Caterpillar Inc. · NYSE (us_market)
Industrials · Farm & Heavy Construction Machinery · United States
Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators; backhoe, compact track, skid steer, track-type, and wheel loaders; and related parts and work tools. Its Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers, and landfill and soil compactors; machinery components, and wear and maintenance components; and technology products and services for fleet management, equipment management analytics, autonomous machine capabilities, safety services, and mining performance solutions. The Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; centrifugal gas compressors and related services; and diesel-electric locomotive components, and other rail-related products. Its Financial Products segment provides operating and finance leases, revolving charge accounts, installment sale contracts, repair/rebuild financing, working capital loans, and wholesale financing; and insurance and risk management products and services. The All Other segment offers parts distribution; logistics and distribution services; electronics and control systems; dealer portfolio management; brand management and marketing strategy; and digital investment services. It also provides mining software solutions. The company was formerly known as Caterpillar Tractor Co. Caterpillar Inc. was incorporated in 1925 and is headquartered in Irving, Texas.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2024-11-26$407.83 RISE2025-04-08$273.94 PEAK2025-07-02$398.43 218d | -32.8% 133d | Missed | Missed | — | — | +45.4% 85d | Missed |
DROP2024-11-06$416.88 RISE2025-01-10$351.00 PEAK2025-01-24$407.63 79d | -15.8% 65d | Missed | Missed | — | — | +16.1% 14d | Missed |
DROP2024-04-05$379.30 RISE2024-08-05$316.80 PEAK2024-10-11$402.02 189d | -16.5% 122d | Missed | Missed | — | — | +26.9% 67d | Missed |
DROP2023-08-01$288.65 RISE2023-10-31$226.05 PEAK2024-01-29$303.25 181d | -21.7% 91d | Missed | Missed | — | — | +34.2% 90d | Missed |
DROP2023-01-27$264.54 RISE2023-05-31$205.75 PEAK2023-08-01$288.65 186d | -22.2% 124d | Missed | Missed | — | — | +40.3% 62d | Missed |
DROP2023-01-27$264.54 RISE2023-04-06$209.17 PEAK2023-06-15$247.67 139d | -20.9% 69d | Missed | Missed | — | — | +18.4% 70d | Missed |
DROP2022-06-08$229.80 RISE2022-09-27$162.44 PEAK2022-12-21$241.73 196d | -29.3% 111d | Missed | Missed | — | — | +48.8% 85d | Missed |
DROP2022-04-20$235.08 RISE2022-07-14$169.94 PEAK2022-08-25$198.88 127d | -27.7% 85d | Missed | Missed | — | — | +17.0% 42d | Missed |
DROP2022-01-18$229.87 RISE2022-03-01$182.83 PEAK2022-04-20$235.08 92d | -20.5% 42d | Missed | Missed | — | — | +28.6% 50d | Missed |
DROP2021-06-08$240.16 RISE2021-10-13$188.94 PEAK2022-01-07$224.19 213d | -21.3% 127d | Missed | Missed | — | — | +18.7% 86d | Missed |
DROP2020-01-03$148.44 RISE2020-05-13$104.48 PEAK2020-07-29$140.53 208d | -29.6% 131d | Missed | Missed | — | — | +34.5% 77d | Missed |
DROP2020-01-02$150.53 RISE2020-03-23$91.85 PEAK2020-06-08$137.72 158d | -39.0% 81d | Missed | Missed | — | — | +49.9% 77d | Missed |
Government policies, geopolitics, and innovation are reshaping agricultural-related companies. These stocks are weathering the storm.
Caterpillar (CAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Caterpillar recently reported past first-quarter results that exceeded expectations, including a 22% sales jump and a record backlog across key segments despite geopolitical tensions. Beyond its well-known heavy machinery, the company’s growing role as a supplier to power-hungry data centers is becoming a material driver of its long-term prospects. Now we’ll explore how Caterpillar’s stronger-than-expected quarter and rising data center exposure may influence its investment narrative. This...
The legacy auto makers are wading into AI with battery storage sales. That’s what is driving their stocks right now—not new vehicles.
There is more to Caterpillar stock than the flashy yellow machines that are all too familiar at construction and mining sites. Along with flexing its prowess in construction, the Dow component has become a data center play. It also makes Caterpillar today's IBD 50 Stock To Watch.
While most stocks pay quarterly dividends, investors can still construct a portfolio that allows them to get paid monthly with just a little positioning.
AI and chips continue to lead with thehe S&P 500, Nasdaq and Russell 2000 hit new high. Zscaler, Semtech are notable earnings movers.
Caterpillar overshot the broader market's decline when the war in Iran started, but it's rebounded mightily.
There’s a line item sitting on Caterpillar’s financials that does not look like an AI story at first glance. According to Stephen Morris and Andrew Sather on The Investing for Beginners Podcast, Caterpillar generated $10.2 billion in sales last year from generators sold to data centers. That’s the part of the bull case I keep ... A $10.2 Billion Hidden AI Revenue Stream Most Investors Are Missing
The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.
The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.
Wondering if Caterpillar at around US$879.89 is still offering value after such a strong run, or if the easy money on this stock is already behind you? The share price has been volatile recently, with a slight 7 day decline of 0.9%, a 5.9% gain over the past 30 days, and very large longer term returns of 47.0% year to date, 159.0% over 1 year, 334.7% over 3 years and 299.1% over 5 years. Recent coverage has focused on Caterpillar as a key industrial heavyweight that is closely watched for...
Wondering if Caterpillar at around US$879.89 is still offering value after such a strong run, or if the easy money on this stock is already behind you? The share price has been volatile recently, with a slight 7 day decline of 0.9%, a 5.9% gain over the past 30 days, and very large longer term returns of 47.0% year to date, 159.0% over 1 year, 334.7% over 3 years and 299.1% over 5 years. Recent coverage has focused on Caterpillar as a key industrial heavyweight that is closely watched for...
