Worth Financial Advisory Group LLC Takes $1.56 Million Position in Caterpillar Inc. $CAT

Worth Financial Advisory Group LLC bought a new stake in Caterpillar Inc. (NYSE:CAT) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,468 shares of the industrial products company’s stock, valued at approximately $1,564,000.

A number of other hedge funds also recently bought and sold shares of CAT. Lam Group Inc. purchased a new position in shares of Caterpillar in the 1st quarter worth $26,000. Torren Management LLC purchased a new stake in shares of Caterpillar during the 4th quarter valued at about $27,000. Frazier Financial Advisors LLC lifted its holdings in shares of Caterpillar by 220.0% in the 4th 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 shares of Caterpillar by 440.0% in the 2nd quarter. Decker Retirement Planning Inc. now owns 27 shares of the industrial products company’s stock valued at $29,000 after acquiring an additional 22 shares during the last quarter. Finally, Cornerstone Financial Management LLC purchased a new position in Caterpillar in the fourth quarter worth about $32,000. Hedge funds and other institutional investors own 70.98% of the company’s stock.

Trending Headlines about Caterpillar

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Margins and 2026 outlook improved. Caterpillar’s second-quarter adjusted operating margin increased 430 basis points as higher sales volumes and pricing more than offset tariff-related costs and other expenses. The improvement helped support an upgraded 2026 outlook. Caterpillar’s Q2 Adjusted Operating Margin Rebounds: Is the Worst Over?
• Positive Sentiment: Record performance and backlog remain supportive. Recent coverage highlighted quarterly revenue of roughly $20.5 billion, a sizable earnings beat, year-over-year revenue growth of approximately 24%, and a strong backlog. These factors suggest continued demand for Caterpillar’s construction, mining, and industrial equipment.
• Neutral Sentiment: Analyst targets imply potential upside but also a high bar. Recent price targets have a median of $990, with estimates ranging from $845 to $1,218. However, Caterpillar’s elevated forward valuation leaves the stock sensitive to any slowdown in orders, margins, or economic growth.
• Neutral Sentiment: Relative performance coverage offers limited direction. Articles comparing Caterpillar with Gorman-Rupp and the broader industrial-products sector provide context on performance but do not identify a new fundamental catalyst for CAT.
• Negative Sentiment: Macro concerns are overshadowing company-specific strength. Investor discussions point to interest-rate uncertainty and broader industrial-sector worries as reasons for selling pressure following the earnings outperformance. The stock has also pulled back notably from its recent high, increasing focus on its valuation.
• Negative Sentiment: Insider selling and bearish positioning add pressure. QuiverQuant data shows substantially more insider sales than purchases over the past six months, while Michael Burry is reportedly betting against CAT. These signals may reinforce caution, although insider transactions can reflect portfolio and compensation decisions rather than a direct view of fundamentals.

Analysts Set New Price Targets

CAT has been the topic of a number of recent research reports. Bank of America upped their price objective on Caterpillar from $930.00 to $989.00 and gave the company a “buy” rating in a research report on Friday, May 1st. Wells Fargo & Company boosted their target price on Caterpillar from $1,050.00 to $1,155.00 and gave the company an “overweight” rating in a research report on Tuesday, June 23rd. Wall Street Zen upgraded Caterpillar from a “hold” rating to a “buy” rating in a report on Saturday, May 2nd. Citigroup raised their price target on Caterpillar from $1,020.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Finally, Zacks Research raised shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 12th. One investment 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. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar Stock Down 1.9%

Shares of NYSE:CAT opened at $812.10 on Tuesday. The firm has a market capitalization of $373.30 billion, a PE ratio of 34.94, a price-to-earnings-growth ratio of 1.45 and a beta of 1.60. The business has a 50 day simple moving average of $906.43 and a two-hundred day simple moving average of $834.90. Caterpillar Inc. has a 1 year low of $410.52 and a 1 year high of $1,073.46. The company has a debt-to-equity ratio of 1.65, a current ratio of 1.37 and a quick ratio of 0.85.

Caterpillar (NYSE:CAT) last issued its quarterly earnings results on Tuesday, August 4th. The industrial products company reported $8.17 earnings per share (EPS) 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 analyst estimates of $19.34 billion. During the same period last year, the company earned $4.72 EPS. Caterpillar’s quarterly revenue was up 23.7% compared to the same quarter last year. On average, equities analysts predict that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

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

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.