Gryphon Financial Partners LLC Increases Position in Caterpillar Inc. $CAT

Gryphon Financial Partners LLC lifted its stake in Caterpillar Inc. (NYSE:CAT) by 23.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,082 shares of the industrial products company’s stock after purchasing an additional 786 shares during the period. Gryphon Financial Partners LLC’s holdings in Caterpillar were worth $2,892,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cornerstone Advisory LLC lifted its position in shares of Caterpillar by 0.7% during the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after acquiring an additional 12 shares during the period. Advisory Resource Group grew its holdings in shares of Caterpillar by 0.8% in the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock worth $935,000 after acquiring an additional 13 shares during the period. Sunbeam Capital Management LLC increased its stake in Caterpillar by 1.1% in the 1st quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after purchasing an additional 13 shares in the last quarter. Brandywine Oak Private Wealth LLC increased its stake in Caterpillar by 2.6% in the 1st quarter. Brandywine Oak Private Wealth LLC now owns 506 shares of the industrial products company’s stock valued at $358,000 after purchasing an additional 13 shares in the last quarter. Finally, Sylvest Advisors LLC raised its holdings in Caterpillar by 3.6% during the first quarter. Sylvest Advisors LLC now owns 377 shares of the industrial products company’s stock worth $267,000 after purchasing an additional 13 shares during the last quarter. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have weighed in on CAT. HSBC upped their target price on Caterpillar from $850.00 to $1,100.00 in a report on Tuesday, May 5th. Argus boosted their price objective on shares of Caterpillar from $820.00 to $990.00 and gave the stock a “buy” rating in a research report on Tuesday, May 5th. Rothschild & Co Redburn increased their price objective on shares of Caterpillar from $700.00 to $950.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Oppenheimer raised their target price on shares of Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a report on Monday. Finally, Robert W. Baird lifted their target price on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a research report on Friday, June 26th. Fifteen equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $980.57.

Caterpillar Stock Performance

NYSE:CAT opened at $881.26 on Friday. The firm has a 50 day simple moving average of $931.29 and a 200-day simple moving average of $793.45. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The firm has a market cap of $405.90 billion, a PE ratio of 43.87, a P/E/G ratio of 1.72 and a beta of 1.57. Caterpillar Inc. has a 1-year low of $405.46 and a 1-year high of $1,073.46.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.65 by $0.89. The firm had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue was up 22.2% compared to the same quarter last year. During the same quarter last year, the business earned $4.25 earnings per share. On average, equities analysts expect that Caterpillar Inc. will post 24.87 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio (DPR) is presently 30.06%.

Key Stories Impacting Caterpillar

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.

Insider Transactions at Caterpillar

In other news, insider Jason Kaiser sold 5,642 shares of the business’s 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 sale, the insider directly owned 9,594 shares of the company’s stock, valued at $8,471,789.82. The trade was a 37.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the sale, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. The trade was a 20.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 95,773 shares of company stock valued at $87,642,635. Corporate insiders own 0.33% of the company’s stock.

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.