Insider Trading February 3, 2026

Caterpillar Executive De Lange Disposes $10.9M in Shares, Exercises Options

Group president executes sale and option exercise amid strong share gains and a premium valuation

By Leila Farooq CAT
Caterpillar Executive De Lange Disposes $10.9M in Shares, Exercises Options
CAT

Caterpillar Group President Bob De Lange sold 15,977 shares on February 2, 2026, for roughly $10.9 million while exercising options to acquire 20,512 shares. The transactions leave him with 79,953 directly held shares. The stock has climbed sharply over the past year, trades above its prior 52-week high, and recently reported quarterly results that beat expectations. Valuation metrics show the shares carry a premium.

Key Points

  • Group President Bob De Lange sold 15,977 Caterpillar shares on February 2, 2026, for about $10.9 million and exercised options to acquire 20,512 shares at $151.12.
  • Caterpillar’s stock has risen 93.73% over the past year, is trading above its previous 52-week high of $691.38, and carries a P/E ratio of 37.19 with a market cap of $329.17 billion.
  • The company posted Q4 2025 EPS of $5.16 versus $4.70 expected and revenue of $19.1 billion, 7% above estimates; Caterpillar has paid dividends for 56 consecutive years and raised them for 12 straight years.

Transactions in brief

Caterpillar (NYSE:CAT) Group President Bob De Lange executed a multi-part equity transaction on February 2, 2026. He sold 15,977 shares of company stock for approximately $10.9 million, with the sale prices ranging from $682.93 to $683.49. Those sale prices were near Caterpillar’s then-current trading price of $702.65.

On the same day, De Lange exercised options to acquire 20,512 shares of Caterpillar common stock at an exercise price of $151.12, for a total cost of $3,099,773. In conjunction with the option exercise, 4,535 shares were disposed of at $683.41, representing proceeds of $3,099,264.


Post-transaction ownership

After completing these moves, De Lange is recorded as directly owning 79,953 shares of Caterpillar common stock.


Market context and valuation

Caterpillar’s shares have advanced 93.73% over the past 12 months and are trading above the previous 52-week high of $691.38. The company has a market capitalization of $329.17 billion and trades at a price-to-earnings ratio of 37.19, a level that implies a premium valuation. Analysis indicates the stock may be slightly overvalued relative to its Fair Value.


Dividends and earnings performance

The industrial equipment maker has paid dividends for 56 consecutive years and has increased its dividend for 12 straight years. In other corporate developments, Caterpillar reported fourth-quarter 2025 earnings that exceeded expectations. The company posted earnings per share of $5.16 versus a projection of $4.70. Revenue for the quarter reached $19.1 billion, which was 7% higher than anticipated.


Analyst activity and corporate actions

There were no recent public announcements concerning mergers or acquisitions involving Caterpillar. Likewise, analyst firms have not indicated any recent upgrades or downgrades for the stock in the period referenced.


What this represents

The recorded transactions combine option exercises, share disposals tied to those exercises, and a separate larger sale of shares. The company’s recent financial beat and sustained dividend record sit alongside valuation measures that point to a premium multiple as of the figures reported.

Risks

  • Valuation risk - the stock’s P/E of 37.19 and analysis indicating a slight overvaluation suggest potential sensitivity to shifts in sentiment or earnings.
  • Investor sentiment risk - the sizable insider sale may affect perceptions of executive confidence despite concurrent option exercises and retained ownership.
  • Information gap risk - there were no recent announcements on mergers or acquisitions and no indicated analyst upgrades or downgrades, limiting fresh external catalysts for the stock.

More from Insider Trading

Caterpillar Group President Fassino Disposes of $7.2M in Stock After Exercising Options Feb 3, 2026 RENN Fund President Murray Stahl Buys $3,118 Worth of Shares Feb 3, 2026 Agilysys Director Melvin L. Keating Acquires $50K in Stock as Company Posts Mixed Q3 2026 Results Feb 3, 2026 Sun Country Commercial Chief Sells Shares to Cover RSU Taxes as Merger with Allegiant Progresses Feb 3, 2026 Flushing Financial SEVP Disposes $45,977 in Shares Ahead of Planned Merger Feb 3, 2026