CAT:NYE-Caterpillar Inc (USD)

COMMON STOCK | Farm & Heavy Construction Machinery |

Last Closing

USD 367.57

Change

+2.18 (+0.60)%

Market Cap

N/A

Volume

0.89M

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: 2024-12-24 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

-0.07 (-0.38%)

USD 26.58B
AGCO AGCO Corporation

+0.53 (+0.57%)

USD 6.98B
ALG Alamo Group Inc

+1.72 (+0.92%)

USD 2.27B
REVG Rev Group Inc

+0.68 (+2.21%)

USD 1.66B
GENC Gencor Industries Inc

+0.24 (+1.35%)

USD 0.32B
LEV Lion Electric Corp

N/A

USD 0.08B
OSK Oshkosh Corporation

+0.03 (+0.03%)

N/A
HY Hyster-Yale Materials Handling..

+0.47 (+0.94%)

N/A
TEX Terex Corporation

+0.01 (+0.02%)

N/A
LNN Lindsay Corporation

+0.73 (+0.60%)

N/A

ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

N/A

N/A
ZWA:CA BMO Covered Call Dow Jone.. 5.94 % 0.72 %

+0.21 (+0.71%)

CAD 0.21B
ZDJ:CA BMO Dow Jones Industrial .. 5.91 % 0.26 %

+0.48 (+0.71%)

CAD 0.44B
1546:TSE NEXT FUNDS DJIA (Yen-UnHe.. 5.86 % 0.00 %

-40.00 (0.71%)

USD 19.52B
RUFF 5.61 % 0.00 %

N/A

N/A
DJIA Global X Dow 30 Covered C.. 5.61 % 0.00 %

+0.12 (+0.71%)

USD 0.10B
CSINDU:SW iShares VII PLC - iShares.. 5.54 % 0.00 %

N/A

USD 1.42B
EXI3:XETRA iShares Dow Jones Industr.. 5.53 % 0.00 %

N/A

USD 0.30B
SXRU:F iShares Dow Jones Indust .. 5.31 % 0.00 %

N/A

USD 1.44B
CIND:LSE iShares VII PLC - iShares.. 5.23 % 0.00 %

+3.01 (+0.71%)

USD 1.42B
SXRU:XETRA iShares VII PLC - iShares.. 5.21 % 0.00 %

N/A

USD 1.16B
NDJI 4.63 % 0.00 %

N/A

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

N/A

N/A
SXLI:SW SPDR S&P U.S. Industrials.. 4.46 % 0.00 %

N/A

N/A
ZPDI:F SPDR S&P U.S. Industrials.. 4.46 % 0.00 %

N/A

USD 0.24B
ZPDI:XETRA SPDR S&P U.S. Industrials.. 4.46 % 0.00 %

N/A

USD 0.24B
IUIS:SW iShares S&P 500 Industria.. 4.45 % 0.00 %

N/A

USD 0.44B
EMCA 4.41 % 0.00 %

N/A

N/A
2B7C:XETRA iShares S&P 500 Industria.. 4.35 % 0.00 %

N/A

USD 0.24B
XLI Industrial Select Sector .. 4.34 % 0.13 %

+1.04 (+0.71%)

USD 20.88B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.16 % 0.00 %

+0.49 (+0.71%)

USD 0.33B
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.16 % 0.00 %

N/A

USD 0.31B
HWAY Themes US Infrastructure .. 4.15 % 0.00 %

+0.19 (+0.71%)

USD 0.87M
SMAX:CA Hamilton U.S. Equity YIEL.. 4.14 % 0.00 %

+0.23 (+0.71%)

CAD 0.60B
UDOW ProShares UltraPro Dow30 3.99 % 0.95 %

+2.36 (+0.71%)

USD 0.91B
PPI Investment Managers Serie.. 3.99 % 0.00 %

+0.10 (+0.71%)

USD 0.06B
CIF:CA iShares Global Infrastruc.. 3.94 % 0.72 %

+0.35 (+0.71%)

CAD 0.57B
DVOP 3.81 % 0.00 %

N/A

N/A
INDW:PA Amundi S&P Global Industr.. 3.51 % 0.00 %

+0.11 (+0.71%)

