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CAT Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.29%

Insider Buying (Last 12 Months): $355,590.50

Insider Selling (Last 12 Months): $35,164,469.04

Caterpillar Insider Trading History Chart

Caterpillar Share Price & Price History

^$367.12

▼ -0.45 (-0.12%)

As of 12/26/2024 06:45 PM ET

Days: 30 | 90 | 365

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Caterpillar Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/4/2024	Gerald Johnson	Director	Buy	100	$398.57	$39,857.00	2,953
11/29/2024	Anthony D. Fassino	Insider	Sell	6,279	$408.59	$2,565,536.61	33,565
11/7/2024	Bob De Lange	Insider	Sell	12,657	$410.25	$5,192,534.25	71,107
11/6/2024	Daniel M. Dickinson	Director	Sell	1,300	$418.00	$543,400.00	4,976
11/4/2024	Cheryl H. Johnson	Insider	Sell	2,664	$378.84	$1,009,229.76	12,951
11/1/2024	William E Schaupp	CAO	Sell	968	$380.98	$368,788.64	1,686
9/4/2024	Gerald Johnson	Director	Buy	100	$338.59	$33,859.00	2,842
8/30/2024	Anthony D. Fassino	Insider	Sell	3,185	$351.36	$1,119,081.60	33,442
8/22/2024	Cheryl H. Johnson	Insider	Sell	2,975	$342.48	$1,018,878.00	15,615
7/16/2024	Cheryl H. Johnson	Insider	Sell	1,508	$350.00	$527,800.00	18,515
5/30/2024	Cheryl H. Johnson	Insider	Sell	1,508	$340.00	$512,720.00	20,023
5/13/2024	Bob De Lange	Insider	Sell	21,847	$356.90	$7,797,194.30	71,115
5/3/2024	David Maclennan	Director	Buy	500	$337.39	$168,695.00	5,738
2/28/2024	Anthony D. Fassino	Insider	Sell	4,575	$329.80	$1,508,835.00	23,474
2/23/2024	David Maclennan	Director	Buy	350	$323.37	$113,179.50	5,238
2/7/2024	Bob De Lange	Insider	Sell	21,194	$325.52	$6,899,070.88	61,092
2/2/2024	Andrew RJ Bonfield	CFO	Sell	10,000	$310.10	$3,101,000.00	57,317
1/25/2024	Andrew RJ Bonfield	CFO	Sell	10,000	$300.04	$3,000,400.00	67,317
8/29/2023	Anthony D. Fassino	Insider	Sell	2,923	$279.00	$815,517.00	16,182
8/9/2023	Cheryl H. Johnson	Insider	Sell	18,294	$286.33	$5,238,121.02	16,362
8/3/2023	Joseph E. Creed	insider	Sell	7,286	$285.25	$2,078,331.50
8/1/2023	Bob De Lange	Insider	Sell	20,000	$275.00	$5,500,000.00	53,671
7/18/2023	Cheryl H. Johnson	Insider	Sell	6,415	$260.00	$1,667,900.00	16,362
2/17/2023	David Maclennan	Director	Buy	400	$249.29	$99,716.00	3,709
2/9/2023	Suzette M. Long	General Counsel	Sell	8,000	$251.04	$2,008,320.00	8,776
2/6/2023	Daniel M. Dickinson	Director	Sell	6,070	$251.22	$1,524,905.40	5,038
2/3/2023	Cheryl H. Johnson	Insider	Sell	23,883	$250.44	$5,981,258.52	13,857
1/9/2023	Bob De Lange	Insider	Sell	11,000	$250.00	$2,750,000.00	44,559
1/6/2023	Joseph E. Creed	insider	Sell	18,294	$249.00	$4,555,206.00
12/27/2022	Denise C. Johnson	Insider	Sell	23,737	$240.14	$5,700,203.18	8,605
11/11/2022	Suzette M. Long	General Counsel	Sell	1,884	$237.28	$447,035.52	8,665
5/18/2022	Joseph E. Creed	Insider	Sell	2,757	$214.13	$590,356.41
5/5/2022	David Maclennan	Director	Buy	600	$219.82	$131,892.00	2,480
4/20/2022	Joseph E Creed	Insider	Sell	5,004	$235.00	$1,175,940.00	2,757
4/20/2022	Suzette M. Long	General Counsel	Sell	3,816	$235.00	$896,760.00	10,549
3/17/2022	Suzette M. Long	General Counsel	Sell	40,356	$220.00	$8,878,320.00
2/16/2022	Gary Michael Marvel	CAO	Sell	674	$203.11	$136,896.14
2/7/2022	David Maclennan	Director	Buy	480	$199.50	$95,760.00
1/18/2022	Joseph E Creed	Insider	Sell	5,004	$230.00	$1,150,920.00

