Lumida
/CAT
⌘K
Caterpillar Inc

Caterpillar Inc

CAT
$818.57USD+1.69%+13.57 today

MARKET CAP

376.3B

P/E (TTM)

33.8x

FWD P/E

27.6x

DAY RANGE

$814 – $826

52W RANGE

$423
$1,073

AI Summary

Stalk
TrimMedium

CAT remains under medium-term bearish distribution dynamics, failing to sustain rallies into the 9/20/50 EMA cluster. The long-term uptrend is intact, but intermediate pressure and lower highs/lows keep the bias negative. Short-term timing is neutral as price consolidates around the EMA zone. Defer trimming into renewed strength toward the EMA cluster for optimal execution.

  • Record Q2 revenue $20.5B (+24% YoY); EPS $8.17 (+73% YoY)
  • Backlog $72B (up $9B sequentially); 59% deliverable next 12 months
  • Tariffs impose ~$600M costs; annual impact ~$2.2B, squeezing profit margins
Full analysis →

Buying

14

institutions

Selling

6

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

InstitutionActionShares HeldValueChangeChg %Weight
BI

Blackrock, Inc.

Q2 2026

BUY37.99 M40.46 B+805.57 K+53.6%0.60%
FA

Fisher Asset Management, LLC

Q2 2026

BUY9.94 M10.59 B+166.57 K+52.9%3.15%
JC

Jpmorgan Chase & Co

Q2 2026

BUY7.33 M7.57 B+4.39 M+285.6%0.44%
CA

Citadel Advisors LLC

Q2 2026

BUY5.24 M5.58 B+1.31 M+100.1%0.64%
CP

California Public Employees Retirement System

Q2 2026

BUY965.57 K1.03 B+85.72 K+65.0%0.58%
MM

Millennium Management LLC

Q2 2026

BUY784.66 K835.58 M+194.04 K+99.7%0.31%
AC

Aqr Capital Management LLC

Q2 2026

BUY505.02 K533.23 M+238.06 K+189.1%0.19%
RC

Rockefeller Capital Management L.P.

Q2 2026

BUY298.64 K318.02 M+4.46 K+52.6%0.49%
BA

Balyasny Asset Management L.P.

Q2 2026

SELL153.70 K163.67 M+-115.35 K-14.1%0.21%
JH

Janus Henderson Group Plc

Q1 2026

BUY231.03 K163.65 M+115.11 K+146.4%0.04%
PA

Point72 Asset Management, L.P.

Q2 2026

BUY139.30 K148.34 M+52.80 K+142.1%0.17%
WP

Woodline Partners LP

Q2 2026

SELL100.80 K107.34 M+-81.68 K-17.0%0.33%
MG

Man Group Plc

Q2 2026

SELL79.41 K84.56 M+-17.73 K+22.9%0.14%
BH

Brevan Howard Capital Management LP

Q2 2026

BUY14.81 K15.77 M+6.18 K+165.6%0.12%
BA

Bridgewater Associates, LP

Q2 2026

SELL7.33 K7.80 M+-75.17 K-86.7%0.03%
GM

Grantham, Mayo, Van Otterloo & Co. LLC

Q2 2026

SELL3.67 K3.91 M+-3.03 K-17.7%0.01%
MC

Moore Capital Management, LP

Q2 2026

BUYNEW3.39 K3.61 M+3.39 K+0.0%0.05%
AC

Arcus Capital Partners, LLC

Q2 2026

BUY1.69 K1.80 M+801.00+186.1%0.74%
RR

Robotti Robert

Q2 2026

BUYNEW200.00212.98 K+200.00+0.0%0.03%
RT

Renaissance Technologies LLC

Q2 2026

SELL0.000.00+-21.51 K-100.0%0.00%