/stocks — the workspaceLOADING
Caterpillar manufactures construction and mining equipment, diesel and gas engines, and industrial turbines, sold through a network of independent dealers worldwide. Its three primary segments are Construction Industries, Resource Industries, and Energy and Transportation, with a captive finance arm funding customer purchases.
CATERPILLAR INC (CAT) is a construction machinery & equip company. Piotroski F-Score 6/8. 29 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-08-04 from CAT's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on CAT plus an auto-SWOT — built from CAT's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate CAT using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Fisher Asset Management (Ken Fisher) | $6.93B | 2.3% of portfolio |
| Gates Foundation Trust (Bill Gates) | $4.50B | 14.2% of portfolio |
| Markel Group (Tom Gayner) | $232.8M | 2.0% of portfolio |
| Gotham Asset Management (Joel Greenblatt) | $83.0M | 0.3% of portfolio |
| Tim WalbergU.S. Representative · MI-05 | BUY | $15,001 - $50,000 | filed 2026-06-03 |
| Johnson Denise CGroup President | SELL | $11.4M | view → |
| Schaupp William EChief Accounting Officer | SELL | $326K | view → |
| Johnson Denise CGroup President | SELL | $5.6M | view → |
| Fassino Anthony D.Group President | SELL | $14.9M | view → |
| BONFIELD ANDREW R JCFO Emeritus | SELL | $14.4M | view → |
| Fassino Anthony D.Group President | SELL | $8.5M | view → |
| De Lange BobGroup President | SELL | $22.4M | view → |
Projected from CAT's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment CAT files its announcement.
CAT has rallied after 5 of its last 8 earnings reports.
Earnings reactions have been moderate.
CAT has traded higher after most recent earnings releases.
The average is inflated by its most volatile prints (+11.2% and -5.5%).
A more typical earnings reaction has been approximately ±2.5%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-04-30 | +9.8% |
| 2026-01-29 | +2.2% |
| 2025-10-29 | +11.2% |
| 2025-08-05 | -1.4% |
| 2025-04-30 | +2.1% |
| 2025-01-30 | -5.5% |
| 2024-10-11 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -0.7% |
| 2024-08-06 | +2.8% |