Stock profile
CATERPILLAR
CAT · US1491231015 · NYSE
Industrials · Farm & Heavy Construction Machinery
Dow JonesS&P 500MSCI World ranking
Latest daily close
558.63 USD
+0.90%
Data as of 6 November 2026 · Volume 4,788,600
3-month Momentum · Dow Jones
43.68
Rank #18 / 30
Solidity
65.99
15 sector-relative components
Market regime · Dow Jones
Pending
Shown after production-rule validation
Performance
Total returns calculated from adjusted daily closing prices.
1 day+0.90%
1 week-10.30%
1 month-30.21%
3 months-34.63%
6 months-35.22%
YTD-1.89%
1 year-1.25%
3 years+143.28%
5 years+194.08%
Full history+1,507.02%
Momentum rankings
Scores are relative to each universe. M0, M-1 and M-2 each carry 33.33%; volatility has a 0% score weight.
| Period | Universe | Rank | Total score | M0 perf. / score | M-1 perf. / score | M-2 perf. / score | Annualized vol. | Data date |
|---|---|---|---|---|---|---|---|---|
| 1 Month | Dow Jones | #30 / 30 | 6.90 | -21.69% / 0.00 | -1.71% / 20.69 | -10.20% / 0.00 | 63.04% | 6 November 2026 |
| 1 Month | S&P 500 | #496 / 503 | 11.29 | -21.69% / 5.18 | -1.71% / 21.12 | -10.20% / 7.57 | 63.04% | 6 November 2026 |
| 1 Month | MSCI Worldranking universe | #889 / 1282 | 40.69 | -1.95% / 24.58 | -2.56% / 31.78 | +3.51% / 65.69 | 22.72% | 28 August 2026 |
| 3 Months | Dow Jones | #18 / 30 | 43.68 | -35.30% / 0.00 | +6.08% / 96.55 | -5.02% / 34.48 | 47.82% | 6 November 2026 |
| 3 Months | S&P 500 | #405 / 503 | 37.79 | -35.30% / 3.99 | +6.08% / 85.03 | -5.02% / 24.35 | 47.82% | 6 November 2026 |
| 3 Months | MSCI Worldranking universe | #934 / 1282 | 39.72 | -4.83% / 22.96 | -15.55% / 4.91 | +12.37% / 91.29 | 42.02% | 28 August 2026 |
| 6 Months | Dow Jones | #30 / 30 | 16.09 | -31.37% / 0.00 | -15.93% / 3.45 | +4.64% / 44.83 | 42.01% | 6 November 2026 |
| 6 Months | S&P 500 | #481 / 503 | 20.04 | -31.37% / 3.81 | -15.93% / 7.01 | +4.64% / 49.30 | 42.01% | 6 November 2026 |
| 6 Months | MSCI Worldranking universe | #314 / 1282 | 60.58 | -19.62% / 3.49 | +21.96% / 91.59 | +10.31% / 86.67 | 41.36% | 28 August 2026 |
| 1 Year | Dow Jones | #9 / 30 | 58.62 | -42.30% / 0.00 | +42.72% / 93.10 | +19.78% / 82.76 | 39.36% | 6 November 2026 |
| 1 Year | S&P 500 | #137 / 503 | 59.12 | -42.30% / 3.81 | +42.72% / 91.78 | +19.78% / 81.76 | 39.36% | 6 November 2026 |
| 1 Year | MSCI Worldranking universe | #142 / 1282 | 70.94 | -1.97% / 27.23 | +40.88% / 92.52 | +34.44% / 93.07 | 46.76% | 28 August 2026 |
Ranking universes: MSCI World appears in the Momentum datasets but is not yet recorded as an official membership in the central registry.
Technical analysis
One year of adjusted prices with moving averages and daily volume.
Adjusted priceSMA 20SMA 50SMA 200Volume bars
SMA 20685.00
SMA 50760.58
SMA 200807.27
RSI 1420.83
MACD-57.233
MACD signal-44.140
MACD histogram-13.093
ATR 145.25%
Fundamental solidity
Five weighted pillars built from 15 sector-relative percentile indicators.
Valuation · 10%12.88
Profitability · 30%93.55
Balance sheet · 20%42.91
Growth · 15%92.23
Cash flow · 25%56.88
| Pillar | Indicator | Value | Score | Comparison |
|---|---|---|---|---|
| Valuation | Trailing P/E | 35.22x | 21.21 | Sector · Industrials |
| Valuation | Forward P/E | 25.27x | 15.15 | Sector · Industrials |
| Valuation | EV / EBITDA | 25.52x | 6.45 | Sector · Industrials |
| Profitability | Profit margin | 14.51% | 90.91 | Sector · Industrials |
| Profitability | Operating margin | 22.18% | 93.94 | Sector · Industrials |
| Profitability | Return on assets | 9.03% | 96.88 | Sector · Industrials |
| Profitability | Return on equity | 56.97% | 90.62 | Sector · Industrials |
| Balance Sheet | Debt / equity | 232.78% | 18.75 | Sector · Industrials |
| Balance Sheet | Net debt / EBITDA | 2.41x | 45.16 | Sector · Industrials |
| Balance Sheet | Current ratio | 1.37x | 75.00 | Sector · Industrials |
| Balance Sheet | Quick ratio | 0.78x | 53.12 | Sector · Industrials |
| Growth | Revenue growth | 24.00% | 93.94 | Sector · Industrials |
| Growth | Earnings growth | 68.20% | 89.66 | Sector · Industrials |
| Cashflow | Free cash flow margin | 6.76% | 46.88 | Sector · Industrials |
| Cashflow | Operating cash flow margin | 18.16% | 71.88 | Sector · Industrials |
Risk and market behaviour
Risk
- Volatility · 21 sessions
- 47.98%
- Volatility · 60 sessions
- 39.58%
- Volatility · 252 sessions
- 40.61%
- Maximum drawdown · 1 year
- -47.91%
- Maximum drawdown · 5 years
- -47.91%
- Current drawdown from ATH
- -47.44%
- Distance from 52-week high
- -47.86%
- 52-week range position
- 4.61%
Trading sessions · 1 year
- Positive sessions
- 52.78%
- Average positive session
- +1.83%
- Average negative session
- -1.99%
- Best session
- +9.88%
- Worst session
- -9.25%
- Longest rising streak
- 7 sessions
- Longest falling streak
- 10 sessions
- Average monthly return
- +0.96%
Fundamentals and dividends
Key fundamentals
- Market capitalization
- 375,554,384,313
- Enterprise value
- 414,754,373,632
- Trailing P/E
- 35.22
- Forward P/E
- 25.27
- EV / EBITDA
- 25.52
- Profit margin
- 14.51%
- Operating margin
- 22.18%
- Revenue growth
- +24.00%
- Net debt
- 39,201,001,472
Dividends and consensus
- Last dividend date
- 26 October 2026
- Last dividend per share
- 1.63 USD
- Trailing 12-month dividend
- 6.28 USD
- Trailing dividend yield
- 1.12%
- Analyst target mean
- 979.22 USD
- Analyst count
- 26
Market regime: the Dow Jones field remains intentionally pending until the production trend rule is validated. No investment signal is inferred.
MarketMoveForecast rankings, statistics and indicators are provided for information and educational purposes only. They do not constitute investment advice. Market data may contain delays, omissions or errors, and past performance does not guarantee future results.