Atlas Wealth LLC Acquires New Shares in Caterpillar Inc. $CAT

Atlas Wealth LLC bought a new position in shares of Caterpillar Inc. (NYSE:CAT) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 26,920 shares of the industrial products company’s stock, valued at approximately $19,072,000. Caterpillar comprises 2.3% of Atlas Wealth LLC’s holdings, making the stock its 12th biggest position.

A number of other institutional investors and hedge funds also recently made changes to their positions in CAT. FSA Advisors Inc. boosted its position in Caterpillar by 271.7% during the first quarter. FSA Advisors Inc. now owns 1,487 shares of the industrial products company’s stock worth $1,054,000 after purchasing an additional 1,087 shares during the period. Future Fund LLC raised its holdings in Caterpillar by 40.8% in the 1st quarter. Future Fund LLC now owns 1,752 shares of the industrial products company’s stock worth $1,241,000 after acquiring an additional 508 shares during the period. John G Ullman & Associates Inc. bought a new stake in Caterpillar during the first quarter valued at about $281,000. Kera Capital Partners Inc. grew its position in shares of Caterpillar by 1.9% in the first quarter. Kera Capital Partners Inc. now owns 903 shares of the industrial products company’s stock valued at $639,000 after purchasing an additional 17 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased its stake in shares of Caterpillar by 20.4% in the first quarter. Cornerstone Planning Group LLC now owns 343 shares of the industrial products company’s stock worth $243,000 after purchasing an additional 58 shares during the period. Institutional investors and hedge funds own 70.98% of the company’s stock.

Insider Activity

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider directly owned 86,029 shares in the company, valued at $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $918.71, for a total transaction of $14,399,860.54. Following the sale, the chief financial officer directly owned 52,935 shares in the company, valued at $48,631,913.85. This represents a 22.85% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock worth $87,642,635 over the last ninety days. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Stock Performance

NYSE CAT opened at $881.26 on Friday. The stock has a market cap of $405.90 billion, a P/E ratio of 43.87, a PEG ratio of 1.72 and a beta of 1.57. The company’s 50-day simple moving average is $931.29 and its 200 day simple moving average is $793.45. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. 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 (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. During the same quarter last year, the company earned $4.25 earnings per share. As a group, research analysts forecast that Caterpillar Inc. will post 24.87 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors 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. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. Caterpillar’s dividend payout ratio is 30.06%.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
• Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
• Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
• Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
• Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.

Analyst Upgrades and Downgrades

CAT has been the subject of several research reports. Wolfe Research increased their price objective on Caterpillar from $670.00 to $750.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Zacks Research downgraded shares of Caterpillar from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Evercore restated an “outperform” rating and issued a $1,103.00 price target on shares of Caterpillar in a research report on Monday, May 11th. JPMorgan Chase & Co. upped their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research report on Wednesday, June 17th. Finally, Jefferies Financial Group increased their target price on shares of Caterpillar from $900.00 to $1,045.00 and gave the company a “buy” rating in a research note on Friday, May 1st. Fifteen research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

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.