Is Caterpillar Inc. (CAT) a Buy, Sell, or Hold?
NYSE : CAT
Caterpillar Inc. — Institutional Ownership
$873.28 USD
-$15.45 (-1.74%)
- Volume
- 2.56M
- Average Volume
- 3.12M
- Market Capitalization
- $402.27B
- P/E Ratio
- 43.27
- Dividend Yield
- 0.71%
- Price Target
- $872.50
- Year High
- $1073.46
- Year Low
- $405.46
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.29
- Current Ratio
- $1.35
Institutional Ownership Summary
Institutional Ownership %
2.85%
Investors Holding
1516
change: -2338 | last: 3854
Increased Positions
685
change: -974 | last: 1659
Reduced Positions
595
change: -955 | last: 1550
New Positions
169
change: -212 | last: 381
Sold Positions
2401
change: 2217 | last: 184
Total Calls
16500
Total Puts
7500
Put-Call Ratio
0.45
change: -50.9589 | last: 0.9641
Total Invested
13.84B
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-04-29 | Vanguard Capital Management | 34.78M | 7.47% |
| 2026-03-26 | The Vanguard Group | - | 0.00% |
| 2026-03-05 | The Vanguard Group | 46.84M | 10.06% |
| 2023-02-13 | 95-1411037 | 13.0 | 5.60% |
| 2023-02-13 | 95-1411037 | 13.0 | 5.60% |
| 2022-02-11 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 31.48M | 5.82% |
| 2022-02-11 | STATE STREET CORPORATION | 41.04M | 7.59% |
| 2022-02-09 | The Vanguard Group - 23-1945930 | 47.56M | 8.79% |
| 2022-02-01 | (1) BlackRock, Inc. | 36.5M | 6.70% |
| 2021-02-12 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 31.33M | 5.77% |
| 2021-02-12 | STATE STREET CORPORATION | 41.45M | 7.63% |
| 2020-02-13 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 34.06M | 6.16% |
| 2020-02-13 | STATE STREET CORPORATION | 44.79M | 8.10% |
| 2019-02-13 | STATE STREET CORPORATION | 47.52M | 8.10% |
| 2019-02-13 | State Street Global Advisors Trust Company | 37.57M | 6.40% |
| 2018-02-14 | STATE STREET GLOBAL ADVISORS TRUST COMPANY | 39.81M | 6.69% |
| 2018-02-14 | STATE STREET CORPORATION | 49.13M | 8.26% |
| 2017-02-14 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 42.73M | 7.30% |
| 2017-02-14 | STATE STREET CORPORATION | 53.61M | 9.16% |
| 2017-01-23 | (1) BlackRock, Inc. | 35.18M | 6.00% |
| 2016-02-16 | STATE STREET CORPORATION | 57.58M | 9.90% |
| 2016-02-16 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 35.67M | 6.10% |
| 2016-02-09 | (1) BlackRock, Inc. | 29.99M | 5.20% |
| 2015-02-11 | STATE STREET CORPORATION | 59.09M | 9.80% |
| 2015-02-11 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 36.57M | 6.00% |
| 2015-02-06 | (1) BlackRock, Inc. | 30.28M | 5.00% |
| 2014-02-07 | (1) BlackRock, Inc. | 36.54M | 5.70% |
| 2014-02-03 | STATE STREET CORPORATION | 67.01M | 10.50% |
| 2014-02-03 | ACTING IN VARIOUS CAPACITIES | 46.15M | 7.30% |
| 2013-02-13 | THE VANGUARD GROUP, INC. | 3.07M | 5.03% |
| 2013-02-12 | STATE STREET CORPORATION | 71.29M | 10.90% |
| 2013-02-12 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 50.77M | 7.80% |
| 2013-02-06 | (1) BlackRock, Inc. | 43.26M | 6.62% |
| 2012-02-13 | STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES | 54.11M | 8.40% |
| 2012-02-13 | STATE STREET CORPORATION | 73.21M | 11.30% |
| 2011-02-11 | STATE STREET CORPORATION | 75.8M | 11.90% |
| 2011-02-11 | STATE STREET BANK AND TRUST COMPANY, ACTING IN VARIOUS CAPACITIES* | 58.22M | 9.20% |
| 2011-02-03 | (1) BlackRock, Inc. | 33.08M | 5.21% |
| 2010-02-12 | STATE STREET CORPORATION | 86.89M | 14.00% |
| 2010-02-12 | STATE STREET BANK AND TRUST COMPANY, ACTING IN VARIOUS CAPACITIES* | 81.7M | 13.10% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 32.74M | 5.26% |
| 2009-08-10 | State Street Bank and Trust Company, Acting in | 83.91M | 13.50% |
| 2009-08-10 | 04-2546637 | 85.99M | 13.80% |
| 2001-02-13 | Abigail P. Johnson | 18.32M | 5.33% |
| 2001-02-13 | FMR Corp. | 18.32M | 5.33% |
| 2001-02-13 | Edward C. Johnson 3d | 18.32M | 5.33% |
| 2001-01-23 | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 8.33M | 2.40% |
| 2000-01-14 | #13-5674085 | 20.66M | 5.80% |
| 1998-02-09 | Edward C. Johnson 3d | 10.69M | 2.87% |
| 1998-02-09 | FMR Corp. | 10.69M | 2.87% |
| 1998-02-09 | Abigail P. Johnson | 10.69M | 2.87% |
| 1997-02-10 | Abigail P. Johnson | 13.7M | 7.16% |
| 1997-02-10 | Edward C. Johnson 3d | 13.7M | 7.16% |
| 1997-02-10 | 04-2507163) | 13.7M | 7.16% |
| 1996-12-10 | 04-2507163) | 17.91M | 9.35% |
| 1996-12-10 | Edward C. Johnson 3d | 17.91M | 9.35% |
| 1996-12-10 | Abigail P. Johnson | 17.91M | 9.35% |
| 1996-02-15 | ###-##-####) | 28.41M | 14.38% |
| 1996-02-15 | 04-2507163) | 28.41M | 14.38% |
| 1996-02-15 | ###-##-####) | 28.41M | 14.38% |
| 1995-06-08 | 04-2507163) | 22.56M | 11.28% |
| 1995-06-08 | ###-##-####) | 22.56M | 11.28% |
| 1995-02-09 | ###-##-####) | 16.44M | 8.07% |
| 1995-02-09 | 04-2507163) | 16.44M | 8.07% |
| 1994-02-14 | ###-##-####) | 7.69M | 7.56% |
| 1994-02-14 | 04-2507163) | 7.69M | 7.56% |
CAT Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $572.87 | 466.5M | $267.24B | $9.98B | $43.33B | $300.59B |
| 2024-12-31 | $362.76 | 486.7M | $176.56B | $6.89B | $38.41B | $208.08B |
| 2023-12-31 | $295.67 | 510.6M | $150.97B | $6.98B | $37.88B | $181.87B |
| 2022-12-31 | $239.56 | 526.9M | $126.22B | $7B | $36.99B | $156.21B |
| 2021-12-31 | $206.74 | 544M | $112.47B | $9.25B | $37.79B | $141B |
| 2020-12-31 | $182.02 | 544.1M | $99.04B | $9.35B | $37.16B | $126.85B |
| 2019-12-31 | $147.68 | 561.6M | $82.94B | $8.29B | $37.66B | $112.3B |
| 2018-12-31 | $127.07 | 591.4M | $75.15B | $7.89B | $36.55B | $103.81B |
| 2017-12-31 | $157.58 | 591.8M | $93.26B | -$ | $34.88B | $128.13B |
| 2016-12-31 | $92.74 | 584.3M | $54.19B | -$ | $36.78B | $90.97B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708.46 | 463.4M | $328.3B | $4.07B | $43.07B | $367.29B |
| 2025-12-31 | $572.87 | 466.5M | $267.24B | $9.98B | $43.33B | $300.59B |
| 2025-09-30 | $477.15 | 468.6M | $223.59B | $7.54B | $41.53B | $257.59B |
| 2025-06-30 | $388.21 | 469.7M | $182.34B | $5.44B | $40.75B | $217.65B |
| 2025-03-31 | $329.80 | 474.9M | $156.62B | $3.56B | $38.59B | $191.65B |
| 2024-12-31 | $362.76 | 484.2M | $175.65B | $6.89B | $38.41B | $207.17B |
| 2024-09-30 | $391.12 | 484.2M | $189.38B | $5.64B | $37.9B | $221.64B |
| 2024-06-30 | $329.08 | 487.2M | $160.33B | $4.34B | $37.31B | $193.3B |
| 2024-03-31 | $363.74 | 493.9M | $179.65B | $4.96B | $37.85B | $212.55B |
| 2023-12-31 | $295.67 | 504.4M | $149.14B | $6.98B | $37.88B | $180.04B |
| 2023-09-30 | $273.00 | 509.8M | $139.18B | $6.54B | $37.14B | $169.77B |
| 2023-06-30 | $246.05 | 512.9M | $126.2B | $7.39B | $37.7B | $156.51B |