Caterpillar Inc CAT
We take great care to ensure that the data presented and summarized in this overview for CATERPILLAR INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CAT
View all-
Vanguard Group Inc Valley Forge, PA46.5MShares$17 Billion0.33% of portfolio
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State Street Corp Boston, MA36.4MShares$13.3 Billion0.59% of portfolio
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Black Rock Inc. New York, NY36.2MShares$13.2 Billion0.28% of portfolio
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State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.48 Billion6.04% of portfolio
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Capital World Investors Los Angeles, CA17.5MShares$6.39 Billion1.09% of portfolio
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Geode Capital Management, LLC Boston, MA10.2MShares$3.73 Billion0.33% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa8.95MShares$3.27 Billion1.44% of portfolio
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Morgan Stanley New York, NY7.61MShares$2.78 Billion0.22% of portfolio
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Bill Gates Bill & Melinda Gates Foundation Trust | Kirkland, Wa7.35MShares$2.69 Billion6.38% of portfolio
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Northern Trust Corp Chicago, IL6.12MShares$2.24 Billion0.4% of portfolio
Latest Institutional Activity in CAT
Top Purchases
Top Sells
About CAT
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, site prep tractors, skid steer loaders, telehandlers, and utility vehicles; mini, small, medium, and large excavators; compact, small, and medium wheel loaders; track-type tractors and loaders; and wheel excavators. The Resource Industries segment provides electric rope shovels, draglines, hydraulic shovels, rotary drills, hard rock vehicles, track-type tractors, mining trucks, longwall miners, wheel loaders, off-highway trucks, articulated trucks, wheel tractor scrapers, wheel dozers, fleet management, landfill compactors, soil compactors, machinery components, autonomous ready vehicles and solutions, select work tools, and safety services and mining performance solutions. The Energy & Transportation segment offers reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services, remanufactured reciprocating engines and components, centrifugal gas compressors, diesel-electric locomotives and components, and other rail-related products and services for marine, oil and gas, industrial, and electric power generation sectors. The company's Financial Products segment provides operating and finance leases, installment sale contracts, working capital loans, and wholesale financing plans; and insurance and risk management products for vehicles, power generation facilities, and marine vessels. The All Other operating segment manufactures filters and fluids, undercarriage, ground engaging tools, etc. The company was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. The company was founded in 1925 and is headquartered in Deerfield, Illinois.
Insider Transactions at CAT
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Dec 05
2024
|
Daniel M Dickinson Director |
SELL
Bona fide gift
|
Direct |
250
-5.02%
|
-
|
Dec 04
2024
|
Gerald Johnson Director |
BUY
Open market or private purchase
|
Direct |
100
+3.28%
|
$39,800
$398.57 P/Share
|
Nov 29
2024
|
Susan C Schwab Director |
SELL
Bona fide gift
|
Direct |
2,150
-19.79%
|
-
|
Nov 29
2024
|
Anthony D. Fassino Group President |
SELL
Open market or private sale
|
Direct |
6,279
-15.76%
|
$2,561,832
$408.59 P/Share
|
Nov 29
2024
|
Anthony D. Fassino Group President |
SELL
Payment of exercise price or tax liability
|
Direct |
2,854
-6.68%
|
$1,164,432
$408.22 P/Share
|
Nov 29
2024
|
Anthony D. Fassino Group President |
BUY
Exercise of conversion of derivative security
|
Direct |
9,133
+17.62%
|
$1,159,891
$127.6 P/Share
|
Nov 25
2024
|
James C Fish Jr Director |
BUY
Bona fide gift
|
Indirect |
500
+50.0%
|
-
|
Nov 25
2024
|
James C Fish Jr Director |
SELL
Bona fide gift
|
Direct |
1,500
-9.94%
|
-
|
Nov 25
2024
|
Andrew R J Bonfield Chief Financial Officer |
SELL
Open market or private sale
|
Direct |
10,000
-4.07%
|
$4,050,000
$405.52 P/Share
|
Nov 15
2024
|
Susan C Schwab Director |
SELL
Open market or private sale
|
Direct |
2
-0.02%
|
$766
$383.2 P/Share
|
Nov 07
2024
|
Bob De Lange Group President |
SELL
Open market or private sale
|
Direct |
12,657
-5.3%
|
$5,189,370
$410.52 P/Share
|
Nov 07
2024
|
Bob De Lange Group President |
SELL
Payment of exercise price or tax liability
|
Direct |
7,343
-8.06%
|
$3,017,973
$411.58 P/Share
|
Nov 07
2024
|
Bob De Lange Group President |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+18.0%
|
$3,020,000
$151.12 P/Share
|
Nov 07
2024
|
Iii Donald J Umpleby Chairman & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
59,851
-11.38%
|
$24,718,463
$413.02 P/Share
|
Nov 07
2024
|
Iii Donald J Umpleby Chairman & CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
87,053
+14.2%
|
$17,062,388
$196.7 P/Share
|
Nov 07
2024
|
Iii Donald J Umpleby Chairman & CEO |
SELL
Bona fide gift
|
Direct |
2,400
-0.54%
|
-
|
Nov 06
2024
|
Anthony D. Fassino Group President |
SELL
Open market or private sale
|
Direct |
5,509
-14.14%
|
$2,253,181
$409.84 P/Share
|
Nov 06
2024
|
Anthony D. Fassino Group President |
SELL
Payment of exercise price or tax liability
|
Direct |
2,491
-6.01%
|
$1,018,819
$409.72 P/Share
|
Nov 06
2024
|
Anthony D. Fassino Group President |
BUY
Exercise of conversion of derivative security
|
Direct |
8,000
+16.19%
|
$1,016,000
$127.6 P/Share
|
Nov 06
2024
|
Daniel M Dickinson Director |
SELL
Open market or private sale
|
Direct |
1,300
-20.71%
|
$543,400
$418.0 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 171K shares |
---|---|
Bona fide gift | 8.58K shares |
Exercise of conversion of derivative security | 251K shares |
Open market or private purchase | 1.15K shares |
Sale (or disposition) back to the issuer | 12.9K shares |
---|---|
Bona fide gift | 14.9K shares |
Open market or private sale | 138K shares |
Payment of exercise price or tax liability | 171K shares |