Ticker: CAT

Caterpillar

Industrials Industrials Agricultural - Machinery

Price 622.75

Reco Sell Potential 37 Risk 75 Updated 2026-10-29

Official website

Forecast impact

negative

Target +34.9% target fill 74.1%

Reaction D5 pending · D10 pending market trust

Impact Potential -4 · Risk +3 valid until 2026-11-25

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

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: 2026-10-30

EPS (TTM) — earnings per share for the last 12 months, $: 25.61
Revenue QoQ — quarter-over-quarter revenue growth: 0.7%
EPS surprise: 31.4%
20d volatility: 2.8%
Dividend yield: 1.0%
last ex-date: 2026-10-26

AI recommendation changes

Date	Before	After	Reason
2026-10-09	Buy	Sell	Weak momentum and high risk overshadow positive fundamentals.
2026-10-03	Sell	Buy	Strong fundamentals, but mixed momentum signals present risks.
2026-10-01	Hold	Sell	Weak momentum and high risk limit upside potential.
2026-09-30	Buy	Hold	Strong fundamentals but mixed momentum signals.
2026-09-22	Sell	Buy	Strong earnings but mixed momentum signals.
2026-09-15	Buy	Sell	Weak momentum and high risk overshadow potential upside.
2026-09-13	Hold	Buy	Strong fundamentals, but recent momentum is concerning.
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
2026-10-26	Wells Fargo	Target Lowered	1155 → 840	687
2026-10-26	UBS	Target Lowered	— → 750	687
2026-10-14	Bernstein	Target Lowered	— → 749	762.17
2026-10-05	Truist Financial	Target Lowered	1225 → 1100	838.46997
2026-09-10	Needham	Update	— → 980	815.56
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 2 of 2

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.

Josh Brown Highlights Three Top Stocks: Interactive Brokers (IBKR), Caterpillar (CAT), and Delta (DAL)

06/22/2026, 08:38 AM investing review Caterpillar Delta Air Lines Interactive Brokers

The article discusses three stocks—Interactive Brokers, Caterpillar, and Delta Air Lines—that have shown strong performance and are recommended for continued investment. The insights provided highlight their growth potential and market positioning, making them attractive options for investors.

Analysts expect Caterpillar (CAT) to continue its upward trend with potential targets of $1,020 and $1,080

06/04/2026, 08:30 AM investing forecast Analysts: analysts industrials ai Caterpillar

Caterpillar's stock has surged significantly, with a 61% increase year-to-date and over 165% in the past year, indicating strong demand and positive market sentiment. Analysts suggest that the stock may continue to rise, supported by technical indicators and favorable market conditions.