Industrials
Quote through 2026-08-05T13:30:00Z ยท Stale
Quote synced 2026-08-05T21:37:39.4347476Z
Daily bars through 2026-08-04 ยท Delayed
Daily bars synced 2026-08-05T05:59:59.057175Z
Fundamentals through 2025-12-31 ยท Stale
Fundamentals synced 2026-08-05T20:33:12.464652Z
Forecasts: Stale
Forecasts synced 2026-05-04T23:43:17.884409Z
Ownership through 2025-12-31 ยท Stale
Ownership synced 2026-08-05T20:33:12.464652Z
Short interest through 2025-12-31 ยท Stale
Short interest synced 2026-08-05T20:33:12.464652Z
News through 2026-05-20T13:44:03Z ยท Stale
News synced 2026-05-20T18:23:12.320135Z
Company profile: Delayed
Company profile synced 2026-05-07T10:50:32.068653Z
Regular-session price
Offline$871.53
-0.57% regular session
1Y Change
+101.86%
Window
Aug 5, 2025 โ Aug 4, 2026
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
-0.6%
1M
-9.6%
6M
+26.7%
YTD
+46.5%
1Y
+101.9%
Coverage: 250 bars ยท Aug 5, 2025 โ Aug 4, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Caterpillar Inc. (CAT) is a Industrials stock. The stock last traded around $871.53 and up 101.9% across the available one-year price window (Aug 5, 2025 โ Aug 4, 2026). Baseline metrics include revenue growth of +4.3%, EPS growth of -14.7%, a dividend yield of 0.7%. What stands out right now is revenue +4.3%, EPS -14.7%, free cash flow -15.5% with operating margin 16.5% and ROIC 12.4%. The dividend is present but secondary, with a yield around 0.7%. Valuation already assumes a fairly strong business story at P/E 44.5 and price/sales 5.9. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines CAT price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+4.3% vs +8.6% peer median
Operating Margin
Near sector median
+16.5% vs +17.2% peer median
P/E
Above sector median
44.5 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
Q2 2026 was reported on Apr 30, 2026 with an EPS surprise of +19.4%.
The operating picture looks softer than before
Revenue is at +4.3% and EPS is at -14.7%, with operating margin around 16.5%.
The next real check-in already has a date
The next earnings event is scheduled for Oct 30, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -3.5% over the next 5 trading days and finished higher after 1 of those reports.
| Quarter | EPS Delta | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 Apr 30, 2026 | +19.4% | -0.0% | +0.6% | -1.6% |
Q1 2026 Feb 27, 2026 | +16.7% | +1.3% | -8.3% | -6.4% |
Q4 2025 Oct 29, 2025 | +9.5% | -0.4% | -2.8% | -2.0% |
Benchmark Edge
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
CAT is 79.03 pts ahead over the shared 1Y window.
CAT had 17.37 pts deeper max drawdown than SPY.
CAT beat SPY in 2 of 2 calendar years shown and trailed in 0.
CAT
+101.86%
Normalized return
SPY
+22.83%
S&P 500
Excess Return
+79.03 pts
Relative to SPY
CAT Max Drawdown
-26.50%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Uses the longest available daily history for CAT and SPY.
| Year | CAT | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +46.48% | +12.67% | +33.81 pts | CAT |
| 2025 | +32.97% | +9.40% | +23.57 pts | CAT |
Company Overview
Caterpillar Inc.
Valuation, growth, profitability, and balance sheet signals.
Next Step
After the overview, the strongest next step is usually chart context or a tighter compare set.