FairValu
CATERPILLAR INC

CATERPILLAR INC

CATNYSE

Farm & Heavy Construction Machinery • Industrials

Current Price
$800.250.00%
Market Cap
$367.85B
Shares Outstanding: 459.67M
Volume
-
Avg Vol (3M): -
Next Earnings
-
52 Week Range
Low: $--High: $--

Comprehensive AI Analysis

Strategic AI Analysis for CAT

Checking whether the approved providers contain enough current financial data for a reliable report.

Summary

Source-linked company research for CAT

Factor Scorecard

Mechanical 0-100 composites from the displayed inputs. Bands and colours are numerical aids, not security ratings or investment actions.

23/31 signals active· low confidence at 74% coverage
Overall Factor Score
6055-69 band
Growth
7970-84 band
Quality
9185-100 band
Valuation
270-39 band
Financial Health
4240-54 band

Latest results at a glance

Insights from the latest company results and reports

  • Quarterly Earnings Exceed Consensus

    Reported EPS of $8.17 per share for the quarter ended 2026-06-30 exceeded the same-quarter consensus estimate of $6.20 per share.

  • Net Income Rises Sharply

    Net income for the quarter ended 2026-06-30 reached $3.59bn, up 64.89% from $2.18bn in the comparable quarter of 2025.

  • Gross Margin Expands

    Gross margin for the quarter ended 2026-06-30 was 37.78%, wider than the 34.78% recorded for the quarter ended 2025-06-30.

  • Power Segment Leads Growth

    Power Energy revenue was $15.56bn for the period ended 2025-12-31, up 19.6% from $13.01bn in the prior year.

  • Buybacks Covered by Cash Flow

    Filed free cash flow of $8.918B was 1.72x common-stock repurchases of $5.19B in the fiscal year ended 2025-12-31.

AI-generated · updated 27 Aug 2026

Price Chart

NYSE:CAT via TradingView

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Overview

Quarterly income statement data isn't available for this company.

No Data

No annual financial data available.

Financial Fundamentals

Growth, quality, valuation, cash generation, and balance-sheet strength.

Sector: Industrials

Growth

TTM revenue plus current, long-term, forward, and accelerating top-line trends.

Revenue
-
Revenue Growth
18.4%
Strong
Revenue CAGR 3Y
-
Forward Revenue Growth
17.1%
Strong
Revenue Acceleration
23.2%
Improving Fast

Earnings

Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.

EPS (TTM)
23.58
Profitable
EPS Growth
14.9%
Moderate
EPS CAGR 3Y
-
EPS Surprise
31.8%
Strong Beat
Forward EPS
27.30
Profitable
Fwd Revenue Growth
17.1%
Forward EPS Growth
18.2%
Strong

Profitability

TTM margin and return metrics that reflect pricing power and business quality.

Gross Margin
82.2%
High
Operating Margin
17.5%
High
Net Margin
14.5%
High
ROE
55.9%
Excellent
ROIC
79.0%
Elite

Cash Flow

TTM free cash flow, growth, margin, and operating-cash conversion quality.

Free Cash Flow
$10.70B
Positive
FCF Growth
19.4%
Strong
FCF Margin
-
Cash Conversion
1.25x
Excellent

Valuation

Metrics ranked by issuer type, financial state, and input quality.

Capital-intensive businessPrimary lens

EV / EBITDA

EV/EBITDA is the primary lens because it compares operating earnings across different financing structures.

EV / EBITDAPrimary
23.34x
High
Forward P/ESupporting
29.31x
High
EV / FCFSupporting
33.76x
High
Price / BookSupporting
18.97x
High

Financial Health

Latest-quarter liquidity and leverage checks plus TTM interest coverage.

Current Ratio
1.37x
Adequate
Quick Ratio
0.50x
Risky
Debt / Equity
1.70x
High Leverage
Interest Coverage
-

Shareholder Signals

Capital returns and dilution checks sourced from statements and insider filings.

Dividend Yield
0.8%
Low/None
Payout Ratio
25.9%
Sustainable
Buyback Yield
2.0%
Positive
Net Insider Buys
-15
Selling

Peer Comparison

TickerPrice
CATCATERPILLAR INC
$800.25
Company Profile

About the Company

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.

Next Earnings Date

Oct 29, 2026

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CATERPILLAR INC (CAT) AI Stock Summary