MGO One Seven LLC Has $18.98 Million Holdings in Caterpillar Inc. $CAT

MGO One Seven LLC trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT) by 6.6% during the second quarter, HoldingsChannel reports. The fund owned 17,827 shares of the industrial products company’s stock after selling 1,255 shares during the period. MGO One Seven LLC’s holdings in Caterpillar were worth $18,984,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Axxcess Wealth Management LLC raised its position in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after buying an additional 604 shares during the last quarter. DSG Capital Advisors LLC bought a new position in shares of Caterpillar during the 1st quarter worth approximately $1,226,000. Cornerstone Planning LLC bought a new position in shares of Caterpillar during the 4th quarter worth approximately $4,517,000. RiverFront Investment Group LLC raised its holdings in shares of Caterpillar by 21.1% in the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock valued at $5,107,000 after purchasing an additional 1,552 shares during the last quarter. Finally, Larson Financial Group LLC lifted its position in shares of Caterpillar by 73.6% in the fourth quarter. Larson Financial Group LLC now owns 12,915 shares of the industrial products company’s stock worth $7,399,000 after purchasing an additional 5,476 shares in the last quarter. 70.98% of the stock is owned by institutional investors.

Caterpillar Stock Performance

Shares of CAT stock opened at $811.40 on Wednesday. The company has a fifty day moving average price of $903.72 and a two-hundred day moving average price of $835.74. Caterpillar Inc. has a one year low of $410.52 and a one year high of $1,073.46. The stock has a market cap of $372.98 billion, a P/E ratio of 34.91, a P/E/G ratio of 1.42 and a beta of 1.60. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85.

Caterpillar (NYSE:CAT) last released its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping the consensus estimate of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. During the same period in the previous year, the business earned $4.72 EPS. Caterpillar’s revenue for the quarter was up 23.7% compared to the same quarter last year. As a group, equities analysts predict that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 19th. Shareholders of record on Monday, July 20th were paid a $1.63 dividend. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 annualized dividend and a yield of 0.8%. The ex-dividend date was Monday, July 20th. Caterpillar’s dividend payout ratio is currently 28.06%.

Analysts Set New Price Targets

A number of research firms recently weighed in on CAT. Wells Fargo & Company raised their target price on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Jefferies Financial Group boosted their price target on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. HSBC lifted their target price on Caterpillar from $850.00 to $1,100.00 in a research report on Tuesday, May 5th. Daiwa Securities Group upped their target price on Caterpillar from $790.00 to $900.00 and gave the stock a “neutral” rating in a report on Friday, May 1st. Finally, Erste Group Bank cut Caterpillar from a “buy” rating to a “hold” rating in a research report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $995.52.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Strong backlog points to future growth. Caterpillar’s order book reportedly expanded substantially beneath the surface, suggesting future revenue visibility even while some recent sales figures appeared soft. Before The Surge, Caterpillar Stock’s Order Book Told a Different Story
• Positive Sentiment: Margins and guidance improved. Coverage highlighted a 430-basis-point rebound in second-quarter adjusted operating margin, with higher volumes and pricing offsetting tariff costs. The improvement helped support an upgraded 2026 outlook. Caterpillar’s Q2 Adjusted Operating Margin Rebounds
• Positive Sentiment: CAT remains a preferred heavy-equipment name. Analysts cited record sales, earnings growth and backlog strength as reasons Caterpillar currently has an edge over Deere. Other market commentary included Caterpillar among stocks positioned to benefit from investment and infrastructure-related trends. Caterpillar vs. Deere: Which Heavy Equipment Stock Should You Bet On?
• Neutral Sentiment: Valuation opinions are mixed. Some analysis suggests CAT could be undervalued by roughly 20% based on margins and cash flow, while another estimate sees only about 4% upside linked partly to potential tariff refunds. This follows a substantial five-year share-price gain and leaves investors focused on whether earnings can justify the valuation. Caterpillar Could Be 20% Undervalued
• Negative Sentiment: Contrasting investor signals may limit enthusiasm. The Gates Foundation Trust disclosed a sizable CAT holding, while Michael Burry disclosed a short position. QuiverQuant also reported substantially more insider sales than purchases over the past six months, potentially adding caution despite strong fundamentals. Bill Gates’ Foundation Holds a Caterpillar Stake as Michael Burry Bets Against the Stock
• Negative Sentiment: Macro risks remain an overhang. Recent commentary linked CAT’s pullback to interest-rate concerns and weaker sentiment toward industrial stocks, showing that broader economic factors are currently overshadowing the company’s earnings and backlog strength.

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.