First Nebraska Trust Co Makes New $901,000 Investment in Caterpillar Inc. $CAT

First Nebraska Trust Co purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 1,272 shares of the industrial products company’s stock, valued at approximately $901,000.

A number of other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. raised its stake in Caterpillar by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 46,385,185 shares of the industrial products company’s stock worth $26,572,681,000 after acquiring an additional 442,164 shares during the last quarter. State Street Corp grew its stake in Caterpillar by 1.1% during the 4th quarter. State Street Corp now owns 35,388,550 shares of the industrial products company’s stock valued at $20,273,039,000 after purchasing an additional 385,204 shares during the last quarter. Geode Capital Management LLC increased its holdings in shares of Caterpillar by 0.9% in the fourth quarter. Geode Capital Management LLC now owns 10,610,182 shares of the industrial products company’s stock valued at $6,072,572,000 after purchasing an additional 94,524 shares during the period. Fisher Asset Management LLC raised its stake in shares of Caterpillar by 0.6% in the fourth quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock worth $5,438,408,000 after purchasing an additional 54,069 shares during the last quarter. Finally, Bank of America Corp DE lifted its holdings in shares of Caterpillar by 16.0% during the fourth 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 purchasing an additional 928,974 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar Stock Up 0.8%

Caterpillar stock opened at $815.73 on Friday. The business’s 50-day moving average price is $924.45 and its 200 day moving average price is $811.52. 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 firm has a market cap of $375.72 billion, a price-to-earnings ratio of 40.60, a price-to-earnings-growth ratio of 1.59 and a beta of 1.57. Caterpillar Inc. has a 52 week low of $405.46 and a 52 week high of $1,073.46.

Caterpillar (NYSE:CAT) last announced its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.Caterpillar’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same period in the previous year, the company posted $4.25 earnings per share. As a group, sell-side analysts anticipate that Caterpillar Inc. will post 24.87 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be paid a $1.63 dividend. The ex-dividend date is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.8%. This is an increase from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio (DPR) is presently 32.45%.

Insider Activity

In other Caterpillar news, CFO Andrew R. J. Bonfield sold 15,674 shares of the company’s stock in a transaction dated Wednesday, May 6th. The shares were sold at an average price of $918.71, for a total value of $14,399,860.54. Following the completion of the transaction, the chief financial officer owned 52,935 shares in the company, valued at approximately $48,631,913.85. This represents a 22.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Anthony D. Fassino sold 16,283 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider directly owned 46,041 shares in the company, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 in the last three months. 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: Analysts expect Caterpillar to report year-over-year growth in both earnings and revenue for the quarter ending June 2026. Results are scheduled for August 4 before the market opens, creating a potential catalyst for a rebound if the company exceeds expectations or raises its outlook. Caterpillar is Set to Report Q2 Earnings
• Positive Sentiment: Some analysts and long-term investors view the recent selloff as an attractive entry point before earnings, citing Caterpillar’s industrial exposure and potential infrastructure and power-grid demand. Here’s Why Caterpillar Is a Buy Before Earnings
• Positive Sentiment: Caterpillar plans to invest up to $10 million in Illinois operations to develop manufacturing talent and strengthen its future workforce. The move supports long-term production capacity and workforce development, although it is unlikely to materially affect near-term earnings. Caterpillar invests to develop manufacturing talent in Illinois
• Neutral Sentiment: Pre-earnings estimates point to year-over-year improvement, but investors are also watching operating metrics such as order trends, margins, construction activity and management’s guidance for the rest of 2026. Unlocking Q2 Potential of Caterpillar
• Negative Sentiment: Robert W. Baird downgraded Caterpillar from “outperform” to “neutral” and cut its price target to $900 from $1,200. The firm cited growing backlash and uncertainty surrounding data-center construction, which could weaken a major source of expected equipment demand. Baird Just Downgraded Caterpillar Stock
• Negative Sentiment: The stock has declined for six consecutive weeks from its 2026 high, reflecting reduced confidence in growth expectations and heightened sensitivity to the upcoming earnings report. Caterpillar stock has slumped

Analyst Upgrades and Downgrades

CAT has been the topic of a number of recent research reports. Argus upped their target price on Caterpillar from $820.00 to $990.00 and gave the company a “buy” rating in a research report on Tuesday, May 5th. Barclays raised their price target on shares of Caterpillar from $700.00 to $800.00 and gave the stock an “equal weight” rating in a research report on Friday, May 1st. JPMorgan Chase & Co. upped their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a report on Wednesday, June 17th. Rothschild & Co Redburn increased 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. Finally, Oppenheimer raised their target price on shares of Caterpillar from $980.00 to $1,105.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. Thirteen investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $966.29.

Caterpillar 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.