Company research

CAT · NYSE

Caterpillar Inc

Industrials · Machinery

$647.39

-9.25%

Close on Oct 29, 2026

Research data through 2026-10-28

Long-term research evidence only. No price targets, no trading signals, no recommendations.

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Pro Investor Academy research

Research data through Oct 28, 2026. Research is updated periodically, not in real time.

Quality

70

of 100 · stored research reading

Stored Quality research reads 70 of 100, an above-average reading in the covered universe. Some underlying measurements are stronger than others.

Quality research measures durability of the business itself from stored fundamentals: balance-sheet strength, profitability consistency and cash generation. It is a research reading, not a prediction of future returns.

How this is measured

Fundamental Momentum

Accelerating

60

of 100 · stored research reading

Stored Fundamental Momentum research reads 60 of 100. Stored measurements classify recent reported fundamentals as accelerating. This describes reported financial change already disclosed, with no forward-looking claim.

Fundamental Momentum research measures the direction of recently reported company fundamentals compared with the company's own history. It describes reported change, not future price movement.

How this is measured

Capital Returns

Favorable

69

of 100 · stored research reading

Stored Capital Returns research reads 69 of 100, recorded as favorable. Stored records show 13 consecutive years of dividend payments. Share count has been reduced at about 3.5% a year in the stored window.

Capital Returns research measures how a company has actually returned cash to shareholders: dividend record, buyback effectiveness, dilution control and how those payments were funded.

How this is measured

Valuation context

Price / earnings
30.2

Stored ratios recorded at the last research date (2026-10-27). Valuation Intelligence remains research context and is not a validated allocation signal.

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Plain-English definitions, with the formula and the limitations of each measure.

In the company’s own words

What this company does

Originally organized as Caterpillar Tractor Co. in 1925 in the State of California, our company was reorganized as Caterpillar Inc. in 1986 in the State of Delaware. As used herein, the term "Caterpillar," "we," "us," "our" or "the company" refers to Caterpillar Inc. and its subsidiaries unless designated or identified otherwise.

With 2025 sales and revenues of $67.589 billion, Caterpillar Inc. is shaping the future as the world’s leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. Backed by one of the largest independent global dealer networks and financing services through Cat Financial, the company’s primary business segments: Power & Energy, Construction Industries and Resource Industries are solving customers’ toughest challenges through commercial excellence and advanced technology, driven by a highly skilled, dedicated global team.

In 2025, our company introduced a revised strategy anchored by a new mission statement: Solving our customers' toughest challenges. Coupled with our purpose, we build a better, more sustainable world, this strategy guides how we operate with our global team and engage with customers, dealers and suppliers. The refreshed strategy establishes three profitable growth pillars focused on addressing customers' needs; Commercial Excellence, Advanced Technology Leader, and Transform How We Work. These pillars are built upon our longstanding foundation of Operational Excellence and guided by the Operating & Execution model. We also re-enforced our commitment to our Values in Action - Safety, Integrity, Teamwork, Excellence and Commitment. Caterpillar continues to operate through five operating segments, four of which are reportable segments and are described below.

1. Machinery, Power & Energy — Caterpillar Inc. and its subsidiaries, excluding Financial Products. Machinery, Power & Energy information relates to the design, manufacturing and marketing of our products.

Quoted from the business section of this company’s 10-K filed February 13, 2026. Read the filing

General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.