Institutional net value grew $46.5B in Q1 2026, but 1,612 buyers vs 1,680 sellers shows fragmented accumulation; insiders sold $105M over 90 days with zero buys.

Confirmation

Continued institutional buying without insider purchases would sustain the standoff.

Invalidation Risk

A shift in either direction—insider buying or institutional selling—breaks the neutral stance.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

90d confidence

unique buyers

—

buy value

data as of 2026-07-16

12-Month Buy/Sell Activity

Feb 25

Sep 25

Dec 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	Creed Joseph E	Chief Executive Officer	2026-03-05	$414K
賣出	Creed Joseph E	Chief Executive Officer	2026-03-05	$87K
賣出	Creed Joseph E	Chief Executive Officer	2026-03-05	$421K
賣出	Creed Joseph E	Chief Executive Officer	2026-03-05	$575K
賣出	Creed Joseph E	Chief Executive Officer	2026-03-05	$301K
賣出	Shurman Rodney Michael	Group President	2026-02-23	$1.73M
賣出	Shurman Rodney Michael	Group President	2026-02-17	$1.35M
賣出	Schaupp William E	Chief Accounting Officer	2026-02-17	$743K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CATERPILLAR INC (CAT)?

Major stakeholders currently include BlackRock, Inc. ($26.3B), State Street CORP ($24.7B), Vanguard Capital Management LLC ($21.4B). Based on the latest 13F filings, there are a total of 3751 tracked investment funds and institutions maintaining positions in CAT.

What is the overall institutional sentiment toward CAT recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $46.5B, driven by 1612 managers accumulating shares while 1681 reduced their exposure.

Which institutions have been selling or reducing their CAT positions?

In the latest period, 1559 funds trimmed their holdings, and 122 managers completely exited their positions. The aggregate reported sell value was $88.4B.

Are there any notable investors adding CAT to their portfolios?

Yes, buying activity remains notable. 328 institutions opened new positions in {ticker}, and 1284 existing holders added to their shares. The total reported buy value for the quarter amounted to $111.3B.