CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 373.31

Change

+18.19 (+5.12)%

Market Cap

N/A

Volume

4.07M

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: 2024-09-19 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

+0.18 (+0.83%)

USD 26.58B
AGCO AGCO Corporation

+2.08 (+2.22%)

USD 7.15B
ALG Alamo Group Inc

+3.12 (+1.72%)

USD 2.23B
REVG Rev Group Inc

-0.50 (-1.76%)

USD 1.40B
GENC Gencor Industries Inc

+0.33 (+1.63%)

USD 0.28B
LEV Lion Electric Corp

-0.03 (-3.75%)

USD 0.17B
OSK Oshkosh Corporation

-2.73 (-2.59%)

N/A
HY Hyster-Yale Materials Handling..

+2.11 (+3.50%)

N/A
TEX Terex Corporation

-2.02 (-3.62%)

N/A
LNN Lindsay Corporation

+1.53 (+1.23%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
RUFF ETF Opportunities Trust -.. 5.61 % 0.00 %

N/A

USD 0.06B
ZWA:CA BMO Covered Call Dow Jone.. 5.61 % 0.72 %

+0.14 (+1.49%)

CAD 0.20B
CSINDU:SW iShares VII PLC - iShares.. 5.59 % 0.00 %

+4.10 (+1.49%)

USD 1.20B
ZDJ:CA BMO Dow Jones Industrial .. 5.55 % 0.26 %

+0.82 (+1.49%)

CAD 0.40B
DJIA Global X Dow 30 Covered C.. 5.48 % 0.00 %

+0.14 (+1.49%)

USD 0.09B
DIVO Amplify CWP Enhanced Divi.. 4.90 % 0.94 %

+0.48 (+1.49%)

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

+0.73 (+1.49%)

USD 0.34B
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.. 4.34 % 0.00 %

+0.48 (+1.49%)

N/A
IUIS:SW iShares S&P 500 Industria.. 4.33 % 0.00 %

N/A

USD 0.30B
XLI Industrial Select Sector .. 4.24 % 0.13 %

+2.27 (+1.49%)

USD 19.26B
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.09 % 0.00 %

+0.71 (+1.49%)

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

+1.07 (+1.49%)

USD 0.28B
DVOP 3.81 % 0.00 %

N/A

N/A
PPI Investment Managers Serie.. 3.67 % 0.00 %

+0.31 (+1.49%)

USD 0.07B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

+0.20 (+1.49%)

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

+0.24 (+1.49%)

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

+2.86 (+1.49%)

USD 0.03B
UDOW ProShares UltraPro Dow30 3.00 % 0.95 %

+3.41 (+1.49%)

USD 0.60B
WIND:SW SPDR MSCI World Industria.. 2.34 % 0.00 %

N/A

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

+1.03 (+1.49%)

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

+0.60 (+1.49%)

USD 0.43B
AVLV American Century ETF Trus.. 1.54 % 0.00 %

+1.02 (+1.49%)

USD 4.35B
PTL Northern Lights Fund Trus.. 1.33 % 0.00 %

+3.12 (+1.49%)

N/A
CIF:CA iShares Global Infrastruc.. 0.00 % 0.72 %

+0.36 (+1.49%)

CAD 0.47B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.11 (+1.49%)

USD 0.80B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+2.25 (+1.49%)

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

+5.22 (+1.49%)

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 %

+1.35 (+1.49%)

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

+4.16 (+1.49%)

USD 1.20B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

+18.50 (+1.49%)

USD 0.04B
INDW:PA Amundi S&P Global Industr.. 0.00 % 0.00 %

+0.27 (+1.49%)

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

+2.75 (+1.49%)

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

+3.55 (+1.49%)

USD 1.18B
EXI3:XETRA iShares Dow Jones Industr.. 0.00 % 0.00 %

+2.00 (+1.49%)

USD 0.30B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

+0.38 (+1.49%)

USD 0.02B
SXRU:XETRA iShares VII PLC - iShares.. 0.00 % 0.00 %

+2.65 (+1.49%)

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

+660.00 (+1.49%)

USD 19.52B
REVS Columbia Research Enhance.. 0.00 % 0.00 %

+0.31 (+1.49%)

USD 0.06B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

+0.53 (+1.49%)

USD 0.04B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

+0.19 (+1.49%)

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 26.26% 87% B+ 88% B+
Dividend Return 1.36% 73% C 32% F
Total Return 27.62% 87% B+ 87% B+
Trailing 12 Months  
Capital Gain 37.23% 87% B+ 85% B
Dividend Return 1.95% 64% D 30% F
Total Return 39.18% 87% B+ 84% B
Trailing 5 Years  
Capital Gain 191.28% 100% F 93% A
Dividend Return 17.99% 82% B 63% D
Total Return 209.28% 100% F 94% 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