Vivid Wealth Management LLC Sells 860 Shares of Caterpillar Inc. $CAT

Vivid Wealth Management LLC lessened its stake in Caterpillar Inc. (NYSE:CAT) by 21.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,067 shares of the industrial products company’s stock after selling 860 shares during the quarter. Caterpillar makes up approximately 1.1% of Vivid Wealth Management LLC’s portfolio, making the stock its 15th biggest holding. Vivid Wealth Management LLC’s holdings in Caterpillar were worth $3,266,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of CAT. Diamant Asset Management Inc. increased its position in Caterpillar by 68,427.2% in the first quarter. Diamant Asset Management Inc. now owns 3,140,603 shares of the industrial products company’s stock worth $2,224,992,000 after buying an additional 3,136,020 shares during the last quarter. Ascentis Wealth Management LLC lifted its position in shares of Caterpillar by 110,539.0% during the 2nd quarter. Ascentis Wealth Management LLC now owns 2,518,143 shares of the industrial products company’s stock valued at $2,711,772,000 after buying an additional 2,515,867 shares during the last quarter. Capital International Investors bought a new position in shares of Caterpillar during the 4th quarter worth $1,225,317,000. Northwestern Mutual Wealth Management Co. grew its stake in shares of Caterpillar by 573.1% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,504,612 shares of the industrial products company’s stock worth $861,947,000 after acquiring an additional 1,281,087 shares during the period. Finally, Bank of America Corp DE increased its holdings in Caterpillar by 16.0% in the 4th quarter. Bank of America Corp DE now owns 6,738,802 shares of the industrial products company’s stock worth $3,860,457,000 after acquiring an additional 928,974 shares during the last quarter. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Caterpillar News Summary

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Higher full-year earnings forecasts: Zacks Research raised its FY2026 EPS estimate to $26.55 from $24.51 and its Q2 2027 estimate to $7.90 from $7.17. Zacks maintained a “Strong Buy” rating, signaling confidence in Caterpillar’s earnings trajectory. Zacks Research Forecasts Stronger Earnings for Caterpillar
• Positive Sentiment: $392 million tariff refund: Caterpillar received a significant refund as duty costs declined. The benefit partially offsets approximately $400 million in tariff expenses incurred during the quarter ended June 30 and could support near-term profitability and cash flow. Caterpillar bags $392M tariff refund as duty costs shrink
• Positive Sentiment: Constructive market backdrop: Expectations for continued S&P 500 strength, resilient earnings growth and potential AI-related capital spending are supportive for industrial companies such as Caterpillar. 5 Reasons the S&P 500 Could Keep Rallying Through Year-End
• Neutral Sentiment: High volatility remains a trading risk: Options activity indicates Caterpillar’s stock could experience unusually large moves in either direction, increasing uncertainty despite favorable fundamental projections. Caterpillar Stock Is Priced To Swing Hundreds Of Dollars Either Way
• Negative Sentiment: AI data-center backlash: Proposed restrictions and political resistance to AI-related power demand in Texas and New York could delay or reduce data-center construction. That creates a risk for Caterpillar’s power-generation and related equipment demand, prompting investors to reassess the company’s growth outlook. What Is Caterpillar Facing As AI Data Center Backlash Grows?
• Negative Sentiment: Near-term estimate reduction: Zacks lowered its Q4 2026 EPS forecast to $6.47 from $6.61, suggesting some caution around the next quarterly results even though its full-year and longer-term estimates improved. Caterpillar analyst estimates

Analyst Ratings Changes

Several equities research analysts have commented on CAT shares. Oppenheimer reaffirmed an “outperform” rating and set a $1,118.00 price objective on shares of Caterpillar in a report on Tuesday, August 4th. DA Davidson lifted their target price on shares of Caterpillar from $845.00 to $882.00 and gave the stock a “neutral” rating in a research note on Thursday, August 6th. Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the company an “equal weight” rating in a research report on Friday, May 1st. Robert W. Baird set a $970.00 price target on shares of Caterpillar in a research note on Wednesday, August 5th. Finally, Citigroup raised their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a report on Tuesday, July 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar Stock Up 1.7%

Shares of NYSE CAT opened at $828.90 on Friday. Caterpillar Inc. has a 52 week low of $410.52 and a 52 week high of $1,073.46. The business has a 50-day simple moving average of $908.86 and a two-hundred day simple moving average of $833.13. 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 company has a market cap of $381.02 billion, a P/E ratio of 35.67, a P/E/G ratio of 1.43 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, beating the consensus estimate of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion for the quarter, compared to analysts’ expectations of $19.34 billion. During the same period in the prior year, the business posted $4.72 earnings per share. The company’s revenue was up 23.7% on a year-over-year basis. Research analysts anticipate that Caterpillar Inc. will post 27.14 earnings per share for the current fiscal year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Investors of record on Monday, July 20th were issued a dividend of $1.63 per share. This is a boost from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date of this dividend was Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s payout ratio is currently 28.06%.

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.