972 Shares in Caterpillar Inc. $CAT Bought by Requisite Capital Management LLC

Requisite Capital Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 972 shares of the industrial products company’s stock, valued at approximately $1,036,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CAT. Axxcess Wealth Management LLC increased its position in Caterpillar by 2.8% in the 4th quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock worth $12,844,000 after buying an additional 604 shares during the period. DSG Capital Advisors LLC acquired a new stake in shares of Caterpillar in the first quarter worth $1,226,000. Cornerstone Planning LLC acquired a new stake in shares of Caterpillar in the fourth quarter worth $4,517,000. RiverFront Investment Group LLC increased its position in Caterpillar by 21.1% during the fourth quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock worth $5,107,000 after acquiring an additional 1,552 shares during the period. Finally, Larson Financial Group LLC raised its stake in Caterpillar by 73.6% during the 4th quarter. Larson Financial Group LLC now owns 12,915 shares of the industrial products company’s stock valued at $7,399,000 after purchasing an additional 5,476 shares during the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on CAT. Evercore restated an “outperform” rating and issued a $1,103.00 price target on shares of Caterpillar in a research report on Monday, May 11th. Citigroup upped their price objective on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $1,002.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Robert W. Baird set a $970.00 price target on Caterpillar in a research note on Wednesday, August 5th. Finally, Truist Financial set a $980.00 price target on Caterpillar in a report on Wednesday, August 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, Caterpillar presently has an average rating of “Moderate Buy” and a consensus target price of $995.52.

Caterpillar Price Performance

Caterpillar stock opened at $800.11 on Friday. The business has a 50 day simple moving average of $893.92 and a 200 day simple moving average of $837.14. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85. The company has a market capitalization of $367.79 billion, a PE ratio of 34.43, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. Caterpillar Inc. has a one year low of $410.52 and a one year high of $1,073.46.

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 analysts’ consensus estimates 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 business’s revenue was up 23.7% compared to the same quarter last year. On average, sell-side analysts forecast that Caterpillar Inc. will post 27.14 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

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.