CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 390.48

Change

-3.38 (-0.86)%

Market Cap

N/A

Volume

2.38M

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)

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Relative Returns (From:    To: 2024-10-21 )

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N/A

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OSK Oshkosh Corporation

-3.87 (-3.58%)

N/A
HY Hyster-Yale Materials Handling..

-1.08 (-1.60%)

N/A
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-2.21 (-3.94%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
DJIA Global X Dow 30 Covered C.. 6.23 % 0.00 %

-0.25 (-0.97%)

USD 0.09B
CSINDU:SW iShares VII PLC - iShares.. 6.05 % 0.00 %

+1.20 (+-0.97%)

USD 1.25B
CIND:LSE iShares VII PLC - iShares.. 5.99 % 0.00 %

-3.21 (-0.97%)

USD 1.25B
RUFF 5.61 % 0.00 %

N/A

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

-0.17 (-0.97%)

CAD 0.21B
ZDJ:CA BMO Dow Jones Industrial .. 5.55 % 0.26 %

-0.60 (-0.97%)

CAD 0.43B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 5.54 % 0.00 %

-140.00 (-0.97%)

USD 19.52B
DIVO Amplify CWP Enhanced Divi.. 5.53 % 0.94 %

-0.29 (-0.97%)

USD 3.69B
BIBL Northern Lights Fund Trus.. 4.67 % 0.35 %

-0.17 (-0.97%)

USD 0.34B
NDJI 4.63 % 0.00 %

N/A

N/A
HWAY Themes US Infrastructure .. 4.60 % 0.00 %

-0.27 (-0.97%)

USD 0.84M
ZPDI:XETRA SPDR S&P U.S. Industrials.. 4.57 % 0.00 %

-0.13 (-0.97%)

USD 0.24B
SXLI:SW SPDR S&P U.S. Industrials.. 4.57 % 0.00 %

N/A

N/A
IUIS:SW iShares S&P 500 Industria.. 4.57 % 0.00 %

N/A

USD 0.33B
2B7C:F iShares S&P 500 Industria.. 4.53 % 0.00 %

N/A

N/A
XLI Industrial Select Sector .. 4.48 % 0.13 %

-0.49 (-0.97%)

USD 20.77B
IUIS:LSE iShares S&P 500 Industria.. 4.45 % 0.00 %

-0.08 (-0.97%)

USD 0.33B
EMCA 4.41 % 0.00 %

N/A

N/A
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.31 % 0.00 %

-0.22 (-0.97%)

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.23 % 0.00 %

-0.28 (-0.97%)

USD 0.31B
SMAX:CA Hamilton U.S. Equity Yiel.. 4.18 % 0.00 %

N/A

CAD 0.52B
PPI Investment Managers Serie.. 4.01 % 0.00 %

-0.11 (-0.97%)

USD 0.06B
CIF:CA iShares Global Infrastruc.. 3.99 % 0.72 %

-0.01 (-0.97%)

CAD 0.55B
DVOP 3.81 % 0.00 %

N/A

N/A
EDOW First Trust Dow 30 Equal .. 3.66 % 0.50 %

-0.22 (-0.97%)

USD 0.23B
RND First Trust Bloomberg R&D.. 3.65 % 0.00 %

+0.08 (+-0.97%)

N/A
FIDU Fidelity® MSCI Industria.. 3.46 % 0.08 %

-0.35 (-0.97%)

USD 1.20B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

-0.10 (-0.97%)

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

-0.10 (-0.97%)

N/A
UDOW ProShares UltraPro Dow30 2.97 % 0.95 %

-2.32 (-0.97%)

USD 0.69B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 2.81 % 0.00 %

-0.29 (-0.97%)

USD 0.02B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 2.78 % 0.00 %

-0.52 (-0.97%)

USD 0.05B
EQIN Russell Equity Income ETF 2.76 % 0.00 %

-0.39 (-0.97%)

