RMR Wealth Builders 13F: Adds $1.5M to Caterpillar (CAT) Stake
Key Points
- RMR Wealth Builders lifted its Caterpillar Inc. holdings by 37.7% to end with 6,963 shares worth about $5.6 million.
- Caterpillar stock recently traded around $703.81, sitting below its 50-day moving average of $806.12.
- The heavy machinery maker reported trailing twelve month revenue of $74.7 billion with a net margin of 14.5%.
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RMR Wealth Builders expanded its holdings in Caterpillar Inc. (CAT) during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. Caterpillar closed at $704.05 on the filing date.
CAT
Caterpillar Inc.
What Changed in RMR Wealth Builders's Caterpillar Inc. Position
RMR Wealth Builders added 1,906 shares to its portfolio, representing a 37.6% increase over its prior count of 5,057 shares. The firm ended the period holding 6,963 shares of the heavy machinery giant, with a reported value of $5,645,579.
Other Institutional Activity in Caterpillar Inc.
Other institutional investors also adjusted their positions in the heavy equipment manufacturer during the period. Midwest Trust reduced its holdings by 5,496 shares, ending with 136,747 shares worth about $110.9 million. Symphony Financial grew its holdings by 1,652 shares, ending with 3,751 shares worth about $3.1 million. NLB Skladi trimmed its position by 1,473 shares to hold 20,264 shares valued at roughly $16.4 million. True North Advisors raised its stake by 1,638 shares, finishing with 6,780 shares valued at approximately $5.5 million. State Farm Mutual Automobile Insurance Co trimmed its position by 55,346 shares, leaving it with 14,509,304 shares worth about $10.2 billion.
Caterpillar Inc. Stock Down 3.0%
Caterpillar shares recently traded around $703.81 as of October 23, 2026, about equal to the closing price on the filing date. The stock sits below its 50-day moving average of $806.12 and below its 200-day moving average of $807.76. The share price rests below its 52-week high of $1,073.46 and above its 52-week low of $510.21. The consensus mean price target across analysts stands at $945.76.
Recent Earnings
Caterpillar reported trailing twelve month revenue of $74.7 billion alongside diluted earnings of $23.23 per share. The industrial firm posted a net margin of 14.5% and a return on equity of 57.0%. The company's next earnings report is 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
The company pays an annual dividend rate of $6.52 per share, translating to a dividend yield of 0.88% with a payout ratio of 26.0%.
Insider Buying and Selling at Caterpillar Inc.
Insiders completed several transactions prior to the filing, including officer sales by William E. Schaupp and Denise C. Johnson, as well as a sale by Chief Executive Officer Joseph E. Creed.
Analysts Set New Price Targets
Wall Street firms updated their views ahead of the filing, with Evercore ISI Group, Freedom Broker, Truist Securities, Citigroup, and Oppenheimer adjusting targets or maintaining ratings. The stock holds a consensus buy rating across 26 analyst opinions.
About Caterpillar Inc.
Headquartered in Irving, Texas, Caterpillar manufactures construction and mining equipment, diesel and natural gas engines, and industrial gas turbines. The firm serves customers worldwide across various heavy industries.
Bottom Line
Investors will watch the upcoming earnings release on October 29, 2026 for fresh financial results. Institutional filings offer a look at how smaller wealth managers position their portfolios ahead of corporate updates.
Related Filing Alerts
Source: RMR Wealth Builders's 13F filing on $CAT (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts