2,304 Shares in Caterpillar Inc. $CAT Acquired by Trivium Point Advisory LLC

30 Aug 2026, 10:28 by Kim Johansen · The Markets Daily

Trivium Point Advisory LLC purchased a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the second quarter, Holdings Channel.com reports. The firm purchased 2,304 shares of the industrial products company’s stock, valued at approximately $2,454,000.

Several other large investors have also recently made changes to their positions in CAT. Axxcess Wealth Management LLC grew its stake in shares of Caterpillar by 2.8% during the fourth quarter. Axxcess Wealth Management LLC now owns 22,420 shares of the industrial products company’s stock valued at $12,844,000 after buying an additional 604 shares during the last quarter. DSG Capital Advisors LLC bought a new stake in shares of Caterpillar in the 1st quarter valued at about $1,226,000. Cornerstone Planning LLC purchased a new stake in Caterpillar during the 4th quarter valued at about $4,517,000. RiverFront Investment Group LLC grew its position in Caterpillar by 21.1% during the 4th quarter. RiverFront Investment Group LLC now owns 8,915 shares of the industrial products company’s stock worth $5,107,000 after acquiring an additional 1,552 shares during the last quarter. Finally, Larson Financial Group LLC grew its position in Caterpillar by 73.6% during the 4th quarter. Larson Financial Group LLC now owns 12,915 shares of the industrial products company’s stock worth $7,399,000 after acquiring an additional 5,476 shares during the last quarter. 70.98% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

CAT has been the subject of a number of analyst reports. Royal Bank Of Canada increased their price objective on Caterpillar from $877.00 to $897.00 and gave the company a “sector perform” rating in a research note on Wednesday, August 5th. DA Davidson upped their price target on shares of Caterpillar from $845.00 to $882.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Wall Street Zen raised shares of Caterpillar from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. JPMorgan Chase & Co. boosted their price objective on shares of Caterpillar from $1,125.00 to $1,165.00 and gave the company an “overweight” rating in a research report on Wednesday, June 17th. Finally, UBS Group upped their price objective on shares of Caterpillar from $900.00 to $925.00 and gave the company a “neutral” rating in a research note on Wednesday, August 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $995.52.

Check Out Our Latest Stock Analysis on CAT

Caterpillar News Summary

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 Price Performance

CAT opened at $800.11 on Friday. The company has a debt-to-equity ratio of 1.65, a quick ratio of 0.85 and a current ratio of 1.37. The stock has a market capitalization of $367.79 billion, a PE ratio of 34.43, a price-to-earnings-growth ratio of 1.40 and a beta of 1.60. The stock’s 50 day moving average price is $893.92 and its 200-day moving average price is $837.14. Caterpillar Inc. has a 52-week low of $410.52 and a 52-week high of $1,073.46.

Caterpillar (NYSE:CAT – Get Free Report) last announced its quarterly earnings results 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. The company had revenue of $20.54 billion during the quarter, compared to analyst estimates of $19.34 billion. Caterpillar had a return on equity of 55.53% and a net margin of 14.51%.The firm’s revenue was up 23.7% on a year-over-year basis. During the same quarter last year, the firm posted $4.72 earnings per share. On average, equities research analysts predict that Caterpillar Inc. will post 27.14 EPS for the current year.

Caterpillar Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, August 19th. Stockholders of record on Monday, July 20th were given a $1.63 dividend. The ex-dividend date of this dividend was Monday, July 20th. 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. Caterpillar’s dividend payout ratio is 28.06%.

Caterpillar Company Profile

(Free Report)

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.