Stenger Family Office LLC Acquires 1,293 Shares of Caterpillar Inc. $CAT

Stenger Family Office LLC lifted its stake in Caterpillar Inc. (NYSE:CAT) by 14.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,077 shares of the industrial products company’s stock after acquiring an additional 1,293 shares during the period. Caterpillar makes up 1.2% of Stenger Family Office LLC’s portfolio, making the stock its 22nd largest holding. Stenger Family Office LLC’s holdings in Caterpillar were worth $5,773,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of CAT. Advisory Resource Group boosted its holdings in Caterpillar by 0.8% in the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after purchasing an additional 13 shares during the period. Invst LLC raised its position in shares of Caterpillar by 1.9% during the fourth quarter. Invst LLC now owns 753 shares of the industrial products company’s stock valued at $431,000 after buying an additional 14 shares during the last quarter. Plancorp LLC raised its position in shares of Caterpillar by 0.5% during the fourth quarter. Plancorp LLC now owns 2,777 shares of the industrial products company’s stock valued at $1,591,000 after buying an additional 15 shares during the last quarter. BlueStem Wealth Partners LLC lifted its stake in shares of Caterpillar by 1.3% in the fourth quarter. BlueStem Wealth Partners LLC now owns 1,192 shares of the industrial products company’s stock valued at $683,000 after buying an additional 15 shares during the period. Finally, KDT Advisors LLC grew its position in Caterpillar by 2.3% during the fourth quarter. KDT Advisors LLC now owns 657 shares of the industrial products company’s stock worth $376,000 after buying an additional 15 shares in the last quarter. Institutional investors own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

CAT has been the subject of several recent research reports. Morgan Stanley set a $915.00 price target on Caterpillar and gave the company an “equal weight” rating in a report on Friday, May 1st. Barclays lifted their price objective on Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a report on Friday, May 1st. Sanford C. Bernstein boosted their price objective on Caterpillar from $769.00 to $879.00 and gave the company a “market perform” rating in a research report on Friday, May 1st. Evercore restated an “outperform” rating and issued a $1,103.00 target price on shares of Caterpillar in a research note on Monday, May 11th. Finally, Truist Financial set a $1,043.00 target price on Caterpillar in a research report on Friday, May 1st. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $935.09.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar was highlighted by Zacks as one of five non-tech “wide moat” stocks to own for a stable second half of 2026, reinforcing the view that CAT has durable competitive advantages and can be a defensive portfolio holding. Article Title
• Positive Sentiment: Multiple articles noted that CAT was one of the day’s top industrial stocks to watch and an outperforming Dow name, which can attract momentum buyers and support the shares. Article Title
• Positive Sentiment: Recent coverage emphasized Caterpillar’s strong earnings-based run, with the stock rising sharply on heavier-than-average volume after investors reacted favorably to its latest results and bullish price action. Article Title
• Neutral Sentiment: Analyst commentary said CAT remains a “Moderate Buy,” which supports sentiment but does not by itself add a new catalyst. Article Title
• Negative Sentiment: One Zacks note warned that earnings estimate revisions may not support continued near-term gains, suggesting the stock could face some consolidation after its recent surge. Article Title

Caterpillar Stock Up 0.2%

Shares of CAT opened at $987.79 on Friday. The company has a quick ratio of 0.81, a current ratio of 1.35 and a debt-to-equity ratio of 1.64. The company has a 50-day moving average price of $875.06 and a two-hundred day moving average price of $740.37. The stock has a market cap of $454.97 billion, a price-to-earnings ratio of 49.17, a P/E/G ratio of 1.95 and a beta of 1.59. Caterpillar Inc. has a 12 month low of $357.73 and a 12 month high of $994.49.

Caterpillar (NYSE:CAT) last released 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 company had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The company’s revenue was up 22.2% compared to the same quarter last year. During the same period in the prior year, the company posted $4.25 EPS. Equities analysts predict that Caterpillar Inc. will post 24.64 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Insider Activity

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 transaction 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 approximately $8,471,789.82. This trade represents a 37.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the completion of the sale, the insider owned 46,041 shares in the company, valued at $42,210,388.80. This represents a 26.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 95,773 shares of company stock valued at $87,642,635. 0.33% of the stock is owned by company insiders.

About Caterpillar

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.