CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 385.93

Change

+14.76 (+3.98)%

Market Cap

N/A

Volume

4.02M

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: 2024-09-24 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

+0.06 (+0.28%)

USD 26.58B
AGCO AGCO Corporation

+1.57 (+1.66%)

USD 7.19B
ALG Alamo Group Inc

+2.36 (+1.31%)

USD 2.20B
REVG Rev Group Inc

-0.10 (-0.36%)

USD 1.45B
GENC Gencor Industries Inc

+0.09 (+0.44%)

USD 0.30B
LEV Lion Electric Corp

+0.01 (+1.34%)

USD 0.17B
OSK Oshkosh Corporation

+0.93 (+0.92%)

N/A
HY Hyster-Yale Materials Handling..

+0.93 (+1.52%)

N/A
TEX Terex Corporation

+0.79 (+1.51%)

N/A
LNN Lindsay Corporation

+0.26 (+0.21%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
SXRU:F iShares Dow Jones Indust .. 5.82 % 0.00 %

+0.90 (+0.37%)

USD 1.21B
SXRU:XETRA iShares VII PLC - iShares.. 5.82 % 0.00 %

+0.25 (+0.37%)

USD 1.16B
DJIA Global X Dow 30 Covered C.. 5.70 % 0.00 %

+0.04 (+0.37%)

USD 0.09B
RUFF ETF Opportunities Trust -.. 5.61 % 0.00 %

N/A

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

+0.13 (+0.37%)

CAD 0.20B
CIND:LSE iShares VII PLC - iShares.. 5.61 % 0.00 %

+1.13 (+0.37%)

USD 1.20B
CSINDU:SW iShares VII PLC - iShares.. 5.59 % 0.00 %

+0.70 (+0.37%)

USD 1.21B
EXI3:XETRA iShares Dow Jones Industr.. 5.59 % 0.00 %

+0.20 (+0.37%)

USD 0.30B
ZDJ:CA BMO Dow Jones Industrial .. 5.55 % 0.26 %

+0.05 (+0.37%)

CAD 0.41B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 5.54 % 0.00 %

+850.00 (+0.37%)

USD 19.52B
DIVO Amplify CWP Enhanced Divi.. 5.12 % 0.94 %

+0.10 (+0.37%)

USD 3.55B
BIBL Northern Lights Fund Trus.. 4.97 % 0.35 %

+0.21 (+0.37%)

USD 0.34B
NDJI 4.63 % 0.00 %

N/A

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

+0.03 (+0.37%)

N/A
XLI Industrial Select Sector .. 4.46 % 0.13 %

+0.96 (+0.37%)

USD 19.26B
2B7C:XETRA iShares S&P 500 Industria.. 4.45 % 0.00 %

+0.05 (+0.37%)

USD 0.24B
EMCA 4.41 % 0.00 %

N/A

N/A
IUIS:LSE iShares S&P 500 Industria.. 4.40 % 0.00 %

+0.08 (+0.37%)

USD 0.30B
ZPDI:F SPDR S&P U.S. Industrials.. 4.33 % 0.00 %

+0.14 (+0.37%)

USD 0.24B
ZPDI:XETRA SPDR S&P U.S. Industrials.. 4.33 % 0.00 %

+0.26 (+0.37%)

USD 0.24B
SXLI:SW SPDR S&P U.S. Industrials.. 4.33 % 0.00 %

+0.38 (+0.37%)

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

N/A

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.14 % 0.00 %

+0.83 (+0.37%)

USD 0.29B
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.09 % 0.00 %

+0.38 (+0.37%)

USD 0.31B
DVOP 3.81 % 0.00 %

N/A

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

+0.11 (+0.37%)

USD 0.07B
EDOW First Trust Dow 30 Equal .. 3.62 % 0.50 %

+0.05 (+0.37%)

USD 0.22B
FIDU Fidelity® MSCI Industria.. 3.26 % 0.08 %

+0.33 (+0.37%)

USD 1.15B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

+0.02 (+0.37%)

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

+0.05 (+0.37%)

N/A
DUSL Direxion Daily Industrial.. 3.09 % 1.05 %

+1.13 (+0.37%)

USD 0.04B
UDOW ProShares UltraPro Dow30 3.00 % 0.95 %

+0.68 (+0.37%)

USD 0.63B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 2.60 % 0.00 %

-0.10 (0.37%)

USD 0.04B
PQVM:PA Invesco S&P 500 QVM UCITS.. 2.59 % 0.00 %

-0.17 (0.37%)

USD 0.04B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 2.59 % 0.00 %

-0.18 (0.37%)

USD 0.02B
XDWI:F Xtrackers MSCI World Indu.. 2.35 % 0.00 %

+0.14 (+0.37%)

USD 0.40B
XDWI:XETRA Xtrackers MSCI World Indu.. 2.35 % 0.00 %

+0.19 (+0.37%)

USD 0.40B
XWIS:LSE Xtrackers MSCI World Indu.. 2.35 % 0.00 %

+0.17 (+0.37%)

USD 0.44B
WIND:SW SPDR MSCI World Industria.. 2.34 % 0.00 %

N/A

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

+0.18 (+0.37%)

USD 0.43B
REVS Columbia Research Enhance.. 1.77 % 0.00 %

+0.02 (+0.37%)

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

+0.15 (+0.37%)

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

+0.79 (+0.37%)

N/A
PY Principal Value ETF 1.11 % 0.29 %

+0.15 (+0.37%)

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

-0.27 (0.37%)

CAD 0.50B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.31 (+0.37%)

USD 0.82B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+0.46 (+0.37%)

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

+1.02 (+0.37%)

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 %

-18.50 (0.37%)

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

+0.02 (+0.37%)

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

N/A

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

-0.06 (0.37%)

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 30.53% 93% A 90% A-
Dividend Return 1.36% 73% C 30% F
Total Return 31.88% 93% A 90% A-
Trailing 12 Months  
Capital Gain 43.19% 87% B+ 87% B+
Dividend Return 1.97% 64% D 29% F
Total Return 45.16% 87% B+ 86% B+
Trailing 5 Years  
Capital Gain 205.35% 100% F 94% A
Dividend Return 18.25% 82% B 64% D
Total Return 223.59% 100% F 94% A
Average Annual (5 Year Horizon)  
Capital Gain 27.22% 73% C 88% B+
Dividend Return 29.67% 73% C 88% B+
Total Return 2.45% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 32.39% 73% C 31% F
Risk Adjusted Return 91.59% 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