Ticker: CAT

Caterpillar

Industrials Industrials Agricultural - Machinery

Price 802.36

Reco Hold Potential 60 Risk 70 Updated 2026-09-09

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Description

Company and Business Model

Caterpillar Inc. is a leading manufacturer of construction and mining equipment, diesel and natural gas engines, and industrial gas turbines. The company operates through three primary segments: Construction Industries, Resource Industries, and Energy & Transportation. Major revenue sources include sales of machinery, engines, and related services, with a strong focus on global infrastructure projects and resource extraction. Caterpillar also provides financing and insurance services to its customers.

Investment Profile

The investment profile of Caterpillar is more aligned with value investors, given its established market position and steady revenue streams. The company offers a modest dividend yield, appealing to those seeking income. While it has potential for growth, recent revenue declines suggest a cautious approach may be warranted. The stock may suit investors looking for stability rather than aggressive growth.

Category: Industrials Sector: Industrials Industry: Agricultural - Machinery Investment style: Growth Horizon: Short-term Company type: Blue Chip Company type: Market Leader Experience: Basic

Fundamental metrics (experimental) Updated: 2026-09-10

EPS (TTM) — earnings per share for the last 12 months, $: 23.34
Revenue QoQ — quarter-over-quarter revenue growth: 18.0%
EPS surprise: 31.4%
20d volatility: 1.6%
Dividend yield: 0.8%
last ex-date: 2026-07-20

AI recommendation changes

Date	Before	After	Reason
2026-09-09	Buy	Hold	Strong fundamentals but high volatility and risk present.
2026-09-06	Sell	Buy	Strong fundamentals, but recent momentum is concerning.
2026-08-29	Buy	Sell	Weak momentum and high risk overshadow potential upside.
2026-08-27	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
2026-08-25	Buy	Hold	Mixed performance; cautious outlook amid market volatility.
2026-08-23	Hold	Buy	Strong fundamentals, but mixed momentum signals.
2026-08-19	Buy	Hold	Weak momentum and high risk offset strong fundamentals.
2026-08-14	Hold	Buy	Strong fundamentals, but mixed momentum signals present uncertainty.
2026-08-06	Sell	Hold	Mixed performance; caution advised due to volatility.
2026-07-29	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-07-18	Buy	Hold	Weak momentum and fundamentals raise significant risk concerns.
2026-07-11	Hold	Buy	Solid performance, but recent revenue decline raises concerns.
2026-07-03	Buy	Hold	Weak revenue growth raises concerns despite strong past performance.
2026-07-01	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-06-27	Buy	Hold	Weak revenue growth raises concerns despite strong past performance.
2026-06-13	Sell	Buy	Strong performance but mixed fundamentals and momentum signals.
2026-06-11	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-06-10	Buy	Hold	Solid growth but recent revenue decline raises concerns.
2026-05-26	Hold	Buy	Strong performance but mixed fundamentals and momentum signals.
2026-05-16	Buy	Hold	Strong past performance, but recent volatility raises concerns.
2026-05-08	—	Buy	Strong past performance, but recent revenue decline concerns.
2026-05-07	Buy	Hold	Компания Caterpillar демонстрирует сильный рост цен на акции за последние месяцы, что указывает на позитивные ожидания рынка. Низкий риск и стабильные финансовые показатели делают её привлекательной для инвестиций.
2026-04-19	Hold	Buy	Компания Caterpillar демонстрирует сильный рост выручки и прибыли, что подтверждается высоким EPS и положительной динамикой акций за последние 120 дней. Низкий дивидендный доход и умеренный риск делают её привлекательной
2026-04-11	Buy	Hold	Компания Caterpillar демонстрирует сильный рост выручки и прибыли, а также положительную динамику акций за последние месяцы. Низкий риск и стабильные дивиденды делают её привлекательной для инвестиций.
2026-03-16	Hold	Buy	Компания Caterpillar демонстрирует сильный рост за последние 120 дней и положительную динамику выручки, что указывает на хорошие перспективы. Низкий дивидендный доход и умеренный риск делают акцию привлекательной для пок
2026-03-07	Buy	Hold	Компания Caterpillar демонстрирует сильный рост за последние 120 дней, однако недавнее снижение цен и волатильность могут указывать на краткосрочные риски. Рекомендуется удерживать акции до более стабильных сигналов.
2026-01-27	Hold	Buy	Компания Caterpillar демонстрирует сильный рост за последние 120 дней, что свидетельствует о положительных перспективах. Низкий риск и высокая динамика цен делают её привлекательной для инвестиций.
2026-01-25	Buy	Hold	Компания Caterpillar демонстрирует сильный рост за последние 120 дней, однако недавнее снижение цен может указывать на краткосрочные колебания. Рекомендуется удерживать акции, пока не будет ясности в трендах.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-06	D.A. Davidson	Target Raised	845 → 882	870.11
2026-08-06	Barclays	Target Raised	800 → 900	871.08
2026-08-05	Truist Financial	Target Raised	— → 980	892.07
2026-08-05	Bernstein	Update	— → 1002	894.52
2026-08-05	UBS	Target Raised	900 → 925	897.49
2026-08-05	Truist Financial	Target Raised	1218 → 1225	900.67999
2026-08-05	Robert W. Baird	Target Raised	900 → 970	876.54
2026-08-05	RBC Capital	Target Raised	877 → 897	876.54
2026-08-04	Oppenheimer	Target Raised	— → 1118	876.54
2026-07-29	Robert W. Baird	Update	— → 900	840.85
2026-07-13	Oppenheimer	Target Raised	980 → 1105	952.41
2026-07-02	Truist Financial	Target Raised	1043 → 1218	991.41
2026-06-23	Wells Fargo	Target Raised	1050 → 1155	1022.28
2026-06-02	UBS	Target Raised	677 → 900	865.36
2026-05-11	Evercore ISI	Target Raised	878 → 1103	901.715
2026-05-04	D.A. Davidson	Target Raised	650 → 845	885.34
2026-05-01	Robert W. Baird	Target Raised	940 → 1165	885.99
2026-05-01	Truist Financial	Target Raised	920 → 1043	899.2
2026-05-01	Oppenheimer	Target Raised	832 → 980	890.11
2026-05-01	Barclays	Target Raised	700 → 800	890.11
2026-05-01	Morgan Stanley	Rating Upgraded	— → 915	890.11
2026-04-21	Wells Fargo	Target Raised	870 → 960	798.4
2026-04-20	Truist Financial	Target Raised	786 → 920	791.93
2026-04-15	Morgan Stanley	Target Raised	425 → 430	777.2
2026-04-09	Bernstein	Target Raised	678 → 769	787.07
2026-03-10	Williams Trading	Update	— → 825	716.87
2026-03-09	Industrial Alliance Securities	Target Raised	760 → 785	704.82
2026-02-03	Morgan Stanley	Target Raised	400 → 425	698.195
2026-02-02	Truist Financial	Target Raised	729 → 786	681.29
2026-02-02	UBS	Target Raised	581 → 677	680.5435
2026-02-02	D.A. Davidson	Target Raised	569 → 650	668.04

News Page 1 of 2

Analysts Baird downgraded Caterpillar (CAT) to Neutral and cut price target to $900 amid regulatory concerns

09/02/2026, 07:36 AM investing rating_drop Analysts: analysts, Baird industrials Caterpillar

Caterpillar's stock has seen a significant decline, dropping nearly 30% from its summer peak, as analysts reassess the company's growth narrative tied to AI-driven power demand amid emerging regulatory challenges. This shift suggests potential further downside for investors.

Stocks Making Significant Moves Premarket: McDonald’s, Caterpillar, Palantir, Merck, and More

08/04/2026, 05:36 AM business review DigitalOcean Caterpillar Palantir Technologies Merck Whirlpool Snap McDonald's Wayfair Pfizer

Several major companies reported their earnings, leading to notable stock movements in premarket trading. McDonald's, Caterpillar, and Palantir Technologies all exceeded earnings expectations, while Whirlpool and DigitalOcean faced challenges despite reporting earnings that beat estimates.

Market Movers: Caterpillar, McDonald’s, Merck, Pfizer, AMD, SpaceX, Snap, and Palantir Technologies Highlight Upcoming Trading Session

08/03/2026, 04:38 PM investing review Advanced Micro Devices SpaceX Caterpillar Palantir Technologies Merck Snap McDonald's Pfizer

The article highlights key stock movements and upcoming events that could influence market performance, particularly focusing on companies like Caterpillar, McDonald's, and SpaceX. Investors should note the significant fluctuations in stock prices and the implications of earnings reports and market volatility.

Stocks Making Significant Moves Midday: Caterpillar, SoFi Technologies, AMD, and More

07/29/2026, 10:36 AM review Rocky Brands Ford Motor Company Advanced Micro Devices Caterpillar SoFi Nvidia Mondelez International GE HealthCare Lennox International Biogen

Midday trading saw significant declines in several AI infrastructure and technology stocks, raising concerns about their financial health, while companies like Mondelez and GE HealthCare reported strong earnings, highlighting a mixed market sentiment.

Analysts Baird downgraded Caterpillar (CAT) to neutral amid concerns over data center construction backlash

07/29/2026, 09:38 AM investing rating_drop Analysts: analysts, Baird industrials Caterpillar

Caterpillar's stock has been downgraded by Baird Equity Research due to increasing public opposition to data center construction, which could impact the company's growth prospects in the construction equipment sector.

Industrials Sector of S&P 500 Experiences Surge in Valuation Amid AI Infrastructure Boom

07/26/2026, 07:32 AM review industrials ai General Electric Caterpillar Nvidia Alphabet Lockheed Martin

The industrials sector of the S&P 500 is experiencing a surge in investor interest, with its price-to-earnings ratio exceeding 30, comparable to tech stocks, driven by massive spending on AI infrastructure and data centers. This trend highlights a significant shift in market dynamics as traditional sectors gain attention alongside technology.

Michael Burry’s Short Positions on Tesla (TSLA) and Caterpillar (CAT) Yield Profits Amid July Market Pullback

07/24/2026, 07:36 AM investing review ai industrials Caterpillar Tesla

Michael Burry's recent short positions against major stocks like Tesla and Caterpillar have proven profitable following a significant market pullback in July, highlighting the volatility in high-growth sectors.

Josh Brown of Ritholtz Management Advocates for Broader Investment Strategy Beyond Hyperscalers

07/23/2026, 12:37 PM investing research finance ai General Electric Meta Platforms Amazon Travelers Caterpillar Microsoft Alphabet Chubb

Investors are advised to shift focus from the 'Magnificent 7' stocks to a broader range of companies, particularly those benefiting from artificial intelligence, according to Josh Brown of Ritholtz Management. This strategy reflects a significant market trend towards diversification.

Michael Burry Takes Bearish Position Against Caterpillar (CAT) Amid AI-Driven Market Rally

06/30/2026, 03:37 PM investing forecast industrials Caterpillar

Michael Burry has taken a short position against Caterpillar, citing concerns over its valuation amid a significant rally in AI-related stocks. This move highlights potential risks in the construction equipment sector as it becomes increasingly tied to artificial intelligence investments.

Analysts Fairlead Strategies highlight bullish momentum in the industrial sector led by General Electric (GE), Caterpillar (CAT), and GE Vernova (GEV)

06/22/2026, 11:38 AM investing research Analysts: analysts industrials General Electric Caterpillar GE Vernova

The industrial sector is experiencing a significant breakout, indicating a shift in momentum that could lead to broader market participation and potential gains for key companies like General Electric, Caterpillar, and GE Vernova.