Glück Conviction Score™ ⓘ
CAT
CATERPILLAR INC
Effektiv: Neutral
Sehr hoch
Bedeutung der Einstufung ⓘ
Insider
0,0
Keine Insider-Käufe
Institutionell
92,6
356 neu, 1248 erhöht, 32511,4M $ netto
Aktivist
23,8
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 855.20 | +6.5 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 659.75 | +38.0 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 893.76 | EMA50: 853.90 | |
| MACD-Histogramm | Bärisch | 10 % | -3.733 | Bearisch | |
| RSI(14) | Neutral | 10 % | 54.6 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 61.2 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 21.6 | +DI: 22.3 / −DI: 17.6 | |
| Z-Score(60) | Neutral | 5 % | 1.02 | In Range | |
| 52W-Position | Bullisch | 5 % | 94.9 % | Hoch 940.48 / Tief 357.05 | |
| Bollinger(20,2σ) | Neutral | 5 % | 68.8 % | Upper 940.25 / Mid 892.68 / Lower 845.11 | |
| LinReg-Slope(60) | Bullisch | 10 % | +4.1248 | R²=0.81 / annualisiert +125.3 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.787 | 904,70 | -1.616.698,90 | -55,6% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.605 | 911,92 | -1.463.631,60 | -50,4% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.568 | 909,70 | -1.426.409,60 | -49,1% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.491 | 906,73 | -1.351.934,43 | -46,5% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.191 | 907,98 | -1.081.404,18 | -37,2% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -402 | 910,65 | -366.081,30 | -12,6% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.302 | 908,76 | -2.091.965,52 | -72,0% | |
| 2026-05-14 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.259 | 905,73 | -2.046.044,07 | -70,4% | |
| 2026-05-13 | Schaupp William E | Officer, Chief Accounting Officer | Open Market Sale | -360 | 906,00 | -326.160,00 | -11,2% | |
| 2026-05-13 | Johnson Denise C | Officer, Group President | Open Market Sale | -3.546 | 909,46 | -3.224.945,16 | -111,0% | |
| 2026-05-13 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.650 | 910,24 | -2.412.136,00 | -83,0% | |
| 2026-05-11 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -843 | 917,73 | -773.646,39 | -26,6% | |
| 2026-05-11 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -15.440 | 916,75 | -14.154.620,00 | -487,0% | |
| 2026-05-06 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -8.802 | 926,23 | -8.152.676,46 | -280,5% | |
| 2026-05-06 | BONFIELD ANDREW R J | Officer, CFO Emeritus | Open Market Sale | -15.674 | 918,71 | -14.399.860,54 | -495,4% | |
| 2026-05-06 | De Lange Bob | Officer, Group President | Open Market Sale | -14.470 | 922,55 | -13.349.298,50 | -459,3% | |
| 2026-05-06 | De Lange Bob | Officer, Group President | Open Market Sale | -9.752 | 923,47 | -9.005.679,44 | -309,8% | |
| 2026-05-06 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -350 | 926,83 | -324.390,50 | -11,2% | |
| 2026-05-05 | Shurman Rodney Michael | Officer, Group President | Open Market Sale | -5.152 | 903,14 | -4.652.977,28 | -160,1% | |
| 2026-05-05 | Shurman Rodney Michael | Officer, Group President | Open Market Sale | -487 | 903,55 | -440.028,85 | -15,1% | |
| 2026-05-04 | MacLennan David | Director | Open Market Purchase | 250 | 876,84 | 219.210,00 | +7,5% | |
| 2026-05-04 | Kaiser Jason | Officer, Group President | Open Market Sale | -5.642 | 883,03 | -4.982.055,26 | -171,4% | |
| 2026-03-05 | Creed Joseph E | Officer, Chief Executive Officer | Open Market Sale | -800 | 718,44 | -574.752,00 | -19,8% | |
| 2026-03-05 | Creed Joseph E | Officer, Chief Executive Officer | Open Market Sale | -585 | 719,39 | -420.843,15 | -14,5% | |
| 2026-03-05 | Creed Joseph E | Officer, Chief Executive Officer | Open Market Sale | -575 | 720,10 | -414.057,50 | -14,2% | |
| 2026-03-05 | Creed Joseph E | Officer, Chief Executive Officer | Open Market Sale | -420 | 717,01 | -301.144,20 | -10,4% | |
| 2026-03-05 | Creed Joseph E | Officer, Chief Executive Officer | Open Market Sale | -120 | 721,00 | -86.520,00 | -3,0% | |
| 2026-02-23 | Shurman Rodney Michael | Officer, Group President | Open Market Sale | -2.278 | 759,61 | -1.730.391,58 | -59,5% | |
| 2026-02-17 | Shurman Rodney Michael | Officer, Group President | Open Market Sale | -1.764 | 763,39 | -1.346.619,96 | -46,3% | |
| 2026-02-17 | Schaupp William E | Officer, Chief Accounting Officer | Open Market Sale | -972 | 764,20 | -742.802,40 | -25,6% | |
| 2026-02-13 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -7.891 | 776,90 | -6.130.517,90 | -210,9% | |
| 2026-02-12 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.690 | 776,70 | -1.312.623,00 | -45,2% | |
| 2026-02-11 | De Lange Bob | Officer, Group President | Open Market Sale | -12.507 | 767,08 | -9.593.869,56 | -330,1% | |
| 2026-02-06 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -6.033 | 722,15 | -4.356.730,95 | -149,9% | |
| 2026-02-06 | De Lange Bob | Officer, Group President | Open Market Sale | -22.656 | 720,11 | -16.314.812,16 | -561,3% | |
| 2026-02-04 | De Lange Bob | Officer, Group President | Open Market Sale | -9.223 | 704,42 | -6.496.865,66 | -223,5% | |
| 2026-02-04 | De Lange Bob | Officer, Group President | Open Market Sale | -6.817 | 705,70 | -4.810.756,90 | -165,5% | |
| 2026-02-04 | De Lange Bob | Officer, Group President | Open Market Sale | -30 | 706,28 | -21.188,40 | -0,7% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.761 | 682,84 | -1.885.321,24 | -64,9% | |
| 2026-02-02 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -10.671 | 680,45 | -7.261.081,95 | -249,8% | |
| 2026-02-02 | De Lange Bob | Officer, Group President | Open Market Sale | -15.977 | 682,99 | -10.912.131,23 | -375,4% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.000 | 678,52 | -678.520,00 | -23,3% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.138 | 684,93 | -779.450,34 | -26,8% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -1.431 | 680,11 | -973.237,41 | -33,5% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.258 | 683,90 | -1.544.246,20 | -53,1% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -2.994 | 681,69 | -2.040.979,86 | -70,2% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -7.411 | 680,11 | -5.040.295,21 | -173,4% | |
| 2026-02-02 | Johnson Denise C | Officer, Group President | Open Market Sale | -20.145 | 680,76 | -13.713.910,20 | -471,8% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -40 | 578,41 | -23.136,40 | -0,8% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -3.016 | 575,77 | -1.736.522,32 | -59,7% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -2.628 | 573,61 | -1.507.447,08 | -51,9% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -1.473 | 576,56 | -849.272,88 | -29,2% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -1.431 | 574,77 | -822.495,87 | -28,3% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -812 | 572,71 | -465.040,52 | -16,0% | |
| 2025-12-31 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -600 | 577,79 | -346.674,00 | -11,9% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -920 | 571,38 | -525.669,60 | -18,1% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -2.360 | 569,35 | -1.343.666,00 | -46,2% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -2.120 | 572,57 | -1.213.848,40 | -41,8% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -1.921 | 573,63 | -1.101.943,23 | -37,9% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -1.378 | 568,57 | -783.489,46 | -27,0% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -920 | 574,52 | -528.558,40 | -18,2% | |
| 2025-12-01 | BONFIELD ANDREW R J | Officer, Chief Financial Officer | Open Market Sale | -381 | 570,27 | -217.272,87 | -7,5% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -37 | 565,06 | -20.907,22 | -0,7% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.640 | 563,22 | -923.680,80 | -31,8% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.480 | 563,22 | -833.565,60 | -28,7% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.413 | 562,27 | -794.487,51 | -27,3% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.260 | 562,15 | -708.309,00 | -24,4% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.040 | 561,29 | -583.741,60 | -20,1% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -1.032 | 561,29 | -579.251,28 | -19,9% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -653 | 568,60 | -371.295,80 | -12,8% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -632 | 568,65 | -359.386,80 | -12,4% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -460 | 564,09 | -259.481,40 | -8,9% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -400 | 567,26 | -226.904,00 | -7,8% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -380 | 567,35 | -215.593,00 | -7,4% | |
