Caterpillar Company Insiders

CAT Stock  USD 366.43  1.78  0.49%   
Slightly above 77 percent of Caterpillar's insiders are selling. The analysis of insiders' sentiment of trading Caterpillar stock suggests that a fairly large number of insiders are terrified at this time. Caterpillar employs about 113.2 K people. The company is managed by 56 executives with a total tenure of roughly 392 years, averaging almost 7.0 years of service per executive, having 2021.43 employees per reported executive.
Douglas Oberhelman  Chairman
Chairman and CEO
Donald Umpleby  Chairman
Chairman of the Board, Chief Executive Officer, Director

Caterpillar's Insider Buying Vs Selling

23

 
Selling
 
Buying

Latest Trades

2024-02-28Anthony D FassinoDisposed 4575 @ 329.8View
2024-02-23David MaclennanAcquired 350 @ 323.37View
2024-02-07Lange Bob DeDisposed 21194 @ 325.52View
2024-02-02Andrew R J BonfieldDisposed 10000 @ 310.1View
2024-01-25Andrew R J BonfieldDisposed 10000 @ 300.04View
2023-12-04John R. CurtisDisposed @ 254.75
2023-10-24Greg StantonDisposed @ 249.55
2023-10-03Markwayne MullinAcquired @ 268.99
2023-09-28Robert J. WittmanDisposed @ 276.14
2023-09-26Greg StantonAcquired @ 269.52
2023-09-21William R. KeatingDisposed @ 272.01
2023-09-13Markwayne MullinAcquired @ 276.06
2023-08-29Anthony D FassinoDisposed 2923 @ 279View
2023-08-09Cheryl H JohnsonDisposed 18294 @ 286.33View
2023-08-03Joseph E. CreedDisposed 7286 @ 285.25View
2023-08-01Lange Bob DeDisposed 20000 @ 275View
2023-07-18Cheryl H JohnsonDisposed 6415 @ 260View
Monitoring Caterpillar's insider sentiment can offer insights into its future performance, as insiders often have access to more information about their company's operations, financial health, and upcoming initiatives than the general public. However, it's essential to note that insider trading is regulated by securities laws, and insiders are required to disclose their trades publicly to ensure transparency and prevent unfair advantages based on non-public information.

Acquired vs Disposed

Filed vs Not Filed

Insider sentiment refers to the collective sentiment or feeling of Caterpillar's insiders - typically its officers, directors, and beneficial owners holding more than a certain percentage of the company's stock - about the future prospects of Caterpillar. This sentiment is often gauged based on the trading activities of these insiders. If insiders are purchasing more shares of their own company, it may be interpreted as a bullish sentiment, indicating that they believe Caterpillar's stock will rise in value. Conversely, if insiders are selling shares, it might be seen as bearish, suggesting they expect the stock price to drop.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Caterpillar. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
For more information on how to buy Caterpillar Stock please use our How to Invest in Caterpillar guide.

Caterpillar's Workforce Through the Years

Please note that employee historical analysis has become an increasingly important factor for investors assessing the risk associated with Caterpillar's future performance. Based on our forecasts, it is anticipated that Caterpillar will maintain a workforce of slightly above 113200 employees by April 2024.
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Caterpillar's latest congressional trading

