De Lange Bob

Group President De Lange executes large net-neutral trade: exercises 28k shares, sells 24k total for ~$25.9M near all-time highs.

De Lange, as Group President of Caterpillar, exercised options and immediately sold roughly equivalent share volumes for approximately $25.9 million, executing a net-neutral position—acquiring shares through exercise but divesting similar amounts simultaneously. The timing is notable: the sales occurred with the stock at its 52-week high, following a strong multi-month rally. His historical record in this stock shows mixed outcomes: four of five prior sales saw the stock rise afterward, suggesting poor exit timing on those occasions, though his most recent sale in early February preceded a pullback, indicating at least one well-timed exit. The company remains profitable with growing revenue, trading at an elevated valuation. This transaction pattern—exercise-and-sell in a concentrated window near peak prices—is a common way executives monetize option grants rather than a signal of deep conviction about the stock's direction. While not alarming in isolation, the clustering of sales near all-time highs, combined with his modest success timing previous exits, warrants observation to see whether this reflects a conviction to rebalance, or simply routine option liquidity.

Group President Bob De Lange sells 12,507 CAT shares at $767.08 ($9.6M) on 2026-02-11; stock near 52-week highs.

De Lange sold 12,507 shares at $767.08, reducing his CAT position by 12.8% to 84,997 shares. The transaction occurred at $767.08, near the 52-week high of $775.00 (-0.1%), following a sharp 30-day rally of +21.2% and 90-day gain of +39.7%. De Lange's cross-ticker track record shows 12 prior sells with a 71.43% well-timed rate (achieving negative 90-day returns), but his prior trades at CAT comprise 5 consecutive sells in the span of 2026-02-02 to 2026-02-06 with outcomes not yet measurable. The clustering of sales over a narrow date range at elevated price levels, following a sustained uptrend, presents a data point for investors monitoring executive positioning as the stock trades at elevated multiples (P/E 48.91).

CAT Group President De Lange sells 22,656 shares at $720.11 for $16.3M; stock now at $742.12, -22.1% post-transaction holdings.

De Lange Bob sold 22,656 shares of Caterpillar on 2026-02-06 at $720.11, reducing his holdings from 102,609 to 79,953 shares (a 22.1% reduction in position size). The timing is notable given that the stock has rallied +20.2% over 30 days and +30.7% over 90 days since the sale, and now trades at $742.12, just 0.0% from the 52-week high. At the same-ticker level, his prior measurable sell on 2025-11-05 saw the stock gain 25.0% over 90 days—a poorly-timed outcome. His cross-ticker track record shows a 71.43% well-timed rate on 11 prior sells (average 90d return -3.4%), but the timing pattern at CAT specifically has been unfavorable, with the one measurable prior sale being followed by substantial gains rather than declines.

Bob De Lange (Group President) sold 16,070 shares at blended $704.97 for $11.3M on 2026-02-04.

De Lange executed 3 separate sales totaling 16,070 shares for $11,328,810.96, reducing his CAT holdings by -16.7% from 96,023 to 79,953 shares. The transactions occurred at prices ($704.42, $705.70, $706.28) near the 52-week high of $702.89, with current price at $678.31 representing a -3.5% pullback from peak. Across his cross-ticker open-market history, De Lange's 8 prior sells averaged a 71.43% well-timed rate at the 90-day mark; at CAT specifically, 3 of 4 prior measurable sells (dates 2024-11-07 and 2025-11-05) were well-timed, with the most recent CAT sell on 2025-11-05 followed by a +25.0% 90-day gain—a notably poorly-timed outcome. The stock has risen +20.5% over the past 90 days and +8.9% over 30 days, suggesting De Lange sold into recent strength.

Group President De Lange sold 15,977 CAT shares at $682.99; holds 79,953 shares post-sale as stock near 52-week high.

De Lange sold 15,977 shares for $10,912,131.23 at $682.99, reducing his stake by 16.7% while CAT trades at $702.89, just 0.0% from its 52-week high of $702.89. His prior five trades at CAT show a 80% well-timed rate at the 90-day mark (4 of 5 prior sales followed by stock declines), though his most recent CAT sale on 2025-11-05 was poorly timed, with the stock rising 25.0% over the next 90 days. His cross-ticker track record reveals 7 prior sells with a 71.43% well-timed rate, but a positive average 90-day return of -3.4% suggests his prior sales were mixed signals. The transaction occurs at an elevated valuation: CAT's P/E of 35.48 is elevated, yet the stock has risen 17.5% over the past 30 days and 23.5% over 90 days, and annual revenue growth stands at -3.4%, creating potential tension between price momentum and fundamentals. The sale represents a material reduction in holdings at a significant market price, though the pattern at this specific ticker suggests his prior timing outcomes have been inconsistent.