| 2025-11-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -280 | 563,88 | -157.886,40 | -5,4% | |
| 2025-11-10 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -8.184 | 570,18 | -4.666.353,12 | -160,5% | |
| 2025-11-06 | MacLennan David | Director | Open Market Purchase | 300 | 568,86 | 170.658,00 | +5,9% | |
| 2025-11-05 | De Lange Bob | Officer, Group President | Open Market Sale | -14.638 | 562,36 | -8.231.825,68 | -283,2% | |
| 2025-11-05 | Schaupp William E | Officer, Chief Accounting Officer | Open Market Sale | -1.200 | 572,22 | -686.664,00 | -23,6% | |
| 2025-10-10 | Umpleby III Donald J | Officer, Executive Chairman | Open Market Sale | -17.166 | 505,29 | -8.673.808,14 | -298,4% | |
| 2025-09-22 | Umpleby III Donald J | Officer, Executive Chairman | Open Market Sale | -17.166 | 462,65 | -7.941.849,90 | -273,2% | |
| 2025-09-02 | Umpleby III Donald J | Director, Officer, Executive Chairman | Open Market Sale | -17.168 | 412,87 | -7.088.152,16 | -243,9% | |
| 2025-08-15 | SCHWAB SUSAN C | Director | Open Market Sale | -2.324 | 410,00 | -952.840,00 | -32,8% | |
| 2025-08-11 | Kaiser Jason | Officer, Group President | Open Market Sale | -2.161 | 417,70 | -902.649,70 | -31,1% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 46.385.185 | 0 | 46.385.185 | 26.572.680.931 | Neu | +100,0% | |
| BlackRock, Inc. | 37.185.933 | 36.208.775 | 977.158 | 26.344.745.812 | Aufgestockt | +2,7% | |
| STATE STREET CORP | 34.880.604 | 35.388.550 | -507.946 | 24.711.512.710 | Reduziert | -1,4% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 30.234.453 | 0 | 30.234.453 | 21.419.900.573 | Neu | +100,0% | |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14.564.726 | 17.431.190 | -2.866.464 | 10.318.525.782 | Reduziert | -16,4% | |
| GEODE CAPITAL MANAGEMENT, LLC | 11.127.483 | 10.610.182 | 517.301 | 7.887.200.108 | Aufgestockt | +4,9% | |
| Fisher Asset Management, LLC | 9.775.952 | 9.493.266 | 282.686 | 6.925.871.728 | Aufgestockt | +3,0% | |
| MORGAN STANLEY | 7.499.662 | 7.075.119 | 424.543 | 5.313.212.827 | Aufgestockt | +6,0% | |
| GATES FOUNDATION TRUST | 6.353.614 | 6.353.614 | 0 | 4.501.281.374 | Unverändert | 0,0% | |
| NORTHERN TRUST CORP | 5.678.795 | 5.851.276 | -172.481 | 4.023.199.106 | Reduziert | -2,9% | |
| BANK OF AMERICA CORP /DE/ | 5.677.578 | 6.738.802 | -1.061.224 | 4.022.337.028 | Reduziert | -15,7% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.073.742 | 3.749.851 | 323.891 | 2.886.083.257 | Aufgestockt | +8,6% | |
| CITADEL ADVISORS LLC | 3.938.529 | 2.942.055 | 996.474 | 2.790.290.255 | Aufgestockt | +33,9% | |
| Invesco Ltd. | 3.849.600 | 3.031.666 | 817.934 | 2.727.287.759 | Aufgestockt | +27,0% | |
| FMR LLC | 3.824.293 | 4.061.103 | -236.810 | 2.709.358.553 | Reduziert | -5,8% | |
| Capital World Investors | 3.543.940 | 4.009.003 | -465.063 | 2.507.646.523 | Reduziert | -11,6% | |
| JANE STREET GROUP, LLC | 3.511.839 | 2.249.752 | 1.262.087 | 2.487.997.457 | Aufgestockt | +56,1% | |
| Capital International Investors | 3.459.278 | 2.138.909 | 1.320.369 | 2.450.758.943 | Aufgestockt | +61,7% | |
| GOLDMAN SACHS GROUP INC | 3.422.171 | 3.333.046 | 89.125 | 2.424.471.713 | Aufgestockt | +2,7% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.354.003 | 3.345.375 | 8.628 | 2.371.558.647 | Aufgestockt | +0,3% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.267.533 | 3.544.224 | -276.691 | 2.314.916.429 | Reduziert | -7,8% | |
| Capital Research Global Investors | 3.200.849 | 2.845.207 | 355.642 | 2.267.518.470 | Aufgestockt | +12,5% | |
| Legal & General Group Plc | 2.772.592 | 2.720.308 | 52.284 | 1.964.270.519 | Aufgestockt | +1,9% | |
| DIMENSIONAL FUND ADVISORS LP | 2.746.073 | 2.772.301 | -26.228 | 1.944.685.070 | Reduziert | -0,9% | |
| BARCLAYS PLC | 2.348.181 | 1.352.130 | 996.051 | 1.663.592.313 | Aufgestockt | +73,7% | |
| Nuveen, LLC | 2.310.258 | 2.309.181 | 1.077 | 1.636.725.383 | Aufgestockt | 0,0% | |
| ROYAL BANK OF CANADA | 2.286.502 | 2.689.046 | -402.544 | 1.619.897.000 | Reduziert | -15,0% | |
| JPMORGAN CHASE & CO | 2.775.370 | 0 | 2.775.370 | 1.589.928.191 | Neu | +100,0% | |
| Amundi | 2.217.637 | 1.714.140 | 503.497 | 1.571.107.013 | Aufgestockt | +29,4% | |
