CAT CATERPILLAR INC

2026Q1 · CUSIP 149123101 · Sector: Industrials

Lit · Institutions accelerating in

Holders

3,729

Δ holders QoQ

+205

Breadth percentile

Top 0%

Whale holders

346

Δ whales

Inst. holding value

$229.7B

New positions

388

Closed positions

183

Price momentum (1Q)

+13.2%

Put / Call

71/54

Breadth history (34 quarters)

Past Lit Events & Aftermath 23 lit events

Period	Percentile	Next-1Q return	Next-2Q return
2026Q1	Top 0%	—	—
2025Q4	Top 0%	+13.2%	—
2025Q3	Top 1%	+38.1%	+58.7%
2025Q2	Top 1%	+34.7%	+83.2%
2024Q4	Top 2%	+0.1%	+18.5%
2024Q3	Top 0%	-11.2%	-9.5%
2024Q1	Top 1%	-2.9%	+8.6%
2023Q4	Top 1%	+11.1%	+7.9%
2023Q3	Top 0%	+27.0%	+47.4%
2023Q2	Top 4%	-9.2%	+18.8%
2022Q4	Top 0%	-12.4%	+12.2%
2022Q1	Top 9%	-7.4%	+11.6%
2021Q4	Top 1%	+2.6%	-1.9%
2021Q2	Top 15%	-3.3%	-7.2%
2021Q1	Top 1%	-10.6%	-13.6%
2020Q4	Top 1%	+21.5%	+8.6%
2020Q3	Top 1%	+16.0%	+38.1%
2020Q2	Top 5%	+24.5%	+47.5%
2019Q4	Top 1%	-15.0%	+3.3%
2019Q1	Top 5%	-4.4%	+18.7%
2018Q4	Top 8%	-9.3%	-12.4%
2018Q3	Top 10%	+7.6%	-3.7%
2018Q1	Top 5%	-10.8%	-17.6%

Show all 23 events

Options Sentiment

Put holders

QoQ: +12

Call holders

QoQ: -6

See methodology →

Fundamentals

PE (TTM)

43.0

EPS (TTM)

$20.08

EPS YoY

-2.1%

Revenue (TTM)

$70.8B

Revenue YoY

+11.8%

Net margin

13.3%

ROE

50.5%

Debt ratio

80.5%

FCF (TTM)

$9.5B

Dividend (TTM)

No dividend

Quarterly Revenue & EPS (4Y)

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)

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