Group President De Lange Bob sold 14.6K CAT shares at $562.36; prior trades at this ticker well-timed 80% of the time at 90-day mark.

De Lange Bob, Group President of Caterpillar, executed a $8.2M sale of 14,638 shares on 2025-11-05, reducing his stake by -15.4% to 80,209 shares remaining. Notably, his prior trades at CAT show a 4 of 5 well-timed pattern at the 90-day mark, with three consecutive sales on 2024-11-07 each posting negative 90-day returns (-3.4%, -3.9%, -4.0%), and another sale on 2024-05-13 delivering -5.2% over 90 days. Against this backdrop of historically well-timed exits at this ticker, the current sale occurs at $562.36 while the stock trades at $563.10, only -3.8% below its 52-week high of $585.49 and benefiting from strong recent momentum (+12.1% in 30 days, +35.2% in 90 days). The timing relative to fundamental headwinds—annual revenue growth of -3.4% and a elevated P/E of 28.43—warrants monitoring of whether this transaction follows the insider's established pattern of selling ahead of weakness.

Director De Lange Bob buys 2,642 shares of AGCO at $94.77; stock -20.0% from 52-week high, 3 of 3 prior buys at this ticker were 90d well-timed.

De Lange's purchase of 2,642 shares at $94.77 represents a 19.8% increase in his AGCO holdings to 16,002 shares total. The stock is currently trading at $94.44, down 20.0% from its 52-week high of $118.04, though it has recovered 20.7% over the past 30 days. His track record at AGCO specifically is notable: all 3 of his prior buys at this ticker were well-timed at the 90-day mark, with outcomes ranging from +6.2% to +13.1%. However, AGCO's fundamentals present a headwind—the company was unprofitable over its most recent full fiscal year, and annual revenue has declined 19.1% year-over-year, with the latest quarterly net income at only $10.5M on $2.1B in revenue. The director's buying near the lows of a depressed valuation cycle, combined with his consistent 90-day timing success at this specific ticker, warrants attention to whether this reflects informed conviction or is simply following an algorithmic pattern in a distressed business.

AGCO Director De Lange buys 2,740 shares for $251.5K; holdings rise 32.5% to 11.2K shares post-purchase.

De Lange Bob, a director of AGCO, purchased 2,740 shares on 2024-11-14 at $91.80, expanding his shareholding by 32.5% from 8,436 to 11,176 shares. His cross-ticker open-market history shows 2 prior buys with a 100.00% 90-day win rate and an average 90-day return of +10.1%, though at this specific ticker his two prior purchases in August 2024 posted mixed near-term results (-0.8% and +1.9% at 30 days) before both showed positive 90-day returns (7.1% and 13.1%). The stock currently trades at $93.70, down 6.4% over 30 days and -25.3% from its 52-week high of $125.37. AGCO's fundamentals show $2.6B in latest quarterly revenue with +13.9% annual growth, but a P/E of 41.10 and net income of only $30.0M warrant attention to earnings quality relative to valuation multiples.

De Lange (Group President) sold 12,657 shares at blended avg $410.25 for $5.2M; 2 of 3 prior CAT sales were well-timed at 90-day mark.

De Lange executed 3 separate sales totaling 12,657 shares for $5,192,561.46 on 2024-11-07, reducing his position by 15.1% to 71,107 shares. The sales occurred at prices ($408.82, $411.13, $411.61) near the 52-week high of $416.88 and above the current price of $393.37, suggesting execution at elevated levels. His prior timing at Caterpillar shows mixed outcomes: 2 of 3 prior sales were well-timed (negative 90d returns following the sales on 2024-05-13 and 2024-02-07, at -7.9% and +4.2% respectively, with the latter showing a +6.0% 90d return). His cross-ticker selling history carries a 66.67% well-timed rate with -0.5% average 30d return and -3.7% average 90d return after sells.

Director De Lange Bob bought 1,415 AGCO shares at $88.28 on 2024-08-08; stock now down -34.0% from 52-week high and -7.2% in 30 days.

De Lange Bob purchased 1,415 shares of AGCO at $88.28, increasing his holdings by 20.2% to 8,421 shares post-transaction. The purchase occurred as the stock trades -34.0% from its 52-week high of $132.62 and has declined -7.2% over the past 30 days and -24.6% over 90 days. His cross-ticker trading history shows 1 prior buy and 3 prior sells with a 50% well-timed rate on sells, but at AGCO specifically, this is only his second open-market trade, with the first buy occurring just 3 days prior on 2024-08-05. The combination of meaningful share accumulation, repeated purchases at AGCO within days, and current depressed valuation relative to the 52-week range warrants monitoring of whether this pattern reflects changing conviction or is part of a predetermined execution plan.