Caterpillar Stock Market Value
| CAT Stock | USD 726.20 47.89 7.06% |
| Symbol | Caterpillar |
Is there potential for Construction Machinery & Heavy Transportation Equipment market expansion? Will Caterpillar introduce new products? Factors like these will boost the valuation of Caterpillar. Projected growth potential of Caterpillar fundamentally drives upward valuation adjustments. Understanding fair value requires weighing current performance against future potential. All the valuation information about Caterpillar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.12) | Dividend Share 5.94 | Earnings Share 18.79 | Revenue Per Share | Quarterly Revenue Growth 0.18 |
The market value of Caterpillar is measured differently than its book value, which is the value of Caterpillar that is recorded on the company's balance sheet. Investors also form their own opinion of Caterpillar's value that differs from its market value or its book value, called intrinsic value, which is Caterpillar's true underlying value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. Because Caterpillar's market value can be influenced by many factors that don't directly affect Caterpillar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
It's important to distinguish between Caterpillar's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Caterpillar should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Meanwhile, Caterpillar's quoted price indicates the marketplace figure where supply meets demand through bilateral consent.
Caterpillar 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Caterpillar's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Caterpillar.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Caterpillar on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Caterpillar or generate 0.0% return on investment in Caterpillar over 90 days. Caterpillar is related to or competes with Lindsay, Ballard Power, Global Industrial, Limbach Holdings, Barrett Business, Thermon Group, and Preformed Line. Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industria... More
Caterpillar Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Caterpillar's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Caterpillar upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.26 | |||
| Information Ratio | 0.1383 | |||
| Maximum Drawdown | 8.72 | |||
| Value At Risk | (4.03) | |||
| Potential Upside | 3.94 |
Caterpillar Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Caterpillar's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Caterpillar's standard deviation. In reality, there are many statistical measures that can use Caterpillar historical prices to predict the future Caterpillar's volatility.| Risk Adjusted Performance | 0.1506 | |||
| Jensen Alpha | 0.2302 | |||
| Total Risk Alpha | 0.1662 | |||
| Sortino Ratio | 0.1343 | |||
| Treynor Ratio | 0.1995 |
Caterpillar February 6, 2026 Technical Indicators
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| Volume Indicators |
| Risk Adjusted Performance | 0.1506 | |||
| Market Risk Adjusted Performance | 0.2095 | |||
| Mean Deviation | 1.61 | |||
| Semi Deviation | 1.89 | |||
| Downside Deviation | 2.26 | |||
| Coefficient Of Variation | 558.34 | |||
| Standard Deviation | 2.2 | |||
| Variance | 4.82 | |||
| Information Ratio | 0.1383 | |||
| Jensen Alpha | 0.2302 | |||
| Total Risk Alpha | 0.1662 | |||
| Sortino Ratio | 0.1343 | |||
| Treynor Ratio | 0.1995 | |||
| Maximum Drawdown | 8.72 | |||
| Value At Risk | (4.03) | |||
| Potential Upside | 3.94 | |||
| Downside Variance | 5.11 | |||
| Semi Variance | 3.56 | |||
| Expected Short fall | (1.69) | |||
| Skewness | 0.0367 | |||
| Kurtosis | 1.06 |
Caterpillar Backtested Returns
Caterpillar appears to be very steady, given 3 months investment horizon. Caterpillar secures Sharpe Ratio (or Efficiency) of 0.19, which signifies that the company had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Caterpillar, which you can use to evaluate the volatility of the firm. Please makes use of Caterpillar's Risk Adjusted Performance of 0.1506, downside deviation of 2.26, and Mean Deviation of 1.61 to double-check if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Caterpillar holds a performance score of 15. The firm shows a Beta (market volatility) of 1.92, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Caterpillar will likely underperform. Please check Caterpillar's value at risk, as well as the relationship between the skewness and day median price , to make a quick decision on whether Caterpillar's price patterns will revert.
Auto-correlation | 0.40 |
Average predictability
Caterpillar has average predictability. Overlapping area represents the amount of predictability between Caterpillar time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Caterpillar price movement. The serial correlation of 0.4 indicates that just about 40.0% of current Caterpillar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.4 | |
| Spearman Rank Test | 0.57 | |
| Residual Average | 0.0 | |
| Price Variance | 1522.29 |
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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.