CAT - Caterpillar Inc
The world's leading manufacturer of construction and mining equipment, whose iconic yellow machines are a barometer for global infrastructure investment cycles.
Finlify Score
67.7 / 100
Data Quality
FULL
Penalty
0.0
Sector
Industrials
Close Price
$809.14
+3.38%
52W Range
$405.46 - $1073.46
Market Cap
$490.5B
+3.4%Compared to previous day
2026 Q1 Revenue
$17.4B
-9.0%Changes from last reporting quarter
2026 Q1 EPS
$5.47
Diluted shares
Analyst Rating
34 analysts in latest ratings feed
RSI
23.3
<40 oversold
2Y Range Position
67%
-24.6% from high / +202.7% from low
Beta
1.61
Relative to market benchmark
MACD
-12.65
MACD line -31.58 / signal line -18.93
Fundamental Trend
Growth 41.7Financial Health
Quality 77.5Data Quality
FULLValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH67.7 / 100
Score History
Finlify Score and component trend
Financial Statements
Calendar year view. Figures are estimates only. For official figures, refer to the company website.
| 2026 Q1 | 2025 Q4 | 2025 Q3 | 2025 Q2 | |
|---|---|---|---|---|
| Revenue | $17.4B-9.0% | $19.1B+8.5% | $17.6B+6.5% | $16.6B+16.3% |
| Gross Profit | - | - | - | - |
| Operating Income | $3.1B+16.0% | $2.7B-12.8% | $3.1B+6.7% | $2.9B+10.9% |
| Net Income | $2.5B+6.1% | $2.4B+4.4% | $2.3B+5.5% | $2.2B+8.8% |
Columns use the calendar quarter of each reported period end date. QoQ is shown for adjacent company reporting quarters only.
AI Signal
Generated Jul 25, 2026
The Finlify signal for Caterpillar Inc. (CAT) is 'WATCH', with a Finlify Score of 73.6 out of 100, suggesting a need for careful monitoring. This signal appears to be influenced by strong technical indicators alongside a more moderate fundamental trend.
Technical
Technical indicators appear robust, with Relative Strength at 91.5/100 and Accumulation / Volume at 85.8/100, suggesting strong buying interest. However, the asset has experienced a recent 20-day return of -10.0% and is currently 16.0% below its 52-week high, despite a positive 60-day return of 7.9%.
Fundamentals
While Financial Quality appears solid at 77.5/100, the Fundamental Trend score of 41.7/100 suggests some underlying concerns. Valuation metrics such as a P/E ratio of 46.3x, P/B of 12.6x, and P/S of 6.1x appear elevated, and the asset exhibits a higher beta of 1.6, indicating increased volatility.
Macro Context
The broader macro environment indicates persistent inflation, with CPI YoY at 3.7% and Core PCE YoY at 3.4%, alongside elevated interest rates with the 10-year Treasury yield at 4.7%. This environment may influence demand for machinery and impact Caterpillar's operational costs and financing.
Key Risks
- Upcoming earnings on 2026-08-04 could introduce significant volatility, as the market reacts to new financial disclosures.
- The asset's valuation metrics, including a P/E of 46.3x and P/B of 12.6x, appear elevated, which may suggest limited upside potential or increased sensitivity to market corrections.
- A Fundamental Trend score of 41.7/100 indicates potential underlying challenges in the company's fundamental trajectory, despite strong financial quality.