NYSE · Industrials

CATERPILLAR INC CAT

Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators; backhoe, compact track, skid steer, track-type, and wheel loaders; and related parts and work tools.

Machinery

Company profile

Business mix

  • The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators.
  • Its Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers.
  • The Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; centrifugal gas compressors and related services.
  • Its Financial Products segment provides operating and finance leases, revolving charge accounts, installment sale contracts, repair/rebuild financing, working capital loans, and wholesale financing; and insurance and risk management products and services.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in farm & heavy construction machinery?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 45.03 FCF 1.9% Buyback 3.09%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Markel Group Tom Gayner 2.0% $232.8M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.3% $83.0M 2026-03-31
Bridgewater Associates Ray Dalio 0.3% $58.4M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $72.0M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +23.8% +101,685 / 426,563
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
New Shares - 13F value change +$35.6M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 32.7% 13F value change +$22.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +82,502 (New) Total shares 82,502 Value $58.4M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 19.1% 13F value change +$17.6M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 5.0% 13F value change +$14.5M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.4% 13F value change +$12.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 97,913 Last 3 periods +19,183 (+19.6%) Total shares 117,096 Value $83.0M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 328,650 Last 3 periods +0 (0.0%) Total shares 328,650 Value $232.8M

Recent mentions

No public mentions.