Whale Tracker

NEUTRAL — WATCH

No clear whale direction for CAT. Bullish and bearish signals roughly cancel out. Insiders are net buyers (405,183 shares bought vs 245,920 sold) — bullish conviction from management. Strong institutional ownership at 72.9% 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)

0.9

LEAN BEARISH

CALL VOLUME

16,970

PUT VOLUME

15,269

TOTAL VOLUME

32,239

UNUSUAL STRIKES

Unusual Strikes — Vol/OI > 3x (2C / 8P)

TypeStrikeExpiryVolOIRatio

PUT$6802026-07-025412270.5x

CALL$9082026-06-2616116.0x

PUT$7402026-06-267415413.7x

PUT$7302026-07-021431311.0x

CALL$9382026-06-1841410.2x

PUT$6802026-06-26287319.3x

PUT$7352026-07-02145178.5x

PUT$8602026-06-121,4082076.8x

PUT$9102026-06-12416626.7x

PUT$6502026-06-26124196.5x

High Volume Contracts — Vol > 500 (7 contracts)

TypeStrikeExpiryVolume

CALL$10002026-06-186,781

CALL$9202026-06-122,855

PUT$8602026-06-121,408

PUT$7402026-06-26741

PUT$8702026-06-18567

CALL$9302026-06-18563

PUT$6802026-07-02541

P/C OI RATIO

1.22

TOTAL OI

129,537

CALL OI

58,412

PUT OI

71,125

Put/Call volume ratio: 0.9 (bullish)
Total options volume: 32,239 (calls 16,970 / puts 15,269)
Top unusual: PUT $680.0 exp 2026-07-02 — vol/OI 270.5x
27 unusual strikes detected (12C / 15P)

👤 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)

405,183

SHARES SOLD (6m)

245,920

NET INSIDER FLOW

+159,263

FORM 4 FILINGS (90d)

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

TypeInsiderSharesDate

SELLJOHNSON DENISE C.12,6052026-05-14

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

BUYMACLENNAN DAVID W2502026-05-04

Insider buying: 405,183 shares
Insider selling: 245,920 shares
29 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

72.9%

ACCUMULATION vs DISTRIBUTION

30% ACCUMULATING

70% DISTRIBUTING

NET SHARES FLOW

+19,607,118

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

▲ ADDINGMorgan Stanley1.63%+6.0%+424,509

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

▬ HOLDGeode Capital Management, LLC2.42%+4.9%+517,754

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

▬ HOLDGates Foundation Trust1.38%0.0%0

▬ HOLDNorthern Trust Corporation1.23%-2.9%-172,616

▬ HOLDState Street Corporation7.57%-1.4%-509,619

▼ 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+0.5%+67,652

▬ HOLDVANGUARD INDEX FUNDS-Vanguard 500 Index Fund+0.2%+21,242

▬ HOLDiShares Trust-iShares Core S&P 500 ETF+0.6%+34,704

▬ HOLDFidelity Concord Street Trust-Fidelity 500 In+0.3%+20,796

▬ HOLDSPDR S&P 500 ETF TRUST-State Street SPDR S&P +2.6%+143,073

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

▬ HOLDVANGUARD INDEX FUNDS-Vanguard Value Index Fun-0.1%-3,014

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

▬ HOLDVANGUARD INSTITUTIONAL INDEX FUNDS-Vanguard I-2.3%-62,310

▬ HOLDSELECT SECTOR SPDR TRT-State Street Industria-0.5%-12,789

Institutional ownership: 72.9%
Smart money flow: 3 adding / 1 selling / 6 hold
Net shares added by institutions: +19,607,118
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

3.0

SI CHANGE (MoM)

↓ 1.0%

SQUEEZE RISK

MINIMAL

SHARES SHORT

8,103,454

PRIOR MONTH

8,186,612

FLOAT SHARES

459,204,445

AVG VOLUME

2,522,334

Short interest: 2.0% of float
Days to cover: 3.0
Short interest MoM: ↓ 1.0%
Squeeze risk: MINIMAL

📡 Data Sources 数据来源

Options Flow

LEAN 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: 3.0
[institutional] Institutional ownership: 72.9%
[institutional] Smart money flow: 3 adding / 1 selling / 6 hold
[options_flow] Put/Call volume ratio: 0.9 (bullish)
[options_flow] Total options volume: 32,239 (calls 16,970 / puts 15,269)
[insider] Insider buying: 405,183 shares
[insider] Insider selling: 245,920 shares