CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 379.24

Change

-8.27 (-2.13)%

Market Cap

N/A

Volume

4.03M

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: 2024-10-30 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

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USD 26.58B
AGCO AGCO Corporation

+0.28 (+0.28%)

USD 7.50B
ALG Alamo Group Inc

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REVG Rev Group Inc

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USD 1.40B
GENC Gencor Industries Inc

+0.02 (+0.10%)

USD 0.29B
LEV Lion Electric Corp

-0.01 (-1.60%)

USD 0.15B
OSK Oshkosh Corporation

-1.37 (-1.27%)

N/A
HY Hyster-Yale Materials Handling..

+0.01 (+0.02%)

N/A
TEX Terex Corporation

-2.73 (-5.03%)

N/A
LNN Lindsay Corporation

+0.45 (+0.38%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
DJIA Global X Dow 30 Covered C.. 6.24 % 0.00 %

-0.02 (0.13%)

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

-0.20 (0.13%)

USD 1.22B
EXI3:XETRA iShares Dow Jones Industr.. 6.03 % 0.00 %

-1.50 (0.13%)

USD 0.30B
CIND:LSE iShares VII PLC - iShares.. 5.98 % 0.00 %

+0.97 (+0.13%)

USD 1.22B
SXRU:XETRA iShares VII PLC - iShares.. 5.98 % 0.00 %

-1.90 (0.13%)

USD 1.16B
SXRU:F iShares Dow Jones Indust .. 5.93 % 0.00 %

N/A

USD 1.23B
RUFF 5.61 % 0.00 %

N/A

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

-0.17 (0.13%)

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

-0.10 (0.13%)

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

+120.00 (+0.13%)

USD 19.52B
DIVO Amplify CWP Enhanced Divi.. 5.47 % 0.94 %

-0.20 (0.13%)

USD 3.65B
BIBL Northern Lights Fund Trus.. 4.72 % 0.35 %

-0.34 (0.13%)

USD 0.34B
NDJI 4.63 % 0.00 %

N/A

N/A
HWAY Themes US Infrastructure .. 4.63 % 0.00 %

+0.04 (+0.13%)

USD 0.82M
ZPDI:F SPDR S&P U.S. Industrials.. 4.57 % 0.00 %

-0.42 (0.13%)

USD 0.24B
ZPDI:XETRA SPDR S&P U.S. Industrials.. 4.57 % 0.00 %

-0.31 (0.13%)

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

+0.12 (+0.13%)

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 %

-0.08 (0.13%)

N/A
XLI Industrial Select Sector .. 4.52 % 0.13 %

-0.23 (0.13%)

USD 19.76B
2B7C:XETRA iShares S&P 500 Industria.. 4.51 % 0.00 %

-0.06 (0.13%)

USD 0.24B
IUIS:LSE iShares S&P 500 Industria.. 4.51 % 0.00 %

+0.01 (+0.13%)

USD 0.33B
EMCA 4.41 % 0.00 %

N/A

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

-0.44 (0.13%)

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.24 % 0.00 %

-0.02 (0.13%)

USD 0.30B
SMAX:CA Hamilton U.S. Equity Yiel.. 4.18 % 0.00 %

-0.14 (0.13%)

CAD 0.53B
CIF:CA iShares Global Infrastruc.. 3.99 % 0.72 %

-0.03 (0.13%)

CAD 0.53B
PPI Investment Managers Serie.. 3.93 % 0.00 %

+0.02 (+0.13%)

USD 0.06B
DVOP 3.81 % 0.00 %

N/A

N/A
RND First Trust Bloomberg R&D.. 3.67 % 0.00 %

-0.13 (0.13%)

USD 2.37M
EDOW First Trust Dow 30 Equal .. 3.65 % 0.50 %

-0.15 (0.13%)

USD 0.22B
FIDU Fidelity® MSCI Industria.. 3.49 % 0.08 %

-0.12 (0.13%)

USD 1.17B
INDW:PA Amundi S&P Global Industr.. 3.38 % 0.00 %

-0.12 (0.13%)

USD 0.28B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

-0.11 (0.13%)

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

-0.11 (0.13%)

N/A
DUSL Direxion Daily Industrial.. 3.07 % 1.05 %

-0.32 (0.13%)

USD 0.04B
UDOW ProShares UltraPro Dow30 3.05 % 0.95 %

-0.49 (0.13%)

USD 0.65B
PQVM:PA Invesco S&P 500 QVM UCITS.. 2.81 % 0.00 %

-0.14 (0.13%)

USD 0.05B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 2.81 % 0.00 %

-0.16 (0.13%)

USD 0.02B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 2.77 % 0.00 %

+11.00 (+0.13%)

USD 0.05B
ESGS 2.75 % 0.35 %

N/A

N/A
EQIN Russell Equity Income ETF 2.75 % 0.00 %

-0.26 (0.13%)

USD 0.10B
WIND:SW SPDR MSCI World Industria.. 2.47 % 0.00 %

-0.41 (0.13%)

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

-0.57 (0.13%)

USD 0.40B
XDWI:XETRA Xtrackers MSCI World Indu.. 2.46 % 0.00 %

-0.47 (0.13%)

USD 0.40B
XDWI:SW Xtrackers MSCI World Indu.. 2.46 % 0.00 %

-0.42 (0.13%)

USD 0.52B
XWIS:LSE Xtrackers MSCI World Indu.. 2.46 % 0.00 %

-0.12 (0.13%)

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

-0.22 (0.13%)

CAD 0.65B
REVS Columbia Research Enhance.. 1.81 % 0.00 %

+0.01 (+0.13%)

USD 0.07B
AVLV American Century ETF Trus.. 1.63 % 0.00 %

-0.03 (0.13%)

USD 4.69B
PTL Northern Lights Fund Trus.. 1.27 % 0.00 %

-1.00 (0.13%)

USD 0.21B
USUE:XETRA UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

-0.22 (0.13%)

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

-0.33 (0.13%)

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

-0.01 (0.13%)

USD 0.03B
USMUFE:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

N/A

USD 7.46M
USMUFS:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

N/A

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

+0.60 (+0.13%)

USD 0.09B
USFM:LSE UBS (Irl) ETF plc - MSCI .. 1.12 % 0.00 %

-1.00 (0.13%)

USD 0.04B
FUD:CA First Trust Value Line® .. 0.51 % 0.78 %

-0.27 (0.13%)

CAD 5.47M
XZEW:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

-0.33 (0.13%)

USD 1.92B
XEWE:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

-0.01 (0.13%)

USD 1.91B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.23 (+0.13%)

USD 0.77B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

-0.31 (0.13%)

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

-0.75 (0.13%)

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
PY Principal Value ETF 0.00 % 0.29 %

-0.18 (0.13%)

USD 0.08B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

-0.12 (0.13%)

CAD 0.09B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

-3.15 (0.13%)

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

-0.07 (0.13%)

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 -35.87% 47% F 14% F
Dividend Return -18.36% 33% F 66% D+
Total Return -54.23% 33% F 14% F
Trailing 12 Months  
Capital Gain -18.21% 47% F 15% F
Dividend Return -23.42% 33% F 63% D
Total Return -41.63% 40% F 15% F
Trailing 5 Years  
Capital Gain 31.23% 77% C+ 67% D+
Dividend Return -25.10% 33% F 61% D-
Total Return 6.13% 38% F 57% F
Average Annual (5 Year Horizon)  
Capital Gain 26.65% 75% C 86% B+
Dividend Return 28.96% 75% C 86% B+
Total Return 2.31% 69% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 33.23% 69% C- 31% F
Risk Adjusted Return 87.14% 100% F 93% 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