Gould Asset Management LLC CA Invests $1.64 Million in Caterpillar Inc. $CAT

Gould Asset Management LLC CA purchased a new position in Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,544 shares of the industrial products company’s stock, valued at approximately $1,644,000.

Several other large investors also recently added to or reduced their stakes in CAT. Stonebridge Financial Group LLC increased its position in shares of Caterpillar by 0.7% during the second quarter. Stonebridge Financial Group LLC now owns 1,635 shares of the industrial products company’s stock worth $1,741,000 after acquiring an additional 11 shares during the period. Inspirion Wealth Advisors LLC boosted its holdings in shares of Caterpillar by 1.2% in the second quarter. Inspirion Wealth Advisors LLC now owns 944 shares of the industrial products company’s stock valued at $936,000 after purchasing an additional 11 shares during the period. Bell Bank grew its stake in Caterpillar by 0.6% in the second quarter. Bell Bank now owns 1,865 shares of the industrial products company’s stock worth $1,986,000 after purchasing an additional 11 shares in the last quarter. Cornerstone Advisory LLC increased its holdings in Caterpillar by 0.7% during the 1st quarter. Cornerstone Advisory LLC now owns 1,818 shares of the industrial products company’s stock worth $1,288,000 after purchasing an additional 12 shares during the period. Finally, Advisory Resource Group raised its position in Caterpillar by 0.8% during the 4th quarter. Advisory Resource Group now owns 1,632 shares of the industrial products company’s stock valued at $935,000 after purchasing an additional 13 shares in the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on CAT shares. Truist Financial set a $980.00 price target on Caterpillar in a research report on Wednesday, August 5th. Wells Fargo & Company upped their price objective on shares of Caterpillar from $1,050.00 to $1,155.00 and gave the stock an “overweight” rating in a research note on Tuesday, June 23rd. Erste Group Bank cut shares of Caterpillar from a “buy” rating to a “hold” rating in a report on Monday, July 27th. Bank of America boosted their price target on shares of Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a report on Friday, May 1st. Finally, UBS Group upped their price target on shares of Caterpillar from $900.00 to $925.00 and gave the stock a “neutral” rating in a research report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and eleven have issued a Hold rating to the company. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar Price Performance

NYSE CAT opened at $800.11 on Friday. The firm’s fifty day simple moving average is $893.92 and its two-hundred day simple moving average is $837.14. The firm has a market capitalization of $367.79 billion, a P/E ratio of 34.43, a P/E/G ratio of 1.43 and a beta of 1.60. The company has a current ratio of 1.37, a quick ratio of 0.85 and a debt-to-equity ratio of 1.65. Caterpillar Inc. has a 12-month low of $410.52 and a 12-month high of $1,073.46.

Caterpillar (NYSE:CAT) last posted its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm had revenue of $20.54 billion during the quarter, compared to analysts’ expectations of $19.34 billion. During the same quarter last year, the firm earned $4.72 EPS. The business’s quarterly revenue was up 23.7% on a year-over-year basis. Analysts forecast that Caterpillar Inc. will post 27.14 EPS for the current fiscal year.

Caterpillar Increases Dividend

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

Key Stories Impacting Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Caterpillar’s Construction Industries segment generated 35% revenue growth in the second quarter, supported by stronger demand, higher sales volumes and pricing. Digital technology and connected-equipment services could provide additional long-term growth opportunities. CAT’s Construction Revenues Up 35% in Q2: Can It Maintain This Pace?
• Positive Sentiment: Analysts point to favorable earnings-estimate revisions and recent price strength as potential catalysts. Caterpillar’s latest quarterly results also showed substantial year-over-year revenue and earnings growth, with results exceeding consensus expectations. Why Caterpillar (CAT) Might be Well Poised for a Surge
• Positive Sentiment: The company raised its quarterly dividend 8% to $1.63 per share and has now increased its annual dividend for 32 consecutive years, reinforcing Caterpillar’s appeal as an income-growth stock. However, the benefit is partly offset by the stock’s high price and consequently low yield. Caterpillar’s Dividend Case Is Stronger in 2026, But the Yield Is Holding It Back
• Neutral Sentiment: CEO Joe Creed is scheduled to participate in a Wells Fargo investor discussion on September 10. The event could provide updates on demand, dealer inventories and guidance, but it is not an immediate earnings catalyst. Caterpillar CEO Joe Creed to Participate in Virtual Headquarters Visit with Wells Fargo
• Negative Sentiment: One analysis questions whether construction demand is being driven by durable end-market activity or dealer-channel ordering. That uncertainty raises concerns about a possible slowdown or inventory adjustment after the recent surge. Is Caterpillar Stock Relying on an Artificial Demand Story?
• Negative Sentiment: At a valuation above 34 times earnings, Caterpillar leaves less room for disappointment. Investors are also cautious that its data-center-related exposure could face political scrutiny, while the dividend yield remains limited at the current valuation.

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.