SherpaBonds
US149123CL34 · Corp · USD

Caterpillar Inc 5.20% 2035/05

Caterpillar IncUnited StatesGLOBALSenior Unsecured
SHARE
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MID PRICE
104.93
par = 100
YIELD TO MAT.
4.85%
semi-annual
COUPON
5.200%
semi-annual · fixed
MATURITY
2035-05-15
bullet · 9.02y
OUTSTANDING
—
not disclosed
AS OF
2026-05-01
Fund disclosure

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About this bond

AI BRIEF · GROUNDED IN STRUCTURED DATA
About the issuer

Caterpillars are the larval stage of members of the order Lepidoptera. In common speech, any caterpillar-shaped insect larva such as of a sawfly is often called a caterpillar.

Source: Wikipedia →

Risk analytics

SEMI-ANNUAL · BULLET · PAR 100
Modified duration
7.00 y
1bp ↑ ≈ -0.070% P&L
Convexity
60.41
higher = more curvature
Years to maturity
9.02 y
YTM source
Ingested
Fund disclosure
Market signals · funds disclosing this bond
SignalCategoryExposureLast moveWeightAs of
Vanguard Intermediate-Term Corporate Bond
Vanguard
US Corporate Intermediate$68.2M—0.10%2026-03-31
iShares iBoxx $ Investment Grade Corporate Bond
iShares
US IG Corporate$13.2M▼ $325K0.04%2026-05-01
iShares Core U.S. Aggregate Bond
iShares
US Aggregate$7.1M▼ $2K0.01%2026-05-01
Vanguard Intermediate-Term Bond
Vanguard
US Aggregate Intermediate$6.0M—0.01%2026-03-31
Vanguard Total Bond Market
Vanguard
US Aggregate$5.3M—0.00%2026-03-31
iShares Broad USD Investment Grade Corporate Bond
iShares
US Broad IG Corporate$3.4M▲ $3K0.02%2026-05-01
SPDR Portfolio Intermediate Term Corporate Bond
SPDR
US IG Corporate Intermediate$2.9M▲ $3K0.03%2026-04-30
iShares iBonds Dec 2035 Term Corporate
iShares
iBonds 2035 Corporate$1.8M▲ $2K0.53%2026-04-30
SPDR Portfolio Aggregate Bond
SPDR
US Aggregate$513K▲ $6000.01%2026-04-30
SPDR Portfolio Corporate Bond
SPDR
US IG Corporate$338K▲ $3960.02%2026-04-30
iShares Interest Rate Hedged Corporate Bond
iShares
US IR Hedged IG Corporate$205K▲ $7650.04%2026-05-01
iShares ESG Aware U.S. Aggregate Bond
iShares
US ESG Aggregate$79K▼ $200.00%2026-05-01
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Price history

Sherpa Signal

AS OF 2026-05-01

Institutional footprint · signal-level holdings

37/ 100Early footprint
Interpretation. Light institutional footprint, with net distribution
HOLDERS
12
▼ 4 signals in 7d
AGGREGATE EXPOSURE
$109.0M
USD across all
TOP CONCENTRATION
62.6%
largest holder
FLOW
▼ $5.6M
▼ 4 signals in 7d

Sherpa Signal is derived from a panel of tracked institutional portfolios. Names of individual holders are not disclosed.

100K PAR NOTIONAL · MARKET VALUE
104,931 USD
PRICE
104.93

RFQ routing · coming soon

Security details

VIA OPENFIGI
Canonical
CAT 5.2 05/15/35
FIGI
BBG01TYFQYG4
CUSIP
149123CL3
ISIN
US149123CL34
Type
Corp
Issued
2025-05-15
Face value
100 USD
Ticker
CAT 5.2 05/15/35
Sec. type
GLOBAL
Seniority
Senior Unsecured

Issuer curve

CAT · 10 PTS

Yield (%) plotted against years-to-maturity. This bond highlighted in amber.

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