Integrity Wealth Solutions LLC Purchases 564 Shares of Caterpillar Inc. $CAT

Integrity Wealth Solutions LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 90.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,185 shares of the industrial products company’s stock after purchasing an additional 564 shares during the quarter. Integrity Wealth Solutions LLC’s holdings in Caterpillar were worth $679,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Torren Management LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at about $27,000. IFS Advisors LLC acquired a new position in shares of Caterpillar during the fourth quarter valued at about $31,000. Rialto Wealth Management LLC increased its holdings in shares of Caterpillar by 47.4% during the fourth quarter. Rialto Wealth Management LLC now owns 56 shares of the industrial products company’s stock valued at $32,000 after acquiring an additional 18 shares in the last quarter. Marquette Asset Management LLC increased its holdings in shares of Caterpillar by 1,060.0% during the third quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares in the last quarter. Finally, Noble Wealth Management PBC increased its holdings in shares of Caterpillar by 140.0% during the fourth quarter. Noble Wealth Management PBC now owns 60 shares of the industrial products company’s stock valued at $34,000 after acquiring an additional 35 shares in the last quarter. 70.98% of the stock is currently owned by institutional investors.

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Q1 beat and strong results: Caterpillar reported adjusted EPS of $5.54 and revenue of ~$17.4B (up ~22% YoY), topping estimates; management highlighted volume, pricing and a record backlog as drivers. Caterpillar Reports First-Quarter 2026 Results
• Positive Sentiment: Raised outlook on AI-driven demand: Management said AI buildouts are boosting demand for power generation and related equipment, prompting a higher annual revenue forecast and contributing to the stock’s move toward all‑time highs. Caterpillar forecasts higher annual revenue as power equipment benefits from AI buildout
• Positive Sentiment: Record backlog & sector impact: Reports note a record backlog in power and energy equipment for data centers and robust construction demand — a structural tailwind for near‑term revenue visibility. Caterpillar stock jumps on record backlog
• Positive Sentiment: Large power deals / channel expansion: Caterpillar entered a strategic framework with ProPetro’s PROPWR to supply up to 2.1 GW of generation capacity through 2031 — expands addressable market in data‑center and industrial power. PROPWR Secures Strategic Framework Agreement with Caterpillar Inc.
• Positive Sentiment: Capital returns: Management deployed ~$5.7B in the quarter for buybacks and dividends, supporting EPS and shareholder returns. Caterpillar Reports First-Quarter 2026 Results
• Neutral Sentiment: Market reaction / index impact: CAT’s post‑earnings rally helped lift major indexes and ETFs with Caterpillar exposure have seen inflows — useful for liquidity and momentum but not a fundamental change. ETFs tied to Caterpillar jump after the stock’s earnings-driven rally
• Negative Sentiment: Tariff and cost headwinds: Management warned of significant tariff costs for 2026 that could pressure margins and partially offset pricing and volume gains. Caterpillar expecting significant tariff costs again for 2026

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on CAT shares. Truist Financial upped their price objective on shares of Caterpillar from $786.00 to $920.00 and gave the company a “buy” rating in a report on Monday, April 20th. Robert W. Baird upped their price objective on shares of Caterpillar from $805.00 to $940.00 and gave the company an “outperform” rating in a report on Wednesday, April 22nd. DA Davidson upped their price objective on shares of Caterpillar from $569.00 to $650.00 and gave the company a “neutral” rating in a report on Monday, February 2nd. Citigroup upped their price objective on shares of Caterpillar from $785.00 to $905.00 and gave the company a “buy” rating in a report on Monday, April 13th. Finally, Sanford C. Bernstein increased their price target on shares of Caterpillar from $678.00 to $769.00 and gave the stock a “market perform” rating in a report on Thursday, April 9th. Sixteen equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $794.36.

Insiders Place Their Bets

In other Caterpillar news, insider Lange Bob De sold 22,656 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $720.11, for a total value of $16,314,812.16. Following the sale, the insider owned 79,953 shares in the company, valued at approximately $57,574,954.83. This represents a 22.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Rodney Michael Shurman sold 2,278 shares of the company’s stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $759.61, for a total value of $1,730,391.58. Following the completion of the sale, the insider owned 1,443 shares in the company, valued at approximately $1,096,117.23. This represents a 61.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 125,950 shares of company stock worth $88,577,390. Corporate insiders own 0.33% of the company’s stock.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $890.91 on Friday. Caterpillar Inc. has a twelve month low of $311.02 and a twelve month high of $896.98. The company’s 50 day moving average is $746.86 and its 200 day moving average is $655.04. The company has a current ratio of 1.44, a quick ratio of 0.94 and a debt-to-equity ratio of 1.44. The company has a market cap of $414.53 billion, a PE ratio of 47.34, a price-to-earnings-growth ratio of 1.87 and a beta of 1.52.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Thursday, April 30th. The industrial products company reported $5.54 earnings per share for the quarter, topping the consensus estimate of $4.65 by $0.89. Caterpillar had a net margin of 13.14% and a return on equity of 45.76%. The company had revenue of $17.42 billion for the quarter, compared to the consensus estimate of $16.53 billion. During the same quarter in the prior year, the company earned $4.25 EPS. Caterpillar’s quarterly revenue was up 22.2% on a year-over-year basis. On average, sell-side analysts forecast that Caterpillar Inc. will post 22.89 EPS for the current year.

Caterpillar Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, May 19th. Shareholders of record on Monday, April 20th will be given a $1.51 dividend. This represents a $6.04 annualized dividend and a yield of 0.7%. The ex-dividend date is Monday, April 20th. Caterpillar’s dividend payout ratio is currently 32.09%.

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.