Analysis for Caterpillar Inc.
Description & usage
Caterpillar is a leading producer of construction, mining, and infrastructure equipment with a strong aftermarket service base. Its value proposition includes recurring parts and maintenance revenue that partly offsets cyclical new-equipment demand. Key drivers are order intake, end-market demand, and price-cost execution. Investors also watch dealer inventory health, financing activity, and commodity-cycle exposure.
Basic info
- Symbol
- CAT
- Type
- Stock
- Region
- US
- Sector
- Industrials
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
Basic info
- Symbol
- CAT
- Type
- Stock
- Region
- US
- Sector
- Industrials
- Available history
- 11.2 years
- Last trading day
- 04/02/2026
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Score overview
The overall score combines Performance, Stability and Trend into one comparable value.
Market context
- DXY
- 120.89
- US 10Y Real
- 1.99%
- Fed Balance
- $6.68T
- CPI YoY
- 2.4%
- Fed Rate
- 3.75%
- US 10Y
- 4.35%
- VIX
- 24.54
- HY OAS
- 3.17%
- Brent
- $121.88
- Core CPI
- 2.5%
- US 2Y
- 3.84%
- ISM PMI
- –
Analysis summary
Technical asset picture
Caterpillar Inc. (CAT) currently has a total score of 84 points, placing it in the very strong range. The score is made up of Performance (94), Stability (65) and Trend (88). All three sub-scores are currently above average.
Performance scores 94 points (very strong). Key strength: 10Y return at 1,042.0 %. Even the weakest return is still strong in absolute terms: 5Y return at 224.8 %.
Stability scores 65 points (strong). Key strength: return/volatility ratio at 3.35. Main drag: volatility (365d, annualized) at 34.9 %. That implies elevated swings. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns-but prices can still fall.
Trend scores 88 points (very strong). Key strength: 12M momentum at 121.4 %. Even the weakest metric remains solid in absolute terms: SMA50 distance at 0.9 %.
Overall, the very strong total score is driven mainly by Performance and Trend; Stability is the biggest lever for improvement. On a metric level, return/volatility ratio stands out, while volatility (365d, annualized) is the main weak spot.
Current market backdrop
The backdrop currently looks mixed and rather restrictive.
A strong US dollar currently paints a mixed risk picture.
High US real yields and elevated long yields lean toward a restrictive rate backdrop.
What that typically means here
For this asset type, the current backdrop looks mixed rather than clearly directional.
Note: ISM PMI was not used actively in the effect logic.
Historical evaluation and qualitative market context only, not investment advice.
Price chart
Use the chart to read recent price behavior before drilling into metrics.
Scores and metrics
Explore the overall score, the three pillar scores, and the metrics behind them.