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SEC Filings (Institutional Ownership Changes) for Caterpillar (NYSE:CAT)

70.98% of Caterpillar stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Caterpillar Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/16/2024	SMART Wealth LLC	1,418	$0.56M	0.2%	+75.9%	0.000%
12/13/2024	B. Riley Wealth Advisors Inc.	35,793	$14M	0.4%	-14.1%	0.007%
12/11/2024	1ST Source Bank	9,282	$3.63M	0.2%	-6.7%	0.002%
12/11/2024	Alternative Investment Advisors LLC.	535	$0.21M	0.1%	N/A	0.000%
12/10/2024	Birmingham Capital Management Co. Inc. AL	47,105	$18.42M	6.7%	-7.4%	0.010%
12/10/2024	Garden State Investment Advisory Services LLC	1,146	$0.45M	0.1%	-6.1%	0.000%
12/9/2024	Copley Financial Group Inc.	2,045	$0.80M	0.7%	N/A	0.000%
12/6/2024	Fidelity D & D Bancorp Inc.	576	$0.23M	0.1%	N/A	0.000%
12/6/2024	Retirement Systems of Alabama	243,773	$95.34M	0.4%	-8.4%	0.050%
12/3/2024	Oddo BHF Asset Management Sas	8,009	$3.13M	0.2%	N/A	0.002%
12/2/2024	Beaird Harris Wealth Management LLC	529	$0.21M	0.0%	-9.3%	0.000%
11/27/2024	Franklin Resources Inc.	443,315	$174.64M	0.0%	+14.3%	0.092%
11/26/2024	Peapack Gladstone Financial Corp	80,444	$31.46M	0.5%	-2.8%	0.017%
11/25/2024	Synovus Financial Corp	38,551	$15.08M	0.2%	+2.0%	0.008%
11/25/2024	Castellan Group	16,637	$6.51M	2.7%	+10.1%	0.003%
11/25/2024	Tidal Investments LLC	27,056	$10.58M	0.1%	-11.4%	0.006%
11/25/2024	Cim Investment Management Inc.	3,848	$1.51M	0.4%	-2.5%	0.001%
11/25/2024	Destination Wealth Management	854	$0.33M	0.0%	+37.3%	0.000%
11/25/2024	Wilmington Savings Fund Society FSB	21,129	$8.26M	0.1%	+139.2%	0.004%
11/25/2024	Arvest Bank Trust Division	1,560	$0.61M	0.0%	N/A	0.000%
11/25/2024	Sfmg LLC	1,458	$0.57M	0.0%	+3.6%	0.000%
11/25/2024	World Investment Advisors LLC	4,012	$1.57M	0.0%	+26.6%	0.001%
11/25/2024	Sanctuary Advisors LLC	126,564	$50.31M	0.3%	+9.9%	0.026%
11/22/2024	Stock Yards Bank & Trust Co.	84,324	$32.98M	1.1%	-4.8%	0.017%
11/21/2024	Anchor Investment Management LLC	13,317	$5.21M	0.5%	+2.9%	0.003%
11/21/2024	Tudor Financial Inc.	2,184	$0.85M	0.5%	N/A	0.000%
11/20/2024	SOA Wealth Advisors LLC.	156	$61K	0.0%	+47.2%	0.000%
11/20/2024	Bard Financial Services Inc.	1,360	$0.53M	0.1%	-15.5%	0.000%
11/19/2024	Invst LLC	651	$0.26M	0.0%	-6.5%	0.000%
11/19/2024	Citizens Business Bank	1,556	$0.61M	0.1%	-21.6%	0.000%
11/19/2024	Second Line Capital LLC	551	$0.22M	0.1%	N/A	0.000%
11/19/2024	Hohimer Wealth Management LLC	4,763	$1.86M	0.4%	+2.7%	0.001%