N/A
ESGS 2.75 % 0.35 %

N/A

N/A
WIND:SW SPDR MSCI World Industria.. 2.47 % 0.00 %

N/A

N/A
XDWI:XETRA Xtrackers MSCI World Indu.. 2.46 % 0.00 %

-0.13 (-0.97%)

USD 0.40B
XWIS:LSE Xtrackers MSCI World Indu.. 2.46 % 0.00 %

-0.21 (-0.97%)

USD 0.52B
XDWI:SW Xtrackers MSCI World Indu.. 2.35 % 0.00 %

-0.09 (-0.97%)

USD 0.51B
FCUQ:CA Fidelity U.S. High Qualit.. 2.03 % 0.00 %

+0.08 (+-0.97%)

CAD 0.65B
AVLV American Century ETF Trus.. 1.68 % 0.00 %

-0.52 (-0.97%)

USD 4.62B
KNG 1.68 % 0.00 %

N/A

N/A
RSPN Invesco S&P 500® Equal.. 1.37 % 0.00 %

-0.25 (-0.97%)

USD 0.66B
PTL Northern Lights Fund Trus.. 1.27 % 0.00 %

-1.81 (-0.97%)

USD 0.21B
PY Principal Value ETF 1.25 % 0.29 %

-0.33 (-0.97%)

USD 0.08B
USUE:XETRA UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

-0.16 (-0.97%)

USD 0.12B
USUE:F UBS (Irl) ETF Public Limi.. 1.14 % 0.00 %

-0.03 (-0.97%)

N/A
USFMD:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

-0.10 (-0.97%)

USD 0.04B
USMUFE:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

N/A

USD 7.57M
USMUFS:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

-0.13 (-0.97%)

USD 0.02B
USFMA:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

N/A

USD 0.09B
RSPE Invesco Exchange-Traded F.. 0.64 % 0.00 %

-0.30 (-0.97%)

USD 0.02B
FUD:CA First Trust Value Line® .. 0.51 % 0.78 %

+0.04 (+-0.97%)

CAD 5.59M
XZEW:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

-0.24 (-0.97%)

USD 1.99B
XEWE:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

-0.11 (-0.97%)

USD 2.10B
CYH Community Health Systems .. 0.00 % 1.49 %

-0.20 (-0.97%)

USD 0.83B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

-1.52 (-0.97%)

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

-3.27 (-0.97%)

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 Invesco S&P 500® Equal W.. 0.00 % 0.40 %

N/A

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

-0.22 (-0.97%)

CAD 0.10B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-21.50 (-0.97%)

USD 0.05B
USFM:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

-10.00 (-0.97%)

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

-0.08 (-0.97%)

USD 0.28B
PQVM:PA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

-0.29 (-0.97%)

USD 0.05B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

-1.15 (-0.97%)

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

-1.30 (-0.97%)

USD 1.23B
EXI3:XETRA iShares Dow Jones Industr.. 0.00 % 0.00 %

-1.30 (-0.97%)

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

-1.45 (-0.97%)

USD 1.16B
REVS Columbia Research Enhance.. 0.00 % 0.00 %

-0.11 (-0.97%)

USD 0.07B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

+0.01 (+-0.97%)

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 -33.97% 44% F 14% F
Dividend Return -18.36% 50% F 72% C
Total Return -52.33% 31% F 13% F
Trailing 12 Months  
Capital Gain -21.06% 44% F 15% F
Dividend Return -21.95% 50% F 69% C-
Total Return -43.01% 38% F 13% F
Trailing 5 Years  
Capital Gain 44.26% 85% B 71% C-
Dividend Return -26.80% 33% F 61% D-
Total Return 17.46% 54% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 26.86% 73% C 87% B+
Dividend Return 29.26% 73% C 87% B+
Total Return 2.40% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 32.92% 73% C 31% F
Risk Adjusted Return 88.88% 100% F 94% 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