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Sector Analysis

Construction Machinery & Equip

Standard Industrial Classification: SIC 3531

Industry Insider Sentiment Analysis

The Construction Machinery & Equip sector (SIC 3531) acts as a critical barometer for broader economic health. Our real-time monitoring reveals total transactions. Monitoring "cluster buying" is one of the most reliable leading indicators for future sector performance. By analyzing aggregate data across this specific Standard Industrial Classification, investors can filter out individual company volatility and identify high-conviction trends. When multiple directors and officers within the same industry move capital simultaneously, it often signals an upcoming sector-wide revaluation or a fundamental shift in supply chain dynamics that has yet to be recognized by the broader public market.

Filing Date Trade Date Ticker Company Reporting Person Relationship Type Price Qty Total, $ Owned After
2024-11-07 20:32 2024-11-06 CAT CATERPILLAR INC DICKINSON DANIEL M Director SELL $418.00 1,300 $543,400 4,976
2024-11-05 19:26 2024-11-04 CAT CATERPILLAR INC Johnson Cheryl H Officer SELL $378.84 2,664 $1,009,230 12,951
2024-11-06 00:38 2024-11-01 PLOW DOUGLAS DYNAMICS, INC Van Genderen Mark Officer BUY $22.96 5,000 $114,799 24,948
2024-11-05 00:45 2024-11-01 MTW MANITOWOC CO INC Cook James Steele Officer BUY $8.90 1,000 $8,900 42,120
2024-11-05 00:48 2024-11-01 MTW MANITOWOC CO INC Regan Brian P Officer BUY $8.86 1,200 $10,633 109,486
2024-11-04 22:58 2024-11-01 CAT CATERPILLAR INC Schaupp William E Officer OPT+S $380.98 968 $368,789 1,686
2024-11-05 02:32 2024-11-01 CMCO COLUMBUS MCKINNON CORP Wilson David J. Director, Officer BUY $32.02 31,300 $1,002,154 31,300
2024-09-05 19:44 2024-09-04 CAT CATERPILLAR INC Johnson Gerald Director BUY $338.59 100 $33,859 2,842
2024-09-05 20:58 2024-08-19 CMCO COLUMBUS MCKINNON CORP Paradowski Mark R Officer BUY $32.90 5 $165 26,377
2024-09-04 00:06 2024-08-30 CAT CATERPILLAR INC Fassino Anthony D. Officer OPT+S $351.36 3,185 $1,119,082 33,442
2024-08-23 18:38 2024-08-22 CAT CATERPILLAR INC Johnson Cheryl H Officer SELL $342.48 2,975 $1,018,878 15,615
2024-08-13 23:59 2024-08-12 MTW MANITOWOC CO INC Cook James Steele Officer BUY $9.12 1,098 $10,008 41,120
2024-07-17 20:39 2024-07-16 CAT CATERPILLAR INC Johnson Cheryl H Officer SELL $350.00 1,508 $527,800 18,515
2024-06-05 21:52 2023-08-17 CMCO COLUMBUS MCKINNON CORP Paradowski Mark R Officer BUY $39.76 16 $636 26,833
2024-06-04 23:50 2024-06-04 MTW MANITOWOC CO INC Ravenscroft Aaron H. Officer BUY $11.96 1,000 $11,961 494,587
2024-05-31 19:32 2024-05-30 CAT CATERPILLAR INC Johnson Cheryl H Officer SELL $340.00 1,508 $512,720 20,023
2024-05-31 20:24 2024-05-31 CMCO COLUMBUS MCKINNON CORP STEPHENS CHRISTOPHER J Director BUY $38.71 1,500 $58,065 1,500
2024-05-24 23:47 2024-05-24 MTW MANITOWOC CO INC Regan Brian P Officer BUY $12.21 1,000 $12,210 108,286
2024-05-24 22:01 2023-08-17 CMCO COLUMBUS MCKINNON CORP Paradowski Mark R Officer BUY $39.76 16 $636 26,890
2024-05-22 23:26 2024-05-20 CAT CATERPILLAR INC Johnson Gerald Director BUY $356.40 100 $35,640 2,213
2024-05-20 23:49 2024-05-17 MTW MANITOWOC CO INC Ravenscroft Aaron H. Officer BUY $12.56 1,000 $12,558 493,587
2024-05-17 23:05 2024-05-16 ASTE ASTEC INDUSTRIES INC Merwe Jaco van der Officer BUY $33.70 2,000 $67,400 73,878
2024-05-14 20:14 2024-05-13 CAT CATERPILLAR INC De Lange Bob Officer OPT+S $356.90 21,847 $7,797,194 71,115
2024-05-08 23:57 2024-05-08 ASTE ASTEC INDUSTRIES INC NORRIS MICHAEL PAUL Officer BUY $33.46 1,000 $33,460 15,886
2024-05-06 16:24 2024-05-03 CAT CATERPILLAR INC MacLennan David Director BUY $337.39 500 $168,695 5,738
2024-03-13 23:48 2024-03-11 PLOW DOUGLAS DYNAMICS, INC McCormick Robert L Officer SELL $24.73 14,417 $356,545 91,832
