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
2024-02-28 | Anthony D Fassino | Disposed 4575 @ 329.8 | View | ||
2024-02-23 | David Maclennan | Acquired 350 @ 323.37 | View | ||
2024-02-07 | Lange Bob De | Disposed 21194 @ 325.52 | View | ||
2024-02-02 | Andrew R J Bonfield | Disposed 10000 @ 310.1 | View | ||
2024-01-25 | Andrew R J Bonfield | Disposed 10000 @ 300.04 | View | ||
2023-12-04 | John R. Curtis | Disposed @ 254.75 | |||
2023-10-24 | Greg Stanton | Disposed @ 249.55 | |||
2023-10-03 | Markwayne Mullin | Acquired @ 268.99 | |||
2023-09-28 | Robert J. Wittman | Disposed @ 276.14 | |||
2023-09-26 | Greg Stanton | Acquired @ 269.52 | |||
2023-09-21 | William R. Keating | Disposed @ 272.01 | |||
2023-09-13 | Markwayne Mullin | Acquired @ 276.06 | |||
2023-08-29 | Anthony D Fassino | Disposed 2923 @ 279 | View | ||
2023-08-09 | Cheryl H Johnson | Disposed 18294 @ 286.33 | View | ||
2023-08-03 | Joseph E. Creed | Disposed 7286 @ 285.25 | View | ||
2023-08-01 | Lange Bob De | Disposed 20000 @ 275 | View | ||
2023-07-18 | Cheryl H Johnson | Disposed 6415 @ 260 | View |
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.
Caterpillar |
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.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.
2023-12-04 | Representative John Curtis | Disposed Under $15K | Verify | ||
2023-10-03 | Senator Markwayne Mullin | Acquired Under $15K | Verify | ||
2023-09-26 | Representative Greg Stanton | Acquired Under $15K | Verify | ||
2022-02-22 | Representative Marjorie Taylor Greene | Acquired Under $15K | Verify | ||
2021-08-10 | Representative Earl Blumenauer | Acquired $15K to $50K | Verify | ||
2021-02-16 | Representative Peter Meijer | Disposed $15K to $50K | Verify | ||
2020-09-23 | Representative Dean Phillips | Acquired Under $15K | Verify | ||
2020-07-13 | Senator Ron Wyden | Acquired $50K to $100K | Verify | ||
2020-04-16 | Senator David A Perdue , Jr | Acquired Under $15K | Verify | ||
2020-04-16 | Senator David Perdue | Acquired Under $15K | Verify | ||
2020-04-14 | Senator Kelly Loeffler | Acquired $100K to $250K | Verify | ||
2020-03-18 | Representative Gilbert Cisneros | Acquired Under $15K | Verify | ||
2019-06-18 | Representative Thomas Suozzi | Disposed Under $15K | Verify | ||
2018-12-21 | Representative David E. Price | Acquired Under $15K | Verify | ||
2018-08-03 | Senator John Hoeven | Acquired $50K to $100K | Verify | ||
2017-06-05 | Senator Tammy Duckworth | Acquired Under $15K | Verify | ||
2016-08-15 | Senator Sheldon Whitehouse | Acquired $15K to $50K | Verify | ||
2016-03-31 | Senator Bill Cassidy | Acquired Under $15K | Verify | ||
2016-03-31 | Senator William Cassidy | Acquired Under $15K | Verify | ||
2014-04-08 | Senator Susan M. Collins | Acquired Under $15K | Verify |
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 Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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Gross Profit Margin | 0.22 | 0.3497 |
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Operating Profit Margin | 0.22 | 0.2062 |
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Pretax Profit Margin | 0.2 | 0.1946 |
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Caterpillar Benchmark Summation
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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 Oberhelman | Chairman and CEO | Profile | |
Donald Umpleby | Chairman of the Board, Chief Executive Officer, Director | Profile | |
David Bozeman | Senior Vice President | Profile | |
Karl Weiss | Chief Technology Officer, Vice President of Innovation and Technology Development Division | Profile | |
Ramin Younessi | Group President of Energy & Transportation | Profile | |
Denise Johnson | Group President - Resources Industries | Profile | |
William Ainsworth | Group President of Energy and Transportation | Profile | |
Billy Ainsworth | Group President of Energy and Transportation | Profile | |
Tom Bluth | Vice President - Legal Aftermarket Support | Profile | |
Joseph Creed | Vice President of Oil Gas and Marine Division | Profile | |
Bob Lange | Group President of Customer and Dealer Support | Profile | |
Kyle Epley | Vice President of Finance Services Division | Profile | |
James Buda | Executive Vice President - Law and Public Policy | Profile | |
Marty Haycraft | Vice President of Caterpillar Rail Division | Profile | |
Robert Charter | Group President | Profile | |
Edward Rapp | Group President of Resource Industries | Profile | |
Thomas Pellette | Senior Vice President of Caterpillar | Profile | |
Bradley Halverson | CFO and Group President of Corporate Services | Profile | |
James Umpleby | Group President Energy & Transportation | Profile | |
Pablo Koziner | Vice President of Electric Power Division | Profile | |
Joe Creed | Interim CFO | Profile | |
Andrew Bonfield | Chief Financial Officer | Profile | |
Otto Breitschwerdt | CTO VP | Profile | |
Dennis Muilenburg | Independent Director | Profile | |
Debra ReedKlages | Independent Director | Profile | |
Debra Reed | Independent Director | Profile | |
Jon Huntsman | Independent Director | Profile | |
Daniel Dickinson | Independent Director | Profile | |
David Calhoun | Presiding Independent Director | Profile | |
Edward Rust | Independent Director | Profile | |
Juan Gallardo | Independent Director | Profile | |
Rayford Wilkins | Independent Director | Profile | |
Miles White | Independent Director | Profile | |
Kelly Ayotte | Independent Director | Profile | |
Jesse Greene | Independent Director | Profile | |
Gerald Johnson | Independent Director | Profile | |
Davd MacLennan | Independent Director | Profile | |
William Osborn | Independent Director | Profile | |
Susan Schwab | Independent Director | Profile | |
William Schaupp | Chief Accounting Officer | Profile | |
Anthony Fassino | Group President of Construction Industries | Profile | |
Suzette Long | General Counsel, Corporate Secretary, Chief Legal Officer | Profile | |
Marc Cameron | Vice President | Profile | |
G Marvel | Chief Accounting Officer | Profile | |
Courtney Dean | Chief Officer | Profile | |
Derek Owens | Chief Counsel | Profile | |
Jamie Engstrom | Senior Officer | Profile | |
Gary Marvel | Chief Accounting Officer | Profile | |
Cheryl Johnson | Chief Human Resource Officer | Profile | |
Michael Marvel | Chief Accounting Officer | Profile | |
Jananne Copeland | Chief Accounting Officer | Profile | |
E Savage | Vice President - Surface Mining & Technology Division | Profile | |
Thomas Bluth | Vice President - Legal Aftermarket Support | Profile | |
Pam Heminger | Vice President - Strategic Procurement Division | Profile | |
James III | Chairman CEO | Profile | |
Martin Haycraft | Vice President of Caterpillar Rail Division | Profile |
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 Reported | Projected 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 Employee | 592.4K | |
Revenue Per Executive | 1.2B | |
Net Income Per Employee | 91.3K | |
Net Income Per Executive | 184.6M | |
Working Capital Per Employee | 108K | |
Working Capital Per Executive | 218.2M |
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.