Caterpillar Inc. $CAT is Tema ETFs LLC’s 10th Largest Position

Tema ETFs LLC lifted its stake in Caterpillar Inc. (NYSE:CAT) by 17.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,566 shares of the industrial products company’s stock after buying an additional 7,080 shares during the period. Caterpillar makes up 1.7% of Tema ETFs LLC’s investment portfolio, making the stock its 10th largest holding. Tema ETFs LLC’s holdings in Caterpillar were worth $51,718,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Stonebridge Financial Group LLC boosted its stake in Caterpillar by 0.7% in the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock valued at $1,741,000 after acquiring an additional 11 shares in the last quarter. Inspirion Wealth Advisors LLC increased its position in shares of Caterpillar by 1.2% during the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock worth $936,000 after purchasing an additional 11 shares in the last quarter. Cornerstone Advisory LLC lifted its holdings in shares of Caterpillar by 0.7% in the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock valued at $1,288,000 after purchasing an additional 12 shares during the last quarter. Advisory Resource Group boosted its position in shares of 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. Finally, Sunbeam Capital Management LLC boosted its position in shares of Caterpillar by 1.1% in the 1st quarter. Sunbeam Capital Management LLC now owns 1,164 shares of the industrial products company’s stock valued at $825,000 after purchasing an additional 13 shares during the period. 70.98% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Wells Fargo & Company lifted their price target on Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research report on Tuesday, June 23rd. Citigroup increased their price objective on Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Royal Bank Of Canada lifted their target price on shares of Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a report on Wednesday, August 5th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $1,002.00 price target on shares of Caterpillar in a research report on Wednesday, August 5th. Finally, Morgan Stanley set a $915.00 price target on shares of Caterpillar and gave the stock an “equal weight” rating in a research note on Friday, May 1st. Thirteen research analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $995.52.

Insider Transactions at Caterpillar

In other Caterpillar news, insider Denise C. Johnson sold 12,605 shares of the company’s stock in a transaction on Thursday, May 14th. The shares were sold at an average price of $907.91, for a total transaction of $11,444,205.55. Following the completion of the transaction, the insider owned 49,825 shares in the company, valued at approximately $45,236,615.75. This represents a 20.19% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.33% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: AI and data-center demand are accelerating growth. Caterpillar’s quarterly sales surpassed $20 billion as demand for generators used in data centers increased, reinforcing expectations that AI infrastructure spending can support the company’s Energy & Transportation business. Caterpillar sales surpass $20B as data center generators take off
• Positive Sentiment: Record results and backlog support the bullish outlook. Caterpillar’s Q2 earnings significantly exceeded expectations, with revenue up 23.7% year over year, while a reported $72 billion backlog and raised 2026 outlook provide visibility into future sales and earnings. Should You Buy, Sell or Hold Caterpillar Stock Post Q2 Earnings?
• Positive Sentiment: Analysts are modestly raising earnings expectations. Erste Group Bank increased its FY2026 EPS estimate to $24.78 from $24.56 and its FY2027 estimate to $31.18 from $30.31, reflecting improved expectations despite maintaining a Hold rating. Caterpillar analyst estimates
• Neutral Sentiment: Production capacity is becoming the key execution issue. Caterpillar has major engines and turbines booked years ahead, but the pace at which it can expand output at existing facilities may determine how much of the demand opportunity converts into additional revenue and profit. Caterpillar Stock’s Upside Is Sitting in Plants It Already Owns
• Negative Sentiment: Valuation leaves limited room for disappointment. After a substantial five-year gain, valuation models present a mixed picture, with one analysis suggesting CAT is approximately 6% overvalued. Investors are weighing whether AI-related optimism and heavy-equipment demand are already reflected in the share price. Caterpillar (CAT) Stock Could Be 6% Overvalued As AI Demand Lifts Outlook

Caterpillar Stock Up 0.9%

Caterpillar stock opened at $844.74 on Wednesday. Caterpillar Inc. has a twelve month low of $405.46 and a twelve month high of $1,073.46. The stock has a 50 day moving average of $919.15 and a two-hundred day moving average of $823.23. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market capitalization of $388.30 billion, a price-to-earnings ratio of 36.35, a PEG ratio of 1.50 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its 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 company had revenue of $20.54 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same period last year, the business posted $4.72 EPS. The company’s revenue was up 23.7% on a year-over-year basis. As a group, research analysts expect that Caterpillar Inc. will post 26.56 earnings per share for the current year.

Caterpillar Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Investors of record on Monday, July 20th will be given a $1.63 dividend. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. The ex-dividend date is Monday, July 20th. This represents a $6.52 dividend on an annualized basis and a yield of 0.8%. Caterpillar’s payout ratio is 28.06%.

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.