Congressional trading in companies like Caterpillar, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Caterpillar by those in governmental positions are based on the same information available to the general public.
2023-12-04Representative John CurtisDisposed Under $15KVerify
2023-10-03Senator Markwayne MullinAcquired Under $15KVerify
2023-09-26Representative Greg StantonAcquired Under $15KVerify
2022-02-22Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2021-08-10Representative Earl BlumenauerAcquired $15K to $50KVerify
2021-02-16Representative Peter MeijerDisposed $15K to $50KVerify
2020-09-23Representative Dean PhillipsAcquired Under $15KVerify
2020-07-13Senator Ron WydenAcquired $50K to $100KVerify
2020-04-16Senator David A Perdue , JrAcquired Under $15KVerify
2020-04-16Senator David PerdueAcquired Under $15KVerify
2020-04-14Senator Kelly LoefflerAcquired $100K to $250KVerify
2020-03-18Representative Gilbert CisnerosAcquired Under $15KVerify
2019-06-18Representative Thomas SuozziDisposed Under $15KVerify
2018-12-21Representative David E. PriceAcquired Under $15KVerify
2018-08-03Senator John HoevenAcquired $50K to $100KVerify
2017-06-05Senator Tammy DuckworthAcquired Under $15KVerify
2016-08-15Senator Sheldon WhitehouseAcquired $15K to $50KVerify
2016-03-31Senator Bill CassidyAcquired Under $15KVerify
2016-03-31Senator William CassidyAcquired Under $15KVerify
2014-04-08Senator Susan M. CollinsAcquired Under $15KVerify

Caterpillar Management Team Effectiveness

The company has Return on Asset of 0.1008 % which means that on every $100 spent on assets, it made $0.1008 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5838 %, implying that it generated $0.5838 on every 100 dollars invested. Caterpillar's management efficiency ratios could be used to measure how well Caterpillar manages its routine affairs as well as how well it operates its assets and liabilities. Return On Capital Employed is likely to gain to 0.28 in 2024. Return On Assets is likely to gain to 0.12 in 2024. At this time, Caterpillar's Non Current Liabilities Other is comparatively stable compared to the past year. Change To Liabilities is likely to gain to about 426.2 M in 2024, whereas Total Current Liabilities is likely to drop slightly above 17.8 B in 2024.
Common Stock Shares Outstanding is likely to gain to about 569.1 M in 2024. Net Income Applicable To Common Shares is likely to gain to about 8.1 B in 2024

Caterpillar Workforce Comparison

Caterpillar is number one stock in number of employees category among related companies. The total workforce of Industrials industry is currently estimated at about 141,864. Caterpillar totals roughly 113,200 in number of employees claiming about 80% of equities under Industrials industry.

Caterpillar Profit Margins

The company has Net Profit Margin of 0.15 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.19 %, which entails that for every 100 dollars of revenue, it generated $0.19 of operating income.
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.220.3497
Way Down
Slightly volatile
Operating Profit Margin0.220.2062
Notably Up
Slightly volatile
Pretax Profit Margin0.20.1946
Fairly Up
Slightly volatile

Caterpillar Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Caterpillar Price Series Summation is a cross summation of Caterpillar price series and its benchmark/peer.

