Alphinity Investment Management Pty Ltd has opened a new $252.2M position in $CAT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $CAT.
$CAT Hedge Fund Activity
We have seen 1,450 institutional investors add shares of $CAT stock to their portfolio, and 1,347 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VALEO FINANCIAL ADVISORS, LLC removed 7,278,118 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $3,472,754,003
- WELLINGTON MANAGEMENT GROUP LLP added 5,098,964 shares (+3949.8%) to their portfolio in Q3 2025, for an estimated $2,432,970,672
- PRICE T ROWE ASSOCIATES INC /MD/ added 4,956,952 shares (+267.1%) to their portfolio in Q3 2025, for an estimated $2,365,209,646
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 3,929,458 shares (+92.9%) to their portfolio in Q3 2025, for an estimated $1,874,940,884
- FMR LLC added 1,333,426 shares (+74.1%) to their portfolio in Q3 2025, for an estimated $636,244,215
- GATES FOUNDATION TRUST removed 1,000,000 shares (-13.6%) from their portfolio in Q3 2025, for an estimated $477,150,000
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 998,813 shares (+1524.1%) to their portfolio in Q3 2025, for an estimated $476,583,622
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$CAT Insider Trading Activity
$CAT insiders have traded $CAT stock on the open market 36 times in the past 6 months. Of those trades, 1 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $CAT stock by insiders over the last 6 months:
- III DONALD J UMPLEBY (Executive Chairman) has made 0 purchases and 3 sales selling 51,500 shares for an estimated $23,703,810.
- ANDREW R J BONFIELD (Chief Financial Officer) has made 0 purchases and 14 sales selling 20,000 shares for an estimated $11,465,037.
- LANGE BOB DE (Group President) sold 14,638 shares for an estimated $8,231,825
- JASON KAISER (Group President) has made 0 purchases and 14 sales selling 12,868 shares for an estimated $6,937,140.
- ANTHONY D. FASSINO (Group President) sold 8,184 shares for an estimated $4,666,353
- SUSAN C SCHWAB sold 2,324 shares for an estimated $952,840
- WILLIAM E SCHAUPP (Chief Accounting Officer) sold 1,200 shares for an estimated $686,664
- DAVID MACLENNAN purchased 300 shares for an estimated $170,658
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$CAT Government Contracts
We have seen $306,076,896 of award payments to $CAT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- 8511390294!D9R TRACTOR DOZER: $87,034,944
- 8511336920!TRACTOR DOZER: $83,357,120
- 8511272435!EXCAVATOR: $8,288,786
- CAT PARTS C-7 SUPPLY ENGINE: $6,405,000
- 8511260946!EXCAVATOR: $5,954,622
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$CAT Congressional Stock Trading
Members of Congress have traded $CAT stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CAT stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$CAT Analyst Ratings
Wall Street analysts have issued reports on $CAT in the last several months. We have seen 8 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- Wells Fargo issued a "Overweight" rating on 11/14/2025
- JP Morgan issued a "Overweight" rating on 10/30/2025
- Morgan Stanley issued a "Underweight" rating on 10/30/2025
- Truist Securities issued a "Buy" rating on 10/30/2025
- B of A Securities issued a "Buy" rating on 10/15/2025
- Oppenheimer issued a "Outperform" rating on 08/29/2025
To track analyst ratings and price targets for $CAT, check out Quiver Quantitative's $CAT forecast page.
$CAT Price Targets
Multiple analysts have issued price targets for $CAT recently. We have seen 16 analysts offer price targets for $CAT in the last 6 months, with a median target of $640.0.
Here are some recent targets:
- Stephen Volkmann from Jefferies set a target price of $750.0 on 01/27/2026
- Angel Castillo from Morgan Stanley set a target price of $400.0 on 01/23/2026
- Jerry Revich from Wells Fargo set a target price of $702.0 on 01/23/2026
- Adam Seiden from Barclays set a target price of $610.0 on 01/23/2026
- Kristen Owen from Oppenheimer set a target price of $700.0 on 01/20/2026
- Tami Zakaria from JP Morgan set a target price of $740.0 on 01/14/2026
- Kyle Menges from Citigroup set a target price of $710.0 on 01/13/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $CAT ticker page for more data.
