Market Cap
$380.0B
CAT
CATERPILLAR INC
$841.53 ▲ +1.84%
Prev close $826.35Market cap$380.0B
12-mo target$975.61 (+15.9%)
Insider Selling Cluster (8 insiders)High Impact Filing (7/10)35 New Institutional Positions15 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on CAT right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Inst. Holders
50 funds
Inst. Value
$281.5B
Inst. Activity
35 buys / 15 sells
Insider Activity
$0.00 buy / $32.7M sell
Insider Net $
-$32.7M
Social Sentiment
60° Warm
SEC Reports
14
Congressional
4 trades
Price chart 30d +6.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
MacLennan David was granted 28 shares
Director @ $821.01 ($23.0K)
Sep 30, 2026 Insider
GOOD LYNN J was granted 30 shares
Director @ $821.01 ($24.6K)
Sep 25, 2026 Insider
Creed Joseph E was granted 19 shares
Chief Executive Officer @ $821.58 ($15.6K)
Sep 25, 2026 short_volume
Aug 4, 2026 SEC Short Volume: CAT — 55.2% short (0.4M / 0.7M)
Short: 359,549 | Exempt: 803 | TRF Vol: 651,603 | Short Ratio: 55.2% | Off-exchange volume (dark poo
Caterpillar reported record Q2 2026 sales and revenues of $20.5 billion, a 24% YoY increase, with adjusted EPS of $8.17
8-K — Impact 7/10
Caterpillar Inc. announced it will release second-quarter 2026 financial results on August 4, 2026, with a conference ca
PRESS-RELEASE — Impact 2/10
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — DOUBLED
7,325,731 shares ($7.6B)
Jun 30, 2026 Inst.
FMR LLC — ADD
5,781,969 shares ($6.2B)
Analyst ratings buy % +12.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 14, 2024 | JP Morgan | MAINTAIN | Overweight | 55% |
| Oct 14, 2024 | Morgan Stanley | DOWNGRADE | Underweight | 55% |
| Oct 9, 2024 | Citigroup | MAINTAIN | Buy | 55% |
| Oct 9, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 30, 2024 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 19, 2024 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 7, 2024 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 7, 2024 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2024 | UBS | MAINTAIN | Sell | 55% |
| Aug 7, 2024 | Truist Securities | REITERATE | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 15 | 1 | 0 | 53% | |
| Aug 1, 2026 | 7 | 11 | 15 | 1 | 0 | 53% | |
| Jul 1, 2026 | 8 | 11 | 14 | 1 | 0 | 56% | |
| Jun 1, 2026 | 8 | 11 | 14 | 1 | 0 | 56% | |
| May 1, 2026 | 8 | 10 | 13 | 3 | 0 | 53% | |
| Apr 1, 2026 | 8 | 10 | 14 | 2 | 0 | 53% | |
| Mar 1, 2026 | 8 | 10 | 14 | 2 | 0 | 53% | |
| Feb 1, 2026 | 8 | 10 | 13 | 2 | 0 | 55% |
Price targets
Where 26 covering analysts think CAT trades over the next 12 months.
$975.61 +15.9% upside Buy
Current$841.53 Low$575.00 Median$980.50 High$1,225.00 26 analysts
$575.00$1,225.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood -16.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
Recent posts
How is my starter setup
▲ 1 · 💬 7· ⚡ 0.5
Planning to retire in 2 years. Am 48.
▲ 1 · 💬 7· ⚡ 0.5
Suggestions to add to portfolio diversification
▲ 1 · 💬 5· ⚡ 0.5
Michael Burry bets against rally: ‘We are near a major top, and possible a 1987-type fall’
▲ 1 · 💬 12· ⚡ 0.5
This rally looks like an exhaustion, doesn't it?
▲ 1 · 💬 9· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
14 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 12 neutral · avg impact 3.1/10.
