Caterpillar Stock Analysis

Caterpillar Stock Analysis Notes

About 72.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 2.75. Caterpillar recorded earning per share (EPS) of 21.56. The entity last dividend was issued on the 21st of October 2024. The firm had 2:1 split on the 14th of July 2005. Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines. The company was founded in 1925 and is headquartered in Deerfield, Illinois. Caterpillar operates under Farm Heavy Construction Machinery classification in the United States and is traded on New York Stock Exchange. It employs 107700 people. For more info on Caterpillar please contact Donald Umpleby at 972 891 7700 or go to https://www.caterpillar.com.

Caterpillar Investment Alerts

Caterpillar Upcoming and Recent Events

Caterpillar Largest EPS Surprises

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Caterpillar Environmental, Social, and Governance (ESG) Scores

Caterpillar Thematic Classifications

Caterpillar Stock Institutional Investors

Note, although Caterpillar's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Caterpillar Market Capitalization

The company currently falls under 'Mega-Cap' category with a total capitalization of 196.07 B.

Caterpillar Profitablity

The company has Net Profit Margin of 0.16 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.2 %, which entails that for every 100 dollars of revenue, it generated $0.2 of operating income.

Management Efficiency

Caterpillar has Return on Asset of 0.0993 % which means that on every $100 spent on assets, it made $0.0993 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.5348 %, implying that it generated $0.5348 on every 100 dollars invested. Caterpillar's management efficiency ratios could be used to measure how well Caterpillar manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is likely to gain to 0.13 in 2024. Return On Capital Employed is likely to gain to 0.26 in 2024. At this time, Caterpillar's Non Current Liabilities Other is comparatively stable compared to the past year. Change To Liabilities is likely to gain to about 426.2 M in 2024, whereas Total Current Liabilities is likely to drop slightly above 17.8 B in 2024.

Technical Drivers

As of the 30th of November, Caterpillar shows the Risk Adjusted Performance of 0.1077, downside deviation of 1.67, and Mean Deviation of 1.32. Caterpillar technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.

Caterpillar Price Movement Analysis

Caterpillar Insider Trading Activities

Caterpillar Outstanding Bonds

Caterpillar Predictive Daily Indicators

Caterpillar Corporate Filings

Caterpillar Forecast Models

Caterpillar's time-series forecasting models are one of many Caterpillar's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Caterpillar's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Stock analysis is the technique used by a trader or investor to examine and evaluate how Caterpillar prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Caterpillar shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Caterpillar. By using and applying Caterpillar Stock analysis, traders can create a robust methodology for identifying Caterpillar entry and exit points for their positions.

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Caterpillar analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Caterpillar analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.

Caterpillar stock analysis indicators help investors evaluate how Caterpillar stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Caterpillar shares will generate the highest return on investment. By understating and applying Caterpillar stock analysis, traders can identify Caterpillar position entry and exit signals to maximize returns.

When running Caterpillar's price analysis, check to measure Caterpillar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caterpillar is operating at the current time. Most of Caterpillar's value examination focuses on studying past and present price action to predict the probability of Caterpillar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caterpillar's price. Additionally, you may evaluate how the addition of Caterpillar to your portfolios can decrease your overall portfolio volatility.