11/18/2024	Soltis Investment Advisors LLC	1,401	$0.55M	0.1%	-7.4%	0.000%
11/18/2024	TD Private Client Wealth LLC	3,003	$1.18M	0.0%	-6.2%	0.001%
11/18/2024	Virtue Capital Management LLC	1,136	$0.44M	0.1%	-11.2%	0.000%
11/18/2024	Fortem Financial Group LLC	2,535	$0.99M	0.4%	+4.8%	0.001%
11/18/2024	Arete Wealth Advisors LLC	6,622	$2.58M	0.2%	-1.9%	0.001%
11/18/2024	Teachers Retirement System of The State of Kentucky	37,189	$14.55M	0.1%	-9.2%	0.008%
11/18/2024	Sunbelt Securities Inc.	3,666	$1.43M	0.1%	-5.5%	0.001%
11/18/2024	Toronto Dominion Bank	165,473	$64.72M	0.1%	+1.3%	0.034%
11/18/2024	Chiron Investment Management LLC	1,740	$0.68M	0.2%	N/A	0.000%
11/18/2024	Wilson & Boucher Capital Management LLC	6,281	$2.46M	1.7%	-0.5%	0.001%
11/18/2024	Coldstream Capital Management Inc.	25,624	$10.02M	0.2%	+2.3%	0.005%
11/18/2024	Gould Capital LLC	8,677	$3.39M	2.2%	-1.8%	0.002%
11/18/2024	RB Capital Management LLC	9,563	$3.74M	0.9%	+1.6%	0.002%
11/18/2024	FRG Family Wealth Advisors LLC	14,324	$5.60M	1.0%	-2.1%	0.003%
11/18/2024	First Dallas Securities Inc.	9,847	$3.85M	1.6%	-2.0%	0.002%
11/16/2024	Geode Capital Management LLC	10,213,455	$3.99B	0.3%	+0.7%	2.115%
11/15/2024	Greenwood Gearhart Inc.	33,075	$12.94M	1.1%	+6.4%	0.007%
11/15/2024	Frisch Financial Group Inc.	1,533	$0.60M	0.2%	+5.4%	0.000%
11/15/2024	Prestige Wealth Management Group LLC	2,425	$0.95M	0.2%	-1.5%	0.001%
11/15/2024	Brophy Wealth Management LLC	1,045	$0.41M	0.1%	N/A	0.000%
11/15/2024	Vestcor Inc	18,708	$7.32M	0.2%	-4.7%	0.004%
11/15/2024	Executive Wealth Management LLC	2,174	$0.85M	0.1%	N/A	0.000%
11/15/2024	Guardian Wealth Management Inc.	2,343	$0.92M	0.6%	-2.5%	0.000%
11/15/2024	Abel Hall LLC	575	$0.23M	0.1%	N/A	0.000%
11/15/2024	Nabity Jensen Investment Management Inc	2,859	$1.12M	0.9%	N/A	0.001%
11/15/2024	Continuum Advisory LLC	1,162	$0.45M	0.1%	+11.9%	0.000%
11/15/2024	LRI Investments LLC	3,851	$1.49M	0.1%	+106.5%	0.001%
11/15/2024	Public Employees Retirement System of Ohio	224,537	$87.82M	0.4%	-0.8%	0.047%
11/15/2024	EWA LLC	824	$0.32M	0.1%	+14.1%	0.000%
11/15/2024	Nomura Asset Management Co. Ltd.	286,006	$111.86M	0.3%	+7.3%	0.059%
11/15/2024	Y Intercept Hong Kong Ltd	8,535	$3.34M	0.2%	-50.0%	0.002%
11/15/2024	MML Investors Services LLC	146,643	$57.36M	0.2%	+4.8%	0.030%
11/15/2024	Hodges Capital Management Inc.	22,622	$8.85M	0.6%	+19.0%	0.005%
11/15/2024	First National Bank of Omaha	550	$0.22M	0.0%	N/A	0.000%
