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CACAT

Caterpillar Inc.

$CAT·$439B·Agricultural - Machinery·Industrials
$952.41+1.5%YTD+64.9%1Y+133.2%
Mentions · last 7 days
2026-07-03: 894 posts2026-07-04: 237 posts2026-07-05: 341 posts2026-07-06: 364 posts2026-07-07: 539 posts2026-07-08: 802 posts2026-07-09: 1,076 posts4,311
Price updated 2d ago·X counts updated 3d ago
CACAT
$CATCaterpillar Inc.
$952.41+1.49%4.3k posts
AI analysisFundamentalsVoices on X
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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 2026-07-11

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

The best-performing Dow name YTD, now digesting a parabolic run into a Michael Burry short at $1,060.

Caterpillar is the 100-year-old maker of construction and mining equipment, diesel and gas engines, and industrial turbines — the physical-infrastructure incumbent that the market has quietly rebranded as an AI data-center picks-and-shovels play through its power systems and mining-tech acquisitions.

  • The AI-infrastructure pull-through is real and quantified: revenue grew 22% year-over-year last quarter to $17.4B with operating margin expanding to 18%, and the just-announced Skycatch acquisition adds AI-powered spatial-data and digital-twin capability to the mining ecosystem — a modernization story with actual pipeline.
  • The tape has run hard and stretched the valuation: shares are up 133% year-over-year and sit at 82% of the 52-week range, and at 44x TTM earnings (versus a Dow at roughly 22x) the multiple is now doing the same work the operations used to do.
  • Michael Burry disclosed a fresh short at $1,060 — 11% above the current price — explicitly citing the parabolic move and stretched margins, and paired with the company buying back $5B of shares in a single quarter at a 50 P/E, the buyback timing is a real critique.
  • The forward setup is priced for the ramp to continue: consensus $76.6B FY26 revenue growing to $85B FY27 with EPS jumping from $24.7 to $30.2 is what supports the multiple — a modest downtick in any of those inputs would show up hard given how much AI-infrastructure conviction is now embedded.

The August 4 print is the fulcrum. Firm forward guidance with power-systems revenue disclosed as a stand-alone growth line validates the picks-and-shovels re-rating; a mining softness or margin wobble hands Burry his short catalyst, and the buyback at 50x becomes the meme it deserves to be.

Agrees with X sentimentWe land close to the middle of the two-sided X read. The picks-and-shovels case is real (Skycatch, 22% revenue growth, 18% operating margin), and Burry's short at $1,060 is the specific counter we take seriously — parabolic tape into a 44x multiple with $5B of buybacks at those prices is exactly the setup a skeptic gets right.

What to watch: August 4 Q2 print — firm forward guidance with power-systems revenue broken out as a stand-alone growth line validates the picks-and-shovels re-rating; mining softness or a margin wobble hands Burry his short catalyst and puts the $5B-at-50x buyback under the spotlight.

On the calendar: 2026-08-04 — Q2 2026 earnings

X sentiment

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

Mixed sentiment38 posts analyzed · as of 2026-07-12

Caterpillar posts split around the stock being the best-performing Dow Jones component YTD at up 64 percent with the announced acquisition of Skycatch for AI-powered spatial data in mining, versus Michael Burry disclosing fresh short positions in Caterpillar alongside NVDA, TSLA, and AMAT and contributors flagging the highest blended P/E at 44x. A separate promotional Solana memecoin thread using the CAT ticker was also active.

Read the AI verdict + X sentiment for $CAT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
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  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — AI data center campus buildouts and Texas infrastructure projects are supporting equipment demand beyond the agriculture cycle.

What this means for $CAT

Neutral — World's largest maker of construction and mining equipment, with significant recurring revenue from aftermarket parts and financial services; end markets and revenue mix have limited overlap with the AI data center and Texas infrastructure construction support.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+16.9%YTD
+20.7%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
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%
Q2 2025Aug 5, 2025$4.72$4.89-3.5%
Next earningsTue, Aug 4·consensus EPS $6.21

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 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$77.0B$76.2B – $78.3B$24.81$23.11 – $27.1514
FY27$85.2B$82.8B – $88.2B$30.42$27.46 – $34.5714
FY28$94.2B$92.9B – $95.6B$37.00$30.02 – $42.439
FY29$95.6B$91.7B – $100.7B$37.92$35.89 – $40.534

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.0.5×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.82%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.+2.9%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.+34.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 459.2M 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.β1.565-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
+ 32 other (15 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
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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

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.

3New insider — initial holdingsFeb 63
8-KPress release / Reg FDJan 298-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 17 other (5 11-Ks · 3 13Gs · 2 proxys · 2 routine 8-Ks) in window

Recent news

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

Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026?fool.com·18h agoCaterpillar Inc (CAT) Shares Surge 1.5% -- What GF Score of 81 Tells Investorsgurufocus.com·2d agoCaterpillar (CAT) Stock Dips While Market Gains: Key Factszacks.com·3d agoThese Dividend Paying Stocks Offer Strong Exposure to AI Trendszacks.com·3d agoCAT Outperforms NVDA & Tech Sector, AI Data Center Demand Powers Growthyoutube.com·4d ago

In themes

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

The Power Grid

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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.

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