CMI fell -4.2% at the last close
No SEC filing before this close in the last few days. The nearest headline, “Caterpillar, Cummins, Quanta Services poised to gain from 2027 data-center growth: UBS”, was published Oct 19, 1:21 p.m. ET, before the previous close, so earlier sessions saw it too.
End-of-day prices (Databento) + SEC EDGAR filings + headlines. We surface the real signals on file and name the likely driver — correlation, not a guaranteed cause. Filings are placed by the time EDGAR accepted them and headlines by when they were published, so anything that went public after the close is marked after the move and never named the driver. Not investment advice.