Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
1255 daily bars · split adjusted
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 30, 26 | Good Lynn J | director | A-Award | 30 | — |
Daily · Wilder smoothing
| Sep 30, 26 |
| Maclennan David |
| director |
| A-Award |
| 28 |
| — |
| Sep 25, 26 | Kaiser Jason | officer: Group President | A-Award | 11 | — |
| Sep 25, 26 | Epley Kyle Joseph | officer: Chief Financial Officer | A-Award | 7 | — |
| Sep 25, 26 | Epley Kyle Joseph | officer: Chief Financial Officer | A-Award | 11 | — |
| Sep 25, 26 | Creed Joseph E | officer: Chief Executive Officer | A-Award | 19 | — |
| Aug 28, 26 | Creed Joseph E | officer: Chief Executive Officer | M-Exempt | 44,403 @ $219.76 | $9.76M |
| Aug 28, 26 | Creed Joseph E | officer: Chief Executive Officer | F-InKind | 12,002 @ $812.98 | $9.76M |
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 26.75 | Oscillator | Buy |
| Stochastic %K (14, 3, 3) | 9.57 | Oscillator | Buy |
| Williams %R (14) | -97.03 | Oscillator | Buy |
| MACD (12, 26, 9) | -29.46 (Hist -9.85) | Oscillator | Strong Sell |
| Average Directional Index (14) | 27.10 (+DI 13.6 / -DI 43.5) | Trend | Strong Sell |
| EMA 20 | 762.17 | MA | Strong Sell |
| SMA 20 | 781.05 | MA | Strong Sell |
| EMA 50 | 797.64 | MA | Strong Sell |
| SMA 50 | 799.74 | MA | Strong Sell |
| SMA 200 | 808.62 | MA | Strong Sell |
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
Caterpillar, Crane, Flowserve and Constellium show Q3 earnings beat potential as manufacturing strength and solid demand support industrial sector growth.
I rank all 69 S&P 500 Dividend Aristocrats by my 9F Quality Scores, segmenting them into undervalued, fairly valued, and overvalued groups. My consensus fair value estimates, blending up to 40 data points per stock, highlight 12 undervalued and 18 fairly valued Aristocrats, with 39 currently overvalued. Investment candidates vary by style: ADP, BRO, and NDSN for growth; NEE for total return; PEP and O for income; CAT and GWW for past performance.
The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.
CMH Wealth Management LLC reduced its holdings in shares of Caterpillar Inc. (NYSE: CAT) by 21.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,753 shares of the industrial products company's stock after selling 740 shares during the quarter.
Cadinha and Co. LLC cut its holdings in shares of Caterpillar Inc. (NYSE: CAT) by 8.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,443 shares of the industrial products company's stock after selling 1,808 shares during the
Brookstone Capital Management reduced its position in shares of Caterpillar Inc. (NYSE: CAT) by 5.3% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 36,276 shares of the industrial products company's stock after selling 2,020 shares during the period.
Caterpillar (CAT) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Diversify Advisory Services LLC boosted its holdings in Caterpillar Inc. (NYSE: CAT) by 34.8% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,289 shares of the industrial products company's stock after purchasing an additional 2,138 shares during the period.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 4, 2026 | 6.22 | 8.17 | Beat 31.4% | $20.54B |
| Apr 30, 2026 | 4.65 | 5.54 | Beat 19.1% | $17.41B |
| Jan 29, 2026 | 4.71 | 5.16 | Beat 9.6% | $19.13B |
| Oct 29, 2025 | 4.53 | 4.95 | Beat 9.3% | $17.64B |
| Aug 5, 2025 | 4.89 | 4.72 | Miss -3.5% | $16.57B |
| Apr 30, 2025 | 4.35 | 4.25 | Miss -2.3% | $14.25B |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 8-K | Oct 15, 2026 | 2026-10-15 15:31:00 | View |
| 4 | Oct 1, 2026 | 2026-10-01 17:15:25 | View |
| 4 | Oct 1, 2026 | 2026-10-01 17:14:33 | View |
| 4 | Sep 28, 2026 | 2026-09-28 15:01:19 | View |
| 4 | Sep 28, 2026 | 2026-09-28 15:00:48 | View |
| 4 | Sep 28, 2026 | 2026-09-28 15:00:15 | View |
| 4 | Sep 1, 2026 | 2026-09-01 12:32:37 | View |
| 8-K | Sep 1, 2026 | 2026-09-01 12:10:12 | View |
| 4 | Aug 27, 2026 | 2026-08-27 15:47:35 | View |
| 4 | Aug 27, 2026 | 2026-08-27 15:46:45 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | CAT | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 29.4x | 19.5x · sector 18.4x | Elevated |
| Forward P/E (FY26E) | 25.1x | EPS est. 27.39 | In line |
| Price / Book | 16.3x | 8.8x | Elevated |
| Price / Sales | 4.2x | 2.7x | Elevated |
| EV / EBITDA | 20.3x | 14.2x | Elevated |
| Return on equity | 54.1% | — | Top tier |
| Gross margin | 33.9% | 32.4% | In line |
| Debt / Equity | 2.33 | 2.11 | Levered |
| Piotroski / Altman Z | 8/9 | Z 4.67 | Safe zone |
Discounted cash flow model
Current price $686.75
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 14, 26 | Oppenheimer | maintain | Outperform | Outperform |
| Oct 12, 26 | Citigroup | maintain | Buy | Buy |
| Oct 5, 26 | Truist Securities | maintain | Buy | Buy |
| Sep 10, 26 | Freedom Broker | upgrade | Hold | Buy |
| Aug 11, 26 | Evercore ISI Group | maintain | Outperform | Outperform |
| Aug 6, 26 | Barclays | maintain | Equal Weight | Equal Weight |
| Aug 6, 26 | DA Davidson | maintain | Neutral | Neutral |
| Aug 5, 26 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Aug 5, 26 | UBS | maintain | Neutral | Neutral |