11/15/2024	CTC Alternative Strategies Ltd.	601	$0.24M	0.3%	-92.8%	0.000%
11/15/2024	Kimelman & Baird LLC	100	$39K	0.0%	+42.9%	0.000%
11/15/2024	Northeast Financial Consultants Inc	592	$0.23M	0.0%	N/A	0.000%
11/15/2024	Dunhill Financial LLC	169	$66K	0.0%	+47.0%	0.000%
11/15/2024	Delos Wealth Advisors LLC	257	$0.10M	0.1%	-27.8%	0.000%
11/15/2024	Orion Portfolio Solutions LLC	27,053	$10.58M	0.2%	+3.3%	0.006%
11/15/2024	XTX Topco Ltd	15,842	$6.20M	0.4%	+38.3%	0.003%
11/15/2024	Zacks Investment Management	449,078	$175.64M	1.5%	+2.1%	0.093%
11/15/2024	Zega Financial LLC	3,625	$1.42M	0.2%	+3.5%	0.001%
11/15/2024	Zimmer Partners LP	20,000	$7.82M	0.1%	-50.0%	0.004%
11/15/2024	Zurich Insurance Group Ltd FI	255,355	$99.87M	0.8%	+4,018.6%	0.053%
11/15/2024	Glen Eagle Advisors LLC	6,346	$2.48M	0.4%	+8.7%	0.001%
11/15/2024	iA Global Asset Management Inc.	17,880	$6.99M	0.1%	-14.6%	0.004%
11/15/2024	EP Wealth Advisors LLC	18,032	$7.05M	0.1%	+55.0%	0.004%
11/15/2024	United Services Automobile Association	64,416	$25.19M	0.6%	-24.3%	0.013%
11/15/2024	Insigneo Advisory Services LLC	7,110	$2.78M	0.3%	-7.4%	0.001%
11/15/2024	Kovitz Investment Group Partners LLC	113,044	$41.76M	0.3%	+4.4%	0.023%
11/15/2024	Virtus Investment Advisers Inc.	610	$0.24M	0.2%	+281.3%	0.000%
11/15/2024	Wellington Management Group LLP	51,654	$20.20M	0.0%	-21.1%	0.011%
11/15/2024	Worldquant Millennium Advisors LLC	3,572	$1.40M	0.0%	-64.8%	0.001%
11/15/2024	Weaver Consulting Group	543	$0.21M	0.1%	N/A	0.000%
11/15/2024	Weiss Asset Management LP	12,601	$4.93M	0.1%	-60.5%	0.003%
11/15/2024	Temasek Holdings Private Ltd	54,469	$21.30M	0.1%	-51.8%	0.011%
11/15/2024	Texas Capital Bank Wealth Management Services Inc	26,274	$10.28M	1.0%	+1.7%	0.005%
11/15/2024	State Street Corp	36,384,598	$14.23B	0.6%	-0.6%	7.536%
11/15/2024	Stevens Capital Management LP	11,403	$4.46M	0.6%	N/A	0.002%
11/15/2024	Stifel Financial Corp	665,638	$260.36M	0.3%	-0.8%	0.138%
11/15/2024	SYM FINANCIAL Corp	876	$0.34M	0.0%	+7.1%	0.000%
11/15/2024	Safe Harbor Fiduciary LLC	777	$0.30M	0.3%	N/A	0.000%
11/15/2024	Quadrature Capital Ltd	30,067	$11.75M	0.3%	-70.0%	0.006%
11/15/2024	Quantinno Capital Management LP	69,858	$27.32M	0.4%	+70.3%	0.014%
11/15/2024	Royal London Asset Management Ltd.	255,485	$99.93M	0.2%	+11.1%	0.053%
11/15/2024	Redwood Investment Management LLC	4,635	$1.81M	0.2%	-6.6%	0.001%
11/15/2024	Reynders McVeigh Capital Management LLC	2,356	$0.92M	0.0%	+9.2%	0.000%