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off. Industrials are the most direct play on physical economic activity.
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off. Industrials are the most direct play on physical economic activity.
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off.
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off.
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off. Industrials are the most direct play on physical economic activity.
A number of stocks jumped in the afternoon session after the Dow hit a fresh all-time high above 50,700 as yields cooled off. Industrials are the most direct play on physical economic activity.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| CAT | -1.55% | +16.42% | +52.89% | +151.67% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | -1.65% | +19.65% | +41.28% | +130.44% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 34.88M | $24.71B | 0.85% | Trimmed-1.4% | 2026-03-31 |
| FidelityFMR | fundamental | 3.82M | $2.71B | 0.14% | Trimmed-5.8% | 2026-03-31 |
| CapResearch | fundamental | 3.20M | $2.27B | 0.35% | Added+12.5% | 2026-03-31 |
| Wellington | fundamental | 1.12M | $792.57M | 0.15% | Trimmed-71.0% | 2026-03-31 |
| TwoSigma | quant | 201.9K | $143.02M | 0.12% | Added+1429.3% | 2026-03-31 |
| Bridgewater | macro | 82.5K | $58.45M | 0.26% | Added+32.7% | 2026-03-31 |
| ARKK | disruptive | 58.6K | $41.50M | 0.32% | Added+71.4% | 2026-03-31 |
| DEShaw | quant | 53.4K | $37.83M | 0.02% | Unchanged | 2026-03-31 |
| RenTech | quant | 21.5K | $15.24M | 0.02% | New | 2026-03-31 |
| TRowePrice | fundamental | 5.58M | $3.95M | 0.46% | Trimmed-6.9% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-27 | Epley Kyle Joseph | Chief Financial Officer | A Grant / award(deriv) | 6 | $908.55 | +$5.5K |
| 2026-05-27 | Creed Joseph E | Chief Executive Officer | A Grant / award(deriv) | 18 | $908.55 | +$16.4K |
| 2026-05-15 | Johnson Denise C | Group President | M Option exercise(deriv) | 16,078 | $196.70 | −$3.16M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 1,605 | $911.92 | −$1.46M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 402 | $910.65 | −$366.1K |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 1,568 | $909.70 | −$1.43M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 2,302 | $908.76 | −$2.09M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 1,191 | $907.98 | −$1.08M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 1,491 | $906.73 | −$1.35M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 2,259 | $905.73 | −$2.05M |
| 2026-05-15 | Johnson Denise C | Group President | S Open-market sale | 1,787 | $904.70 | −$1.62M |
| 2026-05-15 | Johnson Denise C | Group President | F Tax withholding | 3,473 | $910.55 | −$3.16M |
| 2026-05-15 | Johnson Denise C | Group President | M Option exercise | 16,078 | $196.70 | +$3.16M |
| 2026-05-14 | Schaupp William E | Chief Accounting Officer | S Open-market sale | 360 | $906.00 | −$326.2K |
| 2026-05-14 | Johnson Denise C | Group President | M Option exercise(deriv) | 7,900 | $196.70 | −$1.55M |
| 2026-05-14 | Johnson Denise C | Group President | S Open-market sale | 2,650 | $910.24 | −$2.41M |
| 2026-05-14 | Johnson Denise C | Group President | S Open-market sale | 3,546 | $909.46 | −$3.22M |
| 2026-05-14 | Johnson Denise C | Group President | F Tax withholding | 1,704 | $911.61 | −$1.55M |
| 2026-05-14 | Johnson Denise C | Group President | M Option exercise | 7,900 | $196.70 | +$1.55M |
| 2026-05-12 | Epley Kyle Joseph | Chief Financial Officer | A Grant / award(deriv) | 1,394 | — | +$0 |
| 2026-05-12 | Epley Kyle Joseph | Chief Financial Officer | A Grant / award | 515 | — | +$0 |
| 2026-05-12 | Fassino Anthony D. | Group President | M Option exercise(deriv) | 21,403 | $219.76 | −$4.70M |
| 2026-05-12 | Fassino Anthony D. | Group President | S Open-market sale | 843 | $917.73 | −$773.6K |
| 2026-05-12 | Fassino Anthony D. | Group President | S Open-market sale | 15,440 | $916.75 | −$14.15M |
| 2026-05-12 | Fassino Anthony D. | Group President | F Tax withholding | 5,120 | $918.65 | −$4.70M |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 6.13 | — | — |
| 2026-04-30 | 4.64 | 5.54 | +19.30% |
| 2026-01-29 | 4.71 | 5.16 | +9.51% |
| 2025-10-29 | 4.52 | 4.95 | +9.43% |
| 2025-08-05 | 4.90 | 4.72 | -3.73% |
| 2025-04-30 | 4.34 | 4.20 | -3.15% |
| 2025-01-30 | 5.03 | 5.14 | +2.25% |
| 2024-10-30 | 5.35 | 5.17 | -3.44% |
| 2024-08-06 | 5.54 | 5.99 | +8.14% |
| 2024-04-25 | 5.13 | 5.60 | +9.13% |
| 2024-02-05 | 4.75 | 5.23 | +10.06% |
| 2023-10-31 | 4.79 | 5.52 | +15.18% |
| 2023-08-01 | 4.58 | 5.55 | +21.24% |
| 2023-04-27 | 3.79 | 4.91 | +29.50% |
| 2023-01-31 | 4.03 | 3.86 | -4.19% |
| 2022-10-27 | 3.17 | 3.95 | +24.78% |