CAT
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 34.6 | P/B | 12.58 |
| EPS (TTM) | 23.25 | Dividend | 2.10% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 37.2M | 0.5% | +3% |
| State Street | 34.9M | 0.9% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 30.2M | n/a | n/a |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14.6M | 8.1% | −16% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.7M | n/a | n/a |
| Geode Capital Management | 11.1M | 0.5% | +5% |
Top institutional owners for CAT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 01 | Creed Joseph E | SELL | 5K | −$4M |
| MAY 15 | Johnson Denise C | SELL | 2K | −$1M |
| MAY 14 | Johnson Denise C | SELL | 3K | −$2M |
| MAY 14 | Schaupp William E | SELL | 360 | −$326K |
| MAY 12 | Fassino Anthony D. | SELL | 843 | −$774K |
| MAY 07 | De Lange Bob | SELL | 10K | −$9M |
1 insider buy, 10 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.