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CAT 
Caterpillar Inc (CAT)
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Upturn Advisory Summary
09/17/2025: CAT (3-star) is a STRONG-BUY. BUY since 16 days. Simulated Profits (4.50%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $454.05
1 Year Target Price $454.05
| 11 | Strong Buy |
| 3 | Buy |
| 14 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 55.6% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 206.44B USD | Price to earnings Ratio 22.18 | 1Y Target Price 454.05 |
Price to earnings Ratio 22.18 | 1Y Target Price 454.05 | ||
Volume (30-day avg) 28 | Beta 1.41 | 52 Weeks Range 265.01 - 452.34 | Updated Date 09/16/2025 |
52 Weeks Range 265.01 - 452.34 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 1.32% | Basic EPS (TTM) 19.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.95% | Operating Margin (TTM) 17.74% |
Management Effectiveness
Return on Assets (TTM) 8.56% | Return on Equity (TTM) 52.71% |
Valuation
Trailing PE 22.18 | Forward PE 20.88 | Enterprise Value 241750606998 | Price to Sales(TTM) 3.27 |
Enterprise Value 241750606998 | Price to Sales(TTM) 3.27 | ||
Enterprise Value to Revenue 3.83 | Enterprise Value to EBITDA 16.79 | Shares Outstanding 468479008 | Shares Floating 466984475 |
Shares Outstanding 468479008 | Shares Floating 466984475 | ||
Percent Insiders 0.22 | Percent Institutions 71.98 |
Upturn AI SWOT
Caterpillar Inc
Company Overview
History and Background
Caterpillar Inc. was founded in 1925 through the merger of Holt Manufacturing Company and C. L. Best Tractor Co. It has grown to become the world's leading manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.
Core Business Areas
- Construction Industries: This segment manufactures and sells construction equipment, including backhoe loaders, excavators, dozers, motor graders, and paving products. It caters to infrastructure, residential construction, and other building projects.
- Resource Industries: This segment focuses on equipment used in mining, quarrying, and aggregates. Products include mining trucks, draglines, underground mining equipment, and large wheel loaders.
- Energy & Transportation: This segment provides engines, turbines, and related parts for oil and gas, power generation, marine, rail, and industrial applications. It also includes Caterpillar's remanufacturing services.
- Financial Products: This segment provides financing and related services to customers and dealers for Caterpillar products.
Leadership and Structure
Caterpillar Inc. is led by CEO Jim Umpleby. The organizational structure is based on business segments (Construction, Resource, Energy & Transportation, Financial Products), supported by functional departments like operations, technology, and finance.
Top Products and Market Share
Key Offerings
- Hydraulic Excavators: Caterpillar is a leading global supplier of hydraulic excavators, used in construction, mining, and landscaping. They hold a significant market share. Competitors include Komatsu, Volvo CE, and Hitachi Construction Machinery.
- Mining Trucks: Caterpillar produces a range of mining trucks for surface and underground operations. They hold a significant portion of the market in this sector. Competitors include Komatsu and Liebherr.
- Diesel Engines: Caterpillar manufactures diesel engines for various applications, including construction equipment, power generation, and marine propulsion. Competitors include Cummins and MTU.
Market Dynamics
Industry Overview
The industries Caterpillar serves (construction, mining, energy) are cyclical and influenced by global economic growth, commodity prices, infrastructure spending, and energy demand. Increased emphasis is on sustainable practices.
Positioning
Caterpillar is the world's largest construction and mining equipment manufacturer. Its competitive advantages include a strong brand reputation, a global dealer network, technological innovation, and a broad product portfolio.
Total Addressable Market (TAM)
The total addressable market for heavy equipment and related services is estimated to be in the hundreds of billions of dollars globally. Caterpillar is positioned to address a significant portion of this TAM through its diverse product offerings and global reach.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Extensive Dealer Network
- Broad Product Portfolio
- Strong Financial Performance
- Technological Innovation
Weaknesses
- Cyclicality of Business
- High Manufacturing Costs
- Dependence on Commodity Prices
- Exposure to Currency Fluctuations
Opportunities
- Infrastructure Development in Emerging Markets
- Growth in Mining Activity
- Expansion of Digital Solutions and Services
- Increasing Demand for Sustainable Products
- Acquisitions to Expand Product Line
Threats
- Economic Downturns
- Increased Competition
- Fluctuations in Commodity Prices
- Geopolitical Risks
- Stringent Environmental Regulations
Competitors and Market Share
Key Competitors
- KOMATSU (KMTUY)
- DEERE & CO (DE)
- VOLVO (VOLVY)
Competitive Landscape
Caterpillar benefits from its size, brand recognition, and dealer network. Competitors are focused on technological innovation and cost competitiveness.
Major Acquisitions
Weir Oil & Gas
- Year: 2021
- Acquisition Price (USD millions): 405
- Strategic Rationale: Expanding its offerings in the energy sector.
Growth Trajectory and Initiatives
Historical Growth: Caterpillar's growth has been tied to global economic cycles and infrastructure development. They have expanded their product offerings and geographic reach over time.
Future Projections: Analyst estimates vary based on economic conditions and industry trends. Consult financial data providers for current projections.
Recent Initiatives: Recent initiatives include investments in digital solutions, autonomous equipment, and sustainable products.
Summary
Caterpillar is a dominant player in the heavy equipment market, leveraging a strong brand and extensive network. Its cyclical business model exposes it to economic downturns, but investments in digital solutions and sustainability present opportunities for future growth. Monitoring competitor innovations and managing costs are crucial for maintaining its leading position.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Caterpillar Inc. Investor Relations
- SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market conditions and company performance can change, so consult with a financial professional before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Caterpillar Inc
Exchange NYSE | Headquaters Irving, TX, United States | ||
IPO Launch date 1962-01-02 | CEO & Director Mr. Joseph E. Creed CPA | ||
Sector Industrials | Industry Farm & Heavy Construction Machinery | Full time employees 112900 | Website https://www.caterpillar.com |
Full time employees 112900 | Website https://www.caterpillar.com | ||
Caterpillar Inc. manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. Its 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; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools. The company's Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, tractors, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers, fleet management products, landfill and soil compactors, machinery components, autonomous ready vehicles and solutions, work tools, and safety services and mining performance solutions, as well as related parts and services. Its Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; turbines, centrifugal gas compressors, and related services; and diesel-electric locomotives and components, and other rail-related products. The company's Financial Products segment provides operating and finance leases, installment sale contracts, revolving charge accounts, repair/rebuild financing services, working capital loans, and wholesale financing; and insurance and risk management products and services. Its All Other segment offers wear and maintenance components; parts distribution; logistics solutions and distribution services; dealer portfolio management, and brand management and marketing strategy services; and digital investment services. Caterpillar Inc. was founded in 1925 and is headquartered in Irving, Texas.
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