Caterpillar Inc.

BMV:CAT * Stock Report

Market Cap: Mex$3.5t

Caterpillar Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:CAT * Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Dec 24BuyMex$808,312Gerald JohnsonIndividual100Mex$8,083.12
25 Nov 24SellMex$82,451,428Andrew R. BonfieldIndividual10,000Mex$8,274.31
15 Nov 24SellMex$15,606Susan SchwabIndividual2Mex$7,803.10
06 Nov 24SellMex$11,011,784Daniel DickinsonIndividual1,300Mex$8,470.60
04 Nov 24SellMex$20,245,654Cheryl JohnsonIndividual2,664Mex$7,599.72
04 Sep 24BuyMex$669,315Gerald JohnsonIndividual100Mex$6,693.15
22 Aug 24SellMex$19,791,705Cheryl JohnsonIndividual2,975Mex$6,652.67
16 Jul 24SellMex$9,331,821Cheryl JohnsonIndividual1,508Mex$6,188.21
30 May 24SellMex$8,679,581Cheryl JohnsonIndividual1,508Mex$5,755.69
20 May 24BuyMex$590,630Gerald JohnsonIndividual100Mex$5,906.30
03 May 24BuyMex$2,870,227David MacLennanIndividual500Mex$5,740.45
23 Feb 24BuyMex$1,938,686David MacLennanIndividual350Mex$5,539.10
05 Feb 24SellMex$110,589,459Andrew R. BonfieldIndividual20,000Mex$5,730.27
25 Jan 24SellMex$51,725,096Andrew R. BonfieldIndividual10,000Mex$5,172.51

Insider Trading Volume

Insider Buying: CAT * insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of CAT *?
Owner TypeNumber of SharesOwnership Percentage
Private Companies29,9300.0062%
State or Government512,6030.106%
Individual Insiders922,1890.191%
General Public132,470,98527.4%
Institutions348,866,78172.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 49.92% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
9.64%
The Vanguard Group, Inc.
46,525,174Mex$336.5b0.1%0.25%
7.54%
State Street Global Advisors, Inc.
36,384,598Mex$263.1b-0.63%0.49%
7.33%
BlackRock, Inc.
35,411,116Mex$256.1b-2.21%0.21%
4.17%
Capital Research and Management Company
20,118,886Mex$145.5b-8.23%0.35%
3.67%
State Farm Insurance Companies, Asset Management Arm
17,734,370Mex$128.3b0%5.78%
2.12%
Geode Capital Management, LLC
10,213,455Mex$73.9b0.66%0.26%
1.85%
Fisher Asset Management, LLC
8,952,632Mex$64.7b2.34%1.32%
1.52%
Bill & Melinda Gates Foundation Trust
7,353,614Mex$53.2b0%6.83%
1.27%
Northern Trust Global Investments
6,122,853Mex$44.3b-3.77%0.34%
1.23%
Norges Bank Investment Management
5,915,124Mex$42.8b0%0.17%
1.14%
UBS Asset Management AG
5,486,594Mex$39.7b0.58%0.2%
0.96%
Morgan Stanley, Investment Banking and Brokerage Investments
4,625,909Mex$33.5b6.25%0.19%
0.83%
FMR LLC
3,990,856Mex$28.9b-11.7%0.09%
0.72%
Legal & General Investment Management Limited
3,492,033Mex$25.3b-9.59%0.23%
0.67%
BNY Asset Management
3,241,378Mex$23.4b-3.88%0.23%
0.67%
Charles Schwab Investment Management, Inc.
3,232,679Mex$23.4b0.23%0.19%
0.64%
Dimensional Fund Advisors LP
3,098,956Mex$22.4b0.95%0.18%
0.61%
Eaton Vance Management
2,930,934Mex$21.2b2.72%0.25%
0.58%
Bank of America Corporation, Asset Management Arm
2,807,123Mex$20.3b59.9%0.3%
0.55%
Citigroup Inc.,Banking and Securities Investments
2,645,989Mex$19.1b254%0.7%
0.51%
Goldman Sachs Asset Management, L.P.
2,466,005Mex$17.8b-1.17%0.24%
0.46%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
2,236,486Mex$16.2b1.69%0.2%
0.44%
Columbia Management Investment Advisers, LLC
2,117,763Mex$15.3b0.42%0.17%
0.42%
Merrill Lynch & Co. Inc., Banking Investments
2,036,884Mex$14.7b0.09%0.27%
0.39%
Amundi Asset Management SAS
1,860,608Mex$13.5b-15.8%0.14%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/20 22:37
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Caterpillar Inc. is covered by 68 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
John EadeArgus Research Company
William GraceAvondale Partners
Mircea DobreBaird