USD 0.31B
FIDU Fidelity® MSCI Industria.. 3.33 % 0.08 %

+0.44 (+0.71%)

USD 1.22B
WELH:XETRA Amundi S&P Global Industr.. 3.13 % 0.00 %

N/A

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

N/A

N/A
PQVG:LSE Invesco S&P 500 QVM UCITS.. 2.69 % 0.00 %

+17.50 (+0.71%)

USD 0.06B
ESGS 2.61 % 0.35 %

N/A

N/A
EQIN Russell Equity Income ETF 2.61 % 0.00 %

+0.30 (+0.71%)

USD 0.12B
WIND:SW SPDR MSCI World Industria.. 2.49 % 0.00 %

N/A

N/A
XDWI:F Xtrackers MSCI World Indu.. 2.49 % 0.00 %

N/A

USD 0.40B
XDWI:XETRA Xtrackers MSCI World Indu.. 2.49 % 0.00 %

N/A

USD 0.40B
XDWI:SW Xtrackers MSCI World Indu.. 2.44 % 0.00 %

N/A

USD 0.48B
XWIS:LSE Xtrackers MSCI World Indu.. 2.44 % 0.00 %

+0.20 (+0.71%)

USD 0.52B
REUSE:PA BNP Paribas Easy ECPI Cir.. 2.35 % 0.00 %

+0.18 (+0.71%)

N/A
EMEC:XETRA BNP Paribas Easy ECPI Cir.. 2.35 % 0.00 %

N/A

USD 0.62B
REUSD:PA BNP Paribas Easy ECPI Cir.. 2.35 % 0.00 %

N/A

N/A
FCUQ:CA Fidelity U.S. High Qualit.. 2.00 % 0.00 %

+0.56 (+0.71%)

CAD 0.80B
AVLV American Century ETF Trus.. 1.54 % 0.00 %

+0.60 (+0.71%)

USD 5.17B
PTL Northern Lights Fund Trus.. 1.26 % 0.00 %

+1.92 (+0.71%)

USD 0.26B
USFMD:SW 1.14 % 0.00 %

N/A

N/A
USFM:LSE UBS (Irl) ETF plc - MSCI .. 1.10 % 0.00 %

+13.50 (+0.71%)

USD 0.04B
CYH Community Health Systems .. 0.00 % 1.49 %

+0.04 (+0.71%)

USD 0.44B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

+1.54 (+0.71%)

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

+3.61 (+0.71%)

N/A
FMK 0.00 % 0.70 %

N/A

N/A
IYJ iShares U.S. Industrials .. 0.00 % 0.42 %

+1.05 (+0.71%)

USD 0.94B
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 %

+0.36 (+0.71%)

USD 0.08B
HBF-U:CA Harvest Brand Leaders Plu.. 0.00 % 0.00 %

+0.07 (+0.71%)

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

+0.19 (+0.71%)

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

+0.43 (+0.71%)

USD 0.33B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

N/A

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

+0.07 (+0.71%)

USD 0.06B
HBF-B:CA Harvest Brand Leaders Plu.. 0.00 % 0.00 %

N/A

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

+0.20 (+0.71%)

CAD 0.14B
XWEQ:LSE Xtrackers MSCI World Qual.. 0.00 % 0.00 %

+0.35 (+0.71%)

USD 0.29B

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 24.32% 93% A 81% B-
Dividend Return 1.83% 73% C 31% F
Total Return 26.15% 93% A 81% B-
Trailing 12 Months  
Capital Gain 24.33% 93% A 82% B
Dividend Return 1.83% 73% C 31% F
Total Return 26.17% 93% A 81% B-
Trailing 5 Years  
Capital Gain 147.99% 100% F 92% A
Dividend Return 15.81% 82% B 53% F
Total Return 163.80% 92% A 92% A
Average Annual (5 Year Horizon)  
Capital Gain 27.12% 81% B- 86% B+
Dividend Return 29.30% 81% B- 86% B+
Total Return 2.18% 62% D 51% F
Risk Return Profile  
Volatility (Standard Deviation) 33.95% 63% D 31% F
Risk Adjusted Return 86.29% 100% F 91% 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