Caterpillar Inc. $CAT Position Increased by Meeder Asset Management Inc.

Meeder Asset Management Inc. boosted its holdings in Caterpillar Inc. (NYSE:CAT) by 945.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,365 shares of the industrial products company’s stock after buying an additional 16,608 shares during the quarter. Meeder Asset Management Inc.’s holdings in Caterpillar were worth $13,011,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently modified their holdings of CAT. Vanguard Group Inc. grew its holdings in shares of 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 lifted its holdings in shares of Caterpillar by 1.1% during the fourth 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 boosted its position in shares of Caterpillar by 0.9% in the 4th 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 boosted its position in shares of Caterpillar by 0.6% in the 4th quarter. Fisher Asset Management LLC now owns 9,493,266 shares of the industrial products company’s stock valued at $5,438,408,000 after purchasing an additional 54,069 shares during the period. Finally, Bank of America Corp DE increased its stake 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 purchasing an additional 928,974 shares in the last quarter. Institutional investors and hedge funds own 70.98% of the company’s stock.

More Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Multiple analyst updates turned incrementally more optimistic on Caterpillar’s earnings outlook, with Erste Group Bank and Zacks Research lifting FY2026, FY2027, FY2028 and several quarterly EPS estimates. Higher profit expectations can support the stock by reinforcing the view that CAT’s long-term demand and pricing power remain solid.
• Positive Sentiment: Several commentary pieces highlighted Caterpillar as a leading industrial and equipment name versus peers like Volvo, citing stronger earnings momentum, rising estimates, and long-term growth tied to infrastructure, electrification, automation, and AI data-center buildout demand.
• Neutral Sentiment: Pre-earnings coverage noted Wall Street is expecting Caterpillar’s upcoming Q2 2026 report to show another double-digit profit increase, which keeps investor attention focused on whether results can justify the stock’s premium valuation.
• Neutral Sentiment: Several articles framed Caterpillar as a high-quality company with a strong brand and global dealer network, but also warned that the valuation looks rich. That limits near-term upside unless earnings growth continues to outpace expectations.
• Negative Sentiment: Caterpillar was also mentioned in broader market weakness and “AI selloff” coverage, and Zacks Research downgraded the stock from strong-buy to hold. That suggests some investors are becoming more cautious after the recent run-up.

Insiders Place Their Bets

In other Caterpillar news, insider Lange Bob De sold 24,222 shares of the business’s stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $922.92, for a total value of $22,354,968.24. Following the transaction, the insider owned 86,029 shares in the company, valued at $79,397,884.68. The trade was a 21.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jason Kaiser sold 5,642 shares of the company’s stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $883.03, for a total value of $4,982,055.26. Following the completion of the transaction, the insider directly owned 9,594 shares in the company, valued at approximately $8,471,789.82. The trade was a 37.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 95,773 shares of company stock valued at $87,642,635 in the last three months. Company insiders own 0.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on CAT. 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 research note on Wednesday, June 17th. Wolfe Research lifted their target price on shares of Caterpillar from $670.00 to $750.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 31st. Oppenheimer upped their price target on shares of Caterpillar from $980.00 to $1,105.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. UBS Group reaffirmed a “neutral” rating and issued a $900.00 price objective on shares of Caterpillar in a research note on Tuesday, June 2nd. Finally, Jefferies Financial Group lifted their price objective on shares of Caterpillar from $900.00 to $1,045.00 and gave the stock a “buy” rating in a research report on Friday, May 1st. Fifteen investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $980.57.

Caterpillar Price Performance

Shares of CAT opened at $881.26 on Monday. The business’s 50-day moving average is $931.29 and its 200-day moving average is $794.97. The company has a debt-to-equity ratio of 1.64, a current ratio of 1.35 and a quick ratio of 0.81. The company has a market capitalization of $405.90 billion, a price-to-earnings ratio of 43.87, a P/E/G ratio of 1.72 and a beta of 1.57. Caterpillar Inc. has a fifty-two week low of $405.46 and a fifty-two week high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, topping the consensus estimate of $4.65 by $0.89. The business had revenue of $17.41 billion during the quarter, compared to analysts’ expectations of $16.53 billion. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm’s quarterly revenue was up 22.2% compared to the same quarter last year. During the same period last year, the company posted $4.25 earnings per share. Equities research analysts expect that Caterpillar Inc. will post 24.87 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

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.