10-QConstruction Machinery & Equip

CATERPILLAR INC

CAT · Period ending 2026-03-31 · Filed 2026-05-06

Valuation

Construction Machinery & Equip
Live · Yahoo Finance

Price

$985.82

52-Week Range

$357.73$985.82 now$994.49

Decision Context

Outperforms sector peers on capital efficiency. The peer comparison edge is a meaningful differentiator in the current competitive landscape.

Based on filing period ending Mar 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

CAT vs

Macro Context

Fed Funds Rate

3.64%

Accommodative

10-Year Treasury

4.32%

2026-04-01

Unemployment

4.3%

Near full employment

CPI Index

330.3

2026-03-01

M2 Money Supply

$22.7T

2026-03-01

The Federal Funds rate stands at 3.64% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.32%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.3%; Industrial production index is at 101.8; M2 money supply is $22.7T; CPI index stands at 330.3.

SWOT Analysis — CAT

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Net Income: $2.7B (+201.7% YoY) — Profit grew 202% — the company kept more of each dollar earned.

  • Total Assets: $98.6B (+12.3% YoY) — Total assets grew 12% — the company's resource base expanded.

Weaknesses

  • Gross Profit: $2.8B (-14.8% YoY) — Gross profit declined 15% — costs are growing faster than revenue.

  • EPS (Diluted): $18.81 (-14.7% YoY) — Earnings per share fell 15%.

Opportunities

  • Revenue: $67.6B (+4.3% YoY) — Revenue grew 4% — the company sold more goods or services than the prior year.

Threats

  • Total liabilities represent 78% of total assets — elevated leverage that amplifies both gains and losses.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Operating Cash Flow

Year-over-Year Changes

Net Income

$2.7B

was $895.0M

+201.7%

Profit grew 202% — the company kept more of each dollar earned.

Gross Profit

$2.8B

was $3.3B

−14.8%

Gross profit declined 15% — costs are growing faster than revenue.

EPS (Diluted)

$18.81

was $22.05

−14.7%

Earnings per share fell 15%.

Total Assets

$98.6B

was $87.8B

+12.3%

Total assets grew 12% — the company's resource base expanded.

Revenue

$67.6B

was $64.8B

+4.3%

Revenue grew 4% — the company sold more goods or services than the prior year.

Risk Flags

0 high · 1 medium · 0 low
  • Medium

    Total liabilities represent 78% of total assets — elevated leverage that amplifies both gains and losses.

Price History

Technical Signals

Daily closes · 1-year data

Latest News

via Finnhub

Filing History — CAT

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Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.