Community Bank of Raymore Sells 632 Shares of Caterpillar Inc. $CAT

Community Bank of Raymore reduced its position in shares of Caterpillar Inc. (NYSE:CAT) by 3.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 16,803 shares of the industrial products company’s stock after selling 632 shares during the period. Caterpillar comprises about 8.0% of Community Bank of Raymore’s holdings, making the stock its 2nd largest position. Community Bank of Raymore’s holdings in Caterpillar were worth $11,904,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Torren Management LLC purchased a new stake in Caterpillar during the 4th quarter worth about $27,000. Frazier Financial Advisors LLC increased its holdings in shares of Caterpillar by 220.0% in the 4th quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the last quarter. IFS Advisors LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth about $31,000. Cornerstone Financial Management LLC acquired a new stake in shares of Caterpillar during the 4th quarter worth about $32,000. Finally, Rialto Wealth Management LLC lifted its stake in Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock worth $32,000 after purchasing an additional 18 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar is being linked to the AI buildout after reports said its Solar Turbines unit is helping supply equipment for Chevron and Microsoft’s massive West Texas data center power project, highlighting new long-term demand for power-generation gear. Caterpillar (CAT) Lands Key Role In Chevron Microsoft AI Data Center Build
• Positive Sentiment: CAT’s record $63 billion backlog, up 79% year over year, suggests sustained demand and gives investors more confidence in revenue visibility and 2026 sales growth. CAT’s Record Backlog: A Sign of Sustained Demand Strength?
• Positive Sentiment: Analysts and market commentary continue to highlight Caterpillar as a top industrial stock, with industrial production improving and Caterpillar cited among names benefiting from the broader manufacturing upcycle. Industrial Production Rises Amid Inflation Woes: 4 Stocks to Grab
• Positive Sentiment: Market coverage says Caterpillar’s stock has hit a milestone above $1,000 and remains one of the standout winners in the industrial rally, reinforcing momentum-focused buying. Caterpillar’s stock hits a milestone as AI-fueled industrials rally sweeps up Wall Street
• Neutral Sentiment: Caterpillar Foundation news about extending STEM education and workforce-readiness collaboration is positive for the company’s reputation, but it is unlikely to move the stock much on its own. Project Lead The Way and Caterpillar Foundation Extend Collaboration to Advance STEM Education and Workforce Readiness
• Neutral Sentiment: Additional articles about Caterpillar’s long-term quality, investor attention, and record run mostly reinforce the bullish narrative rather than add a new catalyst. Industrial Production Rises Amid Inflation Woes: 4 Stocks to Grab

Insider Activity

In related news, insider Denise C. Johnson sold 12,605 shares of the business’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $907.91, for a total value of $11,444,205.55. Following the transaction, the insider owned 49,825 shares in the company, valued at $45,236,615.75. The trade was a 20.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Anthony D. Fassino sold 16,283 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $916.80, for a total value of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. This represents a 26.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 95,773 shares of company stock valued at $87,642,635. Insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

CAT stock opened at $986.44 on Wednesday. The company has a current ratio of 1.35, a quick ratio of 0.81 and a debt-to-equity ratio of 1.64. The company has a market capitalization of $454.34 billion, a P/E ratio of 49.10, a PEG ratio of 2.02 and a beta of 1.59. The business has a 50 day simple moving average of $883.64 and a 200-day simple moving average of $747.45. Caterpillar Inc. has a twelve month low of $367.92 and a twelve month high of $1,023.29.

Caterpillar (NYSE:CAT) last released its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating the consensus estimate of $4.65 by $0.89. The firm had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.25 EPS. As a group, equities analysts anticipate that Caterpillar Inc. will post 24.64 EPS for the current year.

Caterpillar Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be issued a dividend of $1.63 per share. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. This represents a $6.52 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date of this dividend is Monday, July 20th. Caterpillar’s dividend payout ratio is 30.06%.

Analyst Ratings Changes

Several brokerages have commented on CAT. Oppenheimer set a $980.00 price target on shares of Caterpillar and gave the company an “outperform” rating in a research note on Friday, May 1st. Barclays upped their target price on shares of Caterpillar from $700.00 to $800.00 and gave the company an “equal weight” rating in a report on Friday, May 1st. Bank of America increased their target price on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Wolfe Research lifted their price target on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 31st. Finally, Williams Trading set a $825.00 price objective on shares of Caterpillar in a research note on Tuesday, March 10th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Caterpillar currently has a consensus rating of “Moderate Buy” and a consensus target price of $939.86.

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.