT’s Construction Industries Segment Deliver Sustained Growth?
Positive Sentiment: Caterpillar is emphasizing recurring revenue through rentals, digital services, and technology-driven offerings, which investors may view as a more durable business mix. Caterpillar (CAT) Bets On Recurring Revenue After 38% Construction Sales Surge
Positive Sentiment: Brokerages reportedly maintain a consensus recommendation of “Moderate Buy,” reinforcing a favorable analyst backdrop for Caterpillar. Caterpillar Inc. (NYSE:CAT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Neutral Sentiment: Caterpillar is drawing more attention from investors, with Zacks noting that CAT has been one of its most searched stocks lately. Investors Heavily Search Caterpillar Inc. (CAT): Here is What You Need to Know
Neutral Sentiment: Caterpillar’s internship program offering jobs to more than half of participants is a positive workforce signal, but it is unlikely to materially move the stock on its own. Caterpillar program offers job to more than half of its interns
Neutral Sentiment: The Caterpillar Foundation’s $2.3 million donation to the Smithsonian is mostly a corporate philanthropy story and is not likely to have a direct stock impact. Caterpillar Foundation To Give $2.3 Million to Smithsonian in Celebration of America’s 250th Anniversary

Caterpillar Profile

(Free Report)

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.