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
72.4 / 100
Data Quality
FULL
Penalty
0.0
Sector
Industrials
Close Price
$933.93
+2.57%
52W Range
$355.70 - $946.83
Market Cap
$403.5B
+2.6%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
54.1
40-70 moderate
2Y Range Position
98%
-1.4% from high / +249.4% from low
Beta
1.60
Relative to market benchmark
MACD
-1.52
MACD line 14.19 / signal line 15.71
Fundamental Trend
Growth 41.7Financial Health
Quality 77.5Data Quality
FULLValuation Reference
Price Chart
Close price, two-year source window
Finlify Score
WATCH72.4 / 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 Jun 16, 2026
Finlify's signal for Caterpillar Inc. (CAT) is WATCH, with an overall Finlify Score of 72.4/100. This suggests a neutral to cautious stance, potentially due to a mix of strong technical performance and some underlying fundamental concerns.
Technical
CAT displays strong technical indicators, with a Relative Strength score of 93.0/100 and Accumulation / Volume at 75.4/100, suggesting robust price momentum and buying interest. The asset has seen a significant 60-day return of 31.3%, and is currently only -3.2% away from its 52-week high, although its 20-day return shows a slight dip of -1.0%. The RSI(14) of 54.6 appears neutral.
Fundamentals
While Financial Quality appears strong at 77.5/100, the Fundamental Trend score is notably lower at 41.7/100, which may indicate some weakening in underlying business performance. Valuation multiples appear elevated, with a P/E ratio of 47.2x, P/B of 12.6x, and P/S of 6.2x, relative to the latest financial period ending 2026-03-31. The asset also carries a higher Beta of 1.6, suggesting increased volatility compared to the broader market, and offers a Dividend Yield of 0.73%.
Macro Context
The prevailing macro environment, characterized by elevated CPI at 4.3% and Core PCE at 3.3% year-over-year, alongside a 10Y Treasury Yield of 4.5%, may influence demand for industrial machinery and input costs for Caterpillar. A positive yield spread of 0.4% could suggest some underlying economic stability, but the unemployment rate of 4.3% indicates a moderately tight labor market.
Key Risks
- Elevated valuation multiples, including a P/E of 47.2x and P/B of 12.6x, may suggest the asset is priced for significant future growth.
- A Fundamental Trend score of 41.7/100 indicates potential weakening in underlying business performance or outlook.
- The asset's Beta of 1.6 suggests higher sensitivity to broader market fluctuations, potentially amplifying downside risk.