Data available starting January 2016

Caterpillar Inc. manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in worldwide. Its Construction Industries segment offers asphalt pavers, compactors, road reclaimers, forestry machines, cold planers, material handlers, track-type tractors, excavators, telehandlers, motor graders, and pipelayers; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools. The company's Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, tractors, mining trucks, wheel loaders, off-highway and articulated trucks, wheel tractor scrapers and dozers, fleet management products, landfill and soil compactors, machinery components, autonomous ready vehicles and solutions, work tools, and safety services and mining performance solutions, as well as related parts and services. Its Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; turbines, centrifugal gas compressors, and related services; and diesel-electric locomotives and components, and other rail-related products. The company's Financial Products segment provides operating and finance leases, installment sale contracts, revolving charge accounts, repair/rebuild financing services, working capital loans, and wholesale financing; and insurance and risk management products and services. Its All Other Operating segment offers filters and fluids, undercarriage, ground engaging tools, fluid transfer products, precision seals, and rubber sealing and connecting components; parts distribution; logistics solutions and distribution services; brand management and marketing strategy services; and digital investments services. Caterpillar Inc. was founded in 1925 and is headquartered in Irving, Texas.

Today's Range

Now: $367.12

$363.86

$367.49

50 Day Range

MA: $388.07

$360.37

$416.97

52 Week Range

Now: $367.12

$276.94

$418.50

Volume

1,096,680 shs

Average Volume

2,542,920 shs

Market Capitalization

$177.25 billion

P/E Ratio

17.02

Dividend Yield

1.54%

Beta

1.1

Who are the company insiders with the largest holdings of Caterpillar?: Caterpillar's top insider investors include:
Lange Bob De (Insider)
Andrew R J Bonfield (CFO)
Anthony D Fassino (Insider)
Cheryl H Johnson (Insider)
Suzette M Long (General Counsel)
Denise C Johnson (Insider)
David Maclennan (Director)
Daniel M Dickinson (Director)
Gerald Johnson (Director)
William E Schaupp (CAO)
Joseph E Creed (Insider)
Learn More about top insider investors at Caterpillar.
Who are the major institutional investors of Caterpillar?: Caterpillar's top institutional investors include:
State Street Corp — 7.54%
Geode Capital Management LLC — 2.12%
Fisher Asset Management LLC — 1.85%
FMR LLC — 1.01%
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC — 0.75%
Charles Schwab Investment Management Inc. — 0.67%
Learn More about top institutional investors of Caterpillar stock.
Which major investors are selling Caterpillar stock?: Within the last quarter, CAT stock was sold by these institutional investors:
Jane Street Group LLC
FMR LLC
Parallax Volatility Advisers L.P.
Los Angeles Capital Management LLC
State Street Corp
ING Groep NV
Primecap Management Co. CA
Wolverine Trading LLC
During the previous year, company insiders that have sold Caterpillar company stock include:
Lange Bob De (Insider)
Andrew R J Bonfield (CFO)
Anthony D Fassino (Insider)
Cheryl H Johnson (Insider)
Suzette M Long (General Counsel)
Denise C Johnson (Insider)
Learn More investors selling Caterpillar stock.
Which major investors are buying Caterpillar stock?: During the previous quarter, CAT stock was acquired by institutional investors including:
International Assets Investment Management LLC
Zurich Insurance Group Ltd FI
Fisher Asset Management LLC
Caisse DE Depot ET Placement DU Quebec
Assenagon Asset Management S.A.
Commerzbank Aktiengesellschaft FI
B. Metzler seel. Sohn & Co. Holding AG
Pathway Financial Advisers LLC
During the previous year, these company insiders have bought Caterpillar stock:
Lange Bob De (Insider)
Andrew R J Bonfield (CFO)
Learn More investors buying Caterpillar stock.

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