Foster Group 13F: Cuts Caterpillar (CAT) Stake by $634K
Foster Group reduced its holdings in Caterpillar Inc., reflecting a significant adjustment in its investment strategy.
Reviewed by automated data checks against the source filing. How we make and check alerts
Foster Group sold 782 shares from its stake in Caterpillar Inc. ($CAT), a 31.03% decrease, according to a 13F filing with the SEC dated October 13, 2026. It reported 1,738 shares worth $1.41 million at the end of the quarter.
Since the filing, $CAT is down 5.4% to date (from the $772.78 close on Oct 13, 2026).
CAT
Caterpillar Inc.
Key Points
- Foster Group cut its stake in Caterpillar by 31%, reducing its holdings from 2,520 to 1,738 shares, now valued at $1.41 million.
- Caterpillar Inc. has a market cap of $375.3 billion, a P/E ratio of 35.16, and a 52-week range from $459.58 to $1,073.46.
- Caterpillar offers a dividend yield of 0.81% with a rate of $6.52 per share, and analysts have a 'buy' recommendation with a mean target price of $975.61.
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Foster Group has reduced its position in Caterpillar Inc. (NYSE:CAT) by 31%, according to its latest 13F filing with the SEC. The firm cut its holdings by 782 shares, bringing its total to 1,738 shares valued at approximately $1.41 million as of the end of the reporting period.
Foster Group vs. the S&P 500
Hypothetical returns from Foster Group's disclosed trades, not real profit or advice. How we model this.
What Changed in Foster Group's Caterpillar Position
Foster Group trimmed its investment in Caterpillar Inc., lowering its holdings from 2,520 shares to 1,738 shares. This reduction represents a 31% decrease in its position, reflecting a strategic shift in the fund's portfolio. The value of Foster Group's stake in the heavy machinery giant is now about $1.41 million.
Caterpillar Inc. Stock Down 2.2%
Shares of Caterpillar Inc. traded near $808.99 on Friday. The company boasts a market capitalization of $375.3 billion and a price-to-earnings (P/E) ratio of 35.16, with a forward P/E of 25.22. Caterpillar's stock has experienced a 52-week low of $459.58 and a high of $1,073.46. Its 50-day moving average is $837.42, and the 200-day moving average is $785.28. The company's beta is 1.594, indicating its stock is more volatile than the market.
Recent Earnings
Caterpillar Inc. reported a revenue of approximately $74.7 billion, marking a growth of 24%. The company achieved an earnings per share (EPS) of $23.22, with a net margin of 14.51% and a return on equity (ROE) of 56.97%. Investors are looking forward to the next earnings report scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
7 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 18.8%. Revenue beat estimates by 3.8%.
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Profit surprise
EBITDA beat by 32 percent. Operating income beat by 34 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
1 upgrade, 7 target raises.
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Earnings quality
Positive free cash flow.
Earnings Call Summary
Caterpillar had a strong first quarter with revenue of 17.4 billion dollars, up 22 percent from last year, and adjusted earnings per share of 5.54 dollars, beating consensus of 4.55 dollars. Backlog hit a record 63 billion dollars, with particularly strong demand for power generation equipment serving data centers. Management is investing aggressively in capacity expansion because customers are committing to long term orders for backup power, prime power, and gas compression applications across multiple industries.
Guidance Caterpillar raised its 2026 sales outlook to low double digit growth from expectations set in January. The company expects continued growth across all three segments driven by strong backlog and resilient end markets, especially in power generation for data centers. Management plans to expand large reciprocating engine capacity to nearly 3 times 2024 levels by 2030.
Clearly positive report. Results were better than expected, though the forward reset is not the strongest.
Dividend
Caterpillar offers a dividend rate of $6.52 per share, yielding 0.81%. The company's dividend payout ratio stands at 26.01%, indicating a balanced approach to rewarding shareholders while reinvesting in business growth.
About Caterpillar Inc.
Caterpillar Inc., headquartered in Irving, Texas, is a leading provider of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. The company operates in several segments, including Construction Industries, Resource Industries, Energy & Transportation, and Financial Products. Under the leadership of CEO Joseph E. Creed, Caterpillar employs around 118,000 people and continues to innovate in the industrial sector.
Bottom Line
Foster Group's decision to reduce its stake in Caterpillar Inc. highlights a strategic adjustment in its investment approach. Investors often track such moves to gauge institutional sentiment and potential shifts in market dynamics. As always, it's important to remember that 13F filings are historical and may not reflect the current position of the fund.
Related Filing Alerts
Source: Foster Group's 13F filing on $CAT (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Foster Group 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts