CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 355.12

Change

+1.43 (+0.40)%

Market Cap

N/A

Volume

1.99M

Analyst Target

USD 146.86
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-18 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

+0.40 (+1.89%)

USD 26.58B
AGCO AGCO Corporation

+1.04 (+1.12%)

USD 7.00B
ALG Alamo Group Inc

+2.91 (+1.63%)

USD 2.19B
REVG Rev Group Inc

-0.17 (-0.60%)

USD 1.40B
GENC Gencor Industries Inc

+0.21 (+1.05%)

USD 0.28B
LEV Lion Electric Corp

+0.01 (+1.65%)

USD 0.17B
OSK Oshkosh Corporation

+1.14 (+1.10%)

N/A
HY Hyster-Yale Materials Handling..

-0.56 (-0.92%)

N/A
TEX Terex Corporation

+0.36 (+0.65%)

N/A
LNN Lindsay Corporation

+1.52 (+1.23%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
CSINDU:SW iShares VII PLC - iShares.. 5.59 % 0.00 %

-2.20 (-0.17%)

USD 1.20B
EXI3:XETRA iShares Dow Jones Industr.. 5.59 % 0.00 %

-1.70 (-0.17%)

USD 0.30B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 5.54 % 0.00 %

+350.00 (+-0.17%)

USD 19.52B
DJIA Global X Dow 30 Covered C.. 5.48 % 0.00 %

+0.07 (+-0.17%)

USD 0.09B
SXRU:XETRA iShares VII PLC - iShares.. 5.42 % 0.00 %

-2.30 (-0.17%)

USD 1.16B
CIND:LSE iShares VII PLC - iShares.. 5.37 % 0.00 %

-2.50 (-0.17%)

USD 1.20B
SXRU:F iShares Dow Jones Indust .. 5.35 % 0.00 %

N/A

USD 1.18B
DIVO Amplify CWP Enhanced Divi.. 4.90 % 0.94 %

-0.15 (-0.17%)

USD 3.49B
BIBL Northern Lights Fund Trus.. 4.66 % 0.35 %

-0.05 (-0.17%)

USD 0.34B
NDJI 4.63 % 0.00 %

N/A

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

+0.02 (+-0.17%)

N/A
EMCA 4.41 % 0.00 %

N/A

N/A
ZPDI:XETRA SPDR S&P U.S. Industrials.. 4.34 % 0.00 %

-0.12 (-0.17%)

USD 0.24B
SXLI:SW SPDR S&P U.S. Industrials.. 4.34 % 0.00 %

N/A

N/A
ZPDI:F SPDR S&P U.S. Industrials.. 4.33 % 0.00 %

+0.11 (+-0.17%)

USD 0.24B
IUIS:SW iShares S&P 500 Industria.. 4.33 % 0.00 %

+0.38 (+-0.17%)

USD 0.30B
2B7C:XETRA iShares S&P 500 Industria.. 4.32 % 0.00 %

-0.02 (-0.17%)

USD 0.24B
XLI Industrial Select Sector .. 4.24 % 0.13 %

-0.11 (-0.17%)

USD 19.26B
IUIS:LSE iShares S&P 500 Industria.. 4.20 % 0.00 %

-0.03 (-0.17%)

USD 0.30B
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.09 % 0.00 %

-0.19 (-0.17%)

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 3.91 % 0.00 %

-0.20 (-0.17%)

USD 0.28B
DVOP 3.81 % 0.00 %

N/A

N/A
CIF:CA iShares Global Infrastruc.. 3.63 % 0.72 %

-0.07 (-0.17%)

CAD 0.47B
PPI Investment Managers Serie.. 3.53 % 0.00 %

-0.01 (-0.17%)

USD 0.07B
FIDU Fidelity® MSCI Industria.. 3.23 % 0.08 %

-0.09 (-0.17%)

USD 1.11B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

+0.02 (+-0.17%)

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

-0.06 (-0.17%)

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

-0.02 (-0.17%)

USD 0.03B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 2.59 % 0.00 %

-0.16 (-0.17%)

USD 0.02B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 2.52 % 0.00 %

-0.15 (-0.17%)

USD 0.04B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 2.51 % 0.00 %

+41.00 (+-0.17%)

USD 0.04B
WIND:SW SPDR MSCI World Industria.. 2.34 % 0.00 %

+0.39 (+-0.17%)

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

-0.06 (-0.17%)

USD 0.40B
XDWI:XETRA Xtrackers MSCI World Indu.. 2.34 % 0.00 %

-0.24 (-0.17%)

USD 0.40B
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 %

-0.33 (-0.17%)

USD 0.43B
REVS Columbia Research Enhance.. 1.66 % 0.00 %

-0.06 (-0.17%)

USD 0.06B
AVLV American Century ETF Trus.. 1.54 % 0.00 %

+0.07 (+-0.17%)

USD 4.18B
PTL Northern Lights Fund Trus.. 1.33 % 0.00 %

-0.35 (-0.17%)

N/A
USFM:LSE UBS (Irl) ETF plc - MSCI .. 1.05 % 0.00 %

-19.00 (-0.17%)

USD 0.03B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.08 (+-0.17%)

USD 0.80B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

-0.47 (-0.17%)

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

-1.07 (-0.17%)

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
UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

-0.77 (-0.17%)

USD 0.60B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

N/A

CAD 0.09B
ZDJ:CA BMO Dow Jones Industrial .. 0.00 % 0.26 %

-0.05 (-0.17%)

CAD 0.40B
ZWA:CA BMO Covered Call Dow Jone.. 0.00 % 0.72 %

+0.07 (+-0.17%)

CAD 0.20B
INDW:PA Amundi S&P Global Industr.. 0.00 % 0.00 %

-0.01 (-0.17%)

USD 0.26B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

+0.35 (+-0.17%)

N/A
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

-0.01 (-0.17%)

CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Farm & Heavy Construction Machinery) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 20.11% 87% B+ 83% B
Dividend Return 1.36% 73% C 32% F
Total Return 21.46% 87% B+ 82% B
Trailing 12 Months  
Capital Gain 27.46% 80% B- 79% B-
Dividend Return 1.91% 64% D 30% F
Total Return 29.37% 80% B- 78% C+
Trailing 5 Years  
Capital Gain 177.09% 92% A 93% A
Dividend Return 17.99% 82% B 63% D
Total Return 195.08% 100% F 93% A
Average Annual (5 Year Horizon)  
Capital Gain 27.17% 73% C 88% B+
Dividend Return 29.62% 73% C 88% B+
Total Return 2.45% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 32.40% 73% C 31% F
Risk Adjusted Return 91.42% 100% F 95% A
Market Capitalization N/A N/A 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