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CAT

S&P 500
Weak · 41/100

Caterpillar Inc.

Industrials
Construction Machinery & Heavy Transportation Equipment

$1,022.28

3.7%

Updated Today 7:15 PM ET

Price — Past Year

▲ Up 174.0% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$454.11B

P/E

48.53x

Forward P/E (est.)

49.55x

ROE

47.6%

Revenue Growth

11.8%

EPS Growth

-2.1%

Profit Margin

13.3%

FCF Yield

2.3%

Debt / Equity

2.03x

ROIC

29.0%

Interest Coverage

Current Ratio

1.35x

Dividend Yield

0.7%

Implied Growth (rev. DCF)

6.9%

Rating Score

41/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what CAT's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. CAT trades near $1,022.28, above its 50-day average ($872.94) and 200-day average ($670.35). Price above both averages, with the shorter one above the longer, is the textbook definition of an uptrend — momentum favours buyers.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 67 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently positive — short-term momentum is improving.

Volatility — ATR. Average True Range is the typical daily move. CAT's is $37.29 (~3.6% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month CAT found buyers near $853.37 (support) and sellers near $994.49 (resistance); its 52-week range is $356.96–$994.49. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 2.1× the 20-day average — heavier than usual, which adds conviction to the move. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

Caterpillar Inc. (CAT) is a mega-cap company in the Construction Machinery & Heavy Transportation Equipment industry, part of the Industrials sector of the S&P 500, with a market value around $454.11B.

In its latest reported year it generated about $67.59B in revenue.

Our model rates CAT Weak (41/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

7.3%

Revenue moved from $50.97B in 2021 to $67.59B in 2025, a 7.3% compound annual growth rate. The most recent year grew a steady 11.8% year over year. Consistent top-line growth is one sign of healthy demand.

Profitability
Research

Gross Margin

33.8%

Operating Margin

16.5%

Net Margin

13.3%

ROE

47.6%

Caterpillar Inc. keeps about 13.3% of each sales dollar as net profit, with a 33.8% gross margin and 16.5% operating margin. Return on equity is 47.6% and return on invested capital about 29.0%. Margins are moderate — typical of a competitive but profitable business.

Debt Analysis
Research

Total Debt

$30.70B

Net Debt

$26.62B

Net Debt / EBITDA

2.39x

Debt / Equity

2.03x

Leverage: debt-to-equity is 2.0x, with a current ratio of 1.4x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $30.70B of total debt against $4.07B of cash.

Cash Flow Analysis
Research

Operating CF

$11.74B

Free Cash Flow

$8.92B

FCF Margin

13.2%

In the latest year Caterpillar Inc. produced about $11.74B of operating cash flow and $8.92B of free cash flow after capital spending. That is a free-cash-flow yield of about 2.3% on today's price. Cash flow is what ultimately pays shareholders, so it is worth tracking over time.

Valuation Analysis
Research

P/E

48.53x

P/S

6.49x

P/B

13.11x

EV / EBITDA

34.45x

CAT trades at 48.5x trailing earnings (about 49.5x on estimated forward earnings), 6.5x sales, and 13.1x book value. Reverse-engineering today's price implies the market expects roughly 6.9% long-term free-cash-flow growth. That is a rich multiple that prices in a lot of future growth.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
48.5xExpensive
Forward P/E
49.5xExpensive
P/S ratio
6.5xExpensive
Revenue growth
11.8%Strong
EPS growth
-2.1%Weak
Gross margin
33.8%Weak
Net margin
13.3%Strong
ROE
47.6%Strong

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How CAT stacks up against its Industrials peers — valuation, profitability, and growth versus the sector median.

In the Industrials sector (80 S&P 500 companies), CAT ranks #64 of 80 by our overall rating. It trades at a premium versus the sector on earnings (48.5x P/E vs. 30x median) with a higher return on equity (47.6% vs. 24.7%) and faster revenue growth (11.8% vs. 5.0%).

P/E vs sector

48.5x

median 30x

ROE vs sector

47.6%

median 24.7%

Growth vs sector

11.8%

median 5.0%

Sector rank

#64

of 80 by rating

CompanyP/ERev Gr.Rating
CATThis stock48.5x11.8%Weak· 41
CMI36.7x0.1%Weak· 41
PCAR25.4x-14.2%Weak· 34
WAB37.9x9.6%Neutral· 48
GE42.8x21.8%Favorable· 64
GEV31.7x10.3%Strong· 77
RTX33.9x10.6%Neutral· 53
BA77.1x32.8%Weak· 38
Industrials median30x5.0%52/100

Valuation vs. quality map

sector medianCMIPCARWABGEGEVRTXBACATP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Industrials companies by sub-industry and size. Sector median is across all 80 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$974.87$1,647.20

vs. $1,022.28 today · expected CAGR -1%10%

Metric20262027202820292030
Revenue$75.70B$84.78B$94.96B$106.35B$119.11B
Net income$9.84B$11.02B$12.34B$13.83B$15.48B
EPS$21.36$23.93$26.80$30.01$33.62
Share price (low)$619.55$693.90$777.16$870.42$974.87
Share price (high)$1,046.83$1,172.45$1,313.14$1,470.72$1,647.20
CAGR (low–high)-39% / 2%-18% / 7%-9% / 9%-4% / 10%-1% / 10%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for CAT:

  • Revenue is growing 11.8% a year, a sign of real demand.
  • Strong return on equity (47.6%) shows capital is put to work well.
Bear Case

The case against CAT:

  • Elevated leverage (debt/equity 2.0x) adds financial risk.
  • A rich 48.5x earnings multiple prices in a lot of growth.
  • Our model's overall read is Weak (41/100).
Key Risks
Research

Valuation risk — at 48.5x earnings, disappointing results could compress the multiple.

Balance-sheet risk — debt/equity of 2.0x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the fundamentals screen weakly: Caterpillar Inc. is a mega-cap industrials business still growing nicely, with solid profitability, and a heavier debt load to watch. It trades at 48.5x earnings, which our model scores Weak (41/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.