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CAT Caterpillar

Industrials, filed as CATERPILLAR INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 2 Owners
  • #116
  • Max 2.3%
  • Master 0.42%
  • $271M
  • 1 reduce 1 exit

In 2026 Q3 Kentucky Trust trimmed Caterpillar, and Kenneth Dedeker sold out.

Who owns this now

Largest portfolio weights among holders, up to 2.3% (Kentucky Trust Co., Kentucky Trust). Not free-float ownership.

  1. Kentucky Trust Co. Reduce 2.3%
  2. Thomas Gayner 2.1%

Who owns CAT

Sorted by value, long equity only, as of 2026 Q3.

History
Thomas Gayner, Markel Group 2.1% Hold 328,650 $266M History
Kentucky Trust Co., Kentucky Trust 2.3%, was 2.9% Reduce −2.0% 5,620 $4.6M History
Kenneth Dedeker, Dedeker Financial exited 2026 Q3 Last 2026 Q2 0.14% Exit −0.14% 238 $253K History

2 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CAT's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CAT insider trades
  • $390K bought by 1 insider
  • $224M sold by 8 insiders outside a trading plan
  • $20.6M sold by 3 insiders under 10b5-1 plans
  1. Joseph E Creed CEO
    Sale
    $26.2M 32,401 shares at $808.98 48% of stake
    Traded Aug 28 Filed Sep 1
    ↗
  2. Denise C Johnson Group President
    Sale
    $11.4M 12,605 shares at $907.91 20% of stake
    Traded May 14 Filed May 15
    ↗
  3. Denise C Johnson Group President
    Sale
    $5.6M 6,196 shares at $909.79 11% of stake
    Traded May 13 Filed May 14
    ↗
  4. William E Schaupp Chief Accounting Officer
    Sale
    $326K 360 shares at $906.00 40% of stake
    Traded May 13 Filed May 14
    ↗
  5. Anthony D. Fassino Group President
    Sale
    $14.9M 16,283 shares at $916.80 26% of stake
    Traded May 11 Filed May 12
    ↗
  6. Bob De Lange Group President
    Sale
    $22.4M 24,222 shares at $922.92 22% of stake
    Traded May 6 Filed May 7
    ↗
  7. Anthony D. Fassino Group President
    Sale
    $8.5M 9,152 shares at $926.25 17% of stake
    Traded May 6 Filed May 7
    ↗
  8. Andrew R J Bonfield CFO
    Sale
    $14.4M 15,674 shares at $918.71 23% of stake
    Traded May 6 Filed May 7
    ↗
  9. Rodney Michael Shurman Group President
    Sale
    $5.1M 5,639 shares at $903.18 69% of stake
    Traded May 5 Filed May 6
    ↗
  10. Jason Kaiser Group President
    Sale
    $5M 5,642 shares at $883.03 37% of stake
    Traded May 4 Filed May 5
    ↗
  11. David MacLennan Director
    Buy
    $219K 250 shares at $876.84 +3.1% to stake
    Traded May 4 Filed May 5
    ↗
  12. Joseph E Creed CEO
    Planned sale
    $1.8M 2,500 shares at $718.93 6.7% of stake
    Traded Mar 5 Filed Mar 6
    ↗
  13. Rodney Michael Shurman Group President
    Sale
    $1.7M 2,278 shares at $759.61 61% of stake
    Traded Feb 23 Filed Feb 24
    ↗
  14. Rodney Michael Shurman Group President
    Sale
    $1.3M 1,764 shares at $763.39 55% of stake
    Traded Feb 17 Filed Feb 18
    ↗
  15. William E Schaupp Chief Accounting Officer
    Sale
    $743K 972 shares at $764.20 54% of stake
    Traded Feb 17 Filed Feb 18
    ↗

Also filed in the last 12 months, not counted as buying or selling: 56 share withholdings for taxes, 28 stock grants, 25 option exercises, and 4 gifts.

Congress

15 members of Congress traded CAT in the last three years: 21 buys and 16 sales. 14 members listed it in 2025 annual reports.

All Congress trades
  1. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 28 filed Oct 12
  2. Tim Walberg R-MI-5Joint Buy $15K–$50K Feb 7, 2025 filed Jun 3
  3. Jared Moskowitz D-FL-23 Partial sale $1K–$15K Mar 31 filed Apr 30
  4. John Boozman R-ARJoint Buy $1K–$15K Jan 29 filed Feb 15
  5. Markwayne Mullin R-OKJoint Buy $15K–$50K Dec 29, 2025 filed Jan 16
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Nov 18, 2025 filed Dec 15, 2025

SEC filings

Recent issuer filings from EDGAR, 6 shown.

Filed Form Detail Links
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07,7.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 2 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $67.06B $64.81B $67.59B
Gross profit * $24.29B $24.61B $22.84B
Gross margin * 36.2% 38.0% 33.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $46.95B $45.68B $52.48B
Total non-current assets * $40.53B $42.08B $46.1B
Total assets $87.48B $87.76B $98.58B
Total current liabilities $34.73B $32.27B $36.56B
Total non-current liabilities * $33.24B $36B $40.71B
Total equity $19.5B $19.49B $21.32B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $12.88B $12.04B $11.74B
Cash from investing -$5.87B -$2.45B -$4.71B
Cash from financing -$6.93B -$9.56B -$3.9B
Net change in cash -$0.028B -$0.089B $3.09B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.