Stenger Family Office LLC increased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,140 shares of the industrial products company’s stock after acquiring an additional 1,063 shares during the period. Caterpillar comprises about 1.4% of Stenger Family Office LLC’s holdings, making the stock its 17th largest holding. Stenger Family Office LLC’s holdings in Caterpillar were worth $7,892,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors also recently bought and sold shares of the company. Lam Group Inc. purchased a new stake in shares of Caterpillar during the first quarter valued at approximately $26,000. Torren Management LLC purchased a new position in shares of Caterpillar in the fourth quarter worth $27,000. Frazier Financial Advisors LLC increased its stake in shares of Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock worth $28,000 after buying an additional 33 shares during the period. IFS Advisors LLC bought a new stake in Caterpillar during the 4th quarter valued at $31,000. Finally, Rialto Wealth Management LLC boosted its position in Caterpillar by 47.4% during the 4th quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after buying an additional 18 shares during the period. 70.98% of the stock is currently owned by hedge funds and other institutional investors.
Insider Transactions at Caterpillar
In related news, insider Lange Bob De sold 24,222 shares of the company’s stock in a transaction on 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 sale, the insider directly owned 86,029 shares of the company’s stock, valued at $79,397,884.68. This represents a 21.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 12,605 shares of the stock in a transaction on 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 completion of the transaction, the insider owned 49,825 shares of the company’s stock, valued at approximately $45,236,615.75. This trade represents a 20.19% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 95,773 shares of company stock worth $87,642,635. 0.33% of the stock is owned by insiders.
Wall Street Analyst Weigh In
Get Our Latest Stock Report on Caterpillar
Caterpillar News Roundup
Here are the key news stories impacting Caterpillar this week:
- Positive Sentiment: Caterpillar expanded its mining technology portfolio by acquiring Skycatch, adding near-real-time spatial data, processing, and AI tools that could improve mine safety, planning, and productivity. Caterpillar expands mining technology capabilities with Skycatch acquisition
- Positive Sentiment: The company is reportedly eyeing a multimillion-dollar expansion of its global headquarters, which may signal continued investment and long-term growth confidence. Caterpillar eyes multimillion-dollar global headquarters expansion
- Positive Sentiment: Analysts highlighted Caterpillar’s capital-return profile, including dividends and buybacks, as a reason the stock remains attractive to income-focused investors. Why Caterpillar’s (CAT) Dividend Hike and Buybacks Make Capital-Return Mix Central to Its Tax Profile
- Neutral Sentiment: Market commentary notes that industrial stocks have been leading in 2026, with Caterpillar benefiting from themes like AI infrastructure spending and defense demand, but the broader ETF discussion is not a direct company catalyst. Industrials Are Leading in 2026, But These ETFs Take Different Routes (CAT)
- Neutral Sentiment: Several articles compared CAT with peers or discussed its long-term positioning as an industrial bellwether, which adds context but does not materially change the near-term outlook. TEX vs. CAT: Which Stock Is the Better Value Option?
- Negative Sentiment: Some coverage pointed to shares falling after the Skycatch deal, suggesting investors may be questioning the valuation or immediate payoff from the acquisition. Caterpillar (CAT) Stock Falls 5% Following Skycatch AI Mining Acquisition
- Negative Sentiment: Michael Burry reportedly initiated a short position in Caterpillar, which could weigh on sentiment even though some commentary argued investors should not overreact. Michael Burry Is Shorting Caterpillar Stock for the First Time. Why You Shouldn’t Rush to Do the Same.
Caterpillar Stock Up 1.0%
Shares of NYSE CAT opened at $949.07 on Thursday. The firm has a fifty day simple moving average of $925.59 and a two-hundred day simple moving average of $778.34. Caterpillar Inc. has a 12 month low of $396.88 and a 12 month high of $1,073.46. 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 firm has a market capitalization of $437.13 billion, a PE ratio of 47.24, a price-to-earnings-growth ratio of 1.85 and a beta of 1.57.
Caterpillar (NYSE:CAT – Get Free Report) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. Caterpillar had a net margin of 13.33% and a return on equity of 48.21%. The firm had revenue of $17.41 billion for the quarter, compared to analyst estimates of $16.53 billion. During the same quarter in the previous year, the firm posted $4.25 EPS. The company’s revenue for the quarter was up 22.2% compared to the same quarter last year. Equities analysts expect that Caterpillar Inc. will post 24.71 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. Shareholders of record on Monday, July 20th will be issued a dividend of $1.63 per share. 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 dividend yield of 0.7%. Caterpillar’s dividend payout ratio (DPR) is currently 30.06%.
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.
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