Caterpillar Stock Technical Analysis
| CAT Stock | USD 657.36 7.88 1.18% |
As of the 30th of January, Caterpillar shows the Downside Deviation of 2.17, mean deviation of 1.53, and Risk Adjusted Performance of 0.1159. Caterpillar technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices.
Caterpillar Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Caterpillar, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to CaterpillarCaterpillar | Build AI portfolio with Caterpillar Stock |
Caterpillar Analyst Consensus
| Target Price | Advice | # of Analysts | |
| 634.83 | Buy | 28 | Odds |
Most Caterpillar analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Caterpillar stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Caterpillar, talking to its executives and customers, or listening to Caterpillar conference calls.
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) | Earnings Share 18.83 | Revenue Per Share | Quarterly Revenue Growth 0.18 | Return On Assets |
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.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Caterpillar on November 1, 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 Bank of America, Coca Cola, Merck, Elbit Systems, InterDigital, ZKH Group, and Vanguard Mid. 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 | 2.17 | |||
| Information Ratio | 0.1239 | |||
| Maximum Drawdown | 16.22 | |||
| Value At Risk | (4.03) | |||
| Potential Upside | 3.53 |
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 | 0.1159 | |||
| Jensen Alpha | 0.3381 | |||
| Total Risk Alpha | 0.1759 | |||
| Sortino Ratio | 0.1337 | |||
| Treynor Ratio | 5.36 |
Caterpillar January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1159 | |||
| Market Risk Adjusted Performance | 5.37 | |||
| Mean Deviation | 1.53 | |||
| Semi Deviation | 1.85 | |||
| Downside Deviation | 2.17 | |||
| Coefficient Of Variation | 666.2 | |||
| Standard Deviation | 2.34 | |||
| Variance | 5.48 | |||
| Information Ratio | 0.1239 | |||
| Jensen Alpha | 0.3381 | |||
| Total Risk Alpha | 0.1759 | |||
| Sortino Ratio | 0.1337 | |||
| Treynor Ratio | 5.36 | |||
| Maximum Drawdown | 16.22 | |||
| Value At Risk | (4.03) | |||
| Potential Upside | 3.53 | |||
| Downside Variance | 4.71 | |||
| Semi Variance | 3.44 | |||
| Expected Short fall | (1.62) | |||
| Skewness | 1.33 | |||
| Kurtosis | 7.72 |
Caterpillar Backtested Returns
Caterpillar appears to be very steady, given 3 months investment horizon. Caterpillar secures Sharpe Ratio (or Efficiency) of 0.11, which signifies that the company had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-nine 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 0.1159, downside deviation of 2.17, and Mean Deviation of 1.53 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 9. The firm shows a Beta (market volatility) of 0.0637, which signifies not very significant fluctuations relative to the market. 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. 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 | 0.67 |
Good predictability
Caterpillar has good predictability. Overlapping area represents the amount of predictability between Caterpillar time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 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 0.67 indicates that around 67.0% of current Caterpillar price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.67 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 941.04 |
Caterpillar technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.
Caterpillar Technical Analysis
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Caterpillar volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Caterpillar Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Caterpillar on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Caterpillar based on its technical analysis. In general, a bottom-up approach, as applied to this company, focuses on Caterpillar price pattern first instead of the macroeconomic environment surrounding Caterpillar. By analyzing Caterpillar's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Caterpillar's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Caterpillar specific price patterns or momentum indicators. Please read more on our technical analysis page.
| 2023 | 2024 | 2025 | 2026 (projected) | Dividend Yield | 0.017 | 0.015 | 0.0103 | 0.0168 | Price To Sales Ratio | 2.25 | 2.72 | 3.95 | 4.15 |
Caterpillar January 30, 2026 Technical Indicators
Most technical analysis of Caterpillar help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Caterpillar from various momentum indicators to cycle indicators. When you analyze Caterpillar charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1159 | |||
| Market Risk Adjusted Performance | 5.37 | |||
| Mean Deviation | 1.53 | |||
| Semi Deviation | 1.85 | |||
| Downside Deviation | 2.17 | |||
| Coefficient Of Variation | 666.2 | |||
| Standard Deviation | 2.34 | |||
| Variance | 5.48 | |||
| Information Ratio | 0.1239 | |||
| Jensen Alpha | 0.3381 | |||
| Total Risk Alpha | 0.1759 | |||
| Sortino Ratio | 0.1337 | |||
| Treynor Ratio | 5.36 | |||
| Maximum Drawdown | 16.22 | |||
| Value At Risk | (4.03) | |||
| Potential Upside | 3.53 | |||
| Downside Variance | 4.71 | |||
| Semi Variance | 3.44 | |||
| Expected Short fall | (1.62) | |||
| Skewness | 1.33 | |||
| Kurtosis | 7.72 |
Caterpillar January 30, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Caterpillar stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 133,816 | ||
| Daily Balance Of Power | (0.29) | ||
| Rate Of Daily Change | 0.99 | ||
| Day Median Price | 664.07 | ||
| Day Typical Price | 661.83 | ||
| Price Action Indicator | (10.65) |
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.