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CAT

Caterpillar Inc
$991.41 -73.49 (-6.90%) At close · Jul 1
1 Down Day

Price & Indicators

50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$991.41 Open$1,033.92 Day$985.05–1,041.26 52W$380.86–1,073.46 Avg vol 30d3.3M Short int8.4M · 3.0d Short vol52% Last earningsApr 30, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 6
Equibles Rating blended score
Overall
Buy
Technical · trend & momentum Strong Buy
+ Price vs 200-day avg · +43% above
Sentiment · smart money Neutral
+ Institutional flow · +6% holders QoQ · +378 funds added
Fundamentals Strong
+ Free cash flow · $8.9B

Blended from price, positioning & fundamentals · daily-close · not investment advice.

Key facts
Market Cap
$456.68B
Shares
460,637,026
CIK
18230
CUSIP
149123101
13F Activity (30d)
93 filings 28 filers
Investor Relations
Investor relations
Up next
Next earnings call
Jul 31, 2026 Est · unconfirmed · in 4 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 6, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Strong Buy
      0 · 2 · 4
      50 / 200-day cross
      no cross Neutral
      Price vs 200-day avg
      +43% above Bullish
      Price vs 50-day avg
      +9% above Bullish
      RSI (14)
      54 · neutral Neutral
      MACD trend
      positive Bullish
      52-week position
      88% · near high Bullish
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $910 › 200d $694 — 50d above 200d
      Institutional flow Accumulating
      +6% holders QoQ · +378 funds added
      Insider flow Distributing
      Net -$87.4M over 90 days · 88% sells
      Short interest Rising
      1.83% of float · ▲ +4.2% MoM · 3.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      3,741 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $381 Now $991 · 88% 52-wk high $1,073
      vs 200-day avg +43% vs 50-day avg +9%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Versus peers

      Farm & Heavy Construction Machinery — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      CAT
      Caterpillar Inc
      this stock
      $456.68B +73.5% +4.3% 1.8%
      DE
      Deere & Co
      $169.42B +35.2% -11.7% 2.3%
      SNHIY
      Sany Heavy Industries Co., Ltd./ADR
      $103.44B 0.0%
      PCAR
      Paccar Inc
      $63.81B +11.0% -15.5% 2.7%
      CNH
      CNH Industrial N.V.
      $14.12B +23.5% -8.8% 5.4%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Reducing
      Holders
      3,741
      % held
      72.2%
      Net QoQ
      -11.7M sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      1,176
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      8.4M
      Days to cover
      3.0d
      Change
      +341.9K sh
      View
      Short Volume
      Short vol %
      52%
      As of
      Jul 1, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      82
      Value
      $70.2K
      As of
      Jun 11, 2026
      View
      Off-Exchange
      Off-exchange %
      50.8%
      Week of
      Jun 8, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$87.4M
      Buyers / Sellers
      1 / 7
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Jared Moskowitz
      Amount
      $1.0K–$15.0K
      Traded
      Mar 31, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $67.6B
      Net income (FY)
      $2.7B
      EPS diluted
      $18.81
      View
      Buybacks
      Authorized
      $20.0B
      Remaining
      $14.9B
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jun 11, 2026
      This year
      10
      View
      Proposed Sales
      Value
      $11.4M
      Shares
      12.6K
      Filed
      May 14, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 30, 2026
      View
      Investor Relations
      Latest news
      Caterpillar Inc. Increases Divide…
      Published
      Jun 10, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      CAT -0.3% +9.0% +66.6% -6.9% +73.5%
      SPY +1.7% -1.8% +8.2% -0.1% +9.4%
      vs SPY -2.0% +10.8% +58.4% -6.8% +64.1%

      Capital returns

      Latest dividend
      $1.51 / share · ex Apr 20, 2026
      Raised 7.1%
      Paid (TTM)
      $6.04 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.61%
      Buyback program · as of Dec 31, 2025
      Authorized
      $20.00B
      Spent (derived)
      $5.10B
      Remaining
      $14.90B
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.