| WELLS FARGO & COMPANY/MN | 2.050.903 | 2.026.729 | 24.174 | 1.452.982.755 | Aufgestockt | +1,2% | |
| UBS Group AG | 1.703.177 | 1.521.601 | 181.576 | 1.206.632.777 | Aufgestockt | +11,9% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.583.565 | 1.835.924 | -252.359 | 1.134.471.121 | Reduziert | -13,7% | |
| CITIGROUP INC | 1.597.255 | 647.924 | 949.331 | 1.131.591.234 | Aufgestockt | +146,5% | |
| IMC-Chicago, LLC | 1.542.600 | 1.630.600 | -88.000 | 1.092.870.396 | Reduziert | -5,4% | |
| VOYA INVESTMENT MANAGEMENT LLC | 1.419.616 | 1.426.384 | -6.768 | 1.005.741.879 | Reduziert | -0,5% | |
| Swiss National Bank | 1.373.420 | 1.283.780 | 89.640 | 973.013.133 | Aufgestockt | +7,0% | |
| DEUTSCHE BANK AG\ | 1.360.881 | 1.450.183 | -89.302 | 964.129.753 | Reduziert | -6,2% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.351.377 | 1.290.529 | 60.848 | 957.396.549 | Aufgestockt | +4,7% | |
| Sumitomo Mitsui Trust Group, Inc. | 1.313.890 | 1.352.474 | -38.584 | 930.838.509 | Reduziert | -2,9% | |
| Capital Wealth Planning, LLC | 1.186.096 | 1.309.210 | -123.114 | 840.301.230 | Reduziert | -9,4% | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.118.722 | 3.859.902 | -2.741.180 | 792.569.789 | Reduziert | -71,0% | |
| LPL Financial LLC | 1.100.768 | 1.024.720 | 76.048 | 779.849.555 | Aufgestockt | +7,4% | |
| RAYMOND JAMES FINANCIAL INC | 1.026.297 | 1.019.075 | 7.222 | 726.215.528 | Aufgestockt | +0,7% | |
| National Pension Service | 988.716 | 979.008 | 9.708 | 700.465.737 | Aufgestockt | +1,0% | |
| AMERIPRISE FINANCIAL INC | 974.909 | 1.046.549 | -71.640 | 690.766.602 | Reduziert | -6,8% | |
| FRANKLIN RESOURCES INC | 972.741 | 873.720 | 99.021 | 689.148.089 | Aufgestockt | +11,3% | |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 918.660 | 773.176 | 145.484 | 650.816.295 | Aufgestockt | +18,8% | |
| HSBC HOLDINGS PLC | 908.691 | 1.031.616 | -122.925 | 642.507.875 | Reduziert | -11,9% | |
| BNP PARIBAS FINANCIAL MARKETS | 683.200 | 727.210 | -44.010 | 639.304.386 | Reduziert | -6,1% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 879.849 | 876.488 | 3.361 | 623.337.823 | Aufgestockt | +0,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 37.185.933 | 36.208.775 | +2,7% | 26.344.745.812 | 11,83 |
| STATE STREET CORP | 34.880.604 | 35.388.550 | -1,4% | 24.711.512.710 | 11,09 |
| VANGUARD CAPITAL MANAGEMENT LLC | 30.234.453 | 0 | +100,0% | 21.419.900.573 | 9,62 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14.564.726 | 17.431.190 | -16,4% | 10.318.525.782 | 4,63 |
| GEODE CAPITAL MANAGEMENT, LLC | 11.127.483 | 10.610.182 | +4,9% | 7.887.200.108 | 3,54 |
| Fisher Asset Management, LLC | 9.775.952 | 9.493.266 | +3,0% | 6.925.871.728 | 3,11 |
| MORGAN STANLEY | 7.499.662 | 7.075.119 | +6,0% | 5.313.212.827 | 2,39 |
| GATES FOUNDATION TRUST | 6.353.614 | 6.353.614 | 0,0% | 4.501.281.374 | 2,02 |
| NORTHERN TRUST CORP | 5.678.795 | 5.851.276 | -2,9% | 4.023.199.106 | 1,81 |
| BANK OF AMERICA CORP /DE/ | 5.677.578 | 6.738.802 | -15,7% | 4.022.337.028 | 1,81 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.073.742 | 3.749.851 | +8,6% | 2.886.083.257 | 1,30 |
| CITADEL ADVISORS LLC | 3.938.529 | 2.942.055 | +33,9% | 2.790.290.255 | 1,25 |
| Invesco Ltd. | 3.849.600 | 3.031.666 | +27,0% | 2.727.287.759 | 1,22 |
| FMR LLC | 3.824.293 | 4.061.103 | -5,8% | 2.709.358.553 | 1,22 |
| Capital World Investors | 3.543.940 | 4.009.003 | -11,6% | 2.507.646.523 | 1,13 |
| JANE STREET GROUP, LLC | 3.511.839 | 2.249.752 | +56,1% | 2.487.997.457 | 1,12 |
| Capital International Investors | 3.459.278 | 2.138.909 | +61,7% | 2.450.758.943 | 1,10 |
| JPMORGAN CHASE & CO | 3.651.479 | 2.775.370 | +31,6% | 2.437.107.428 | 1,09 |
| GOLDMAN SACHS GROUP INC | 3.422.171 | 3.333.046 | +2,7% | 2.424.471.713 | 1,09 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.354.003 | 3.345.375 | +0,3% | 2.371.558.647 | 1,06 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 3.619 | 382,0 | 256.536 |
| 31.12.2025 | ✓ | 3.440 | 363,2 | 198.173 |
| 30.09.2025 | ✓ | 3.151 | 372,1 | 169.195 |
| 30.06.2025 | ✓ | 2.976 | 364,5 | 135.410 |
| 31.03.2025 | ✓ | 2.832 | 368,4 | 117.200 |
| 31.12.2024 | ✓ | 2.896 | 372,9 | 135.468 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Capital International Investors | 2.138.909 | 1.225.317.093 |
