Caterpillar Inc.

(New York Stock Exchange)
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Bullish +75

Elevation Point Wealth Partners LLC Grows Stock Holdings in Caterpillar ...

AI-generated analysis

πŸ“ˆ Elevation Point Wealth Partners LLC increased its Caterpillar stake by 71.1% in Q1, adding 2,731 shares to reach a total holding of 6,570 shares valued at $4.655 million.

🏦 Pacific Point Advisors initiated a new position worth approximately $579,000 in the fourth quarter, while Brighton Jones LLC raised its holdings by 51.5% to own 7,409 shares.

πŸ“Š United Bank grew its stake by 108.5% in Q2, now owning 4,083 shares valued at $1.585 million after purchasing an additional 2,125 shares.

πŸ”Ό Schnieders Capital Management increased its position by 3.9% in the second quarter, adding 347 shares to a total holding of 9,147 shares worth $3.551 million.

πŸš€ Alliancebernstein L.P. expanded its holdings by 6.5% during Q2, purchasing an additional 34,846 shares to own 572,165 shares valued at $222.12 million.

πŸ’° Institutional investors collectively own 70.98% of Caterpillar's outstanding stock, indicating strong confidence from major market participants.

πŸ“‰ Caterpillar reported EPS of $5.54 for the quarter, surpassing analyst consensus estimates of $4.65 by $0.89.

πŸ’΅ Revenue reached $17.41 billion during the quarter, exceeding expectations of $16.53 billion and growing 22.2% year-over-year.

πŸ“ˆ The company achieved a return on equity of 48.21% and a net margin of 13.33%, demonstrating robust profitability metrics.

πŸ’Έ A quarterly dividend of $1.63 per share was declared, representing a 7% increase from the previous quarter's payout of $1.51.

πŸ“… The dividend will be paid on August 19th to shareholders of record as of July 20th, with an annualized yield of 0.7%.

🎯 Jefferies Financial Group raised its price target from $900.00 to $1,045.00 and upgraded the rating to 'buy' in a recent report.

πŸ“Š DA Davidson increased its price target from $650.00 to $845.00 but maintained a 'neutral' rating on the stock.

πŸ” Sanford C. Bernstein lifted its price objective from $769.00 to $879.00 and assigned a 'market perform' rating.

⭐ Weiss Ratings reissued a 'buy (b-)' rating on Caterpillar shares in a research report dated May 8th.

πŸ› Rothschild & Co Redburn raised its target price from $700.00 to $950.00 while keeping the rating at 'neutral'.

πŸ“ˆ The stock currently trades at $965.44 with a market capitalization of $444.67 billion and a P/E ratio of 48.06.

πŸ“‰ The fifty-day moving average is $918.32, while the 200-day moving average stands at $769.03.

πŸ“Š Analyst consensus rating is 'Moderate Buy' with an average price target of $949.41 based on data from MarketBeat.com.

πŸ—οΈ Caterpillar operates as a global manufacturer of construction and mining equipment, diesel engines, industrial gas turbines, and locomotives.

βš™οΈ The company's product portfolio includes earthmoving machines like excavators and bulldozers, along with power generation products such as generator sets.

Bullish Signals
  • Caterpillar reported EPS of $5.54 for the quarter, significantly beating analyst consensus estimates of $4.65 by $0.89.
  • Revenue reached $17.41 billion during the quarter, surpassing expectations of $16.53 billion and growing 22.2% year-over-year.
  • The company achieved a return on equity of 48.21% and a net margin of 13.33%, indicating strong operational efficiency.
  • Elevation Point Wealth Partners LLC increased its stake by 71.1% in Q1, adding 2,731 shares to its holdings.
  • Pacific Point Advisors initiated a new position worth approximately $579,000 in the fourth quarter.
  • Brighton Jones LLC raised its holdings by 51.5% in the fourth quarter, now owning 7,409 shares.
  • United Bank grew its stake by 108.5% in Q2, adding 2,125 shares to its position.
  • Schnieders Capital Management increased its holdings by 3.9% in the second quarter, adding 347 shares.
  • Alliancebernstein L.P. expanded its stake by 6.5% in Q2, purchasing an additional 34,846 shares.
  • Jefferies Financial Group raised its price target from $900.00 to $1,045.00 and upgraded the rating to 'buy'.
  • Weiss Ratings reissued a 'buy (b-)' rating on Caterpillar shares in a recent research report.
  • The quarterly dividend was increased to $1.63 per share, representing a 7% increase from the previous quarter.
  • Institutional investors own 70.98% of the company's stock, reflecting strong institutional confidence.
Full Analysis
Institutional investors have significantly increased their holdings in Caterpillar Inc. (NYSE:CAT) during the first quarter of 2026, with Elevation Point Wealth Partners LLC raising its stake by 71.1% to own 6,570 shares valued at $4.655 million. Other funds including Pacific Point Advisors, Brighton Jones LLC, United Bank, Schnieders Capital Management, and Alliancebernstein L.P. also added to their positions, with Alliancebernstein increasing its stake by 6.5% to hold over 572,000 shares worth $222.12 million. Caterpillar recently reported strong quarterly earnings on April 30th, beating analyst expectations with EPS of $5.54 versus a consensus of $4.65 and revenue of $17.41 billion against an expected $16.53 billion. The company achieved a 22.2% year-over-year revenue increase, a return on equity of 48.21%, and a net margin of 13.33%. Analysts project full-year earnings of $24.71 per share, reflecting continued confidence in the industrial giant's performance. The stock has received multiple analyst upgrades recently, with Jefferies raising its price target to $1,045 and giving a 'buy' rating, while Weiss Ratings reaffirmed a 'buy' status. The company also announced an increased quarterly dividend of $1.63 per share, payable on August 19th to shareholders of record on July 20th, representing a 7% increase from the previous quarter. Current trading data shows shares at $965.44 with a market cap of $444.67 billion and a P/E ratio of 48.06.