CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 390.96

Change

+12.71 (+3.36)%

Market Cap

N/A

Volume

3.89M

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: 2024-09-26 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

+0.09 (+0.42%)

USD 26.58B
AGCO AGCO Corporation

+2.31 (+2.45%)

USD 7.22B
ALG Alamo Group Inc

+2.05 (+1.15%)

USD 2.17B
REVG Rev Group Inc

-0.56 (-2.06%)

USD 1.45B
GENC Gencor Industries Inc

+0.38 (+1.86%)

USD 0.30B
LEV Lion Electric Corp

-0.04 (-6.00%)

USD 0.17B
OSK Oshkosh Corporation

-0.24 (-0.24%)

N/A
HY Hyster-Yale Materials Handling..

+0.73 (+1.20%)

N/A
TEX Terex Corporation

+0.25 (+0.48%)

N/A
LNN Lindsay Corporation

+1.08 (+0.89%)

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 %

+1.75 (+0.53%)

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

+0.35 (+0.53%)

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

-0.01 (0.53%)

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

N/A

USD 0.06B
CIND:LSE iShares VII PLC - iShares.. 5.61 % 0.00 %

+1.22 (+0.53%)

USD 1.22B
CSINDU:SW iShares VII PLC - iShares.. 5.59 % 0.00 %

+1.10 (+0.53%)

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

+0.25 (+0.53%)

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

+530.00 (+0.53%)

USD 19.52B
NDJI 4.63 % 0.00 %

N/A

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

+0.02 (+0.53%)

N/A
2B7C:XETRA iShares S&P 500 Industria.. 4.45 % 0.00 %

+0.01 (+0.53%)

USD 0.24B
EMCA 4.41 % 0.00 %

N/A

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

+0.04 (+0.53%)

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

+0.01 (+0.53%)

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

+0.03 (+0.53%)

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

+0.20 (+0.53%)

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 %

+0.19 (+0.53%)

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

+0.02 (+0.53%)

USD 0.31B
DVOP 3.81 % 0.00 %

N/A

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

N/A

USD 0.07B
CIF:CA iShares Global Infrastruc.. 3.64 % 0.72 %

+0.26 (+0.53%)

CAD 0.50B
FIDU Fidelity® MSCI Industria.. 3.26 % 0.08 %

+0.34 (+0.53%)

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

+0.07 (+0.53%)

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

+0.12 (+0.53%)

N/A
UDOW ProShares UltraPro Dow30 3.02 % 0.95 %

+1.68 (+0.53%)

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

+0.27 (+0.53%)

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

+0.11 (+0.53%)

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

-0.13 (0.53%)

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

+0.33 (+0.53%)

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

+0.34 (+0.53%)

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

+0.59 (+0.53%)

USD 0.49B
XWIS:LSE Xtrackers MSCI World Indu.. 2.35 % 0.00 %

+0.15 (+0.53%)

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

+2.46 (+0.53%)

N/A
REVS Columbia Research Enhance.. 1.77 % 0.00 %

+0.17 (+0.53%)

USD 0.06B
AVLV American Century ETF Trus.. 1.65 % 0.00 %

+0.25 (+0.53%)

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

+1.13 (+0.53%)

N/A
ISPE:LSE iShares S&P 500 Equal Wei.. 0.22 % 0.00 %

+0.03 (+0.53%)

USD 0.55B
CYH Community Health Systems .. 0.00 % 1.49 %

-0.01 (0.53%)

USD 0.82B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+1.06 (+0.53%)

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

+2.50 (+0.53%)

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
PY Principal Value ETF 0.00 % 0.29 %

+0.29 (+0.53%)

USD 0.08B
DIVO Amplify CWP Enhanced Divi.. 0.00 % 0.94 %

+0.28 (+0.53%)

USD 3.55B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

+1.03 (+0.53%)

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

+0.37 (+0.53%)

CAD 0.41B
ZWA:CA BMO Covered Call Dow Jone.. 0.00 % 0.72 %

+0.07 (+0.53%)

CAD 0.20B
EDOW First Trust Dow 30 Equal .. 0.00 % 0.50 %

+0.01 (+0.53%)

USD 0.22B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.50 (0.53%)

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

+0.19 (+0.53%)

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

-1.05 (0.53%)

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

+0.04 (+0.53%)

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 32.23% 93% A 91% A-
Dividend Return 1.36% 73% C 30% F
Total Return 33.58% 93% A 91% A-
Trailing 12 Months  
Capital Gain 41.53% 93% A 87% B+
Dividend Return 1.92% 64% D 30% F
Total Return 43.45% 93% A 87% B+
Trailing 5 Years  
Capital Gain 208.84% 100% F 94% A
Dividend Return 18.22% 82% B 64% D
Total Return 227.06% 100% F 95% 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