TickerTalks
Browse all tickers →
TickerTalks›$CAT
CACAT

Caterpillar Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 22% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.2K/wk), no spike
$CAT·$388B·Agricultural - Machinery·Industrials
$800.25-2.1%YTD+51.8%1Y+84.0%
Mentions · last 7 days
2026-08-21: 241 posts2026-08-22: 148 posts2026-08-23: 148 posts2026-08-24: 116 posts1,197+15%
Price updated 2d ago·X counts updated 6d ago
CACAT
$CATCaterpillar Inc.
$800.25-2.05%1.2k posts+15%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CAT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

Power gen is finally as big as the yellow iron — and Burry is short the setup that made it happen.

Caterpillar sells the yellow machines the whole world associates with it — mining, construction, and infrastructure — but the more interesting shift is that its Power Generation business (which sells the diesel and gas gensets going into AI data centers) is now nearly as large as the construction segment. The tape has ripped on that reframing, but Michael Burry has come in short into the drawdown.

  • The base business is running well: quarterly revenue moved from $16.6B to $17.6B to $19.1B to $17.4B across the last four quarters, gross margin held around 33%, and quarterly EPS ran $4.64/$4.89/$5.15/$5.50 — analysts model $77B of full-year revenue and $24.78 EPS, so at $800/share the stock is trading at roughly 32x that, a real premium for a machinery name.
  • Power Generation is the whole re-rating: data-center demand for backup gensets has turned an old, cyclical segment into an AI-adjacent growth business, and that structural mix shift is what supports the +52% YTD and +84% TTM tape — the segment is now large enough to move the whole multiple.
  • The Burry short is the loudest counter and it lands into a real drawdown: Caterpillar has already pulled back roughly 22% and Burry's 'not anywhere near supported by the actual business' framing puts a spotlight on the mining and construction cyclical exposure — those segments would drag hard if global growth softened even a step.

A Nov 4 print that shows Power Gen revenue growing 30%+ and mining commentary steady is what defends the re-rate; a mining segment miss, a construction demand roll-over, or any capex language that pulls back on gensets is what turns cooling into a real reset toward the mid-$600s.

Agrees with X sentimentX's bearish framing tracks the setup — the Burry short is a real signal on a stock that has ripped hard, and the 22% drawdown so far is the market half-pricing it; the Pelosi-holding rebuttal is a portfolio-disclosure fact, not a fundamental defense.

What to watch: The Nov 4 Q3 print — Power Generation revenue growth, mining and construction backlogs, and any capex commentary on data-center gensets. A hyperscaler pull-back on genset orders is the tell that would validate Burry.

On the calendar: 2026-11-04 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment96 posts analyzed · as of 2026-08-30

The ticker splits cleanly between a bearish Caterpillar equity thread and a chaotic memecoin one. Posters keep flagging that CAT is down about 22% since Michael Burry reportedly opened a short at the end of June and just broke a one-year uptrend line; a smaller camp defends it as an AI data-center-buildout and dividend name. The louder half is Solana "cat szn" shills piling into a $cat token whose creator wallet was funded by Pump.fun's Alon.

Read the AI verdict + X sentiment for $CAT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

World's largest maker of construction and mining equipment, with significant recurring revenue from aftermarket parts and financial services.

Industry overviewAI analysisGenerated by AI from underlying data

Where Agricultural - Machinery sits in its cycle right now — and what that implies for $CAT.

Agricultural - Machinery · Industrials

Crop price cycles (corn, soy, wheat) drive agricultural input and equipment demand; fertilizer pricing has normalized from post-Ukraine spike peaks. Precision agriculture adoption (GPS planting, AI-driven yield optimization) is the structural demand driver for capital equipment.

