Caterpillar, Inc.

CAT

Industrials

$927.44+2.53%vs prev close

$318.11

$929.98

52W RangeNear 52W High

+207.47 (+28.82%)Past 1M

Price

Stock Timeline

Institutional Holders

2 Holding · 0 Sold · Q4 2025

Based on ARK ETF real-time + 13F quarterly filings

Cathie WoodARK Invest

LIVE

54,839

Portfolio Weight

0.37%

in ETF 2.29%

Est. Value

$48M

30D Net

-$4M

Ray DalioBridgewater Associates

New Buy

62,157

Portfolio Weight

0.13%

Est. Value

$36M

Change

New position

13F data may be delayed up to 90 days.

Market Context

Analyst Consensus

※ Analyst opinions are for reference only and do not constitute investment advice. Each securities firm may have different opinions.

Overall Opinion

Buy

Strong Buy

Buy

Hold

Sell

Analyst Targets

avg.

$882.94

vs Current ▼ -4.8% downside

Current$927.44

Low ~ High$575.00 ~ $1,165.00

Firm

Position

Price Target

Upside / Downside

Close Price

Action

Date

JP Morgan

Overweight

$500.00

-46.09%

$385.06

Maintain

2024-10-14

Morgan Stanley

Underweight

$332.00

-64.20%

$385.06

Downgrade

2024-10-14

Citigroup

Buy

$445.00

-52.02%

$387.25

Maintain

2024-10-09

Truist Securities

Buy

$456.00

-50.83%

$387.25

Maintain

2024-10-09

B of A Securities

Buy

$434.00

-53.20%

$382.30

Maintain

2024-09-30

1 / 71

Avg Target

$882.94

vs Current ▼ -4.8% downside

Buy

28 analysts

Strong Buy 1Buy 14Hold 11Sell 2

Low $575.00

Current $927.44

High $1,165.00

Firm	Position	Target	Upside	Close	Action	Date
JP Morgan	Overweight	$500.00	-46.09%	$385.06	Maintain	24.10.14
Morgan Stanley	Underweight	$332.00	-64.20%	$385.06	Downgrade	24.10.14
Citigroup	Buy	$445.00	-52.02%	$387.25	Maintain	24.10.09
Truist Securities	Buy	$456.00	-50.83%	$387.25	Maintain	24.10.09
B of A Securities	Buy	$434.00	-53.20%	$382.30	Maintain	24.09.30

1 / 71

Price Information

Previous Close$904.59

Open$913.50

Day Range$905.38 - $929.98

52-Week Range$318.11 - $929.98

1-Year Change182.43%

Trading Volume

Volume1,936,547

Avg Volume (3mo)2,650,595

Valuation

Market Cap427.2B

Book Value$40.27

Shares Outstanding460,591,983

Financials

Revenue (TTM)70.8B

Net Income9.4B

EPS$20.08

EBITDA14.5B

Profitability

P/E Ratio46.19

P/B Ratio23.03

Return on Equity (ROE)51.33%

Return on Assets (ROA)8.49%

Profit Margin13.33%

EV/EBITDA31.61

Beta1.63

Dividend

Dividend Rate$6.04

Dividend Yield67.00%

Technical

RSI(14)82.94

Company Overview

Caterpillar Inc. is a leading global manufacturer of construction and mining equipment, as well as engines and industrial turbines. The company offers a vast range of products including excavators, loaders, trucks, and generators, serving industries worldwide. Caterpillar also provides financing and related services to support its extensive product lines.

P/B

23.03

High valuation

ROE

51.3%

High return

Beta

1.63

High volatility

RSI(14)

82.9

Overbought

AI-generated summary. Not investment advice.