Caterpillar (CAT) Stock: Price, Trend, Options & Financials
Caterpillar's price regime, relative strength, unusual-options history, curated-manager ownership and filed fundamentals — joined into one dated stock intelligence page.
What the evidence says now
CAT closed at $827.90 on Aug 21, 2026. The price is -8.6% from its 50-day average and +8.8% from its 200-day average, which places it in the rules-based “split trend” regime. The relative-strength check: over three months the stock returned -4.4%, trailing SPY by 7.5%. It remains 22.9% below its 52-week high.
Sources, methodology & freshnessLast updated 2026-08-21 · Open ↓Close ↑
The close is -8.6% from its 50-day average and +8.8% from its 200-day average. Over three months, CAT returned -4.4% versus +3.1% for SPY.
- vs 50-day
- -8.6%
- vs 200-day
- +8.8%
- From 52W high
- -22.9%
Descriptive, not predictive. “Uptrend” is a rules-based reading of the close and moving averages; it is not a rating, price target or recommendation.
Price & regime
One year of daily price and volume
252 split-adjusted sessions · candles above, share volume below
Unusual options — attention, not intent
CAT appeared in a UOA top-30 list on 9 of 62 archived scanner sessions: 8 call-side, 1 put-side and 0 on both lists. The latest session did not place it in either top 30. Its larger composite score was 0.05, below the 1.5 “strong” threshold. That is repeated options attention, not proof of bullish trade initiation.
| Recent flag | Call rank | Put rank |
|---|---|---|
| 2026-08-07 | #21 | — |
| 2026-07-30 | #23 | — |
| 2026-07-29 | #20 | — |
| 2026-07-28 | #22 | — |
| 2026-07-24 | #26 | — |
| 2026-07-02 | #30 | — |
| 2026-06-23 | #29 | — |
| 2026-06-02 | — | #17 |
| 2026-05-28 | #14 | — |
Latest chain snapshot
2026-08-21Strong-signature cutoff: 1.5. Current OTM volume/OI: 0.125 calls, 0.115 puts.
Curated-manager ownership
1 of the 20 managers in the project's curated 13F set reported a long Caterpillar position in their latest filing, worth $6.8B in aggregate at each filing's reported value. This is a focused manager panel, not the complete institutional holder list.
| Fund / manager | Position value | Portfolio | Shares | Quarter change | Report date |
|---|---|---|---|---|---|
Gates Foundation Trust Michael Larson · CAT | $6.8B | 19.65% | 6.35M | 0.0% unchanged | 2026-06-30 |
Filed fundamentals — latest snapshot
Go deeper into the filings
The dedicated Financials dashboard carries the complete quarterly and annual income statement, balance sheet and cash-flow history, with derived figures flagged and every XBRL concept disclosed.
Open CAT Financials →How CAT trades — the working manual
Caterpillar sells construction, mining, energy and transportation equipment with a large parts, service and financing ecosystem. For the stock, end-user demand must be separated from dealer inventory movements, while backlog, price versus manufacturing cost and the installed base show whether a cycle is translating into durable margins and cash flow.
What can move the tape
- 01Construction, mining, oil-and-gas and power-generation investment across major regions.
- 02Dealer inventories, retail sales, backlog and production schedules.
- 03Pricing, manufacturing costs, product mix and aftermarket parts and service revenue.
- 04Operating cash flow, finance-receivable quality and capital returns through the cycle.
What can fool the read
- 01Dealer stocking can temporarily amplify or conceal changes in end-user demand.
- 02Commodity, construction and infrastructure cycles can weaken several customer groups together.
- 03Supply-chain constraints and factory underutilization can pressure margins independently of pricing.
- 04The finance arm adds credit and residual-value exposure when equipment markets soften.
Caterpillar triggered 2 issuer-level flags in the committed 2026-04-01–2026-08-21 archive. The latest was CAT on 2026-06-25: 1.9× its 30-day average volume while the stock moved +3.2% that session.
Not published yet. The local archive has 1 reported CAT events—too few for a defensible gap-and-drift study. This missing block is an explicit indexing blocker.
Source map & freshness
| Block | What it uses | Vintage | Raw data |
|---|---|---|---|
| Identity | SEC issuer + primary security mapping | 2026-08-23 | JSON ↓ |
| Price & trend | Split-adjusted daily OHLCV + SPY comparison | 2026-08-21 | CSV ↓ |
| Options | End-of-day chain anomaly ranks | 2026-08-21 | Premium → |
| Ownership | Latest filings from 20 curated 13F managers | 2026-08-21 | Tool → |
| Financials | SEC EDGAR XBRL company facts | 2026-08-16 | JSON ↓ |
| Joined profile | The exact contract rendered by this page | 2026-08-23 | JSON ↓ |
CAT stock questions
Is CAT stock in an uptrend?+
CAT is classified in the “split trend” regime as of 2026-08-21: the close is -8.6% from its 50-day average and +8.8% from its 200-day average. This describes the current tape. It is not a forecast.
What does unusual options activity in CAT mean?+
Caterpillar's OTM option chain produced an outlier relative to the scanner universe on at least one archived session. Call-side and put-side labels identify which book produced the signature; end-of-day chain data does not identify buyers, sellers, institutions or spread legs.
Are the CAT 13F holdings current?+
No. 13F filings are delayed quarter-end snapshots and cover only the curated managers in this project. They are useful for documented ownership changes, not real-time positioning or complete institutional ownership.
Where are CAT's income statement and cash flow?+
The dedicated CAT Financials page contains the full quarterly and annual income statement, balance sheet and cash-flow history parsed from SEC EDGAR XBRL. This stock page carries only the latest filed snapshot.
Why is there no CAT earnings-move base rate yet?+
The committed earnings archive does not yet contain enough reported events for a defensible company-level reaction study. The page leaves that block unpublished instead of presenting a tiny sample as a reliable base rate.