MSH Capital Advisors LLC Acquires Shares of 3,219 Caterpillar Inc. $CAT

MSH Capital Advisors LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,219 shares of the industrial products company’s stock, valued at approximately $3,428,000.

Several other institutional investors and hedge funds have also made changes to their positions in CAT. Lam Group Inc. purchased a new position in Caterpillar during the 1st quarter worth approximately $26,000. Frazier Financial Advisors LLC lifted its stake in Caterpillar by 220.0% in the fourth quarter. Frazier Financial Advisors LLC now owns 48 shares of the industrial products company’s stock valued at $28,000 after buying an additional 33 shares during the last quarter. Decker Retirement Planning Inc. boosted its holdings in shares of Caterpillar by 440.0% in the second 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 period. Cornerstone Financial Management LLC purchased a new position in shares of Caterpillar during the fourth quarter worth approximately $32,000. Finally, Matrix Trust Co increased its holdings in shares of Caterpillar by 93.8% in the 2nd quarter. Matrix Trust Co now owns 31 shares of the industrial products company’s stock valued at $33,000 after acquiring an additional 15 shares during the period. 70.98% of the stock is owned by hedge funds and other institutional investors.

Caterpillar Stock Performance

NYSE:CAT opened at $778.59 on Wednesday. The firm’s fifty day moving average price is $885.31 and its 200 day moving average price is $838.23. 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. The firm has a market cap of $357.89 billion, a price-to-earnings ratio of 33.50, a price-to-earnings-growth ratio of 1.38 and a beta of 1.60.

Caterpillar (NYSE:CAT) last announced its quarterly earnings data on Tuesday, August 4th. The industrial products company reported $8.17 EPS for the quarter, topping analysts’ consensus estimates of $6.22 by $1.95. Caterpillar had a net margin of 14.51% and a return on equity of 55.53%. The company had revenue of $20.54 billion during the quarter, compared to the consensus estimate of $19.34 billion. During the same quarter in the prior year, the firm earned $4.72 EPS. Caterpillar’s quarterly revenue was up 23.7% on a year-over-year basis. On average, sell-side analysts expect that Caterpillar Inc. will post 27.35 EPS for the current year.

Caterpillar Increases Dividend

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

Insider Buying and Selling

In related news, CEO Joseph E. Creed sold 32,401 shares of the firm’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $808.98, for a total value of $26,211,760.98. Following the completion of the sale, the chief executive officer owned 34,555 shares in the company, valued at $27,954,303.90. This trade represents a 48.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.33% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently commented on the stock. Citigroup upped their price target on shares of Caterpillar from $1,020.00 to $1,100.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Zacks Research upgraded shares of Caterpillar from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 12th. Robert W. Baird set a $970.00 target price on shares of Caterpillar in a report on Wednesday, August 5th. Truist Financial set a $980.00 target price on shares of Caterpillar in a research note on Wednesday, August 5th. Finally, Sanford C. Bernstein reissued a “market perform” rating and set a $1,002.00 price target on shares of Caterpillar in a report on Wednesday, August 5th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, Caterpillar currently has a consensus rating of “Moderate Buy” and an average price target of $995.52.

Caterpillar News Roundup

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Higher earnings expectations: Erste Group Bank raised its FY2026 EPS forecast for Caterpillar to $27.50 from $24.78, above the current analyst consensus of $27.14. The firm maintains a “Hold” rating, so the estimate increase is positive but not a strong bullish endorsement. Erste Group Bank Predicts Stronger Earnings for Caterpillar
• Positive Sentiment: Analyst sentiment remains favorable: Caterpillar has received a consensus “Moderate Buy” rating, while a separate analysis highlighted the stock as a potential beneficiary of improving industrial activity. However, brokerage recommendations can be overly optimistic and may have limited immediate impact. Caterpillar Receives Consensus Rating of Moderate Buy
• Positive Sentiment: Improving durable-goods demand: July durable-goods orders increased 1.1%, supporting the view that a manufacturing recovery could benefit Caterpillar’s equipment demand and broader industrial stocks. 4 Industrial Stocks to Grab on Robust Jump in Durable Goods Orders
• Neutral Sentiment: Investors are watching the pullback: Commentary focused on Caterpillar’s recent decline, suggesting the stock’s technical performance and elevated valuation remain important considerations even after strong quarterly earnings. Why We’re Watching the Caterpillar Stock Pullback
• Negative Sentiment: Market-wide pressure: Caterpillar was among the stocks weighing on the Dow as investors reduced exposure to major companies, indicating that broader market sentiment—not just company-specific fundamentals—is contributing to the weakness. NVIDIA Corp., Caterpillar Share Losses Lead Dow’s Fall
• Negative Sentiment: CEO insider selling: CEO Joseph E. Creed sold 32,401 shares for approximately $26.2 million, reducing his position by 48.39%. The sale may concern investors, although insider transactions can reflect personal financial planning rather than a change in the company’s outlook. SEC Insider Transaction Filing

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.