Goepper Burkhardt LLC Decreases Holdings in Caterpillar Inc. $CAT

Goepper Burkhardt LLC decreased its holdings in Caterpillar Inc. (NYSE:CAT) by 35.3% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,467 shares of the industrial products company’s stock after selling 800 shares during the period. Goepper Burkhardt LLC’s holdings in Caterpillar were worth $1,039,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Lam Group Inc. bought a new stake in Caterpillar in the first quarter worth $26,000. Torren Management LLC bought a new position in shares of Caterpillar during the fourth quarter valued at about $27,000. Frazier Financial Advisors LLC increased its holdings 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 shares of Caterpillar in the 4th quarter valued at about $31,000. Finally, Rialto Wealth Management LLC boosted its holdings 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 acquiring an additional 18 shares during the period. Institutional investors own 70.98% of the company’s stock.

Caterpillar Price Performance

Shares of CAT stock opened at $889.40 on Wednesday. The company has a debt-to-equity ratio of 1.64, a quick ratio of 0.81 and a current ratio of 1.35. Caterpillar Inc. has a fifty-two week low of $405.46 and a fifty-two week high of $1,073.46. The firm has a market cap of $409.65 billion, a P/E ratio of 44.27, a P/E/G ratio of 1.69 and a beta of 1.57. The business’s 50 day moving average price is $929.62 and its 200-day moving average price is $799.21.

Caterpillar (NYSE:CAT) last announced its earnings results on Thursday, April 30th. The industrial products company reported $5.54 EPS for the quarter, beating analysts’ consensus estimates of $4.65 by $0.89. The company had revenue of $17.41 billion during the quarter, compared to the consensus estimate of $16.53 billion. Caterpillar had a return on equity of 48.21% and a net margin of 13.33%.The firm’s revenue for the quarter was up 22.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.25 earnings per share. On average, equities research analysts anticipate that Caterpillar Inc. will post 24.87 earnings per share for the current year.

Caterpillar Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th will be given a $1.63 dividend. The ex-dividend date of this dividend is Monday, July 20th. This represents a $6.52 annualized dividend and a dividend yield of 0.7%. This is a positive change from Caterpillar’s previous quarterly dividend of $1.51. Caterpillar’s dividend payout ratio is 32.45%.

Insider Activity

In other news, insider Anthony D. Fassino sold 16,283 shares of Caterpillar stock in a transaction dated Monday, May 11th. The shares were sold at an average price of $916.80, for a total transaction of $14,928,254.40. Following the sale, the insider owned 46,041 shares of the company’s stock, valued at approximately $42,210,388.80. The trade was a 26.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO William E. Schaupp sold 360 shares of the business’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $906.00, for a total transaction of $326,160.00. Following the transaction, the chief accounting officer owned 530 shares in the company, valued at $480,180. This represents a 40.45% 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 company insiders.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on CAT. JPMorgan Chase & Co. lifted their price target on Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a research note on Wednesday, June 17th. Robert W. Baird raised their target price on shares of Caterpillar from $1,165.00 to $1,200.00 and gave the stock an “outperform” rating in a report on Friday, June 26th. 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 note on Tuesday, March 31st. Evercore reissued an “outperform” rating and set a $1,103.00 price target on shares of Caterpillar in a research report on Monday, May 11th. Finally, DA Davidson boosted their price objective on shares of Caterpillar from $650.00 to $845.00 and gave the company a “neutral” rating in a research report on Monday, May 4th. Fifteen investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $980.57.

Key Headlines Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Wall Street sentiment remains constructive, with Caterpillar’s average brokerage recommendation still equivalent to a Buy, supporting investor confidence in the stock. Is It Worth Investing in Caterpillar (CAT) Based on Wall Street’s Bullish Views?
• Positive Sentiment: Analysts lifted Caterpillar’s modeled fair value estimate from $913.29 to $970.37, suggesting higher expectations for the stock’s intrinsic value. Caterpillar (CAT) Stock Fair Value Edges Higher After Analysts Lift Targets
• Positive Sentiment: Market coverage noted Caterpillar was among the Dow’s stronger performers, reflecting broader momentum in the shares during Tuesday’s session. Dow Rises 500 Points. It’s Not a Broad Rally.
• Neutral Sentiment: Caterpillar announced it will release second-quarter 2026 financial results on August 4, which puts investors on watch for a potentially important catalyst but does not provide new operating results yet. Caterpillar Inc. to Announce Second-Quarter 2026 Financial Results on August 4
• Neutral Sentiment: Zacks highlighted Caterpillar as one of several dividend-paying industrial names benefiting from AI-related infrastructure spending, a supportive but indirect theme for the stock. These Stocks Offer AI Exposure and Dividend Payouts
• Neutral Sentiment: A local article said Caterpillar began renovations after buying property in Texas, which is operationally interesting but unlikely to move the stock on its own. Caterpillar embarks on renovations after purchasing property in Texas

Caterpillar Company 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.