CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 383.37

Change

+6.85 (+1.82)%

Market Cap

N/A

Volume

1.71M

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: 2024-11-05 )

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

-7.64 (-7.81%)

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ALG Alamo Group Inc

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OSK Oshkosh Corporation

+2.20 (+2.14%)

N/A
HY Hyster-Yale Materials Handling..

-9.21 (-14.69%)

N/A
TEX Terex Corporation

+1.11 (+2.17%)

N/A
LNN Lindsay Corporation

+2.65 (+2.23%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
DJIA Global X Dow 30 Covered C.. 6.08 % 0.00 %

+0.22 (+1.29%)

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

+0.70 (+1.29%)

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

+2.00 (+1.29%)

USD 0.30B
SXRU:F iShares Dow Jones Indust .. 5.90 % 0.00 %

+0.65 (+1.29%)

USD 1.24B
RUFF 5.61 % 0.00 %

N/A

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

+0.24 (+1.29%)

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

+0.54 (+1.29%)

CAD 0.43B
DIVO Amplify CWP Enhanced Divi.. 5.47 % 0.94 %

+0.47 (+1.29%)

USD 3.65B
BIBL Northern Lights Fund Trus.. 4.64 % 0.35 %

+0.50 (+1.29%)

USD 0.33B
NDJI 4.63 % 0.00 %

N/A

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

+0.35 (+1.29%)

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

+0.35 (+1.29%)

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

+0.39 (+1.29%)

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 .. 4.52 % 0.13 %

+2.24 (+1.29%)

USD 19.76B
2B7C:XETRA iShares S&P 500 Industria.. 4.43 % 0.00 %

+0.11 (+1.29%)

USD 0.24B
EMCA 4.41 % 0.00 %

N/A

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

+0.89 (+1.29%)

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

+0.97 (+1.29%)

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

+0.09 (+1.29%)

CAD 0.53B
PPI Investment Managers Serie.. 3.95 % 0.00 %

+0.15 (+1.29%)

USD 0.06B
DVOP 3.81 % 0.00 %

N/A

N/A
EDOW First Trust Dow 30 Equal .. 3.60 % 0.50 %

+0.28 (+1.29%)

USD 0.22B
INDW:PA Amundi S&P Global Industr.. 3.38 % 0.00 %

+0.04 (+1.29%)

USD 0.27B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

+0.12 (+1.29%)

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

+0.12 (+1.29%)

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

+3.05 (+1.29%)

USD 0.04B
UDOW ProShares UltraPro Dow30 3.05 % 0.95 %

+2.70 (+1.29%)

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

+0.16 (+1.29%)

USD 0.05B
EQIN Russell Equity Income ETF 2.73 % 0.00 %

+0.38 (+1.29%)

USD 0.10B
XDWI:F Xtrackers MSCI World Indu.. 2.46 % 0.00 %

+0.40 (+1.29%)

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

+0.43 (+1.29%)

USD 0.50B
XWIS:LSE Xtrackers MSCI World Indu.. 2.46 % 0.00 %

+0.21 (+1.29%)

USD 0.51B
WIND:SW SPDR MSCI World Industria.. 2.45 % 0.00 %

+0.41 (+1.29%)

N/A
AVLV American Century ETF Trus.. 1.58 % 0.00 %

+0.80 (+1.29%)

USD 4.68B
PTL Northern Lights Fund Trus.. 1.27 % 0.00 %

+3.40 (+1.29%)

USD 0.21B
PY Principal Value ETF 1.21 % 0.29 %

+0.58 (+1.29%)

USD 0.07B
USFMD:SW UBS (Irl) ETF plc - MSCI .. 1.14 % 0.00 %

N/A

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 %

-0.66 (1.29%)

USD 0.09B
USFM:LSE UBS (Irl) ETF plc - MSCI .. 1.13 % 0.00 %

+3.50 (+1.29%)

USD 0.03B
JVAL JPMorgan U.S. Value Facto.. 0.86 % 0.12 %

+0.51 (+1.29%)

USD 0.68B
XZEW:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

+0.09 (+1.29%)

USD 1.81B
XEWE:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

+0.07 (+1.29%)

USD 1.91B
CIF:CA iShares Global Infrastruc.. 0.00 % 0.72 %

+0.77 (+1.29%)

CAD 0.53B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.04 (+1.29%)

USD 0.61B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+1.82 (+1.29%)

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

+4.25 (+1.29%)

N/A
ESGS 0.00 % 0.35 %

N/A

N/A
FMK 0.00 % 0.70 %

N/A

N/A
FUD:CA First Trust Value Line® .. 0.00 % 0.78 %

-0.04 (1.29%)

CAD 5.47M
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
FCUQ:CA Fidelity U.S. High Qualit.. 0.00 % 0.00 %

+0.27 (+1.29%)

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

-0.09 (1.29%)

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

+3.06 (+1.29%)

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

+1.00 (+1.29%)

N/A
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

+0.50 (+1.29%)

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

+2.20 (+1.29%)

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

-120.00 (1.29%)

USD 19.52B
USUE:XETRA UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

+0.18 (+1.29%)

USD 0.12B
REVS Columbia Research Enhance.. 0.00 % 0.00 %

+0.27 (+1.29%)

USD 0.07B
USUE:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

+0.06 (+1.29%)

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

+0.11 (+1.29%)

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 -35.17% 47% F 14% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -35.17% 47% F 15% F
Trailing 12 Months  
Capital Gain -18.40% 53% F 16% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -18.40% 53% F 18% F
Trailing 5 Years  
Capital Gain 30.39% 77% C+ 67% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 30.39% 77% C+ 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 26.53% 73% C 86% B+
Dividend Return 28.74% 73% C 86% B+
Total Return 2.22% 67% D+ 52% F
Risk Return Profile  
Volatility (Standard Deviation) 33.50% 67% D+ 30% F
Risk Adjusted Return 85.80% 100% F 92% 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