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CAT · Caterpillar Inc
> Ask across nine datasets ⌘K
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TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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CAT

CATERPILLAR INC
INDUSTRIALS · CONSTRUCTION MACHINERY & EQUIP · CIK 0000018230
CONGRESS · 1FORM 144 · 1☆ WATCH
INSIDER NET · 180D
-$113.6M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
1
CONGRESS BUYERS · 1Y
1
FUNDS ADDED · QTR
1,907
13F, latest reported quarter
REVENUE GROWTH
+4.3%
XBRL, annual
NET MARGIN
13.1%
CONVERSIONS · 180D
11
codes C/M, not in net · $35.6M priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$113.6M over 180 days
-$26.2M over 90 days
below 94% of Industrials
CONGRESS
1 member bought in the last year
the lowest in Industrials
FUNDS
1,907 funds added or opened last quarter
more than 99% of Industrials
REVENUE
+4.3% year over year
below 57% of Industrials
MARGIN
13.1% net margin
more than 83% of Industrials
BUYBACKS
$6.5B repurchased, FY to 2026-06-30
more than 99% of Industrials
SHORT
1.5% of shares outstanding short · 2.1 days to cover · settled 2026-07-31
below 74% of Industrials
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$113.6M across 8 people in 180 days.
1,907 funds added or opened positions in the latest 13F quarter, of 4,054 holders.
1 member of Congress reported buying it this year.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +94.0%
+94.0%12M
-0%+52%+105%+158%2025-092025-102025-122026-032026-052026-072026-09 2026-02-06 · De Lange Bob sold $16.3M2026-05-06 · BONFIELD ANDREW R J sold $14.4M2026-05-11 · Fassino Anthony D. sold $14.2M2026-02-02 · Johnson Denise C sold $13.7M2026-05-06 · De Lange Bob sold $13.3M2026-02-02 · De Lange Bob sold $10.9M2026-02-11 · De Lange Bob sold $9.6M2026-05-06 · De Lange Bob sold $9.0M2025-10-10 · Umpleby III Donald J sold $8.7M2025-11-05 · De Lange Bob sold $8.2M2026-05-06 · Fassino Anthony D. sold $8.2M2025-09-22 · Umpleby III Donald J sold $7.9M2026-02-02 · Fassino Anthony D. sold $7.3M2025-09-02 · Umpleby III Donald J sold $7.1M2026-02-04 · De Lange Bob sold $6.5M2026-02-13 · Fassino Anthony D. sold $6.1M2026-02-02 · Johnson Denise C sold $5.0M2026-05-04 · Kaiser Jason sold $5.0M2026-08-28 · Creed Joseph E sold $5.0M2026-02-04 · De Lange Bob sold $4.8M2025-11-10 · Fassino Anthony D. sold $4.7M2026-05-05 · Shurman Rodney Michael sold $4.7M2026-02-06 · Fassino Anthony D. sold $4.4M2026-08-28 · Creed Joseph E sold $4.1M2026-08-28 · Creed Joseph E sold $3.9M2026-05-13 · Johnson Denise C sold $3.2M2026-08-28 · Creed Joseph E sold $2.7M2026-08-28 · Creed Joseph E sold $2.5M2026-05-13 · Johnson Denise C sold $2.4M2026-08-28 · Creed Joseph E sold $2.1M2026-05-14 · Johnson Denise C sold $2.1M2026-05-14 · Johnson Denise C sold $2.0M2026-02-02 · Johnson Denise C sold $2.0M2026-02-02 · Johnson Denise C sold $1.9M2025-12-31 · BONFIELD ANDREW R J sold $1.7M2026-02-23 · Shurman Rodney Michael sold $1.7M2026-08-28 · Creed Joseph E sold $1.7M2026-05-14 · Johnson Denise C sold $1.6M2026-02-02 · Johnson Denise C sold $1.5M2025-12-31 · BONFIELD ANDREW R J sold $1.5M2026-05-14 · Johnson Denise C sold $1.5M2026-05-14 · Johnson Denise C sold $1.4M2026-08-28 · JOSEPH E CREED filed to sell $26.2M
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $113.6M sold by insiders over 180 days, 1,907 funds added last quarter, 1 Congress member(s) bought in 12 months, $26.2M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
DELLANETTDGTSLAPANWAXONSTXKTOSCRCTOFLXJOBYFTNT
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, CATERPILLAR INC insiders sold a net $113.6M of stock across 177 Form 4 purchases and sales, with 1 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Creed Joseph E
Chief Executive Officer
SELL
2026-08-28
480.0
$384.1K
Creed Joseph E
Chief Executive Officer
SELL
2026-08-28
540.0
$432.6K
Creed Joseph E
Chief Executive Officer
SELL
2026-08-28
280.0
$224.6K
Creed Joseph E
Chief Executive Officer
SELL
2026-08-28
750.0
$602.5K
Creed Joseph E
Chief Executive Officer
SELL
2026-08-28
520.0
$418.0K
177 TRANSACTIONS ON RECORD

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Institutional holders
13F · holdings as of the latest quarter funds have reported
BlackRock, Inc.
37,991,505.0 sh
$40.5B
STATE STREET CORP
34,392,316.0 sh
$36.6B
VANGUARD CAPITAL MANAGEMENT LLC
30,077,764.0 sh
$32.0B
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
14,509,304.0 sh
$15.5B
VANGUARD PORTFOLIO MANAGEMENT LLC
12,026,244.0 sh
$12.8B
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
JOSEPH E CREED
FILED 2026-08-28
$26.2M
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Global X Dow 30 Covered Call ETF
$18.8M POSITION · AS OF 2026-04-30
11.1%
JNL/Mellon Dow Index Fund
$114.5M POSITION · AS OF 2026-03-31
9.4%
Dow Jones Industrial Average Fund
$1.7M POSITION · AS OF 2026-03-31
8.6%
Inspire 100 ETF
$34.6M POSITION · AS OF 2026-02-28
8.6%
ULTRA DOW 30 PROFUND
$3.5M POSITION · AS OF 2026-04-30
7.7%
Dow 2x Strategy Fund
$2.7M POSITION · AS OF 2026-03-31
7.7%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Government contracts
USASpending.gov · total award ceilings over the contract's life, including awards won through subsidiaries — not annual revenue
Department Of Defense
8511336920!TRACTOR DOZER · 2025-04-29
$83.4M
FEDERAL AWARDS ≥ $25M IN THE LAST 90 DAYS · MATCHED VIA SAM.GOV PARENT REGISTRY
Corporate PAC
FEC · the company-connected political action committee's own receipts and spending — committee totals only, never individual donors
Caterpillar Inc. Political Action Committee (Catpac)
CYCLE 2026 · $1,139K SPENT
$1.2M
FEDERAL ELECTION COMMISSION · MATCHED BY THE PAC'S CONNECTED ORGANISATION
Executive pay vs shareholder return · D. James Umpleby II
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2020
$13.7M
$28.5M
$4.7M
+27%
+11%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
REVENUE$67.6B$64.8B$67.1B$59.4B
OPERATING INCOME$11.2B$13.1B$13.0B$7.9B
NET INCOME$8.9B$10.8B$10.3B$6.7B
EPS (DILUTED)18.8122.0520.1212.64
OPERATING CASH FLOW$11.7B$12.0B$12.9B$7.8B
CASH$10.0B$6.9B$7.0B$7.0B
LONG-TERM DEBT$30.7B$27.4B$24.5B$25.7B
BUYBACKS$5.2B$7.7B$5.0B$4.2B
DIVIDENDS PAID$2.7B$2.6B$2.6B$2.4B
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

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© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →