CAT Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for CAT. 13 published articles.
Insider Activity
Over the past 90 days, CAT insiders have conducted 1 open-market purchase against 21 sales, resulting in net selling of $87.4M and an insider sentiment score of 0/100. Notable transactions include sales by CFO Emeritus Andrew R J Bonfield ($14.4M on 2026-05-07), Group President Anthony D. Fassino ($14.2M on 2026-05-12), and Group President Bob De Lange ($13.3M on 2026-05-07). The stock has appreciated 26% over the three-month period despite the concentrated insider selling activity. Institutional 13F positioning has shown mixed trends, and there has been no cluster buying, though one insider purchase marks the first buy in two quarters.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 27, 2026 | Epley Kyle Josephofficer: Chief Financial Officer | Grant | 6 | — |
| May 27, 2026 | Creed Joseph Eofficer: Chief Executive Officer | Grant | 18 | — |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Option | 16,078 | $196.70 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 1,605 | $911.92 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 1,568 | $909.70 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 402 | $910.65 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 1,491 | $906.73 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Tax | 3,473 | $910.55 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 2,259 | $905.73 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 1,787 | $904.70 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 2,302 | $908.76 |
| May 15, 2026 | Johnson Denise Cofficer: Group President | Sell | 1,191 | $907.98 |
| May 14, 2026 | Johnson Denise Cofficer: Group President | Option | 7,900 | $196.70 |
| May 14, 2026 | Schaupp William Eofficer: Chief Accounting Officer | Sell | 360 | $906.00 |
| May 14, 2026 | Johnson Denise Cofficer: Group President | Tax | 1,704 | $911.61 |
Source: CAT SEC Form 4 filings, latest May 27, 2026. For informational purposes only — not investment advice.
Research
US Factory Orders Flat 2 Months Running: CAT Wins, NUE Lags — 6 Stocks Ranked
US factory orders flat in February for the second month highlight manufacturing weakness, creating winners like diversified Honeywell and backlog-rich Caterpillar, while cyclical steelmaker Nucor and toolmaker Stanley Black & Decker lag. Analysis ranks six industrials/materials stocks by theme exposure, financials, and outlooks. Key: Favor resilience amid stagnation.
DENUEDDStrait of Hormuz Blockade Risk: PG and COST Win While TGT and CAT Face the Squeeze
Potential Strait of Hormuz blockade risks broad inflation, favoring pricing power staples like PG, COST, and WMT while pressuring discretionary TGT and input-heavy CAT/DE. Analysis ranks PG highest conviction amid TTM metrics showing superior margins and growth resilience.
PGCOSTWMTMiddle East War Crushes PMI: XLI, CAT Drop 8% While XLE, XOM Gain 12%
New report details Middle East war's toll on global PMIs, hammering industrials (XLI, CAT down 7-8% monthly) via cost inflation while energy (XLE, XOM up 7-12%) thrives on $110+ oil. Overweight energy for asymmetric upside.
SPYXLEXLIIran War Chaos Hits China Supply Chains — AAPL Ranked Most Exposed Among 6 US Giants
The Iran war's logistics disruptions as of April 11, 2026, are straining China's supply chains, exposing US giants like Apple and Nike to delays and cost hikes. We rank six tickers by vulnerability, with AAPL most at risk due to manufacturing reliance. Financials show resilient growth but thinning margins amid tariffs.
AAPLWMTNKEDollar Weakness From Iran Crisis: Why CAT and AAPL Win While COST Loses
The Iran conflict has exposed structural weaknesses in the US dollar's reserve currency status, creating winners and losers among US multinationals. Caterpillar and Apple stand to benefit most from dollar weakness due to their massive international revenue bases, while Costco faces margin pressure from higher import costs. Microsoft and Exxon present more nuanced cases with offsetting factors.
AAPLMSFTXOMUkraine Aid Surge: Why LMT, RTX, CAT and PWR Are Primed for a Revenue Windfall
European ministers' Ukraine visit highlights surging military aid and reconstruction, benefiting US defense leaders like RTX and LMT via munitions replenishment, and infrastructure firms CAT and PWR through rebuild contracts. With Europe committing billions, these six stocks offer tailwinds from 5-20% revenue growth and strong FCF. Ranked by conviction: RTX tops for balanced exposure.
NOCBARTXStrait of Hormuz Oil Rally: XOM, CVX Gain While CAT and F Face Cost Hit
Trump's Iran speech faded ceasefire hopes, spiking oil on Hormuz fears and favoring XOM, CVX, OXY, COP via upstream leverage while CAT and F suffer cost/demand hits. Energy names show superior returns and margins; industrials lag on exposure.
XOMCVXOXYFed Cut Bets Collapse: JPM, BAC Surge While REITs Like PLD Face Debt Pain
April 1's strong US data reduced Fed cut bets, favoring banks (JPM, BAC) and cyclicals (CAT, XOM) via higher NII and demand, while REITs (PLD, EQIX) face debt headwinds. JPM leads conviction at cheap multiples; ranked picks prioritize resilient earners.
JPMBACXOMUS Manufacturing Hits 2-Year High: CAT and DE Win While CLF and DOW Face Margin Squeeze
US manufacturing's sharp expansion since 2022 boosts machinery demand for CAT, DE, and HON, while surging input costs erode margins at steelmakers NUE/CLF and chemicals firm DOW. CAT leads with record backlog and pricing leverage; CLF lags with negative margins.
DENUEDOWOil Supply Shock: Why XOM and COP Win While CAT and F Face a Cost Squeeze
Javier Blas' alert on oil supply risks spotlights winners like COP and XOM, with superior margins and growth, versus losers F and CAT facing cost squeezes. Ranked conviction favors pure-play producers at attractive valuations amid looming price surge.
XOMCVXCOPHormuz Crisis Sends Oil to $150: XOM, OXY Win Big as CAT and Ford Take the Hit
The April 7 Hormuz crisis spiked oil to $150/bbl, boosting energy producers XOM, CVX, OXY, and COP via upstream leverage while pressuring CAT and F with input costs. OXY leads conviction for its high-beta exposure; industrials lag. Watch geopolitics and inventories for sustainability.
XOMCVXOXYMarket Optimism Surges on April 8: Which Cyclical Powerhouses Will Capitalize on Fading Recession Fears?
Anchored to Bloomberg's April 8, 2026 report of market optimism, this analyzes six cyclicals (JPM, XOM, V, MA, MU, CAT) benefiting from fading recession fears via resilient spending and growth. Micron leads conviction with 85% revenue surge; ranks prioritize exposure and value.
JPMXOMVECB Tightening Warning: JPM, BAC, and CAT Among 6 Stocks With Most EU Revenue at Risk
FT's April 8 warning on ECB tightening revives 2011 fears, hammering US-exposed stocks. JPM, BAC, MS, CAT, HON, and PLD—holding 13-23% Europe revenue—top the risk list amid negative returns and slowing growth. Ranked bears: BAC leads vulnerability.
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