CAT | CATERPILLAR INC

CUSIP: 149123101

2 Funds Holding

6.4M Total Shares

$3.6B Total Value

$357.9B

Market Cap

40.7

P/E Ratio

27.9

Forward P/E

$18.81

EPS (TTM)

0.79%

Dividend Yield

$9.3B

Cash

$43.3B

Total Debt

465M

Shares Out

$267.30

$789.81

52-Week Range

Fund / Manager Click to search	Shares	Value	% of Portfolio	Cost Basis	Est. Return
Gates Foundation Trust\|Michael Larson	6.4M	$3.6B	10.29%	—	—
Gardner Russo & Quinn\|Thomas Russo	550	$315079	0.00%	$422.78	+53.08%

Quarter:

Fund / Manager Click to search	Action	Change	Shares After	Value	Price
2025-Q4
Gardner Russo & Quinn	SELL	-21.4%	550	$315079	$565.83
2025-Q3
Gates Foundation Trust	SELL	-13.6%	6.4M	$3.0B	$422.78
Dodge & Cox	SELL	-2.7%	40.8K	$19M	$422.78
Mairs & Power	SELL	-3.4%	18.7K	$9M	$422.78
Gardner Russo & Quinn	BUY	NEW	700	$334005	$422.78
2025-Q2
Markel Group	BUY	+0.2%	328.6K	$128M	$343.39
Dodge & Cox	SELL	-0.1%	41.9K	$16M	$343.39
Mairs & Power	BUY	+17.0%	19.4K	$8M	$343.39
2025-Q1
Markel Group	BUY	+1.0%	328.1K	$108M	$353.00
Dodge & Cox	SELL	-0.1%	42.0K	$14M	$353.00
Mairs & Power	SELL	-0.8%	16.6K	$5M	$353.00
2024-Q4
Markel Group	BUY	+1.9%	324.8K	$118M	$388.87
Dodge & Cox	SELL	-0.7%	42.0K	$15M	$388.87
Mairs & Power	BUY	+0.7%	16.7K	$6M	$388.87
2024-Q3
Markel Group	BUY	+2.3%	318.8K	$125M	$343.30
Mairs & Power	SELL	-3.0%	16.6K	$6M	$343.30
2024-Q2
Markel Group	BUY	+1.3%	311.5K	$104M	$346.47
Dodge & Cox	SELL	-0.1%	42.3K	$14M	$346.47
Mairs & Power	SELL	-2.0%	17.1K	$6M	$346.47
2024-Q1
Markel Group	BUY	+1.5%	307.6K	$113M	$321.91
Dodge & Cox	SELL	-0.1%	42.3K	$16M	$321.91
Mairs & Power	SELL	-0.8%	17.4K	$6M	$321.91
2023-Q4
Markel Group	BUY	+1.3%	303.1K	$90M	$255.19
2023-Q3
Markel Group	BUY	+2.1%	299.1K	$82M	$274.27
Dodge & Cox	BUY	+41.3%	42.4K	$12M	$274.27
Mairs & Power	SELL	-0.4%	17.6K	$5M	$274.27
2023-Q2
Markel Group	BUY	+1.9%	293.0K	$72M	$218.80
Mairs & Power	SELL	-1.5%	17.7K	$4M	$218.80
2023-Q1
Dodge & Cox	SELL	-0.2%	30.0K	$7M	$246.52
Mairs & Power	SELL	-0.2%	17.9K	$4M	$246.52
2022-Q4
Dodge & Cox	SELL	-4.4%	30.0K	$7M	$230.44
Mairs & Power	SELL	-0.8%	18.0K	$4M	$230.44
2022-Q3
Mairs & Power	BUY	+148.1%	18.1K	$3M	$182.49
2022-Q2
Dodge & Cox	SELL	-0.2%	31.4K	$6M	$213.62
Mairs & Power	SELL	-4.3%	7.3K	$1M	$213.62
2022-Q1
Gates Foundation Trust	SELL	-24.1%	7.4M	$1.6B	$212.17
Dodge & Cox	SELL	-1.4%	31.5K	$7M	$212.17
Mairs & Power	BUY	+4.1%	7.6K	$2M	$212.17
2021-Q4
Dodge & Cox	SELL	-9.7%	32.0K	$7M	$202.15
Mairs & Power	BUY	+7.3%	7.3K	$2M	$202.15
2021-Q3
Gates Foundation Trust	SELL	-4.6%	9.7M	$1.9B	$209.16
Dodge & Cox	SELL	-8.3%	35.4K	$7M	$209.16
Mairs & Power	SELL	-2.1%	6.8K	$1M	$209.16
2021-Q2
Dodge & Cox	SELL	-2.6%	38.6K	$8M	$232.49
Mairs & Power	SELL	-31.2%	7.0K	$2M	$232.49
2021-Q1
Gates Foundation Trust	SELL	-9.8%	10.2M	$2.4B	$201.11
Dodge & Cox	SELL	-3.3%	39.6K	$9M	$201.11
Mairs & Power	BUY	+41.0%	10.1K	$2M	$201.11
2020-Q4
Dodge & Cox	SELL	-1.2%	40.9K	$7M	$171.91
Olstein Capital Management	SELL	EXIT	—	—	$171.91
Mairs & Power	BUY	+4.1%	7.2K	$1M	$171.91
2020-Q3
Dodge & Cox	SELL	-0.3%	41.5K	$6M	$139.96
Olstein Capital Management	SELL	-24.3%	28.0K	$4M	$139.96
Mairs & Power	SELL	-6.3%	6.9K	$1M	$139.96
2020-Q2
Dodge & Cox	SELL	-3.6%	41.6K	$5M	$116.61
Olstein Capital Management	SELL	-15.9%	37.0K	$5M	$116.61
2020-Q1
Markel Group	BUY	+1.2%	287.5K	$33M	$134.32
Dodge & Cox	SELL	-0.2%	43.1K	$5M	$134.32
Olstein Capital Management	BUY	+15.8%	44.0K	$5M	$134.32
Mairs & Power	BUY	+4.8%	7.4K	$856000	$134.32
Hillman Capital Management	SELL	EXIT	—	—	$134.32
2019-Q4
Markel Group	BUY	+2.2%	284.0K	$42M	$143.18
Dodge & Cox	SELL	-0.4%	43.2K	$6M	$143.18
Olstein Capital Management	SELL	-11.6%	38.0K	$6M	$143.18
2019-Q3
Dodge & Cox	SELL	-0.9%	43.4K	$5M	$128.16
Olstein Capital Management	BUY	+19.4%	43.0K	$5M	$128.16
2019-Q2
Dodge & Cox	SELL	-1.4%	43.8K	$6M	$133.67
Olstein Capital Management	SELL	-5.3%	36.0K	$5M	$133.67
2019-Q1
Dodge & Cox	SELL	-1.3%	44.4K	$6M	$132.67
2018-Q4
Dodge & Cox	SELL	-2.8%	45.0K	$6M	$126.19
Olstein Capital Management	BUY	+35.7%	38.0K	$5M	$126.19
2018-Q3
Dodge & Cox	SELL	-3.0%	46.3K	$7M	$139.75
Olstein Capital Management	BUY	+12.0%	28.0K	$4M	$139.75
Mairs & Power	SELL	-12.4%	7.0K	$1M	$139.75
2018-Q2
Dodge & Cox	SELL	-0.5%	47.7K	$6M	$151.07
Olstein Capital Management	BUY	+78.6%	25.0K	$3M	$151.07
Mairs & Power	BUY	+7.3%	8.0K	$1M	$151.07
2018-Q1
Dodge & Cox	SELL	-2.7%	48.0K	$7M	$156.46
Olstein Capital Management	SELL	-36.4%	14.0K	$2M	$156.46
Mairs & Power	BUY	+1.7%	7.5K	$1M	$156.46
Gardner Russo & Quinn	SELL	EXIT	—	—	$156.46

