Caterpillar, Inc.

CAT

Industrial automation

$810.63vs prev close▼-17.27(-2.09%)

$410.5252W Range$1,073.46

60% from low

-60.83 (-6.84%)Past 1M

Price

ARK Trade PatternPREMIUM

1M Trades

5 sells

Consecutive sells

1M net buy

-$11.5M

≈ -14K shares

Portfolio Weight

0.27%

1M -0.12%p

Holding ETFs

1 ETFs

ARKQ

Sell · Weight Down

ARK net-sold the stock and the price fell, decreasing its portfolio weight.

Shares -30.1% · Market value -37.2% · Weight -0.12%p

Trade Intensity

Concentrated sells

Basis: 5 sells · 0 buys in 1M · weight -0.12%p decrease

Trade Log5-day SELL streak

Date	Action	ETF	Shares	Close	Est. total
26.08.11	SELL	ARKQ	6,021	$843.37	$5.1M
26.08.03	SELL	ARKQ	1,608	$830.03	$1.3M
26.07.30	SELL	ARKQ	1,136	$809.14	$919.2K
26.07.28	SELL	ARKQ	3,328	$840.85	$2.8M
26.07.27	SELL	ARKQ	1,529	$873.28	$1.3M
26.07.23	SELL	ARKQ	5,322	$894.54	$4.8M
26.07.17	SELL	ARKQ	2,166	$880.28	$1.9M
26.04.24	SELL	ARKQ	5,334	$830.79	$4.4M
26.02.02	BUY	ARKQ	22,354	$690.91	$15.4M
25.04.30	BUY	ARKQ	6,933	$309.27	$2.1M
24.05.02	SELL	ARKQ	508	$335.44	$170.4K
24.04.22	SELL	ARKQ	5,581	$357.61	$2.0M
24.04.18	SELL	ARKQ	3,349	$357.93	$1.2M
24.04.16	SELL	ARKQ	3,436	$359.88	$1.2M
24.04.10	SELL	ARKQ	913	$372.07	$339.7K

08.11SELL

6,021

ARKQClose$843.37Est. total$5.1M

08.03SELL

1,608

ARKQClose$830.03Est. total$1.3M

07.30SELL

1,136

ARKQClose$809.14Est. total$919.2K

07.28SELL

3,328

ARKQClose$840.85Est. total$2.8M

07.27SELL

1,529

ARKQClose$873.28Est. total$1.3M

07.23SELL

5,322

ARKQClose$894.54Est. total$4.8M

07.17SELL

2,166

ARKQClose$880.28Est. total$1.9M

04.24SELL

5,334

ARKQClose$830.79Est. total$4.4M

02.02BUY

22,354

ARKQClose$690.91Est. total$15.4M

04.30BUY

6,933

ARKQClose$309.27Est. total$2.1M

05.02SELL

508

ARKQClose$335.44Est. total$170.4K

04.22SELL

5,581

ARKQClose$357.61Est. total$2.0M

04.18SELL

3,349

ARKQClose$357.93Est. total$1.2M

04.16SELL

3,436

ARKQClose$359.88Est. total$1.2M

04.10SELL

913

ARKQClose$372.07Est. total$339.7K

1 / 2

Prices estimated from market closing prices on trade dates. Actual execution prices may differ. This is not investment advice.

Stock Timeline

Institutional Holders

2 Holding · 0 Sold · Q4 2025

Based on ARK ETF real-time + 13F quarterly filings

Cathie WoodARK Invest

LIVE

38,923

Portfolio Weight

0.27%

in ETF 1.73%

Est. Value

$34M

30D Net

-$18M

Ray DalioBridgewater Associates

New Buy

62,157

Portfolio Weight

0.13%

Est. Value

$36M

Change

New position

13F data may be delayed up to 90 days.

Market Context

Analyst Consensus

※ Analyst opinions are for reference only and do not constitute investment advice. Each securities firm may have different opinions.

Overall Opinion

Buy

Strong Buy

Buy

Hold

Sell

Strong Sell

Analyst Targets

avg.

$979.22

vs Current ▲ +18.3% upside

Current$827.90

Low ~ High$575.00 ~ $1,225.00

Firm

Position

Price Target

Upside / Downside

Close Price

Action

Date

JP Morgan

Overweight

$500.00

-39.61%

—

Maintain

2024-10-14

Morgan Stanley

Underweight

$332.00

-59.90%

—

Downgrade

2024-10-14

Citigroup

Buy

$445.00

-46.25%

—

Maintain

2024-10-09

Truist Securities

Buy

$456.00

-44.92%

—

Maintain

2024-10-09

B of A Securities

Buy

$434.00

-47.58%

—

Maintain

2024-09-30

1 / 4

Avg Target

$979.22

vs Current ▲ +18.3% upside

Buy

28 analysts

Strong Buy 1Buy 13Hold 12Sell 1Strong Sell 1

Low $575.00

Current $827.90

High $1,225.00

Firm	Position	Target	Upside	Close	Action	Date
JP Morgan	Overweight	$500.00	-39.61%	—	Maintain	24.10.14
Morgan Stanley	Underweight	$332.00	-59.90%	—	Downgrade	24.10.14
Citigroup	Buy	$445.00	-46.25%	—	Maintain	24.10.09
Truist Securities	Buy	$456.00	-44.92%	—	Maintain	24.10.09
B of A Securities	Buy	$434.00	-47.58%	—	Maintain	24.09.30

1 / 4

Price Information

Previous Close$827.90

Open$829.52

Day Range$812.52 - $832.00

52-Week Range$410.52 - $1073.46

1-Year Change91.51%

Trading Volume

Volume2,030,466

Avg Volume (3mo)3,285,825

Valuation

Market Cap380.6B

Book Value$42.19

Shares Outstanding459,674,889

Financials

Revenue (TTM)74.7B

Net Income10.8B

EPS$23.18

EBITDA16.3B

Profitability

P/E Ratio35.72

P/B Ratio19.62

Return on Equity (ROE)56.97%

Return on Assets (ROA)9.03%

Profit Margin14.51%

EV/EBITDA25.83

Beta1.60

Dividend

Dividend Rate$6.52

Dividend Yield79.00%

Technical

RSI(14)49.49

Company Overview

Caterpillar Inc. is a leading global manufacturer of construction and mining equipment, as well as engines and industrial turbines. The company offers a vast range of products including excavators, loaders, trucks, and generators, serving industries worldwide. Caterpillar also provides financing and related services to support its extensive product lines.

P/B

19.62

High valuation

ROE

57.0%

High return

Beta

1.60

High volatility

RSI(14)

49.5

Neutral

AI-generated summary. Not investment advice.

Caterpillar, Inc.

Analyst Consensus

Price Information

Trading Volume

Valuation

Financials

Profitability

Dividend

Technical

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