Sageworth Trust Co Has $533,000 Position in Caterpillar Inc. $CAT

Sageworth Trust Co cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 79.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 931 shares of the industrial products company’s stock after selling 3,667 shares during the quarter. Sageworth Trust Co’s holdings in Caterpillar were worth $533,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Retirement Planning Group LLC increased its holdings in shares of Caterpillar by 3.0% during the 4th quarter. Retirement Planning Group LLC now owns 2,283 shares of the industrial products company’s stock worth $1,308,000 after acquiring an additional 66 shares during the last quarter. Sequoia Financial Advisors LLC increased its holdings in shares of Caterpillar by 0.3% during the 4th quarter. Sequoia Financial Advisors LLC now owns 177,241 shares of the industrial products company’s stock worth $101,536,000 after acquiring an additional 615 shares during the last quarter. K.J. Harrison & Partners Inc increased its holdings in shares of Caterpillar by 62.3% during the 4th quarter. K.J. Harrison & Partners Inc now owns 11,565 shares of the industrial products company’s stock worth $6,625,000 after acquiring an additional 4,440 shares during the last quarter. Encompass More Asset Management increased its holdings in shares of Caterpillar by 70.5% during the 4th quarter. Encompass More Asset Management now owns 750 shares of the industrial products company’s stock worth $430,000 after acquiring an additional 310 shares during the last quarter. Finally, Ponta Wealth Partners LLC acquired a new position in shares of Caterpillar during the 4th quarter worth approximately $293,000. 70.98% of the stock is owned by institutional investors and hedge funds.

Caterpillar Stock Performance

NYSE:CAT opened at $927.22 on Thursday. The stock has a market cap of $427.07 billion, a P/E ratio of 46.15, a PEG ratio of 1.85 and a beta of 1.63. The stock has a 50 day simple moving average of $753.19 and a 200 day simple moving average of $662.31. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. Caterpillar Inc. has a 1-year low of $318.11 and a 1-year high of $930.54.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.42 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.25 EPS. Research analysts anticipate that Caterpillar Inc. will post 23.84 earnings per share for the current year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be issued a $1.51 dividend. The ex-dividend date of this dividend is Monday, April 20th. This represents a $6.04 annualized dividend and a yield of 0.7%. Caterpillar’s payout ratio is currently 30.06%.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Jason Kaiser sold 5,642 shares of Caterpillar stock in a transaction on Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the completion of the transaction, 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Anthony D. Fassino sold 7,891 shares of Caterpillar stock in a transaction on Friday, February 13th. The shares were sold at an average price of $776.90, for a total value of $6,130,517.90. Following the completion of the transaction, the insider directly owned 46,643 shares of the company’s stock, valued at $36,236,946.70. This represents a 14.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 55,375 shares of company stock worth $42,494,287. Corporate insiders own 0.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on CAT shares. Robert W. Baird boosted their target price on Caterpillar from $940.00 to $1,165.00 and gave the stock an “outperform” rating in a report on Friday, May 1st. Sanford C. Bernstein lifted their price target on Caterpillar from $769.00 to $879.00 and gave the stock a “market perform” rating in a report on Friday, May 1st. HSBC lifted their price target on Caterpillar from $850.00 to $1,100.00 in a report on Tuesday. Wall Street Zen raised Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Finally, Truist Financial set a $1,043.00 price target on Caterpillar in a report on Friday, May 1st. Sixteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $890.27.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 results: Caterpillar reported solid top?line and margin beats and big construction equipment revenue growth, giving investors confidence in near?term demand and backlog expansion. Caterpillar Reports 38% Boost to Construction Equipment Revenue for Q1 2026
• Positive Sentiment: Analyst target lifts: Multiple shops boosted their targets (Argus to $990; HSBC raised its target as well), providing fresh buy?side ammunition and supporting higher valuations. Argus Raises Caterpillar (NYSE:CAT) Price Target to $990.00 HSBC Raises Caterpillar Price Target to $1,100
• Positive Sentiment: AI / data?center power narrative: Coverage framing CAT as an AI?infrastructure beneficiary (generators, power systems, onsite electrification) is driving incremental demand expectations and momentum buying. Industrial-Strength Rally: Why Caterpillar Is Up 53%…
• Positive Sentiment: Order visibility: Third?party notes on supplier/peer dynamics (Archrock) point to much longer lead times — a signal that equipment and power demand are sustained. Longer lead times support pricing power and future revenue. Archrock reaffirms outlook as Caterpillar lead times near 160
• Positive Sentiment: Commercial wins & product traction: New deployments of CAT autonomy and power solutions (e.g., Carmeuse deal) show product diversification and aftermarket / technology monetization potential. Carmeuse selects Caterpillar’s autonomous hauling solution
• Positive Sentiment: Insider support: A director added shares (modest buy), which is a small but constructive insider signal. SEC filing: Director purchase
• Neutral Sentiment: Mixed analyst posture: Some firms (DA Davidson) raised targets after the quarter but kept Neutral ratings, indicating disagreement on how much upside is left versus the premium valuation. DA Davidson Raises Caterpillar (CAT) Target Following Better-Than-Expected Quarter
• Neutral Sentiment: Attention/volatility: Heavy media coverage and elevated options interest are amplifying near?term moves but do not by themselves change fundamentals. Do Options Traders Know Something About Caterpillar Stock?
• Negative Sentiment: Insider sales: Two insiders disclosed sizable share sales (one trimmed ~37%, another sold >5,600 shares), which some investors may interpret as profit?taking and a modest caution flag. SEC filing: Insider sale SEC filing: Insider sale (Shurman)

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.