2024-03-13 23:46 2024-03-11 PLOW DOUGLAS DYNAMICS, INC Sisulak Jon J Officer SELL $24.86 877 $21,806 9,447
2024-03-13 23:44 2024-03-11 PLOW DOUGLAS DYNAMICS, INC Lauber Sarah C Officer SELL $24.81 4,729 $117,347 43,560
2024-03-13 23:42 2024-03-11 PLOW DOUGLAS DYNAMICS, INC Van Genderen Mark Officer SELL $24.88 988 $24,579 8,960
2024-03-13 23:40 2024-03-11 PLOW DOUGLAS DYNAMICS, INC Evans Linda R Officer SELL $24.88 1,527 $37,988 31,727
2024-03-06 01:32 2024-03-01 MTW MANITOWOC CO INC Cook James Steele Officer BUY $14.03 167 $2,339 672
2024-02-29 22:35 2024-02-28 CAT CATERPILLAR INC Fassino Anthony D. Officer OPT+S $329.80 4,575 $1,508,835 23,474
2024-02-27 01:47 2024-02-23 CAT CATERPILLAR INC MacLennan David Director BUY $323.37 350 $113,180 5,238
2024-02-23 23:47 2024-02-22 CAT CATERPILLAR INC Fassino Anthony D. Officer OPT+S $321.96 4,494 $1,446,888 30,389
2024-02-16 23:53 2024-02-15 CAT CATERPILLAR INC Fassino Anthony D. Officer OPT+S $322.00 7,469 $2,405,018 30,361
2024-02-14 00:23 2024-02-12 GENC GENCOR INDUSTRIES INC ELLIOTT MARC G Director, Officer SELL $16.48 20,000 $329,600 461,296
2024-02-12 21:42 2024-02-08 CMCO COLUMBUS MCKINNON CORP Rustowicz Gregory P Officer OPT+S $41.44 9,461 $392,064 79,012
2024-02-08 23:20 2024-02-07 CAT CATERPILLAR INC De Lange Bob Officer OPT+S $325.52 21,194 $6,899,071 61,092
2024-02-07 00:00 2024-02-02 CAT CATERPILLAR INC BONFIELD ANDREW R J Officer SELL $321.46 20,000 $6,429,134 47,317
2024-02-02 22:25 2024-02-01 CMCO COLUMBUS MCKINNON CORP Ramos Lara Mario Y. Officer SELL $38.50 9,071 $349,234 12,266
2024-01-26 20:41 2024-01-25 CAT CATERPILLAR INC BONFIELD ANDREW R J Officer SELL $300.04 10,000 $3,000,400 67,317
2023-11-03 23:34 2023-11-02 MTW MANITOWOC CO INC BELEC ANNE E Director BUY $13.76 1,772 $24,380 39,829
2023-09-07 23:44 2023-09-06 PLOW DOUGLAS DYNAMICS, INC McCormick Robert L Officer BUY $30.71 10,000 $307,110 131,034
2023-09-01 22:11 2023-08-30 GENC GENCOR INDUSTRIES INC LYONS JEANNE M Officer SELL $14.40 1,000 $14,400 1,012
2023-08-31 19:56 2023-08-29 CAT CATERPILLAR INC Fassino Anthony D. Officer OPT+S $280.73 5,663 $1,589,759 16,182
2023-08-28 23:23 2023-08-24 GENC GENCOR INDUSTRIES INC LYONS JEANNE M Officer SELL $14.00 500 $7,000 2,012
2023-08-11 00:50 2023-08-09 CAT CATERPILLAR INC Johnson Cheryl H Officer OPT+S $286.33 18,294 $5,238,130 16,362
2023-08-05 02:31 2023-08-03 CAT CATERPILLAR INC Creed Joseph E Officer OPT+S $285.25 7,286 $2,078,361 0
2023-08-05 02:33 2023-08-03 CAT CATERPILLAR INC Johnson Denise C Officer OPT+S $0.00 41,748 $0 17,968
2023-08-03 02:16 2023-08-01 CAT CATERPILLAR INC De Lange Bob Officer OPT+S $275.00 20,000 $5,500,000 53,671
SHOW ENTRIES

Sector-Wide Insider Alpha

Analyzing insider movements across the Construction Machinery & Equip sector provides a macro-view of executive conviction. When multiple leaders in different companies within the same SIC code (3531) simultaneously buy shares, it often indicates an industry-wide undervaluation or a positive shift in market cycles.

SEC Filings in Construction Machinery & Equip

Every transaction in the Construction Machinery & Equip industry is reported via Form 4 disclosures. By filtering these filings by industry, investors can detect institutional-scale sentiment shifts before they are reflected in broader market indices, following the capital flow of those with intimate industry knowledge.

UNDERSTANDING THE DATA

FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.

TRADE DATE: The actual day the insider executed the purchase or sale in the market.

INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.

OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.

CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.

TRADE TYPES DEFINITIONS

BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.

SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.

OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.