BULLISH8-K7/10
Caterpillar reported record Q2 2026 sales and revenues of $20.5 billion, a 24% YoY increase, with ad
Aug 4, 2026
NEUTRALPRESS-RELEASE2/10
Caterpillar Inc. announced it will release second-quarter 2026 financial results on August 4, 2026,
Jul 21, 2026
NEUTRALCLUSTER2/10
Three Caterpillar insiders, including two Group Presidents and the Chief Accounting Officer, sold a
May 15, 2026
NEUTRALCLUSTER3/10
Four Caterpillar insiders sold a total of ~$45.5M in open-market stock within a 7-day window, includ
May 14, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 25, 2026
short_volume
Short Volume: CAT — 55.2% short (0.4M / 0.7M)
Short: 359,549 | Exempt: 803 | TRF Vol: 651,603 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: CAT — 60.0% short (0.4M / 0.7M)
Short: 422,283 | Exempt: 154 | TRF Vol: 703,311 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Sep 22, 2026
short_volume
Short Volume: CAT — 58.7% short (0.5M / 0.8M)
Short: 462,598 | Exempt: 931 | TRF Vol: 788,064 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: CAT — 60.5% short (0.6M / 0.9M)
Short: 558,546 | Exempt: 1,189 | TRF Vol: 923,110 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
ftd
FTD: CAT — 4,237 shares ($3.4M) failed to deliver
Settlement: 20260911, Price: $805.00, FTD Value: $3,410,785, CATERPILLAR INC;COM USD1
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $6.92 | $6.23–$7.96 | 39.7% | -0.0% | 16↑ 2↓ | $20.4B | 21 |
| Next Q | $6.92 | $6.01–$7.84 | 34.0% | -0.1% | 15↑ 3↓ | $21.1B | 21 |
| Current FY | $27.19 | $24.26–$29.15 | 42.6% | -0.0% | 24↑ 0↓ | $79.2B | 27 |
| Next FY | $32.38 | $28.58–$36.23 | 19.1% | +0.1% | 26↑ 0↓ | $88.1B | 27 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $6.917 | — |
| 7d ago | $6.917 | — |
| 30d ago | $6.920 | -0.003 |
| 60d ago | $6.479 | +0.438 |
| 90d ago | $6.398 | +0.520 |
Institutional ownership
Which big funds own CAT (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $281.5B total value (263,200,534 shares) as of 2026-Q2. Top holders: BlackRock,, STATE, VANGUARD. Net buying activity: 35 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 37,991,505 | $40.5B | 14.4% | — |
| STATE STREET CORP | 34,392,316 | $36.6B | 13.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 30,077,764 | $32.0B | 11.4% | — |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14,509,304 | $15.5B | 5.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,026,244 | $12.8B | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 11,175,493 | $11.9B | 4.2% | — |
| Fisher Asset Management, LLC | 9,942,521 | $10.6B | 3.8% | — |
| MORGAN STANLEY | 7,504,426 | $8.0B | 2.8% | — |
| JPMORGAN CHASE & CO | 7,325,731 | $7.6B | 2.7% | DOUBLED +149.1% |
| GATES FOUNDATION TRUST | 6,353,614 | $6.8B | 2.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | DOUBLED | 2,940,579 | 7,325,731 | +149.1% | $7.6B |
| FMR LLC | ADD | 3,824,293 | 5,781,969 | +51.2% | $6.2B |
| Capital Research Global Investors | TRIM | 3,200,849 | 2,198,729 | -31.3% | $2.3B |
| Capital International Investors | TRIM | 3,459,278 | 1,450,769 | -58.1% | $1.5B |
| PeakShares LLC | NEW | — | 1,365 | — | $1.5B |
| BARCLAYS PLC | TRIM | 1,747,581 | 917,019 | -47.5% | $976.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 497,436 | 907,030 | +82.3% | $965.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | TRIM | 918,660 | 577,808 | -37.1% | $615.3M |
| Corient Private Wealth LP | ADD | 542,772 | 729,494 | +34.4% | $564.1M |
| Winslow Capital Management, LLC | NEW | — | 350,774 | — | $373.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 50 transactions. Net -$32.7M — $0.00 bought, $32.7M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | MacLennan David | Director | AWARD | 28 | $821.01 | $23.0K |
| Sep 30, 2026 | GOOD LYNN J | Director | AWARD | 30 | $821.01 | $24.6K |
| Sep 25, 2026 | Creed Joseph E | Chief Executive Officer | AWARD | 19 | $821.58 | $15.6K |
| Sep 25, 2026 | Kaiser Jason | Group President | AWARD | 11 | $821.58 | $9.0K |
| Sep 25, 2026 | Epley Kyle Joseph | Chief Financial Officer | AWARD | 11 | $821.58 | $9.0K |
| Sep 25, 2026 | Epley Kyle Joseph | Chief Financial Officer | AWARD | 7 | $821.58 | $5.8K |
| Aug 28, 2026 | Creed Joseph E | Chief Executive Officer | SELL | 6,135 | $807.41 | $5.0M |
| Aug 28, 2026 | Creed Joseph E | Chief Executive Officer | SELL | 3,041 | $810.31 | $2.5M |
| Aug 28, 2026 | Creed Joseph E | Chief Executive Officer | SELL | 3,382 | $806.31 | $2.7M |
| Aug 28, 2026 | Creed Joseph E | Chief Executive Officer | SELL | 1,351 | $805.36 | $1.1M |
Congressional trades
CAT trades disclosed by members of Congress, with disclosure delay.
4 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Caterpillar Inc | May 1, 2026(32d) |
| Jan 29, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | Caterpillar Inc | Feb 15, 2026(18d) |
| Dec 29, 2025 | Markwayne Mullin | R | SENATE | BUY | $15,001 - $50,000 | Caterpillar Inc | Jan 16, 2026(19d) |
| Feb 7, 2025 | Tim Walberg | R | HOUSE | BUY | $15,001 - $50,000 | Caterpillar Inc | Jun 4, 2026(483d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CAT.
Shares short
8,377,107
Settlement Sep 15, 2026
Change vs prior
+10.9%
Semi-monthly cycle
Days to cover
3.7
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All CAT filing & press-release reports (14)
- 8-K reportAug 4, 2026
- PRESS-RELEASE reportJul 21, 2026
- CLUSTER reportMay 15, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 14, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 12, 2026
- CLUSTER reportMay 7, 2026
- CLUSTER reportMay 6, 2026
- CLUSTER reportMay 5, 2026
- DEFA14A reportApr 30, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 13, 2026
- 8-K reportApr 10, 2026