Caterpillar Notable Stakeholders

A Caterpillar stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Caterpillar often face trade-offs trying to please all of them. Caterpillar's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Caterpillar's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Douglas OberhelmanChairman and CEOProfile
Donald UmplebyChairman of the Board, Chief Executive Officer, DirectorProfile
David BozemanSenior Vice PresidentProfile
Karl WeissChief Technology Officer, Vice President of Innovation and Technology Development DivisionProfile
Ramin YounessiGroup President of Energy & TransportationProfile
Denise JohnsonGroup President - Resources IndustriesProfile
William AinsworthGroup President of Energy and TransportationProfile
Billy AinsworthGroup President of Energy and TransportationProfile
Tom BluthVice President - Legal Aftermarket SupportProfile
Joseph CreedVice President of Oil Gas and Marine DivisionProfile
Bob LangeGroup President of Customer and Dealer SupportProfile
Kyle EpleyVice President of Finance Services DivisionProfile
James BudaExecutive Vice President - Law and Public PolicyProfile
Marty HaycraftVice President of Caterpillar Rail DivisionProfile
Robert CharterGroup PresidentProfile
Edward RappGroup President of Resource IndustriesProfile
Thomas PelletteSenior Vice President of CaterpillarProfile
Bradley HalversonCFO and Group President of Corporate ServicesProfile
James UmplebyGroup President Energy & TransportationProfile
Pablo KozinerVice President of Electric Power DivisionProfile
Joe CreedInterim CFOProfile
Andrew BonfieldChief Financial OfficerProfile
Otto BreitschwerdtCTO VPProfile
Dennis MuilenburgIndependent DirectorProfile
Debra ReedKlagesIndependent DirectorProfile
Debra ReedIndependent DirectorProfile
Jon HuntsmanIndependent DirectorProfile
Daniel DickinsonIndependent DirectorProfile
David CalhounPresiding Independent DirectorProfile
Edward RustIndependent DirectorProfile
Juan GallardoIndependent DirectorProfile
Rayford WilkinsIndependent DirectorProfile
Miles WhiteIndependent DirectorProfile
Kelly AyotteIndependent DirectorProfile
Jesse GreeneIndependent DirectorProfile
Gerald JohnsonIndependent DirectorProfile
Davd MacLennanIndependent DirectorProfile
William OsbornIndependent DirectorProfile
Susan SchwabIndependent DirectorProfile
William SchauppChief Accounting OfficerProfile
Anthony FassinoGroup President of Construction IndustriesProfile
Suzette LongGeneral Counsel, Corporate Secretary, Chief Legal OfficerProfile
Marc CameronVice PresidentProfile
G MarvelChief Accounting OfficerProfile
Courtney DeanChief OfficerProfile
Derek OwensChief CounselProfile
Jamie EngstromSenior OfficerProfile
Gary MarvelChief Accounting OfficerProfile
Cheryl JohnsonChief Human Resource OfficerProfile
Michael MarvelChief Accounting OfficerProfile
Jananne CopelandChief Accounting OfficerProfile
E SavageVice President - Surface Mining & Technology DivisionProfile
Thomas BluthVice President - Legal Aftermarket SupportProfile
Pam HemingerVice President - Strategic Procurement DivisionProfile
James IIIChairman CEOProfile
Martin HaycraftVice President of Caterpillar Rail DivisionProfile

About Caterpillar Management Performance

The success or failure of an entity such as Caterpillar often depends on how effective the management is. Caterpillar management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Caterpillar management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Caterpillar management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Last ReportedProjected for 2024
Return On Capital Employed 0.26  0.28 
Return On Assets 0.12  0.12 
Return On Equity 0.53  0.56 
The data published in Caterpillar's official financial statements usually reflect Caterpillar's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Caterpillar. For example, before you start analyzing numbers published by Caterpillar accountants, it's critical to develop an understanding of what Caterpillar's liquidity, profitability, and earnings quality are in the context of the Machinery space in which it operates.
Please note, the presentation of Caterpillar's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Caterpillar's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Caterpillar's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Caterpillar. Please utilize our Beneish M Score to check the likelihood of Caterpillar's management manipulating its earnings.

Caterpillar Workforce Analysis

Traditionally, organizations such as Caterpillar use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Caterpillar within its industry.

Caterpillar Manpower Efficiency

Return on Caterpillar Manpower

Revenue Per Employee592.4K
Revenue Per Executive1.2B
Net Income Per Employee91.3K
Net Income Per Executive184.6M
Working Capital Per Employee108K
Working Capital Per Executive218.2M
When determining whether Caterpillar is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Caterpillar Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Caterpillar Stock. Highlighted below are key reports to facilitate an investment decision about Caterpillar Stock:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Caterpillar. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
For more information on how to buy Caterpillar Stock please use our How to Invest in Caterpillar guide.
Note that the Caterpillar information on this page should be used as a complementary analysis to other Caterpillar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.

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Is Caterpillar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Caterpillar. If investors know Caterpillar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Caterpillar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.893
Dividend Share
5.1
Earnings Share
20.13
Revenue Per Share
131.336
Quarterly Revenue Growth
0.029
The market value of Caterpillar is measured differently than its book value, which is the value of Caterpillar that is recorded on the company's balance sheet. Investors also form their own opinion of Caterpillar's value that differs from its market value or its book value, called intrinsic value, which is Caterpillar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Caterpillar's market value can be influenced by many factors that don't directly affect Caterpillar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Caterpillar's value and its price as these two are different measures arrived at by different means. Investors typically determine if Caterpillar is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Caterpillar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.