6 Months Insider Sentiment

100%

Buy $171K Sell $54.3M

1 Buys

32 Sells

-54.1M Net

3 Grants

Largest

$8.7M III

$8.2M De

$7.9M III

Date	Insider Click to search	Role Click to search	Type	Shares	Price	Value
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	1.4K	$574.77	$822K
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	1.5K	$576.56	$849K
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	2.6K	$573.61	$1.5M
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	3.0K	$575.77	$1.7M
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	40	$578.41	$23K
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	600	$577.79	$347K
Dec 31, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	812	$572.71	$465K
Dec 19, 2025	James C Fish Jr	Director	GRANT	1.0K	—	—
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	920	$571.38	$526K
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	1.4K	$568.57	$783K
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	1.9K	$573.63	$1.1M
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	2.1K	$572.57	$1.2M
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	2.4K	$569.35	$1.3M
Dec 01, 2025	J R Bonfield Andrew	Chief Financial Officer	SELL	381	$570.27	$217K
Nov 28, 2025	Donald J Umpleby III	Executive Chairman	GRANT	2.4K	—	—
Nov 19, 2025	Susan C Schwab	Director	GRANT	990	—	—
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.0K	$561.29	$579K
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.3K	$562.15	$708K
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.6K	$563.22	$924K
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.5K	$563.22	$834K
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.4K	$562.27	$794K
Nov 11, 2025	Jason Kaiser	Group President	EXERCISE	8.0K	$196.70	$1.6M
Nov 11, 2025	Jason Kaiser	Group President	EXERCISE	8.9K	$219.76	$2.0M
Nov 11, 2025	Jason Kaiser	Group President	SELL	37	$565.06	$21K
Nov 11, 2025	Jason Kaiser	Group President	SELL	280	$563.88	$158K
Nov 11, 2025	Jason Kaiser	Group President	SELL	380	$567.35	$216K
Nov 11, 2025	Jason Kaiser	Group President	SELL	400	$567.26	$227K
Nov 11, 2025	Jason Kaiser	Group President	SELL	460	$564.09	$259K
Nov 11, 2025	Jason Kaiser	Group President	SELL	632	$568.65	$359K
Nov 11, 2025	Jason Kaiser	Group President	SELL	653	$568.60	$371K
Nov 11, 2025	Jason Kaiser	Group President	SELL	1.0K	$561.29	$584K
Nov 10, 2025	Anthony D. Fassino	Group President	EXERCISE	12.5K	$196.70	$2.5M
Nov 10, 2025	Anthony D. Fassino	Group President	SELL	8.2K	$570.18	$4.7M
Nov 06, 2025	David Maclennan	Director	BUY	300	$568.86	$171K
Nov 05, 2025	Lange Bob De	Group President	EXERCISE	20.0K	$151.12	$3.0M
Nov 05, 2025	Lange Bob De	Group President	SELL	14.6K	$562.36	$8.2M
Nov 05, 2025	William E Schaupp	Chief Accounting Officer	SELL	1.2K	$572.22	$687K
Oct 10, 2025	Donald J Umpleby III	Executive Chairman	SELL	17.2K	$505.29	$8.7M
Sep 22, 2025	Donald J Umpleby III	Executive Chairman	SELL	17.2K	$462.65	$7.9M
Sep 02, 2025	Donald J Umpleby III	Executive Chairman	SELL	17.2K	$412.87	$7.1M

CAT | CATERPILLAR INC

Institutional Ownership of CATERPILLAR INC

Trading Activity for CATERPILLAR INC

Insider Trading for CATERPILLAR INC