Whale Tracker

NEUTRAL — WATCH

No clear whale direction for CAT. Bullish and bearish signals roughly cancel out. Insiders are net buyers (392,445 shares bought vs 243,315 sold) — bullish conviction from management. Strong institutional ownership at 73.0% with 3 of 10 top holders actively accumulating this quarter.

Action Plan

Hold existing positions — no strong directional signal
Wait for clearer whale activity before adding
Monitor next earnings for institutional positioning changes

📈 Options Flow 期权异动

Unusual options volume vs open interest. High volume/OI ratio signals whale positioning. Put/Call ratio indicates directional bias.

PUT / CALL RATIO

0 (Bullish)1.02.0+ (Bearish)

1.18

BEARISH

CALL VOLUME

8,180

PUT VOLUME

9,630

TOTAL VOLUME

17,810

UNUSUAL STRIKES

Unusual Strikes — Vol/OI > 3x (6C / 4P)

TypeStrikeExpiryVolOIRatio

CALL$11602026-05-2275175.0x

PUT$6552026-05-2934217.0x

PUT$7402026-06-2633216.5x

CALL$9702026-05-224893016.3x

CALL$8852026-05-22117129.8x

PUT$7652026-05-29102119.3x

CALL$8302026-06-121728.5x

CALL$8852026-05-2992118.4x

CALL$8652026-05-295678.0x

PUT$8502026-05-29527668.0x

High Volume Contracts — Vol > 500 (4 contracts)

TypeStrikeExpiryVolume

PUT$5452026-05-221,290

CALL$9302026-05-22644

PUT$8502026-05-22593

PUT$8502026-05-29527

P/C OI RATIO

1.6

TOTAL OI

70,957

CALL OI

27,254

PUT OI

43,703

Put/Call volume ratio: 1.18 (bearish)
Total options volume: 17,810 (calls 8,180 / puts 9,630)
Top unusual: CALL $1160.0 exp 2026-05-22 — vol/OI 75.0x
35 unusual strikes detected (15C / 20P)

👤 Insider Trading 内部交易

SEC Form 4 filings — officer and director buys/sells in the last 90 days. Net buying is a strong bullish signal.

62% BUY

38% SELL

SHARES BOUGHT (6m)

392,445

SHARES SOLD (6m)

243,315

NET INSIDER FLOW

+149,130

FORM 4 FILINGS (90d)

Recent Insider Transactions (1 buys / 8 sells / 1 grants)

TypeInsiderSharesDate

SELLSCHAUPP WILLIAM E3602026-05-13

SELLJOHNSON DENISE C.6,1962026-05-13

SELLFASSINO ANTHONY D.16,2832026-05-11

GRANTEPLEY KYLE JOSEPH5152026-05-08

SELLFASSINO ANTHONY D.9,1522026-05-06

SELLDE LANGE BOB24,2222026-05-06

SELLBONFIELD ANDREW ROBERT JOHN15,6742026-05-06

SELLSHURMAN RODNEY MICHAEL5,6392026-05-05

SELLKAISER JASON5,6422026-05-04

BUYMACLENNAN DAVID W2502026-05-04

Insider buying: 392,445 shares
Insider selling: 243,315 shares
46 Form 4 filings in last 90 days
Net insider BUYING — bullish signal

🏦 Smart Money Flow 机构资金流向

Quarter-over-quarter position changes from 13F filings. Shows whether institutional investors are accumulating (buying more) or distributing (selling) — the strongest signal of whale conviction.

INSTITUTIONAL OWNERSHIP

73.0%

ACCUMULATION vs DISTRIBUTION

30% ACCUMULATING

70% DISTRIBUTING

NET SHARES FLOW

+20,555,323

FLOW SCORE

+0.23

ADDING

SELLING

Institutional Position Changes (QoQ)

ActionInstitution% HeldQoQ ΔShares Δ

★ NEW POSITIONVanguard Capital Management LLC6.56%NEW+15,117,226

★ NEW POSITIONVanguard Portfolio Management LLC2.54%NEW+5,852,945

▲ ADDINGBank of America Corporation1.46%+15.2%+890,670

▬ HOLDBlackrock Inc.8.07%+2.7%+959,561

▬ HOLDState Street Corporation7.68%+1.1%+385,038

▬ HOLDFisher Asset Management, LLC2.12%+3.0%+282,893

▬ HOLDGeode Capital Management, LLC2.30%+0.9%+94,639

▬ HOLDGates Foundation Trust1.38%0.0%0

▬ HOLDMorgan Stanley1.54%-2.2%-162,114

▼ TRIMMINGState Farm Mutual Automobile Insurance Co3.16%-16.4%-2,865,535

ETF & Mutual Fund Flow (1 adding / 0 selling)

ActionFundQoQ ΔShares Δ

▬ HOLDVANGUARD INDEX FUNDS-Vanguard Total Stock Mar-0.3%-38,337

▬ HOLDVANGUARD INDEX FUNDS-Vanguard 500 Index Fund+2.1%+242,743

▬ HOLDiShares Trust-iShares Core S&P 500 ETF+0.2%+14,913

▬ HOLDFidelity Concord Street Trust-Fidelity 500 In-0.2%-13,698

▬ HOLDSPDR S&P 500 ETF TRUST-State Street SPDR S&P +3.1%+168,823

▬ HOLDSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRT-Sta-3.8%-209,205

▬ HOLDVANGUARD INDEX FUNDS-Vanguard Value Index Fun+2.4%+99,705

▬ HOLDVANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard I-1.6%-44,780

▲ ADDINGWASHINGTON MUTUAL INVESTORS FUND+7.7%+192,629

▬ HOLDSELECT SECTOR SPDR TRT-State Street Industria+0.5%+11,893

Institutional ownership: 73.0%
Smart money flow: 3 adding / 1 selling / 6 hold
Net shares added by institutions: +20,555,323
Biggest mover: Vanguard Capital Management LLC added 15,117,226 shares (+100.0%)

🕶 Short Interest & Dark Pool 做空 & 暗池

Short interest as % of float and days-to-cover. Rising SI = bearish pressure. High SI + decreasing = shorts covering (bullish). Squeeze risk rated by SI level.

SHORT INTEREST (% OF FLOAT)

0%10%20%30%+

SHORT % FLOAT

2.0%

DAYS TO COVER

3.5

SI CHANGE (MoM)

↑ 3.0%

SQUEEZE RISK

MINIMAL

SHARES SHORT

8,186,612

PRIOR MONTH

7,944,830

FLOAT SHARES

459,186,019

AVG VOLUME

2,534,675

Short interest: 2.0% of float
Days to cover: 3.5
Short interest MoM: ↑ 3.0%
Squeeze risk: MINIMAL

📡 Data Sources 数据来源

Options Flow

BEARISH (80%)

Insider Trading

LEAN BULLISH (90%)

Smart Money Flow

LEAN BULLISH (75%)

Short Interest

NEUTRAL (60%)

📋 Summary 综合摘要

[dark_pool] Short interest: 2.0% of float
[dark_pool] Days to cover: 3.5
[institutional] Institutional ownership: 73.0%
[institutional] Smart money flow: 3 adding / 1 selling / 6 hold
[options_flow] Put/Call volume ratio: 1.18 (bearish)
[options_flow] Total options volume: 17,810 (calls 8,180 / puts 9,630)
[insider] Insider buying: 392,445 shares
[insider] Insider selling: 243,315 shares