CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 387.07

Change

-5.94 (-1.51)%

Market Cap

N/A

Volume

2.00M

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: 2024-11-13 )

Largest Industry Peers for Farm & Heavy Construction Machinery

Symbol Name Price(Change) Market Cap
PCAR PACCAR Inc

+0.01 (+0.01%)

USD 55.01B
DTG DTE Energy Company 2021 Series..

-0.19 (-0.95%)

USD 26.58B
AGCO AGCO Corporation

-0.87 (-0.96%)

USD 6.68B
ALG Alamo Group Inc

+3.24 (+1.69%)

USD 2.36B
REVG Rev Group Inc

-0.25 (-0.82%)

USD 1.56B
ASTE Astec Industries Inc

-0.56 (-1.47%)

USD 0.89B
GENC Gencor Industries Inc

-0.23 (-1.05%)

USD 0.29B
LEV Lion Electric Corp

N/A

USD 0.14B
OSK Oshkosh Corporation

-0.80 (-0.72%)

N/A
HY Hyster-Yale Materials Handling..

+0.38 (+0.72%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
ZWA:CA BMO Covered Call Dow Jone.. 6.10 % 0.72 %

-0.01 (-0.41%)

CAD 0.21B
DJIA Global X Dow 30 Covered C.. 6.08 % 0.00 %

+0.05 (+-0.41%)

USD 0.09B
ZDJ:CA BMO Dow Jones Industrial .. 6.07 % 0.26 %

+0.09 (+-0.41%)

CAD 0.43B
CSINDU:SW iShares VII PLC - iShares.. 6.05 % 0.00 %

-0.20 (-0.41%)

USD 1.34B
EXI3:XETRA iShares Dow Jones Industr.. 6.03 % 0.00 %

+1.35 (+-0.41%)

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

+2.65 (+-0.41%)

USD 1.24B
SXRU:XETRA iShares VII PLC - iShares.. 5.73 % 0.00 %

+1.30 (+-0.41%)

USD 1.16B
RUFF 5.61 % 0.00 %

N/A

N/A
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 5.54 % 0.00 %

-100.00 (-0.41%)

USD 19.52B
IUIS:LSE iShares S&P 500 Industria.. 4.65 % 0.00 %

+0.06 (+-0.41%)

USD 0.39B
NDJI 4.63 % 0.00 %

N/A

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

-0.12 (-0.41%)

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

+0.25 (+-0.41%)

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

+0.49 (+-0.41%)

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

-0.17 (-0.41%)

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 %

+0.13 (+-0.41%)

N/A
2B7C:XETRA iShares S&P 500 Industria.. 4.43 % 0.00 %

+0.09 (+-0.41%)

USD 0.24B
EMCA 4.41 % 0.00 %

N/A

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

+0.62 (+-0.41%)

USD 0.31B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.18 % 0.00 %

+0.30 (+-0.41%)

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

+0.08 (+-0.41%)

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

-0.07 (-0.41%)

CAD 0.55B
PPI Investment Managers Serie.. 3.95 % 0.00 %

-0.01 (-0.41%)

USD 0.06B
DVOP 3.81 % 0.00 %

N/A

N/A
FIDU Fidelity® MSCI Industria.. 3.58 % 0.08 %

+0.07 (+-0.41%)

USD 1.27B
INDW:PA Amundi S&P Global Industr.. 3.38 % 0.00 %

-0.20 (-0.41%)

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

+0.06 (+-0.41%)

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

+0.06 (+-0.41%)

N/A
UDOW ProShares UltraPro Dow30 3.10 % 0.95 %

+0.25 (+-0.41%)

USD 0.79B
ESGS 2.87 % 0.35 %

N/A

N/A
PQVM:LSE Invesco S&P 500 QVM UCITS.. 2.85 % 0.00 %

-0.13 (-0.41%)

USD 0.05B
PQVM:PA Invesco S&P 500 QVM UCITS.. 2.81 % 0.00 %

+0.05 (+-0.41%)

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

-0.15 (-0.41%)

USD 0.02B
EQIN Russell Equity Income ETF 2.73 % 0.00 %

+0.01 (+-0.41%)

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

-0.11 (-0.41%)

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

+0.24 (+-0.41%)

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

-0.07 (-0.41%)

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

+0.12 (+-0.41%)

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

-0.93 (-0.41%)

N/A
FCUQ:CA Fidelity U.S. High Qualit.. 2.03 % 0.00 %

+0.20 (+-0.41%)

CAD 0.70B
FDVV Fidelity® High Dividend .. 1.64 % 0.30 %

+0.03 (+-0.41%)

USD 4.08B
AVLV American Century ETF Trus.. 1.58 % 0.00 %

-0.01 (-0.41%)

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

-0.44 (-0.41%)

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

+0.17 (+-0.41%)

USD 0.12B
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 %

N/A

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

+10.50 (+-0.41%)

USD 0.03B
FUD:CA First Trust Value Line® .. 0.51 % 0.78 %

-0.22 (-0.41%)

CAD 5.57M
XZEW:XETRA Xtrackers S&P 500 Equal W.. 0.40 % 0.00 %

+0.34 (+-0.41%)

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

+0.03 (+-0.41%)

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

-0.18 (-0.41%)

USD 0.61B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+0.16 (+-0.41%)

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

+0.42 (+-0.41%)

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
JVAL JPMorgan U.S. Value Facto.. 0.00 % 0.12 %

-0.12 (-0.41%)

USD 0.68B
PY Principal Value ETF 0.00 % 0.29 %

+0.13 (+-0.41%)

USD 0.07B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

-0.13 (-0.41%)

CAD 0.10B
BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

-0.03 (-0.41%)

USD 0.33B
EDOW First Trust Dow 30 Equal .. 0.00 % 0.50 %

+0.08 (+-0.41%)

USD 0.22B
CIND:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

-0.09 (-0.41%)

USD 1.34B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

+1.60 (+-0.41%)

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

+0.04 (+-0.41%)

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

+0.33 (+-0.41%)

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

+0.09 (+-0.41%)

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 30.91% 94% A 85% B
Dividend Return 1.83% 77% C+ 34% F
Total Return 32.75% 94% A 85% B
Trailing 12 Months  
Capital Gain 54.16% 94% A 89% A-
Dividend Return 2.16% 62% D 30% F
Total Return 56.31% 94% A 89% A-
Trailing 5 Years  
Capital Gain 166.38% 100% F 92% A
Dividend Return 16.13% 77% C+ 52% F
Total Return 182.51% 100% F 92% A
Average Annual (5 Year Horizon)  
Capital Gain 26.39% 75% C 86% B+
Dividend Return 28.60% 75% C 86% B+
Total Return 2.21% 69% C- 52% F
Risk Return Profile  
Volatility (Standard Deviation) 33.64% 69% C- 31% F
Risk Adjusted Return 85.01% 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.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

What to not like:
Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector