Caterpillar

CATIndustrials13F as of Jun 30, 2026 · next update ~Nov 14

Who's buying CAT

Top funds mostly trimmed Caterpillar in Q2 (Apr⁠–⁠Jun)

Buying:

FundsInsidersCongress3

Top funds
0 of 6 bought more, 3 sold some. Largest: Bill & Melinda Gates Foundation Trust, $6.8B (20% of its portfolio).
Insiders
1 insider bought, 29 sales in 12 months.
Congress
3 members bought (3 trades), 1 sale in 12 months.

6 funds$7.2B held3.8% avg. weightQ2: 0 bought / 3 sold

13F reports are a snapshot as of Jun 30, 2026; funds may have traded since. Insiders often sell for personal reasons (taxes, diversification, planned sales).

Share price · market data, not from 13F reports

Q2 2026

Insider trades (Form 4)

Last 2 years · 48 filings

Net buying$289.87M

Date	Insider	Type	Shares	Price	Value
Aug 28, 2026	Joseph E Creed CEO	Sold	32,401	$808.98	$26.21M
May 14, 2026	Denise C Johnson President	Sold	12,605	$907.91	$11.44M
May 13, 2026	Denise C Johnson President	Sold	6,196	$909.79	$5.64M
May 13, 2026	William E Schaupp CAO	Sold	360	$906.00	$326K
May 11, 2026	Anthony D. Fassino President	Sold	16,283	$916.80	$14.93M
May 6, 2026	Bob De Lange President	Sold	24,222	$922.92	$22.35M
May 6, 2026	Anthony D. Fassino President	Sold	9,152	$926.25	$8.48M
May 6, 2026	Andrew R J Bonfield CFO	Sold	15,674	$918.71	$14.40M
May 5, 2026	Rodney Michael Shurman President	Sold	5,639	$903.18	$5.09M
May 4, 2026	Jason Kaiser President	Sold	5,642	$883.03	$4.98M
May 4, 2026	David Maclennan Director	Bought	250	$876.84	$219K
Mar 5, 2026	Joseph E Creed CEO	Sold	2,500	$718.93	$1.80M
Feb 23, 2026	Rodney Michael Shurman President	Sold	2,278	$759.61	$1.73M
Feb 17, 2026	Rodney Michael Shurman President	Sold	1,764	$763.39	$1.35M
Feb 17, 2026	William E Schaupp CAO	Sold	972	$764.20	$743K
Feb 13, 2026	Anthony D. Fassino President	Sold	7,891	$776.90	$6.13M
Feb 11, 2026	Bob De Lange President	Sold	12,507	$767.08	$9.59M
Feb 12, 2026	Jason Kaiser President	Sold	1,690	$776.70	$1.31M
Feb 6, 2026	Bob De Lange President	Sold	22,656	$720.11	$16.31M
Feb 6, 2026	Anthony D. Fassino President	Sold	6,033	$722.15	$4.36M
Feb 4, 2026	Bob De Lange President	Sold	16,070	$704.97	$11.33M
Feb 2, 2026	Denise C Johnson President	Sold	39,138	$681.08	$26.66M
Feb 2, 2026	Anthony D. Fassino President	Sold	10,671	$680.45	$7.26M
Feb 2, 2026	Bob De Lange President	Sold	15,977	$682.99	$10.91M
Dec 31, 2025	Andrew R J Bonfield CFO	Sold	10,000	$575.06	$5.75M
Dec 1, 2025	Andrew R J Bonfield CFO	Sold	10,000	$571.45	$5.71M
Nov 11, 2025	Jason Kaiser President	Sold	10,707	$563.60	$6.03M
Nov 10, 2025	Anthony D. Fassino President	Sold	8,184	$570.18	$4.67M
Nov 5, 2025	Bob De Lange President	Sold	14,638	$562.36	$8.23M
Nov 6, 2025	David Maclennan Director	Bought	300	$568.86	$171K
Nov 5, 2025	William E Schaupp CAO	Sold	1,200	$572.22	$687K
Oct 10, 2025	Donald J Umpleby III Chair	Sold	17,166	$505.29	$8.67M
Sep 22, 2025	Donald J Umpleby III Chair	Sold	17,166	$462.65	$7.94M
Sep 2, 2025	Donald J Umpleby III Chair	Sold	17,168	$412.87	$7.09M
Aug 15, 2025	Susan C Schwab Director	Sold	2,324	$410.00	$953K
Aug 11, 2025	Jason Kaiser President	Sold	2,161	$417.70	$903K
May 7, 2025	David Maclennan Director	Bought	375	$320.70	$120K
May 2, 2025	Gerald Johnson Director	Bought	100	$318.48	$32K
Feb 18, 2025	Jason Kaiser President	Sold	2,425	$354.70	$860K
Feb 4, 2025	Gerald Johnson Director	Bought	100	$365.57	$37K
Jan 16, 2025	Andrew R J Bonfield CFO	Sold	10,000	$380.09	$3.80M
Dec 4, 2024	Gerald Johnson Director	Bought	100	$398.57	$40K
Nov 29, 2024	Anthony D. Fassino President	Sold	6,279	$408.59	$2.57M
Nov 25, 2024	Andrew R J Bonfield CFO	Sold	10,000	$405.36	$4.05M
Nov 15, 2024	Susan C Schwab Director	Sold	2	$383.20	$766
Nov 7, 2024	Bob De Lange President	Sold	12,657	$410.25	$5.19M
Nov 6, 2024	Anthony D. Fassino President	Sold	5,509	$409.84	$2.26M
Nov 6, 2024	Daniel M Dickinson Director	Sold	1,300	$418.00	$543K