Safeguard Investment Advisory Group LLC Purchases Shares of 653 Caterpillar Inc. $CAT

Safeguard Investment Advisory Group LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 653 shares of the industrial products company’s stock, valued at approximately $696,000.

A number of other hedge funds have also modified their holdings of CAT. Diversify Advisory Services LLC acquired a new position in Caterpillar during the second quarter worth $5,372,000. Axxcess Wealth Management LLC boosted its position in Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after purchasing an additional 604 shares during the last quarter. DSG Capital Advisors LLC bought a new position in Caterpillar in the first quarter valued at approximately $1,226,000. Cornerstone Planning LLC acquired a new position in shares of Caterpillar during the 4th quarter worth approximately $4,517,000. Finally, Commerce Bank acquired a new position in shares of Caterpillar during the 2nd quarter worth approximately $287,936,000. 70.98% of the stock is currently owned by institutional investors.

Caterpillar Trading Up 1.7%

Shares of NYSE:CAT opened at $813.51 on Friday. Caterpillar Inc. has a 12-month low of $416.44 and a 12-month high of $1,073.46. The business has a 50 day moving average of $872.52 and a 200-day moving average of $838.46. The company has a quick ratio of 0.85, a current ratio of 1.37 and a debt-to-equity ratio of 1.65. The stock has a market cap of $373.95 billion, a PE ratio of 35.00, a P/E/G ratio of 1.41 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. The company had revenue of $20.54 billion for the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same quarter last year, the company earned $4.72 earnings per share. As a group, equities research analysts forecast that Caterpillar Inc. will post 27.34 earnings per share for the current year.

Caterpillar Increases Dividend

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on CAT shares. DA Davidson increased their price objective on Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Barclays boosted their target price on shares of Caterpillar from $800.00 to $900.00 and gave the stock an “equal weight” rating in a report on Thursday, August 6th. JPMorgan Chase & Co. increased their price target on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research note on Wednesday, June 17th. Oppenheimer reissued an “outperform” rating and issued a $1,118.00 price objective on shares of Caterpillar in a research report on Tuesday, August 4th. Finally, Rothschild & Co Redburn boosted their price objective on shares of Caterpillar from $700.00 to $950.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $995.52.

Insider Buying and Selling at Caterpillar

In other news, CEO Joseph E. Creed sold 32,401 shares of Caterpillar stock in a transaction on Friday, August 28th. The stock was sold at an average price of $808.98, for a total transaction of $26,211,760.98. Following the completion of the sale, the chief executive officer owned 34,555 shares of the company’s stock, valued at approximately $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.33% of the company’s stock.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: FieldAI partnership supports the automation outlook. Caterpillar is combining its construction-equipment expertise with FieldAI’s physical-AI technology to develop autonomous capabilities for machines and improve safety, productivity and visibility at jobsites. The initiative could create longer-term revenue opportunities in equipment, software and services. Caterpillar partners with FieldAI for equipment automation
• Positive Sentiment: Analyst and quantitative sentiment has improved. Zacks upgraded CAT to Rank #1, or “Strong Buy,” citing rising optimism about earnings prospects. Erste Group Bank also raised its fiscal 2026 EPS forecast, adding to the constructive outlook. Caterpillar upgraded to Strong Buy
• Positive Sentiment: AI infrastructure is boosting Power & Energy demand. Caterpillar’s retail sales to power-generation users reportedly surged 72% year over year in the second quarter, as data centers and generative-AI infrastructure increase demand for reliable power. This gives CAT an additional growth driver beyond traditional construction and mining markets. Can CAT Stock Compound Its Way Higher?
• Neutral Sentiment: Recent earnings performance remains a strength, but expectations are elevated. Caterpillar’s latest quarterly results exceeded consensus estimates for both earnings and revenue, with revenue up 23.7% year over year. A sector review described CAT as the strongest heavy-machinery performer, though investors are increasingly pricing in continued execution.
• Negative Sentiment: Valuation and performance concerns could limit upside. Commentary notes that CAT has outperformed peers in the stock market more than in underlying business performance, leaving the shares dependent on future growth. The stock has also declined since its latest earnings report, while a report tied the recent weakness to insider selling. CAT Has Left Its Peers Behind. Or Has It?

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.