CAT:NYE-Caterpillar Inc. (USD)

EQUITY | Farm & Heavy Construction Machinery | New York Stock Exchange

Last Closing

USD 320.87

Change

-10.65 (-3.21)%

Market Cap

USD 55.61B

Volume

4.02M

Analyst Target

USD 146.86
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Caterpillar Inc manufactures construction & mining equipment, diesel & natural gas engines, industrial gas turbines and diesel-electric locomotives. Its business segments are Construction Industries, Resource Industries and Energy & Transportation.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-08-02 )

Largest Industry Peers for Farm & Heavy Construction Machinery

Symbol Name Price(Change) Market Cap
DTG DTE Energy Company 2021 Series..

N/A

USD 26.58B
AGCO AGCO Corporation

N/A

USD 6.54B
ALG Alamo Group Inc

N/A

USD 2.06B
REVG Rev Group Inc

N/A

USD 1.65B
GENC Gencor Industries Inc

N/A

USD 0.29B
LEV Lion Electric Corp

N/A

USD 0.17B
OSK Oshkosh Corporation

N/A

N/A
HY Hyster-Yale Materials Handling..

N/A

N/A
TEX Terex Corporation

N/A

N/A
LNN Lindsay Corporation

N/A

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
ZWA:CA BMO Covered Call Dow Jone.. 5.61 % 0.72 %

N/A

CAD 0.20B
ZDJ:CA BMO Dow Jones Industrial .. 5.55 % 0.26 %

N/A

CAD 0.41B
CSINDU:SW iShares VII PLC - iShares.. 5.54 % 0.00 %

N/A

USD 1.19B
DJIA Global X Dow 30 Covered C.. 5.43 % 0.00 %

N/A

USD 0.09B
CIND:LSE iShares VII PLC - iShares.. 5.36 % 0.00 %

N/A

USD 1.20B
DIVO Amplify CWP Enhanced Divi.. 4.92 % 0.94 %

N/A

USD 3.40B
BIBL Northern Lights Fund Trus.. 4.64 % 0.35 %

N/A

USD 0.33B
NDJI 4.63 % 0.00 %

N/A

N/A
2B7C:F iShares S&P 500 Industria.. 4.53 % 0.00 %

N/A

N/A
EMCA 4.41 % 0.00 %

N/A

N/A
SXLI:SW SPDR S&P U.S. Industrials.. 4.33 % 0.00 %

N/A

N/A
IUIS:SW iShares S&P 500 Industria.. 4.32 % 0.00 %

N/A

USD 0.30B
XLI Industrial Select Sector .. 4.19 % 0.13 %

N/A

USD 19.48B
IUIS:LSE iShares S&P 500 Industria.. 4.18 % 0.00 %

N/A

USD 0.30B
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.08 % 0.00 %

N/A

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 3.94 % 0.00 %

N/A

USD 0.28B
DVOP 3.81 % 0.00 %

N/A

N/A
PPI Investment Managers Serie.. 3.60 % 0.00 %

N/A

USD 0.07B
UDOW ProShares UltraPro Dow30 3.28 % 0.95 %

N/A

USD 0.64B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

N/A

N/A
WELT:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

N/A

N/A
DUSL Direxion Daily Industrial.. 3.12 % 1.05 %

N/A

USD 0.03B
WIND:SW SPDR MSCI World Industria.. 2.34 % 0.00 %

N/A

N/A
XDWI:SW Xtrackers MSCI World Indu.. 2.34 % 0.00 %

N/A

USD 0.43B
XWIS:LSE Xtrackers MSCI World Indu.. 2.34 % 0.00 %

N/A

USD 0.42B
REVS Columbia Research Enhance.. 1.62 % 0.00 %

N/A

USD 0.06B
AVLV American Century ETF Trus.. 1.55 % 0.00 %

N/A

USD 4.35B
PTL Northern Lights Fund Trus.. 1.32 % 0.00 %

N/A

N/A
USUE:F UBS (Irl) ETF Public Limi.. 1.04 % 0.00 %

N/A

N/A
USFMD:SW UBS (Irl) ETF plc - MSCI .. 1.04 % 0.00 %

N/A

USD 0.03B
USMUFE:SW UBS (Irl) ETF plc - MSCI .. 1.04 % 0.00 %

N/A

USD 7.59M
USMUFS:SW UBS (Irl) ETF plc - MSCI .. 1.04 % 0.00 %

N/A

USD 0.02B
USFMA:SW UBS (Irl) ETF plc - MSCI .. 1.04 % 0.00 %

N/A

USD 0.08B
CIF:CA iShares Global Infrastruc.. 0.00 % 0.72 %

N/A

CAD 0.49B
CYH Community Health Systems .. 0.00 % 1.49 %

N/A

USD 0.76B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

N/A

N/A
DIA SPDR Dow Jones Industrial.. 0.00 % 0.17 %

N/A

N/A
FMK 0.00 % 0.70 %

N/A

N/A
IYJ 0.00 % 0.42 %

N/A

N/A
JHMI 0.00 % 0.47 %

N/A

N/A
PXR 0.00 % 0.00 %

N/A

N/A
RGI 0.00 % 0.40 %

N/A

N/A
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

N/A

CAD 0.09B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

N/A

USD 0.03B
USFM:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

N/A

USD 0.03B
INDW:PA Amundi S&P Global Industr.. 0.00 % 0.00 %

N/A

USD 0.27B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

N/A

N/A
SXRU:F iShares Dow Jones Indust .. 0.00 % 0.00 %

N/A

USD 1.20B
EXI3:XETRA iShares Dow Jones Industr.. 0.00 % 0.00 %

N/A

USD 0.30B
SXRU:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

N/A

USD 1.16B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 0.00 % 0.00 %

N/A

USD 19.52B
USUE:XETRA UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

N/A

USD 0.12B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

N/A

USD 0.03B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

N/A

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Farm & Heavy Construction Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 8.52% 80% B- 71% C-
Dividend Return 1.36% 73% C 36% F
Total Return 9.88% 80% B- 69% C-
Trailing 12 Months  
Capital Gain 16.07% 80% B- 78% C+
Dividend Return 1.92% 64% D 30% F
Total Return 17.99% 80% B- 75% C
Trailing 5 Years  
Capital Gain 157.64% 92% A 93% A
Dividend Return 18.52% 82% B 67% D+
Total Return 176.16% 100% F 93% A
Average Annual (5 Year Horizon)  
Capital Gain 27.38% 73% C 88% B+
Dividend Return 29.89% 73% C 89% A-
Total Return 2.51% 67% D+ 54% F
Risk Return Profile  
Volatility (Standard Deviation) 32.10% 73% C 31% F
Risk Adjusted Return 93.12% 100% F 96% N/A
Market Capitalization 55.61B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Farm & Heavy Construction Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 86.80 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector