Caterpillar Inc. CAT
Composite 51/100; the shares have moved about 43% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 24/100 — a strong mark against it.
Quality ranks 71/100 — a moderate point in its favour. Momentum ranks 59/100 — a slight point in its favour. Balance-sheet strength ranks 57/100 — a slight point in its favour.
Valuation ranks 24/100 — a strong mark against it. Growth ranks 39/100 — a slight mark against it. Income ranks 45/100 — a slight mark against it.
What the company does Caterpillar Inc. (CAT) designs, manufactures, and sells construction and mining equipment, diesel and natural gas engines, industrial turbines, and locomotives globally. Its segments include Construction Industries, Resource Industries, and Energy & Transportation, serving infrastructure, energy, and transportation sectors.
Key financials CAT reports strong profitability metrics: ROE 57%, ROA 9%, and ROCE 23.9%. Gross, operating, and net margins stand at 29.7%, 22.2%, and 14.5%, respectively. Revenue growth is 4.3%, while EPS declined -14.1%. The balance sheet shows a debt/equity ratio of 2.33 and net debt/EBITDA of 2.41, with an interest coverage of 13.74x.
Stock health The stock exhibits mixed momentum: -14.30% over 3 months, +8.65% over 6 months, and +92.14% over 12 months. It is -26.06% below its 52-week high, with an RSI(14) of 38.80, indicating potential oversold conditions. Sidera’s overall score is 50.1, with Quality at 71.5 and Valuation at 20.9.
Price vs fair value CAT trades at a **discount of 23.60%** versus the analyst mean target of 979.22. - Heavy Machinery Q2 Earnings: Caterpillar (NYSE:CAT) is the Best in the Biz (2026-09-03) - Jim Cramer Explains the Reason Behind Caterpillar’s (CAT) Post-Earnings Pullbacks (2026-09-03) - Can CAT's AI Push With FieldAI Redefine Industrial Operations? (2026-09-03) - Caterpillar (CAT) Down 9.1% Since Last Earnings Report: Can It Rebound? (2026-09-03)
Looking forward Forward P/E of 33.00 and PEG of 3.38 suggest high expectations for future growth. Analysts highlight AI-driven initiatives like FieldAI and NVIDIA partnerships as potential catalysts, though recent pullbacks reflect near-term volatility.
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Data as of 2026-09-05, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.