CAT:NYE-Caterpillar Inc. (USD)

EQUITY | Farm & Heavy Construction Machinery | New York Stock Exchange

Last Closing

USD 371.44

Change

-3.54 (-0.94)%

Market Cap

USD 55.61B

Volume

2.86M

Analyst Target

USD 146.86
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Caterpillar Inc manufactures construction & mining equipment, diesel & natural gas engines, industrial gas turbines and diesel-electric locomotives. Its business segments are Construction Industries, Resource Industries and Energy & Transportation.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-31 )

Largest Industry Peers for Farm & Heavy Construction Machinery

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

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AGCO AGCO Corporation

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ALG Alamo Group Inc

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REVG Rev Group Inc

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GENC Gencor Industries Inc

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OSK Oshkosh Corporation

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HY Hyster-Yale Materials Handling..

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TEX Terex Corporation

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LNN Lindsay Corporation

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DE Deere & Company

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ETFs Containing CAT

BLDR:CA 8.93 % 0.00 %

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RUFF 5.61 % 0.00 %

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DJIA Global X Dow 30 Covered C.. 5.53 % 0.00 %

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USD 0.12B
CSINDU:SW iShares VII PLC - iShares.. 5.22 % 0.00 %

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USD 1.46B
NDJI 4.63 % 0.00 %

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

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EMCA 4.41 % 0.00 %

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SXLI:SW SPDR S&P U.S. Industrials.. 4.31 % 0.00 %

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IUIS:SW iShares S&P 500 Industria.. 4.30 % 0.00 %

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USD 0.46B
XUIN:LSE Xtrackers MSCI USA Indust.. 4.24 % 0.00 %

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USD 0.34B
HWAY Themes US Infrastructure .. 4.19 % 0.00 %

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USD 1.31M
XUIN:XETRA Xtrackers MSCI USA Indust.. 4.07 % 0.00 %

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USD 0.31B
PPI Investment Managers Serie.. 3.91 % 0.00 %

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USD 0.05B
DVOP 3.81 % 0.00 %

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

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

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EQIN Russell Equity Income ETF 2.67 % 0.00 %

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USD 0.13B
XDWI:SW Xtrackers MSCI World Indu.. 2.49 % 0.00 %

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USD 0.42B
WIND:SW SPDR MSCI World Industria.. 2.49 % 0.00 %

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XWIS:LSE Xtrackers MSCI World Indu.. 2.47 % 0.00 %

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USD 0.42B
REUSE:PA BNP Paribas Easy ECPI Cir.. 2.35 % 0.00 %

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FTIF First Trust Bloomberg Inf.. 2.11 % 0.00 %

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USD 1.13M
AVLV American Century ETF Trus.. 1.50 % 0.00 %

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USD 5.17B
PTL Northern Lights Fund Trus.. 1.16 % 0.00 %

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USD 0.25B
USFMD:SW 1.14 % 0.00 %

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FVD:LSE First Trust Value Line® .. 0.50 % 0.00 %

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USD 7.28M
CYH Community Health Systems .. 0.00 % 1.49 %

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USD 0.41B
DDM ProShares Ultra Dow30 0.00 % 0.95 %

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DIA SPDR Dow Jones Industrial.. 0.00 % 0.17 %

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FMK 0.00 % 0.70 %

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IYJ iShares U.S. Industrials .. 0.00 % 0.42 %

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USD 0.94B
JHMI 0.00 % 0.47 %

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PXR 0.00 % 0.00 %

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

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DIVO Amplify CWP Enhanced Divi.. 0.00 % 0.94 %

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USD 3.77B
BUL Pacer US Cash Cows Growth.. 0.00 % 0.00 %

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USD 0.07B
UDOW ProShares UltraPro Dow30 0.00 % 0.95 %

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USD 0.85B
XGI:CA iShares S&P Global Indust.. 0.00 % 0.65 %

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CAD 0.10B
ZDJ:CA BMO Dow Jones Industrial .. 0.00 % 0.26 %

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CAD 0.45B
ZWA:CA BMO Covered Call Dow Jone.. 0.00 % 0.72 %

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CAD 0.21B
BIBL Northern Lights Fund Trus.. 0.00 % 0.35 %

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USD 0.32B
CIND:LSE iShares VII PLC - iShares.. 0.00 % 0.00 %

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USD 1.46B
PQVG:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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USD 0.06B
INDW:PA Amundi S&P Global Industr.. 0.00 % 0.00 %

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USD 0.31B
PQVM:PA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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USD 0.06B
EXI3:F iShares Dow Jones Industr.. 0.00 % 0.00 %

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SXRU:F iShares Dow Jones Indust .. 0.00 % 0.00 %

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USD 1.40B
EXI3:XETRA iShares Dow Jones Industr.. 0.00 % 0.00 %

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USD 0.30B
QVMP:XETRA Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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

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

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USD 19.52B
REVS Columbia Research Enhance.. 0.00 % 0.00 %

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USD 0.06B
PQVM:LSE Invesco S&P 500 QVM UCITS.. 0.00 % 0.00 %

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USD 0.06B
USCC:CA Global X S&P 500 Covered .. 0.00 % 0.00 %

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CAD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Farm & Heavy Construction Machinery) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.39% 33% F 55% F
Dividend Return 0.39% 67% D+ 14% F
Total Return 2.78% 33% F 58% F
Trailing 12 Months  
Capital Gain 17.88% 86% B+ 72% C
Dividend Return 1.76% 64% D 29% F
Total Return 19.64% 86% B+ 71% C-
Trailing 5 Years  
Capital Gain 182.79% 77% C+ 93% A
Dividend Return 18.13% 82% B 59% D-
Total Return 200.92% 77% C+ 93% A
Average Annual (5 Year Horizon)  
Capital Gain 27.03% 79% B- 85% B
Dividend Return 29.19% 79% B- 85% B
Total Return 2.15% 67% D+ 50% F
Risk Return Profile  
Volatility (Standard Deviation) 33.94% 71% C- 30% F
Risk Adjusted Return 86.00% 100% F 90% A-
Market Capitalization 55.61B N/A N/A N/A N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Farm & Heavy Construction Machinery) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 86.80 N/A N/A
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio N/A N/A N/A
Price/Free Cash Flow Ratio N/A N/A N/A
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital N/A N/A N/A
Return on Assets N/A N/A N/A
Debt to Equity Ratio 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