CAT
Caterpillar, Inc. · $814.81 (+0.7%) · P/E 40.7
10 hub catalysts across 4 sources · backtest → · ← Ticker Explorer
Earnings (SEC EDGAR)U.S. House — Congressional TradesSEC EDGAR FilingsStockTwits Social Sentiment
Signal summary
Signals divergeBullish and bearish forces are in conflict here — weigh both columns.
91▼ Bear-leanconviction from hub signals
Bullish factors
- Congress bought (1)
Bearish factors
- Congress sold (1)
- StockTwits 38% bullish
- 3 analyst downgrades
- Insiders net selling (12 vs 7)
Signal mix for CAT
Which data feeds have fired on this name — hover a slice for counts.
Best strategy
2-yr backtest · by SharpePrice vs 200-day MA has fit CAT best over 2 years (+113.8%, Sharpe 1.49). Historical/in-sample — walk-forward all 19 →
| # | Strategy | Return | Sharpe | Beats B&H |
|---|---|---|---|---|
| 1 | Price vs 200-day MA | +113.8% | 1.49 | |
| 2 | Buy & Hold (baseline) | +145.8% | 1.47 | |
| 3 | Absolute Momentum (12mo) | +87.6% | 1.28 |
Price — 1 year
daily closeInsider activity
7 open-market buysOfficers & directors trading their own stock (SEC Form 4). Buys are bullish; sells shown for context.
| Date | Action | Insider | Shares | Value |
|---|---|---|---|---|
| 2026-05-14 | SELL | Johnson Denise C. | 12,605 | $11.4M |
| 2026-05-13 | SELL | Johnson Denise C. | 6,196 | $5.6M |
| 2026-05-13 | SELL | Schaupp William E | 360 | $326K |
| 2026-05-11 | SELL | Fassino Anthony D. | 16,283 | $14.9M |
| 2026-05-06 | SELL | De Lange Bob | 24,222 | $22.4M |
| 2026-05-06 | SELL | Fassino Anthony D. | 9,152 | $8.5M |
| 2026-05-06 | SELL | Bonfield Andrew Robert John | 15,674 | $14.4M |
| 2026-05-05 | SELL | Shurman Rodney Michael | 5,639 | $5.1M |
| 2026-05-04 | BUY | Maclennan David W | 250 | $219K |
| 2026-05-04 | SELL | Kaiser Jason | 5,642 | $5.0M |
| 2026-03-05 | SELL | Creed Joseph E | 2,500 | $1.8M |
| 2026-02-23 | SELL | Shurman Rodney Michael | 2,278 | $1.7M |
| 2026-02-17 | SELL | Shurman Rodney Michael | 1,764 | $1.3M |
| 2025-11-06 | BUY | Maclennan David W | 300 | $171K |
| 2025-05-07 | BUY | Maclennan David W | 375 | $120K |
| 2025-05-02 | BUY | Johnson Gerald | 100 | $32K |
| 2025-02-04 | BUY | Johnson Gerald | 100 | $37K |
| 2024-12-04 | BUY | Johnson Gerald | 100 | $40K |
| 2024-09-04 | BUY | Johnson Gerald | 100 | $34K |
Analyst ratings
live · 8 changes| Date | Action | Analyst | Rating Change |
|---|---|---|---|
| 2024-10-14 | Downgrade | Morgan Stanley | Equal-Weight → Underweight |
| 2024-06-28 | Initiated | Raymond James | Market Perform |
| 2024-06-26 | Initiated | Citigroup | Buy |
| 2024-04-26 | Downgrade | Stifel | Buy → Hold |
| 2024-03-14 | Initiated | Truist Securities | Buy |
| 2024-02-20 | Downgrade | Evercore ISI Group | Outperform → In-Line |
| 2024-01-08 | Initiated | Morgan Stanley | Equal-Weight |
| 2023-11-20 | Initiated | HSBC | Hold |
Catalyst timeline
10 hub signals| Date | Source | Event | Entity | Value | |
|---|---|---|---|---|---|
| 2026-08-01 | Earnings (SEC EDGAR) | Earnings (est.) | CAT next report ~2026-08-05 (estimated) | ||
| 2026-07-26 | StockTwits Social Sentiment | Social Buzz | Caterpillar Inc. | 38% bull | source ↗ |
| 2026-06-11 | SEC EDGAR Filings | 8-K Event | CATERPILLAR INC | source ↗ | |
| 2026-05-06 | Earnings (SEC EDGAR) | Earnings | CAT FY2026Q1 results | 14.2B | source ↗ |
| 2026-05-06 | Earnings (SEC EDGAR) | Earnings | CAT FY2026Q1 results | 17.4B | source ↗ |
| 2026-04-30 | Earnings (SEC EDGAR) | Earnings 8-K | CAT earnings announcement (8-K item 2.02) | source ↗ | |
| 2026-03-31 | U.S. House — Congressional Trades | Congress SELL | Hon. Jared Moskowitz | $1,001 - $15,000 | source ↗ |
| 2025-11-03 | Earnings (SEC EDGAR) | Earnings | CAT FY2025Q3 results | 17.6B | source ↗ |
| 2025-08-06 | Earnings (SEC EDGAR) | Earnings | CAT FY2025Q2 results | 16.6B | source ↗ |
| 2025-02-07 | U.S. House — Congressional Trades | Congress BUY | Hon. Tim Walberg | $15,001 - $50,000 | source ↗ |
Alt-Data Signal Hub · collected signals updated 2026-07-28 14:38 UTC (refreshed daily) · market & option prices are always live on load · display-only, not advice