Leonteq Securities AG Cuts Stock Holdings in Caterpillar Inc. $CAT

Leonteq Securities AG lowered its position in Caterpillar Inc. (NYSE:CAT) by 79.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,345 shares of the industrial products company’s stock after selling 5,280 shares during the period. Leonteq Securities AG’s holdings in Caterpillar were worth $1,432,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Lam Group Inc. purchased a new stake in Caterpillar in the 1st quarter valued at about $26,000. Torren Management LLC purchased a new stake in shares of Caterpillar during the fourth quarter valued at approximately $27,000. Frazier Financial Advisors LLC increased its position in shares of Caterpillar by 220.0% during the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 33 shares during the last quarter. Decker Retirement Planning Inc. lifted its holdings in Caterpillar by 440.0% during the second quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock worth $29,000 after acquiring an additional 22 shares during the period. Finally, Cornerstone Financial Management LLC purchased a new position in Caterpillar in the fourth quarter worth $32,000. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Price Performance

Shares of NYSE:CAT opened at $814.68 on Thursday. The company has a 50 day moving average of $912.19 and a 200 day moving average of $832.06. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. The stock has a market cap of $374.49 billion, a P/E ratio of 35.06, a P/E/G ratio of 1.48 and a beta of 1.60. Caterpillar Inc. has a 12 month low of $410.52 and a 12 month 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 EPS for the quarter, beating the consensus estimate of $6.22 by $1.95. The firm had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The business’s quarterly revenue was up 23.7% compared to the same quarter last year. During the same period last year, the firm earned $4.72 EPS. As a group, sell-side analysts forecast that Caterpillar Inc. will post 26.98 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Analysts raised earnings forecasts. Zacks Research increased its EPS projections across several periods, including FY2027 to $30.14 from $29.01 and FY2028 to $35.97 from $34.31. The firm maintained a “Strong-Buy” rating, signaling improved confidence in Caterpillar’s long-term earnings outlook. Zacks Research estimates
• Positive Sentiment: Growth momentum remains a supporting factor. A Zacks analysis said volume-driven growth is accelerating across Caterpillar’s three segments and prompted a sharp increase in its 2026 sales outlook. The company also announced a $3 million workforce investment in Arkansas, supporting local hiring and operations. Caterpillar volume gains analysis Caterpillar workforce initiative
• Neutral Sentiment: Recent gains may be prompting profit-taking. Commentary highlighted that CAT has risen sharply over the past year, increasing attention to valuation and how much future growth is already reflected in the stock. CAT stock performance analysis
• Negative Sentiment: Weak industrial data raised demand concerns. U.S. industrial production was weaker than expected in July, prompting investors to question whether Caterpillar’s record backlog can withstand a slowdown in industrial activity and equipment demand. Weaker U.S. industrial output analysis
• Negative Sentiment: Market-wide selling pressured CAT. Caterpillar and Goldman Sachs were cited as major drags on the Dow amid a pullback in AI-related and technology-linked trades. This appears to reflect broader risk reduction and sector rotation rather than a new company-specific operational setback. Dow market pressure

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on CAT. Oppenheimer reaffirmed an “outperform” rating and set a $1,118.00 target price on shares of Caterpillar in a research report on Tuesday, August 4th. Wells Fargo & Company increased their price target on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. JPMorgan Chase & Co. raised their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the stock an “overweight” rating in a report on Wednesday, June 17th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Finally, Erste Group Bank lowered shares of Caterpillar from a “buy” rating to a “hold” rating in a research note on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Caterpillar presently has a consensus rating of “Moderate Buy” and an average target price of $995.52.

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.