| Alphinity Investment Management Pty Ltd | 440.246 | 252.203.726 |
| TUDOR INVESTMENT CORP ET AL | 365.400 | 209.326.698 |
| Eurizon Capital SGR S.p.A. | 310.130 | 177.918.713 |
| Jain Global LLC | 242.500 | 138.920.975 |
| Artisan Partners Limited Partnership | 174.779 | 100.125.646 |
| Freestone Grove Partners LP | 158.274 | 90.670.426 |
| ATALANTA SOSNOFF CAPITAL, LLC | 130.450 | 74.731.057 |
| Electron Capital Partners, LLC | 74.761 | 42.828.334 |
| SHERMAN PORFOLIOS, LLC | 74.161 | 42.484.612 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BlackRock, Inc. | 36.208.775 | 1.924.397 | +5.6 % | 20.742.920.818 |
| FMR LLC | 4.061.103 | 928.278 | +29.6 % | 2.326.484.121 |
| BANK OF AMERICA CORP /DE/ | 6.738.802 | 684.774 | +11.3 % | 3.860.457.244 |
| Cynosure Group, LLC | 513.754 | 507.681 | +8359.6 % | 10.841.122 |
| VANGUARD GROUP INC | 46.385.185 | 442.164 | +1.0 % | 26.572.680.931 |
| CITADEL ADVISORS LLC | 2.942.055 | 400.972 | +15.8 % | 1.685.415.048 |
| BESSEMER GROUP INC | 406.478 | 386.337 | +1918.2 % | 232.857 |
| STATE STREET CORP | 35.388.550 | 385.204 | +1.1 % | 20.273.038.639 |
| FRANKLIN RESOURCES INC | 873.720 | 360.223 | +70.2 % | 500.527.976 |
| TD ASSET MANAGEMENT INC | 549.364 | 317.988 | +137.4 % | 314.714.155 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Capital Research Global Investors | 2.845.207 | -1.450.160 | -33.8 % | 1.629.947.951 |
| WELLINGTON MANAGEMENT GROUP LLP | 3.859.902 | -1.368.156 | -26.2 % | 2.211.222.060 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.993.729 | -818.801 | -12.0 % | 3.433.629 |
| JPMORGAN CHASE & CO | 2.775.370 | -801.740 | -22.4 % | 1.589.928.191 |
| Amundi | 1.714.140 | -661.570 | -27.8 % | 981.979.343 |
| Capital World Investors | 4.009.003 | -579.278 | -12.6 % | 2.296.956.540 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.544.224 | -534.891 | -13.1 % | 2.030.379.603 |
| UBS Group AG | 1.521.601 | -524.617 | -25.6 % | 871.679.565 |
| VAN ECK ASSOCIATES CORP | 120.732 | -439.214 | -78.4 % | 69.164 |
| Assenagon Asset Management S.A. | 15.470 | -404.965 | -96.3 % | 8.862.299 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 29.04.2026 | Vanguard Capital Management | Passiv (13G) | 7,47 % | 34.776.099 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,06 pp | |
| 05.03.2026 | The Vanguard Group | Passiv (13G/A) | 10,06 % | 46.835.122 | +0,56 pp | |
| 13.11.2024 | Capital World Investors | Passiv (13G/A) | 3,70 % | 17.829.269 | -2,10 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,50 % | 48.352.179 | +0,14 pp | |
| 12.02.2024 | . BlackRock, Inc. | Passiv (13G/A) | 6,60 % | 33.509.816 | -0,40 pp | |
| 09.02.2024 | Capital World Investors | Passiv (13G/A) | 5,80 % | 29.445.081 | +0,20 pp | |
| 30.01.2024 | : STATE STREET GLOBAL ADVISORS TRUST COMPANY | Passiv (13G/A) | 5,88 % | 0 | -0,04 pp | |
| 30.01.2024 | : STATE STREET CORPORATION | Passiv (13G/A) | 7,41 % | 0 | -0,25 pp | |
| 13.02.2023 | Capital World Investors | Passiv (13G) | 5,60 % | 29.381.792 | Neu | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,36 % | 48.701.582 | +0,57 pp | |
| 09.02.2023 | : STATE STREET GLOBAL ADVISORS TRUST COMPANY | Passiv (13G/A) | 5,92 % | 0 | +0,10 pp | |
| 09.02.2023 | : STATE STREET CORPORATION | Passiv (13G/A) | 7,66 % | 0 | +0,07 pp | |
| 31.01.2023 | . BlackRock, Inc. | Passiv (13G/A) | 7,00 % | 36.459.646 | +0,30 pp | |
| 11.02.2022 | : STATE STREET GLOBAL ADVISORS TRUST COMPANY | Passiv (13G/A) | 5,82 % | 0 | +0,05 pp | |
| 11.02.2022 | : STATE STREET CORPORATION | Passiv (13G/A) | 7,59 % | 0 | -0,04 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,79 % | 47.559.902 | +0,29 pp | |
| 01.02.2022 | . BlackRock, Inc. | Passiv (13G/A) | 6,70 % | 36.502.143 | +0,10 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 29.01.2026 | John Boozman | – | Senate | Kauf | $1,001 – $15,000 |
| 29.12.2025 | Markwayne Mullin | – | Senate | Kauf | $15,001 – $50,000 |
| 18.11.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 17.10.2025 | Gilbert Cisneros | – | House | Kauf | $1,001 – $15,000 |
| 15.05.2025 | Rob Bresnahan | – | House | Kauf | $1,001 – $15,000 |
| 12.05.2025 | Jefferson Shreve | – | House | Verkauf | $15,001 – $50,000 |
| 05.05.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 21.04.2025 | Bruce Westerman | – | House | Verkauf | $1,001 – $15,000 |
| 17.04.2025 | Jefferson Shreve | – | House | Kauf | $15,001 – $50,000 |
| 08.04.2025 | Bruce Westerman | – | House | Kauf | $1,001 – $15,000 |
| 08.04.2025 | Rob Bresnahan | – | House | Verkauf | $1,001 – $15,000 |
| 07.04.2025 | Jared Moskowitz | – | House | Kauf | $1,001 – $15,000 |
| 04.04.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 17.03.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 13.03.2025 | Jefferson Shreve | – | House | Verkauf | $15,001 – $50,000 |
| 03.03.2025 | Bruce Westerman | – | House | Kauf | $1,001 – $15,000 |
| 25.02.2025 | Rob Bresnahan | – | House | Verkauf | $1,001 – $15,000 |
| 07.02.2025 | Tim Walberg | – | House | Kauf | $15,001 – $50,000 |
| 08.01.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 08.01.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 08.01.2025 | Marjorie Taylor Greene | – | House | Kauf | $1,001 – $15,000 |
| 24.12.2024 | Marjorie Taylor Mrs Greene | – | House | Kauf | $1,001 – $15,000 |
| 21.10.2024 | Marjorie Taylor Mrs Greene | – | House | Kauf | $1,001 – $15,000 |
| 11.09.2024 | William R. Keating | – | House | Verkauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
Caterpillar Inc. stellt weltweit Bau- und Bergbauausrüstungen, Diesel- und Erdgasmotoren sowie Industrie-Gasturbinen her und verkauft diese. Das Segment Construction Industries bietet Asphaltiermaschinen, Baggerlader, Verdichter, Kaltfräsmaschinen, kompakte Raupenlader und Mehrzwecklader, Bagger, Straßenhobel, Rohrverleger, Straßenaufbrecher, Bodenvorbereitungstraktoren, Skidsteerlader, Telehandler und Nutzfahrzeuge an; Mini-, kleine, mittlere und große Bagger; kompakte, kleine und mittlere Radlader; Raupenschlepper und Lader; und Radbagger. Das Segment Resource Industries bietet Elektroseilschaufeln, Draglines, Hydraulikschaufeln, Drehhohrbohranlagen, Hartgesteinfahrzeuge, Raupenschlepper, Bergbaulastwagen, Strebausbaumaschinen, Radlader, Geländetransporte, Gelenkaufbaufahrzeuge, Schürffahrzeuge, Radbagger, Flottenmanagement, Mülldeponie-Verdichter, Bodenverdichter, Maschinenkomponenten, autonomiebereit Fahrzeuge und Lösungen, ausgewählte Arbeitsgeräte sowie Sicherheitsdienste und Bergbau-Leistungslösungen an. Das Segment Energy & Transportation bietet Hubkolbenmotoren, Stromaggregate, integrierte Systeme und Lösungen, Turbinen und Turbinendienstleistungen, gefertigte Hubkolbenmotoren und Komponenten, Zentrifugal-Gaskompressoren, Diesel-Elektrolokomotiven und Komponenten sowie weitere schienenbezogene Produkte und Dienstleistungen für die Marine-, Öl- und Gas-, Industrie- und Elektrizitätserzeugungssektoren an. Das Segment Financial Products des Unternehmens bietet Betriebsmieten und Finanzierungen, Ratenkaufsverträge, Betriebsmittelkredite und Großhandelsfinanzierungspläne sowie Versicherungs- und Risikomanagementprodukte für Fahrzeuge, Stromerzeugungsanlagen und Schiffe an. Das Segment All Other bietet Fertigung von Filtern und Flüssigkeiten, Fahrwerk und Bodenhaftungswerkzeuge an. Das Unternehmen war früher als Caterpillar Tractor Co. bekannt und änderte seinen Namen 1986 zu Caterpillar Inc. Das Unternehmen wurde 1925 gegründet und hat seinen Hauptsitz in Deerfield, Illinois.
Unternehmen & Branche
| Name | CATERPILLAR INC |
|---|---|
| Ticker | CAT |
| CIK | 0000018230 |
| Boerse | NYSE |
| Sektor | Industrials |
| Industrie | Agricultural - Machinery |
| SIC | 3531 · Construction Machinery & Equip |
Wertpapier & Kennzahlen
| CUSIP | 149123101 |
|---|---|
| ISIN | US1491231015 |
| Typ | Common Stock |
| Marktkapitalisierung | 417,67 Mrd. USD |
| KGV (P/E) | 47,72 |
| Beta | 1,61 |
| Dividendenrendite | 0,01 % |
Bewertung
| KUV (P/S) | 6,18 vs. 2,17 (2021) ▲ |
|---|---|
| EV/EBITDA | 33,1 vs. 14,5 (2021) ▲ |
| FCF-Rendite | 2,1 % vs. 5,5 % (2021) ▼ |
| Buyback-Rendite | 1,2 % vs. 2,4 % (2021) ▼ |
Qualität & Bilanz
| Bruttomarge | 33,8 % vs. 30,3 % (2021) ▲ |
|---|---|
| Operative Marge | 16,5 % vs. 13,5 % (2021) ▲ |
| Nettoverschuldung/EBITDA | 2,0 vs. 2,5 (2021) ▼ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KUV (P/S) | 2,17 | 2,08 | 2,20 | 2,67 | 3,94 | |
| EV/EBITDA | 14,5 | 14,7 | 11,3 | 13,1 | 21,9 | |
| FCF-Rendite | 5,5 % | 5,2 % | 7,6 % | 5,8 % | 3,3 % | |
| Buyback-Rendite | 2,4 % | 3,4 % | 3,4 % | 4,4 % | 1,9 % | |
| Qualität & Bilanz | ||||||
| Bruttomarge | 30,3 % | 30,4 % | 36,2 % | 38,0 % | 33,8 % | |
| Operative Marge | 13,5 % | 13,3 % | 19,3 % | 20,2 % | 16,5 % | |
| Nettoverschuldung/EBITDA | 2,5 | 2,5 | 1,5 | 1,7 | 2,0 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 17.415.000.000 | 5,47 | 95.550.000.000 | ||
| 2025-12-31 | 10-K | 67.589.000.000 | 18,81 | 98.585.000.000 | ||
| 2025-09-30 | 10-Q | 17.638.000.000 | 4,88 | 93.722.000.000 | ||
| 2025-06-30 | 10-Q | 16.569.000.000 | 4,62 | 90.325.000.000 | ||
| 2025-03-31 | 10-Q | 14.249.000.000 | 4,20 | 84.974.000.000 | ||
| 2024-12-31 | 10-K | 64.809.000.000 | 22,05 | 87.764.000.000 | ||
| 2024-09-30 | 10-Q | 16.106.000.000 | 5,06 | 86.273.000.000 | ||
| 2024-06-30 | 10-Q | 16.689.000.000 | 5,48 | 83.336.000.000 | ||
| 2024-03-31 | 10-Q | 15.799.000.000 | 5,75 | 83.741.000.000 | ||
| 2023-12-31 | 10-K | 67.060.000.000 | 20,12 | 87.476.000.000 | ||
| 2023-09-30 | 10-Q | 16.810.000.000 | 5,45 | 86.791.000.000 | ||
| 2023-06-30 | 10-Q | 17.318.000.000 | 5,67 | 85.427.000.000 | ||
| 2023-03-31 | 10-Q | 15.862.000.000 | 3,74 | 83.649.000.000 | ||
| 2022-12-31 | 10-K | 59.427.000.000 | 12,64 | 81.943.000.000 | ||
| 2022-09-30 | 10-Q | 14.994.000.000 | 3,87 | 80.907.000.000 | ||
| 2022-06-30 | 10-Q | 14.247.000.000 | 3,13 | 81.107.000.000 | ||
| 2022-03-31 | 10-Q | 13.589.000.000 | 2,86 | 82.276.000.000 | ||
| 2021-12-31 | 10-K | 50.971.000.000 | 11,83 | 82.793.000.000 | ||
| 2021-09-30 | 10-Q | 12.397.000.000 | 2,60 | 80.784.000.000 | ||
| 2021-06-30 | 10-Q | 12.889.000.000 | 2,56 | 81.697.000.000 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Machinery Power Energy | 64,0 Mrd. | – | – | – | – | 94,7 % | Neu | |
| Financial Products | 3,6 Mrd. | 3,4 Mrd. | 3,2 Mrd. | 2,9 Mrd. | 2,8 Mrd. | 5,3 % | +4,7% | |
| Machinery Energy Transportation | – | 61,4 Mrd. | 63,9 Mrd. | 56,6 Mrd. | 48,2 Mrd. | – | – |
Regionen
| Region | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| North America | 36,6 Mrd. | 34,4 Mrd. | 34,6 Mrd. | 28,0 Mrd. | 22,0 Mrd. | 27,1 % | +6,4% | |
| Non Us | 34,7 Mrd. | 34,2 Mrd. | 36,0 Mrd. | 35,1 Mrd. | 31,7 Mrd. | 25,7 % | +1,5% | |
| US | 32,9 Mrd. | 30,6 Mrd. | 31,1 Mrd. | 24,4 Mrd. | 19,3 Mrd. | 24,3 % | +7,4% | |
| EMEA | 12,8 Mrd. | 12,3 Mrd. | 13,7 Mrd. | 12,8 Mrd. | 12,1 Mrd. | 9,5 % | +3,9% | |
| Asia Pacific | 11,2 Mrd. | 11,4 Mrd. | 12,1 Mrd. | 11,9 Mrd. | 11,7 Mrd. | 8,3 % | -1,7% | |
| Latin America | 7,0 Mrd. | 6,7 Mrd. | 6,7 Mrd. | 6,7 Mrd. | 5,1 Mrd. | 5,2 % | +4,2% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 06.05.2026 | 17,4 Mrd. USD | 5,47 |
| Q3 2025 | 30.09.2025 | 03.11.2025 | 17,6 Mrd. USD | 4,88 |
| Q2 2025 | 30.06.2025 | 06.08.2025 | 16,6 Mrd. USD | 4,62 |
| Q1 2025 | 31.03.2025 | 06.05.2026 | 14,2 Mrd. USD | 4,20 |
| Q3 2024 | 30.09.2024 | 03.11.2025 | 16,1 Mrd. USD | 5,06 |
| Q2 2024 | 30.06.2024 | 06.08.2025 | 16,7 Mrd. USD | 5,48 |
| Q1 2024 | 31.03.2024 | 07.05.2025 | 15,8 Mrd. USD | 5,75 |
| Q3 2023 | 30.09.2023 | 06.11.2024 | 16,8 Mrd. USD | 5,45 |
| Q2 2023 | 30.06.2023 | 07.08.2024 | 17,3 Mrd. USD | 5,67 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 06.05.2026 | 10-Q | 31.03.2026 | 36 Tage | SEC » |
| 13.02.2026 | 10-K | 31.12.2025 | 44 Tage | SEC » |
| 03.11.2025 | 10-Q | 30.09.2025 | 34 Tage | SEC » |
| 06.08.2025 | 10-Q | 30.06.2025 | 37 Tage | SEC » |
| 07.05.2025 | 10-Q | 31.03.2025 | 37 Tage | SEC » |
| 14.02.2025 | 10-K | 31.12.2024 | 45 Tage | SEC » |
| 06.11.2024 | 10-Q | 30.09.2024 | 37 Tage | SEC » |
| 07.08.2024 | 10-Q | 30.06.2024 | 38 Tage | SEC » |
| 01.05.2024 | 10-Q | 31.03.2024 | 31 Tage | SEC » |
| 16.02.2024 | 10-K | 31.12.2023 | 47 Tage | SEC » |
| 01.11.2023 | 10-Q | 30.09.2023 | 32 Tage | SEC » |
| 02.08.2023 | 10-Q | 30.06.2023 | 33 Tage | SEC » |
| 03.05.2023 | 10-Q | 31.03.2023 | 33 Tage | SEC » |
| 15.02.2023 | 10-K | 31.12.2022 | 46 Tage | SEC » |
| 02.11.2022 | 10-Q | 30.09.2022 | 33 Tage | SEC » |
| 03.08.2022 | 10-Q | 30.06.2022 | 34 Tage | SEC » |
| 04.05.2022 | 10-Q | 31.03.2022 | 34 Tage | SEC » |
| 16.02.2022 | 10-K | 31.12.2021 | 47 Tage | SEC » |
| 03.11.2021 | 10-Q | 30.09.2021 | 34 Tage | SEC » |
| 04.08.2021 | 10-Q | 30.06.2021 | 35 Tage | SEC » |
| 05.05.2021 | 10-Q | 31.03.2021 | 35 Tage | SEC » |
| 17.02.2021 | 10-K | 31.12.2020 | 48 Tage | SEC » |
| 04.11.2020 | 10-Q | 30.09.2020 | 35 Tage | SEC » |
| 05.08.2020 | 10-Q | 30.06.2020 | 36 Tage | SEC » |
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
| Datum | Form | Stimmung | Guidance | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|
| 13.02.2026 | 10-K | -0,28 | ? | 44,0 | Caterpillar erzielte 2025 ein Umsatzwachstum von 4 % auf $67,6 Mrd., musste jedoch einen Rückgang des operativen Gewinns um 15 % auf $11,2 M… | |
|
Zusammenfassung: Caterpillar erzielte 2025 ein Umsatzwachstum von 4 % auf $67,6 Mrd., musste jedoch einen Rückgang des operativen Gewinns um 15 % auf $11,2 Mrd. hinnehmen, da zollbedingte Mehrkosten von $2,15 Mrd. die Margen erheblich belasteten – die operative Marge sank von 20,2 % auf 16,5 %. Das Power-&-Energy-Segment legte dank starker Datencenter-Nachfrage um 12 % zu, während Construction Industries einen Gewinnrückgang von 24 % und Resource Industries einen von 22 % verzeichneten. Die Liquiditätslage bleibt solide mit $9,98 Mrd. Kassenbestand und $9,5 Mrd. MP&E-Free-Cashflow; Dividende und Aktienrückkäufe wurden fortgeführt. Für 2026 wurden keine expliziten Umsatz- oder Gewinnziele kommuniziert; der Ausblick bleibt angesichts anhaltender Zollbelastungen, eines erhöhten effektiven Steuersatzes (24,0 % vs. 19,7 %) und geplanter Restrukturierungskosten von $300–350 Mio. ungewiss. Guidance-Zitate:
|
||||||
Kritische 8-K Meldungen ⓘ
WARNUNG: Kritische 8-K-Meldung(en)
HOCH Abgang Schlüsselpersonen (10.04.2026)
HOCH Abgang Schlüsselpersonen (10.04.2026)
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 10.04.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 15.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 09.04.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 11.10.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 03.04.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 16.10.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 09.08.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment… |
| 20.06.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 02.02.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02. Departure of Directors or Principal Officers; Election of Directors… |
| 15.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 08.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 07.02.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 16.04.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 03.03.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers. On… |
| 20.10.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 27.01.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 71 | 902,30 | 64.063 |
| 2026-05-13 | 6.715 | 912,14 | 6.125.020 |
| 2026-05-11 | 200 | 897,45 | 179.490 |
| 2026-05-07 | 149 | 926,93 | 138.113 |
| 2026-05-04 | 11.349 | 889,67 | 10.096.865 |
| 2026-05-01 | 781 | 890,11 | 695.176 |
| 2026-04-30 | 148 | 810,05 | 119.887 |
| 2026-04-27 | 7 | 830,79 | 5.816 |
| 2026-04-20 | 5.962 | 794,65 | 4.737.703 |
| 2026-04-16 | 212 | 770,17 | 163.276 |
| 2026-04-15 | 6 | 794,25 | 4.766 |
| 2026-04-13 | 2.200 | 790,66 | 1.739.452 |
| 2026-04-08 | 12.149 | 724,44 | 8.801.222 |
| 2026-04-06 | 26 | 717,22 | 18.648 |
| 2026-04-02 | 23.475 | 730,32 | 17.144.262 |
| 2026-04-01 | 189 | 708,46 | 133.899 |
| 2026-03-27 | 1 | 703,19 | 703 |
| 2026-03-25 | 47 | 716,63 | 33.682 |
| 2026-03-24 | 183 | 701,70 | 128.411 |
| 2026-03-23 | 100 | 680,88 | 68.088 |
| 2026-03-13 | 4.026 | 700,69 | 2.820.978 |
| 2026-03-11 | 6.143 | 716,68 | 4.402.565 |
| 2026-03-06 | 284 | 706,08 | 200.527 |
| 2026-03-03 | 167 | 752,32 | 125.637 |
| 2026-03-02 | 285 | 742,83 | 211.707 |
| 2026-02-27 | 393 | 752,93 | 295.901 |
| 2026-02-23 | 90.700 | 759,74 | 68.908.418 |
| 2026-02-20 | 54.410 | 760,53 | 41.380.437 |
| 2026-02-18 | 10.152 | 764,76 | 7.763.844 |
| 2026-02-17 | 14.295 | 774,20 | 11.067.189 |
| 2026-02-13 | 101.834 | 758,29 | 77.219.704 |
| 2026-02-09 | 100 | 726,20 | 72.620 |
| 2026-02-02 | 26.643 | 657,36 | 17.514.042 |
| 2026-01-21 | 9.838 | 629,00 | 6.188.102 |
| 2026-01-20 | 71.736 | 646,89 | 46.405.301 |
| 2026-01-12 | 664 | 617,62 | 410.100 |
| 2026-01-09 | 267 | 608,13 | 162.371 |
| 2025-12-30 | 300 | 578,61 | 173.583 |
| 2025-12-23 | 2.457 | 582,41 | 1.430.981 |
| 2025-12-22 | 4.170 | 576,22 | 2.402.837 |
| 2025-12-18 | 178 | 561,89 | 100.016 |
| 2025-12-15 | 20.379 | 597,89 | 12.184.400 |