Indicators
Indicators
Value
Direction
MACD(12,26,9)
10.282
Buy
RSI(14)
66.809
Neutral
STOCH(KDJ)(9,3,3)
77.404
Neutral
ATR(14)
29.094
High Vlolatility
CCI(14)
75.625
Neutral
Williams %R
25.382
Buy
TRIX(12,20)
0.809
Sell
StochRSI(14)
2.643
Sell
Search
Caterpillar Inc
CATAdd to Watchlist
897.450USD
+1.760+0.20%
Close 05/08, 16:00（ET）Quotes delayed by 15 min
413.36BMarket Cap
44.46P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Caterpillar Inc
Currency: USD Updated: 2026-05-08Key Insights
Caterpillar Inc's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 17 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 861.58.In the medium term, the stock price is expected to trend up.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Caterpillar Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Positive
Caterpillar Inc Highlights
StrengthsRisks
Caterpillar Inc. is a manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. The Company operates through its various segments, namely Construction Industries, Resource Industries, and Energy & Transportation. It also provides financing and related services through its Financial Products segment. The Construction Industries segment is primarily responsible for supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment develops and manufactures high productivity equipment for both surface and underground mining operations, as well as provide hydraulic systems, electronics and software for its machines and engines. The Energy & Transportation segment offers product and services that includes reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services.
Industry Leader
The company's revenue leads the industry, with the latest annual revenue totaling USD 67.59B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 24.56%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 24.56%.
Overvalued
The company’s latest PE is 44.46, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 339.06M shares, decreasing 3.61% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 13.53K shares of this stock.
Analyst Rating
Based on
30
analysts
Buy
Current Rating
861.575
Target Price
-1.51%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-08The current financial score of Caterpillar Inc is 8.11, ranking 36 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 17.41B, representing a year-over-year increase of 22.22%, while its net profit experienced a year-over-year increase of 27.26%.
Score
Financials
6.81
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.65
Operational Efficiency
8.06
Growth Potential
10.00
Shareholder Returns
8.04
Caterpillar Inc's Company Valuation
Currency: USD Updated: 2026-05-08The current valuation score of Caterpillar Inc is 7.47, ranking 90 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 44.46, which is 10.30% below the recent high of 49.04 and 71.36% above the recent low of 12.74.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 17/181
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-08The current earnings forecast score of Caterpillar Inc is 7.33, ranking 95 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The average price target is 595.00, with a high of 730.00 and a low of 380.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
30
analysts
Buy
Current Rating
861.575
Target Price
-1.51%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
29
Total
4
Median
7
Average
Company name
Ratings
Analysts
Caterpillar Inc
CAT
30
Deere & Co
DE
26
CNH Industrial NV
CNH
21
Paccar Inc
PCAR
21
Oshkosh Corp
OSK
18
AGCO Corp
AGCO
15
1
2
3
...
6
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-05-08The current price momentum score of Caterpillar Inc is 9.47, ranking 26 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 967.72 and the support level at 790.82, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
899.888
Sell
MA10
873.593
Buy
MA20
836.657
Buy
MA50
764.250
Buy
MA100
711.680
Buy
MA200
603.094
Buy
Institutional Confidence
Currency: USD Updated: 2026-05-08The current institutional shareholding score of Caterpillar Inc is 7.00, ranking 87 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The latest institutional shareholding proportion is 73.86%, representing a quarter-over-quarter increase of 1.20%. The largest institutional shareholder is The Vanguard, holding a total of 46.84M shares, representing 10.17% of shares outstanding, with 3.92% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
State Street Investment Management (US)
BlackRock Institutional Trust Company, N.A.
State Farm Insurance Companies
Geode Capital Management, L.L.C.
Capital World Investors
BofA Global Research (US)
1
2
Risk Assessment
Currency: USD Updated: 2026-05-08The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Machinery, Tools, Heavy Vehicles, Trains & Ships domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Caterpillar Inc is 7.80, ranking 45 out of 181 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.62. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Caterpillar Inc’s latest ESG disclosure leads the Machinery, Tools, Heavy Vehicles, Trains & Ships industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
1.62
VaR
+2.81%
240-Day Maximum Drawdown
+13.88%
240-Day Volatility
+32.77%
Return
Best Daily Return
60 days
+9.88%
120 days
+9.88%
5 years
+11.63%
Worst Daily Return
60 days
-4.02%
120 days
-4.59%
5 years
-8.64%
Sharpe Ratio
60 days
+2.12
120 days
+2.66
5 years
+1.20
Risk Assessment
Maximum Drawdown
240 days
+13.88%
3 years
+34.29%
5 years
+34.29%
Return-to-Drawdown Ratio
240 days
+11.62
3 years
+2.71
5 years
+1.89
Skewness
240 days
+1.06
3 years
+0.65
5 years
+0.47
Volatility
Realised Volatility
240 days
+32.77%
5 years
+31.00%
Standardised True Range
240 days
+1.85%
5 years
+0.97%
Downside Risk-Adjusted Return
120 days
+485.35%
240 days
+485.35%
Maximum Daily Upside Volatility
60 days
+33.74%
Maximum Daily Downside Volatility
60 days
+33.58%
Liquidity
Average Turnover Rate
60 days
+0.60%
120 days
+0.61%
5 years
--
Turnover Deviation
20 days
+22.16%
60 days
+7.65%
120 days
+9.52%
Peer Comparison
Machinery, Tools, Heavy Vehicles, Trains & Ships
Caterpillar Inc
CAT
7.99 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Mueller Industries Inc
MLI
8.93 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
nVent Electric PLC
NVT
8.49 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
JBT Marel Corp
JBTM
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Middleby Corp
MIDD
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Carrier Global Corp
CARR
8.37 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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