Caterpillar Stock Performance

CAT Stock  USD 371.44  3.54  0.94%   
The firm shows a Beta (market volatility) of 0.52, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Caterpillar's returns are expected to increase less than the market. However, during the bear market, the loss of holding Caterpillar is expected to be smaller as well. Caterpillar right now shows a risk of 1.96%. Please confirm Caterpillar treynor ratio, kurtosis, as well as the relationship between the Kurtosis and day typical price , to decide if Caterpillar will be following its price patterns.

Risk-Adjusted Performance

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Over the last 90 days Caterpillar has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of comparatively stable basic indicators, Caterpillar is not utilizing all of its potentials. The recent stock price uproar, may contribute to short-horizon losses for the private investors. ...more

Actual Historical Performance (%)

One Day Return
(0.94)
Five Day Return
(6.48)
Year To Date Return
3.24
Ten Year Return
359.48
All Time Return
23.1 K
Forward Dividend Yield
0.0143
Payout Ratio
0.2525
Last Split Factor
2:1
Forward Dividend Rate
5.64
Dividend Date
2025-02-20
 
Caterpillar dividend paid on 20th of November 2024
11/20/2024
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Begin Period Cash FlowB
  

Caterpillar Relative Risk vs. Return Landscape

If you would invest  37,514  in Caterpillar on November 3, 2024 and sell it today you would lose (370.00) from holding Caterpillar or give up 0.99% of portfolio value over 90 days. Caterpillar is generating 0.0024% of daily returns assuming volatility of 1.9633% on return distribution over 90 days investment horizon. In other words, 17% of stocks are less volatile than Caterpillar, and above 99% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Caterpillar is expected to generate 45.04 times less return on investment than the market. In addition to that, the company is 2.3 times more volatile than its market benchmark. It trades about 0.0 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.13 per unit of volatility.

Caterpillar Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Caterpillar's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Caterpillar, and traders can use it to determine the average amount a Caterpillar's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0012

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Estimated Market Risk

 1.96
  actual daily
17
83% of assets are more volatile

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Most of other assets have higher returns

Risk-Adjusted Return

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Based on monthly moving average Caterpillar is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Caterpillar by adding Caterpillar to a well-diversified portfolio.

Caterpillar Fundamentals Growth

Caterpillar Stock prices reflect investors' perceptions of the future prospects and financial health of Caterpillar, and Caterpillar fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Caterpillar Stock performance.

About Caterpillar Performance

Assessing Caterpillar's fundamental ratios provides investors with valuable insights into Caterpillar's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Caterpillar is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for Next Year
Days Of Inventory On Hand 124.25  74.26 
Return On Tangible Assets 0.11  0.12 
Return On Capital Employed 0.22  0.23 
Return On Assets 0.12  0.11 
Return On Equity 0.48  0.50 

Things to note about Caterpillar performance evaluation

Checking the ongoing alerts about Caterpillar for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Caterpillar help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Caterpillar has a poor financial position based on the latest SEC disclosures
About 73.0% of the company shares are held by institutions such as insurance companies
Latest headline from news.google.com: Jim Cramer Says Caterpillar Inc. s No Longer A Cyclical - Yahoo Finance
Evaluating Caterpillar's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Caterpillar's stock performance include:
  • Analyzing Caterpillar's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Caterpillar's stock is overvalued or undervalued compared to its peers.
  • Examining Caterpillar's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Caterpillar's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Caterpillar's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Caterpillar's stock. These opinions can provide insight into Caterpillar's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Caterpillar's stock performance is not an exact science, and many factors can impact Caterpillar's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Additional Tools for Caterpillar Stock Analysis

When running Caterpillar's price analysis, check to measure Caterpillar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caterpillar is operating at the current time. Most of Caterpillar's value examination focuses on studying past and present price action to predict the probability of Caterpillar's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Caterpillar's price. Additionally, you may evaluate how the addition of Caterpillar to your portfolios can decrease your overall portfolio volatility.