What this means for $CAT

Direct beneficiary — AI-native product or platform captures spend from the same capex cycle driving the industry; World's largest maker of construction and mining equipment, with significant recurring revenue from aftermarket parts an.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+15.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
44.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
16.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
5.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
47.5%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
32.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
2.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$8.17$6.22+31.4%
Q1 2026Apr 30, 2026$5.54$4.65+19.1%
Q4 2025Jan 29, 2026$5.16$4.71+9.6%
Q3 2025Oct 29, 2025$4.95$4.53+9.3%
Next earningsWed, Nov 4·consensus EPS $6.93

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$17.4B+22.2%35.1%17.7%$5.50$1.5B
Q4 FY25$19.1B+18.0%28.6%13.9%$5.15$3.1B
Q3 FY25$17.6B+9.5%33.8%17.3%$4.89$4.6B
Q2 FY25$16.6B-0.7%33.0%17.6%$4.64$2.2B

Forward consensus

4-year forecast · up to 13 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$77.0B$75.8B – $79.3B$24.78$23.72 – $26.0213
FY27$85.2B$82.1B – $88.6B$30.46$27.28 – $34.3413
FY28$94.3B$86.5B – $108.0B$36.84$29.66 – $41.938
FY29$95.6B$91.1B – $102.8B$37.92$35.60 – $41.627

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.59%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-10.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 458.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 14Denise C JohnsonPresident12.6K sh$11.4MSellMay 13Denise C JohnsonPresident6.2K sh$5.6MSellMay 13William E SchauppChief Accounting Officer360 sh$326KSellMay 11Anthony D. FassinoPresident16.3K sh$14.9MSellMay 6Andrew R BonfieldCFO15.7K sh$14.4MSellMay 6Anthony D. FassinoPresident9.2K sh$8.5MSellMay 6De Lange BobPresident24.2K sh$22.4MSellMay 5Shurman Rodney MichaelPresident5.6K sh$5.1M
+ 38 other (21 awards · 8 exempts · 8 inkinds · 1 gift) in window

See when $CAT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 53
AI summary

One Reporting filed a Form 3 reporting initial beneficial ownership of CAT securities. The form establishes the reporting person's baseline ownership position. Form 3 must be filed within 10 days of becoming a director, officer, or 10%-or-greater shareholder. This is an administrative filing that anchors future insider-transaction reporting for CAT.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CAT reported financial results for quarter. Full results are disclosed in a press release filed as Exhibit 99.1. Item 2.02 mandates simultaneous disclosure of material earnings data, ensuring all investors receive results at the same time. Investors should review the attached exhibit for complete financial figures and any forward guidance from CAT management.

8-KShareholder voteJun 118-K — Item 5.07: Shareholder vote · Item 7.01: Press release / Reg FD
AI summary

Caterpillar Inc. held its 2026 virtual Annual Shareholders Meeting on June 10, 2026. All ten director nominees were elected for one-year terms, with vote totals ranging from ~307M to ~323M For votes; PricewaterhouseCoopers LLP was ratified as auditor (372.9M For vs. 19.9M Against); and the advisory say-on-pay resolution passed (307.9M For vs. 15.8M Against). Broker non-votes totaled approximately 68M shares across all proposals. All items passed without material opposition, reflecting routine governance confirmation for a large-cap industrial.

3New insider — initial holdingsMay 43
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for CAT on 2026-05-04, initiating required Section 16 reporting. Role: of Reporting Person. Beneficial ownership covers 2030 shares. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

8-KPress release / Reg FDApr 308-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CAT reported period ending 2026-04-30 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

8-KOfficer or director changeApr 108-K — Item 5.02: Officer or director change
AI summary

CAT disclosed a personnel change (8-K Item 5.02, dated 2026-04-10). An executive departure and a new appointment are both reported. Kyle Epley as the Company’s Chief Financial. Personnel changes are generally administrative; materiality depends on seniority and circumstances.

+ 16 other (5 11-Ks · 3 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Forget the Industry Labels: Chevron and Caterpillar Are Both Betting on the AI Power Boom. Which 30+ Year Dividend Grower Wins?fool.com·14h agoCaterpillar is bringing to AI deployment what it learned from automating miningtechcrunch.com·21h agoBaxter Bros Inc. Purchases Shares of 625 Caterpillar Inc. $CATdefenseworld.net·1d ago2,471 Shares in Caterpillar Inc. $CAT Acquired by Beverly Hills Private Wealth LLCdefenseworld.net·1d agoThe New Fed Chair Just Rejected the Idea That Your Raise Causes Inflation247wallst.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

More in Agricultural - Machinery

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$DE$KUBTY$KUBTF$SHKLF
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport