Stammdaten
Caterpillar Inc. ist ein weltweit führender Hersteller von Bau- und Bergbaumaschinen sowie Off-Highway-Diesel- und Erdgasmotoren. Das Unternehmen bietet auch Industrieturbinen und diesel-elektrische Lokomotiven an. Mit einem Umsatz von 67,589 Milliarden US-Dollar im Jahr 2025 unterhält Caterpillar ein globales Netzwerk unabhängiger Händler und bietet Finanzdienstleistungen durch Cat Financial an. Die drei Hauptgeschäftssegmente sind Power & Energy, Construction Industries und Resource Industries. Das Segment Construction Industries unterstützt Kunden bei Infrastruktur- und Bauprojekten mit einer Vielzahl von Maschinen wie Asphaltfertigern, Planierraupen und Baggerladern. Das Segment Resource Industries konzentriert sich auf Bergbauanwendungen und bietet hochproduktive Ausrüstung für Tagebau- und Untertagebergbau sowie zugehörige Dienstleistungen an. Das Segment Power & Energy bedient Kunden in den Bereichen Öl und Gas, Stromerzeugung, Schifffahrt, Eisenbahn und Industrie mit einer breiten Palette von Produkten wie Kolbenmotoren, Generatorensätzen und Turbinen. Caterpillar beschäftigt weltweit tausende Mitarbeiter und ist in über 190 Ländern tätig. Das Unternehmen hat einen Auftragsbestand von etwa 51,2 Milliarden US-Dollar zum 31. Dezember 2025. KI
Unternehmen & Branche
| Name | CATERPILLAR INC |
|---|---|
| Ticker | CAT |
| CIK | 0000018230 |
| Börse | NYSE |
| Sektor | Industrie & Transport |
| Industrie | Maschinenbau |
| SIC | 3531 · Construction Machinery & Equip |
Wertpapier & Kennzahlen
| CUSIP | 149123101 |
|---|---|
| ISIN | US1491231015 |
| Typ | Common Stock |
| Marktkapitalisierung | 391,25 Mrd. USD |
| KGV (P/E) | 44,70 |
| Beta | 1,58 |
| Dividendenrendite | 0,01 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 5205 N. O'CONNOR BOULEVARD SUITE 100, 75039 IRVING, TX |
| Telefon | 9728917700 |
| EIN (IRS) | 37-0602744 |
Listing & Historie
| Listing-Börsen | NYSE |
|---|---|
| Fiskaljahr-Ende | 31.12. |
| SEC-Filer-Status | Large accelerated filer |
Bewertung
| KUV (P/S) | 5,79 vs. 2,17 (2021) ▲ |
|---|---|
| EV/EBITDA | 31,2 vs. 14,5 (2021) ▲ |
| FCF-Rendite | 2,3 % vs. 5,5 % (2021) ▼ |
| Buyback-Rendite | 1,3 % 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) ▼ |
| Forderungslaufzeit (DSO) | 59 T vs. 61 T (2021) ▼ |
| Lagerreichweite (DIO) | 148 T vs. 144 T (2021) ▲ |
| Verbindlichkeitslaufzeit (DPO) | 73 T vs. 84 T (2021) ▼ |
| Cash-Conversion-Cycle (CCC) | 134 T vs. 121 T (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 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KUV (P/S) | 2,17 | 2,08 | 2,20 | 2,67 | 3,94 | 5,53 | |
| EV/EBITDA | 14,5 | 14,7 | 11,3 | 13,1 | 21,9 | – | |
| FCF-Rendite | 5,5 % | 5,2 % | 7,6 % | 5,8 % | 3,3 % | 2,4 % | |
| Buyback-Rendite | 2,4 % | 3,4 % | 3,4 % | 4,4 % | 1,9 % | 1,7 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 30,3 % | 30,4 % | 36,2 % | 38,0 % | 33,8 % | 33,4 % | |
| Operative Marge | 13,5 % | 13,3 % | 19,3 % | 20,2 % | 16,5 % | 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).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
CAT
CATERPILLAR INC
Effektiv
Stark
Handelsvolumen
Sehr hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
92,3
373 neu, 1269 erhöht, 42242,3M $ netto
Aktivist
25,0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
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 | Bärisch | 10 % | 920.99 | -12.1 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 736.57 | +9.9 % vs SMA200 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 887.27 | EMA50: 898.31 | |
| MACD-Histogramm | Bärisch | 10 % | -12.654 | Bearisch | |
| RSI(14) | Neutral | 10 % | 35.0 | Neutral (30–70) | |
| Stoch %K(14) | Bullisch | 5 % | 17.6 | Überverkauft | |
| ADX(14)+DI | Neutral | 10 % | 24.0 | +DI: 12.0 / −DI: 32.3 | |
| Z-Score(60) | Bullisch | 5 % | -2.02 | Extrem überverkauft | |
| 52W-Position | Neutral | 5 % | 61.1 % | Hoch 1064.90 / Tief 407.79 | |
| Bollinger(20,2σ) | Bullisch | 5 % | 4.2 % | Upper 997.21 / Mid 899.09 / Lower 800.97 | |
| LinReg-Slope(60) | Neutral | 10 % | +0.0680 | R²=0.00 / annualisiert +1.9 % |
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 | Kaiser Jason | Officer, Group President | Open Market Sale | -5.642 | 883,03 | -4.982.055,26 | -171,4% | |
| 2026-05-04 | MacLennan David | Director | Open Market Purchase | 250 | 876,84 | 219.210,00 | +7,5% | |
| 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 | De Lange Bob | Officer, Group President | Open Market Sale | -22.656 | 720,11 | -16.314.812,16 | -561,3% | |
| 2026-02-06 | Fassino Anthony D. | Officer, Group President | Open Market Sale | -6.033 | 722,15 | -4.356.730,95 | -149,9% | |
| 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) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 26.812 | 27.837 | -1.025 | 28.552.000.000 | Reduziert | -3,7% | |
| BlackRock, Inc. | 37.185.933 | 0 | 37.185.933 | 26.344.745.812 | Neu | +100,0% | |
| STATE STREET CORP | 34.880.604 | 0 | 34.880.604 | 24.711.512.710 | Neu | +100,0% | |
| 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 | 0 | 14.564.726 | 10.318.525.782 | Neu | +100,0% | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.705.890 | 0 | 11.705.890 | 8.293.154.829 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 11.127.483 | 0 | 11.127.483 | 7.887.200.108 | Neu | +100,0% | |
| Fisher Asset Management, LLC | 9.775.952 | 0 | 9.775.952 | 6.925.871.728 | Neu | +100,0% | |
| MORGAN STANLEY | 7.499.662 | 0 | 7.499.662 | 5.313.212.827 | Neu | +100,0% | |
| GATES FOUNDATION TRUST | 6.353.614 | 0 | 6.353.614 | 4.501.281.374 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 5.678.795 | 0 | 5.678.795 | 4.023.199.106 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 5.677.578 | 0 | 5.677.578 | 4.022.337.028 | Neu | +100,0% | |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.582.018 | 0 | 5.582.018 | 3.954.638.000 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.073.742 | 0 | 4.073.742 | 2.886.083.257 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 3.938.529 | 0 | 3.938.529 | 2.790.290.255 | Neu | +100,0% | |
| Invesco Ltd. | 3.849.600 | 0 | 3.849.600 | 2.727.287.759 | Neu | +100,0% | |
| FMR LLC | 3.824.293 | 0 | 3.824.293 | 2.709.358.553 | Neu | +100,0% | |
| Capital World Investors | 3.543.940 | 0 | 3.543.940 | 2.507.646.523 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 3.511.839 | 0 | 3.511.839 | 2.487.997.457 | Neu | +100,0% | |
| Capital International Investors | 3.459.278 | 0 | 3.459.278 | 2.450.758.943 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 3.651.479 | 0 | 3.651.479 | 2.437.107.428 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 3.422.171 | 0 | 3.422.171 | 2.424.471.713 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.354.003 | 0 | 3.354.003 | 2.371.558.647 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.267.533 | 0 | 3.267.533 | 2.314.916.429 | Neu | +100,0% | |
| Capital Research Global Investors | 3.200.849 | 0 | 3.200.849 | 2.267.518.470 | Neu | +100,0% | |
| Legal & General Group Plc | 2.772.592 | 0 | 2.772.592 | 1.964.270.519 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 2.746.073 | 0 | 2.746.073 | 1.944.685.070 | Neu | +100,0% | |
| VANGUARD FIDUCIARY TRUST CO | 2.626.721 | 0 | 2.626.721 | 1.860.926.759 | Neu | +100,0% | |
| BARCLAYS PLC | 2.348.181 | 0 | 2.348.181 | 1.663.592.313 | Neu | +100,0% | |
| Nuveen, LLC | 2.310.258 | 0 | 2.310.258 | 1.636.725.383 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 2.286.502 | 0 | 2.286.502 | 1.619.897.000 | Neu | +100,0% | |
| Amundi | 2.217.637 | 0 | 2.217.637 | 1.571.107.013 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 2.050.903 | 0 | 2.050.903 | 1.452.982.755 | Neu | +100,0% | |
| Sumitomo Mitsui Trust Group, Inc. | 1.307.930 | 1.313.890 | -5.960 | 1.392.814.657 | Reduziert | -0,5% | |
| UBS Group AG | 1.703.177 | 0 | 1.703.177 | 1.206.632.777 | Neu | +100,0% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.583.565 | 0 | 1.583.565 | 1.134.471.121 | Neu | +100,0% | |
| CITIGROUP INC | 1.597.255 | 0 | 1.597.255 | 1.131.591.234 | Neu | +100,0% | |
| IMC-Chicago, LLC | 1.542.600 | 0 | 1.542.600 | 1.092.870.396 | Neu | +100,0% | |
| VOYA INVESTMENT MANAGEMENT LLC | 1.419.616 | 0 | 1.419.616 | 1.005.741.879 | Neu | +100,0% | |
| Swiss National Bank | 1.373.420 | 0 | 1.373.420 | 973.013.133 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 1.360.881 | 0 | 1.360.881 | 964.129.753 | Neu | +100,0% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1.351.377 | 0 | 1.351.377 | 957.396.549 | Neu | +100,0% | |
| Capital Wealth Planning, LLC | 1.186.096 | 0 | 1.186.096 | 840.301.230 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 1.118.722 | 0 | 1.118.722 | 792.569.789 | Neu | +100,0% | |
| LPL Financial LLC | 1.100.768 | 0 | 1.100.768 | 779.849.555 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 1.026.297 | 0 | 1.026.297 | 726.215.528 | Neu | +100,0% | |
| Vanguard Global Advisers, LLC | 1.017.138 | 0 | 1.017.138 | 720.601.588 | Neu | +100,0% | |
| National Pension Service | 988.716 | 0 | 988.716 | 700.465.737 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 974.909 | 0 | 974.909 | 690.766.602 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 972.741 | 0 | 972.741 | 689.148.089 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 26.812 | 27.837 | -3,7% | 28.552.000.000 | 57,13 | 80 % | 16 Q |
| Sumitomo Mitsui Trust Group, Inc. | 1.307.930 | 1.313.890 | -0,5% | 1.392.814.657 | 2,79 | 100 % | 17 Q |
| Aberdeen Group plc | 546.048 | 517.089 | +5,6% | 581.486.515 | 1,16 | 100 % | 17 Q |
| NEW YORK STATE COMMON RETIREMENT FUND | 527.804 | 525.604 | +0,4% | 562.058.480 | 1,12 | 100 % | 17 Q |
| Cambridge Investment Research Advisors, Inc. | 426.823 | 210.622 | +102,6% | 454.525.000 | 0,91 | – | 17 Q |
| Eurizon Capital SGR S.p.A. | 382.287 | 347.052 | +10,2% | 404.224.696 | 0,81 | 76 % | 3 Q |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 355.409 | 370.411 | -4,1% | 378.475.000 | 0,76 | 100 % | 17 Q |
| Pictet Asset Management Holding SA | 344.659 | 374.633 | -8,0% | 367.027.369 | 0,73 | 58 % | 12 Q |
| MARKEL GROUP INC. | 328.650 | 328.650 | 0,0% | 349.979.385 | 0,70 | 100 % | 17 Q |
| Asset Management One Co., Ltd. | 320.025 | 319.517 | +0,2% | 340.794.623 | 0,68 | 100 % | 17 Q |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 313.099 | 316.234 | -1,0% | 333.419.125 | 0,67 | 100 % | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 309.841 | 329.837 | -6,1% | 329.950.197 | 0,66 | – | 17 Q |
| Alphinity Investment Management Pty Ltd | 283.348 | 351.625 | -19,4% | 301.737.285 | 0,60 | 68 % | 3 Q |
| KEYBANK NATIONAL ASSOCIATION/OH | 236.765 | 241.629 | -2,0% | 252.131.263 | 0,50 | 78 % | 17 Q |
| Retirement Systems of Alabama | 230.879 | 232.928 | -0,9% | 245.863.047 | 0,49 | 100 % | 17 Q |
| Alecta Tjanstepension Omsesidigt | 219.600 | 248.500 | -11,6% | 233.755.416 | 0,47 | 100 % | 7 Q |
| Swedbank AB | 215.096 | 206.903 | +4,0% | 229.055.734 | 0,46 | 100 % | 17 Q |
| Rathbones Group PLC | 211.108 | 463.278 | -54,4% | 224.808.909 | 0,45 | 100 % | 17 Q |
| Kestra Advisory Services, LLC | 208.164 | 219.586 | -5,2% | 221.673.918 | 0,44 | – | 17 Q |
| Handelsbanken Fonder AB | 205.152 | 128.511 | +59,6% | 218.466.000 | 0,44 | 0 % | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 1.963 | 23,8 | 49.828 |
| 31.03.2026 | ✓ | 3.667 | 331,8 | 232.698 |
| 31.12.2025 | ✓ | 3.460 | 331,7 | 187.488 |
| 30.09.2025 | ✓ | 3.131 | 337,2 | 159.113 |
| 30.06.2025 | ✓ | 2.964 | 333,0 | 127.753 |
| 31.03.2025 | ✓ | 2.825 | 331,0 | 107.880 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 30.234.453 | 21.419.900.573 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11.705.890 | 8.293.154.829 |
| VANGUARD FIDUCIARY TRUST CO | 2.626.721 | 1.860.926.759 |
| Vanguard Global Advisers, LLC | 1.017.138 | 720.601.588 |
| VANGUARD ASSET MANAGEMENT, Ltd | 745.848 | 528.403.474 |
| CIBC Bancorp USA Inc. | 482.797 | 341.950.721 |
| Holocene Advisors, LP | 292.937 | 207.534.147 |
| Vanguard Investments Australia, Ltd. | 218.048 | 154.478.286 |
| Nearwater Capital Markets, Ltd | 152.000 | 107.685.920 |
| Tredje AP-fonden | 129.533 | 91.768.948 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| DIAMANT ASSET MANAGEMENT, INC. | 3.140.603 | 3.136.020 | +68427.2 % | 3.140.603.000 |
| Capital International Investors | 3.459.278 | 1.320.369 | +61.7 % | 2.450.758.943 |
| BlackRock, Inc. | 37.169.433 | 960.658 | +2.7 % | 26.333.056.222 |
| Invesco Ltd. | 3.849.600 | 817.934 | +27.0 % | 2.727.287.759 |
| CITIGROUP INC | 1.193.255 | 683.331 | +134.0 % | 845.373.394 |
| BARCLAYS PLC | 1.747.581 | 599.751 | +52.3 % | 1.238.091.237 |
| GEODE CAPITAL MANAGEMENT, LLC | 11.127.483 | 517.301 | +4.9 % | 7.887.200.108 |
| Amundi | 2.217.637 | 503.497 | +29.4 % | 1.571.107.013 |
| MORGAN STANLEY | 7.499.662 | 424.543 | +6.0 % | 5.313.212.827 |
| Capital Research Global Investors | 3.200.849 | 355.642 | +12.5 % | 2.267.518.470 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 14.564.726 | -2.866.464 | -16.4 % | 10.318.525.782 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.118.722 | -2.741.180 | -71.0 % | 792.569.789 |
| HSBC HOLDINGS PLC | 908.491 | -1.115.941 | -55.1 % | 642.368.003 |
| BANK OF AMERICA CORP /DE/ | 5.677.578 | -1.061.224 | -15.7 % | 4.022.337.028 |
| Corient Private Wealth LLC | 542.772 | -616.204 | -53.2 % | 359.603.999 |
| Cynosure Group, LLC | 5.462 | -508.292 | -98.9 % | 3.625.884 |
| STATE STREET CORP | 34.880.604 | -507.946 | -1.4 % | 24.711.512.710 |
| Capital World Investors | 3.543.940 | -465.063 | -11.6 % | 2.507.646.523 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 5.582.018 | -411.711 | -6.9 % | 3.954.638.000 |
| TORONTO DOMINION BANK | 148.718 | -344.972 | -69.9 % | 105.362.576 |
Zusätzlich aktuell von 463 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 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 Greene | – | House | Kauf | $1,001 – $15,000 |
| 21.10.2024 | Marjorie Taylor 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 →
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| 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. | – | – |
Quartalsverlauf
| Segment | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Q1 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| Machinery Energy Transportation | 16,7 Mrd. | 15,7 Mrd. | 13,4 Mrd. | 15,2 Mrd. | 15,8 Mrd. | 15,0 Mrd. | 94,8 % | +9,8% | |
| Financial Products | 912,0 Mio. | 895,0 Mio. | 871,0 Mio. | 875,0 Mio. | 849,0 Mio. | 839,0 Mio. | 5,2 % | +4,2% |
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. | 54,2 % | +6,4% | |
| Non Us | 34,7 Mrd. | 34,2 Mrd. | 36,0 Mrd. | 35,1 Mrd. | 31,7 Mrd. | 51,4 % | +1,5% | |
| US | 32,9 Mrd. | 30,6 Mrd. | 31,1 Mrd. | 24,4 Mrd. | 19,3 Mrd. | 48,6 % | +7,4% | |
| EMEA | 12,8 Mrd. | 12,3 Mrd. | 13,7 Mrd. | 12,8 Mrd. | 12,1 Mrd. | 18,9 % | +3,9% | |
| Asia Pacific | 11,2 Mrd. | 11,4 Mrd. | 12,1 Mrd. | 11,9 Mrd. | 11,7 Mrd. | 16,6 % | -1,7% | |
| Latin America | 7,0 Mrd. | 6,7 Mrd. | 6,7 Mrd. | 6,7 Mrd. | 5,1 Mrd. | 10,3 % | +4,2% |
Quartalsverlauf
| Region | Q3 FY2025 | Q2 FY2025 | Q1 FY2025 | Q3 FY2024 | Q2 FY2024 | Q1 FY2024 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|---|
| North America | 9,7 Mrd. | 8,9 Mrd. | 7,7 Mrd. | 8,5 Mrd. | 9,0 Mrd. | 8,6 Mrd. | 54,9 % | +13,3% | |
| EMEA | 3,2 Mrd. | 3,2 Mrd. | 2,5 Mrd. | 3,2 Mrd. | 3,0 Mrd. | 2,9 Mrd. | 18,3 % | +1,0% | |
| Asia Pacific | 2,9 Mrd. | 2,9 Mrd. | 2,5 Mrd. | 2,7 Mrd. | 2,9 Mrd. | 2,8 Mrd. | 16,3 % | +7,2% | |
| Latin America | 1,9 Mrd. | 1,7 Mrd. | 1,5 Mrd. | 1,7 Mrd. | 1,7 Mrd. | 1,6 Mrd. | 10,5 % | +10,3% |
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 | 07.05.2025 | 14,2 Mrd. USD | 4,20 |
| Q3 2024 | 30.09.2024 | 06.11.2024 | 16,1 Mrd. USD | 5,06 |
| Q2 2024 | 30.06.2024 | 07.08.2024 | 16,7 Mrd. USD | 5,48 |
| Q1 2024 | 31.03.2024 | 01.05.2024 | 15,8 Mrd. USD | 5,75 |
| Q3 2023 | 30.09.2023 | 01.11.2023 | 16,8 Mrd. USD | 5,45 |
| Q2 2023 | 30.06.2023 | 02.08.2023 | 17,3 Mrd. USD | 5,67 |
Dividenden
Dividende je Aktie (Jahr, SEC-XBRL)
| Jahr | DPS |
|---|---|
| 2025 | 5,9400 |
| 2024 | 5,5300 |
| 2023 | 5,1000 |
| 2022 | 4,7100 |
| 2021 | 4,3600 |
| 2020 | 4,1200 |
| 2019 | 3,9500 |
| 2018 | 3,3600 |
Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (regelbasiert extrahiert, KI als Fallback), ohne Gewähr.
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | 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 » |
Kapitalerhöhungen & Emissions-Historie
Emissions-Historie aus den finalen SEC-Prospekten: Börsengang (424B4) und Kapitalerhöhungen (424B5, Folge-/Sekundärplatzierungen). Volumen = Brutto-Erlös (bei Börsengängen zusätzlich der Ausgabepreis). Wiederholte Kapitalerhöhungen deuten auf Verwässerung der Altaktionäre hin.
| Datum (US) | Art | Volumen | |
|---|---|---|---|
| 14.05.2025 | Kapitalerhöhung | $1,99 Mrd | SEC » |
| 12.05.2025 | Kapitalerhöhung | – | SEC » |
| 04.03.2021 | Kapitalerhöhung | $496,4 Mio | SEC » |
| 02.03.2021 | Kapitalerhöhung | $6,80 Mrd | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). Beträge in US-Dollar.
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 30.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 30.04.2026 | HV-Einladung | 10.06.2026 Jahres-HV | 13.04.2026 | DEF 14A | SEC » |
| 30.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 30.04.2025 | HV-Einladung | 11.06.2025 Jahres-HV | 14.04.2025 | DEF 14A | SEC » |
| 29.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 29.04.2024 | HV-Einladung | 12.06.2024 Jahres-HV | 15.04.2024 | DEF 14A | SEC » |
| 01.05.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.05.2023 | HV-Einladung | 14.06.2023 Jahres-HV | 17.04.2023 | DEF 14A | SEC » |
| 17.05.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.04.2022 | HV-Einladung | 08.06.2022 Jahres-HV | 13.04.2022 | DEF 14A | SEC » |
| 03.06.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 28.05.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 30.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 30.04.2021 | HV-Einladung | 09.06.2021 Jahres-HV | 12.04.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
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.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 13.02.2026 | 10-K | -0,15 | ↑ | 0,00 | 50 | Caterpillar steigerte die Umsätze 2025 um 4% auf $67,6 Mrd., verzeichnete jedoch einen deutlichen Profitabilitätsrückgang – die operative Marge sank von 20,2% auf 16,5% und der Gewinn je Aktie fiel von $22,05 auf $18,81, primär bedingt durch höhere … | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | 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… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 11.06.2026 | Sonstiges | 0,65 | 65 | Caterpillar erhöht vierteljährliche Dividende um 12 Cent auf 1,63 Dollar pro Aktie; Aufsichtsratswahl auf Jahresversammlung bestätigt. | SEC |
| 30.04.2026 | Quartalszahlen | 0,00 | 60 | Caterpillar veröffentlichte Quartalsergebnisse für Q1 2026 (31. März) mit Zusatzinformationen zu Einzelhandelsumsätzen von Maschinen und Str… 🔒 | SEC |
| 13.04.2026 | Personalwechsel | 0,15 | 35 | Lynn Good wurde als Direktorin-Kandidatin für die Jahreshauptversammlung 2026 nominiert; Amtsantritt: 1. August 2026. | SEC |
| 10.04.2026 | Personalwechsel | 0,15 | 65 | Caterpillar ernennt Kyle Epley zum Chief Financial Officer ab 1. Mai 2026. Andrew R.J. Bonfield wird abgelöst und bleibt dem Unternehmen in … 🔒 | SEC |
| 26.03.2026 | Sonstiges | 0,10 | 18 | Caterpillar verlagerte zum 1. Januar 2026 seine Rail-Division von der Power & Energy Segment in die Resource Industries Segment, um die Orga… 🔒 | SEC |
| 29.01.2026 | Quartalszahlen | 0,00 | 55 | Caterpillar Inc. veröffentlichte am 29. Januar 2026 Quartalsergebnisse für das Quartal endend 31. Dezember 2025. Zusatzinformationen zu Einz… 🔒 | SEC |
| 06.01.2026 | Personalwechsel | -0,40 | 70 | Caterpillar-Vorstandsmitglied D. James Umpleby III gibt seinen Rücktritt bekannt, effektiv zum 1. April 2026, als Teil einer Neuordnung der … 🔒 | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-07-14 | 151 | 931,47 | 140.652 |
| 2026-07-10 | 490 | 938,39 | 459.811 |
| 2026-07-09 | 1.522 | 948,08 | 1.442.978 |
| 2026-07-08 | 6.140 | 940,12 | 5.772.337 |
| 2026-07-06 | 623 | 963,53 | 600.279 |
| 2026-07-02 | 1 | 991,41 | 991 |
| 2026-06-30 | 6.523 | 1.033,19 | 6.739.498 |
| 2026-06-29 | 5.220 | 997,47 | 5.206.793 |
| 2026-06-24 | 139 | 984,24 | 136.809 |
| 2026-06-22 | 51.607 | 985,82 | 50.875.213 |
| 2026-06-18 | 465 | 955,92 | 444.503 |
| 2026-06-15 | 179 | 910,57 | 162.992 |
| 2026-06-11 | 82 | 856,16 | 70.205 |
| 2026-06-05 | 35.267 | 940,48 | 33.167.908 |
| 2026-06-04 | 641 | 926,18 | 593.681 |
| 2026-06-03 | 1.146 | 909,81 | 1.042.642 |
| 2026-06-01 | 1.762 | 875,87 | 1.543.283 |
| 2026-05-20 | 596 | 860,15 | 512.649 |
| 2026-05-18 | 359 | 888,31 | 318.903 |
| 2026-05-15 | 393 | 920,22 | 361.646 |
| 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 |