Stock Analysis
Caterpillar Inc. (CAT) Stock Analysis
Caterpillar Inc. (CAT) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.
Caterpillar Inc. (CAT) currently has an AIQ Score of 36/100, indicating a bearish setup. Sentiment is the strongest factor at 81/100. Momentum is the weakest current factor at 8/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
CAT at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $740.21 |
| AIQ Score | 36/100 |
| Overall View | Bearish |
| Technical Analysis Consensus | Strong Sell |
| Market Cap | $358.91B |
| P/E Ratio (TTM) | 33.38 |
| Forward P/E | — |
| EPS (quarter ended 2026-06-30) | $7.80 |
| Revenue (quarter ended 2026-06-30) | $20.54B |
| Dividend Yield (TTM) | 0.79% |
| Beta | 1.61 |
| Volume | 2.15M |
| 52-week range | $510.21-$1,073.46 |
| RSI 14 | 28.34 |
| 50-Day SMA | $806.12 |
| 200-Day SMA | $807.76 |
| Analyst Price Target | $994.04 |
| Next Earnings | Oct 29, 2026 |
CATCaterpillar Inc.
Industrials / Agricultural - Machinery
Low Priority
Relative Laggard
Latest quote
- Momentum8
- Value38
- Quality55
- Risk resilience42
- Sentiment81
CAT Stock Analysis Summary
Caterpillar Inc. (CAT) currently has an AIQ Score of 36/100, indicating a bearish setup. Sentiment is the strongest factor at 81/100. Momentum is the weakest current factor at 8/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a bearish regime, CAT has AIQ Score of 36/100 with Sentiment base of 81/100 and fading Momentum at 8/100. Wait for component alignment before adding exposure.
Sentiment (81/100) leads while Momentum (8/100) lags. This cross-factor spread creates entry timing uncertainty.
Industrials · 2.06% stock move · CAT classified in Agricultural - Machinery.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is CAT Bullish or Bearish Right Now?
CAT currently has a bearish overall setup. Sentiment is the strongest factor at 81/100, while Momentum is weakest at 8/100. The current evidence suggests a defensive setup.
- - Analyst target implies +34.29% upside from the latest quote.
- - Value is the current constraint at 38/100.
- - Momentum is weak at 8/100.
- - Risk Resilience is weak at 42/100.
- - Price is -8.36% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (33 vs 7).
Current Consensus
CAT's Technical Analysis Consensus is currently Strong Sell, with 7 buy, 5 neutral, and 33 sell votes. CAT's 14-day RSI is 28.34, which places the stock in an oversold momentum range. CAT's beta is 1.61, indicating greater market sensitivity than the broad market.
What Changed in CAT?
The largest recent change in CAT is Momentum moving down by 6.0 points over the available 7-day comparison window. Sentiment remains the strongest visible factor.
What Would Change the CAT Outlook?
The current bearish outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
CAT Decision Framework
Public evidence layers, setup checks, and risk context for Caterpillar Inc..
Caterpillar Inc. (CAT) Stock Analysis
Caterpillar Inc. has an AIQ Score of 36/100 in a Defensive regime. Sentiment is strongest at 81/100. Beta is 1.58, above market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | CAT is in a Defensive AIQ regime with score 36/100. |
| Signal Conflict | The primary conflict is that sentiment leads at 81/100 while momentum lags at 8/100. |
| Factor Evidence | Momentum 8/100 · Value 38/100 · Quality 55/100 · Risk 42/100 · Sentiment 81/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Sentiment is the strongest factor at 81/100.
Momentum is 8/100 and RSI (14) is 28.3.
CAT is in a Defensive regime at 36/100.
Risk factor is 42/100 with beta 1.58 and annual volatility 40.22%.
Current conflict: sentiment leads at 81/100 while momentum lags at 8/100.
CAT Research Cluster
Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.
CAT Fundamentals
CAT valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.
CAT Technical Analysis
CAT technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
CAT Stock Catalysts
Track CAT earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
CAT Dividend Analysis
CAT dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
CAT Financial Data
CAT revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
CAT Risk Analysis
CAT volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
CAT Stock News
CAT stock news, market tone, recent headlines, and catalyst context.
CAT vs Construction & Materials Peers
Current peer cohort: CAT · GE · XLI · BA · CRH. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| CAT Current stock | 36/100 | 38/100 | 8/100 | 42/100 | 0.93 | 40.22% | Current |
| GE GE Aerospace | 44/100 | 26/100 | 27/100 | 57/100 | -0.02 | 33.17% | CAT vs GE |
| XLI Industrials Select Sector SPDR | 54/100 | 36/100 | 41/100 | 81/100 | 0.4 | 17.14% | CAT vs XLI |
| BA Boeing | 44/100 | 40/100 | 46/100 | 56/100 | -0.3 | 34.12% | CAT vs BA |
| CRH CRH | 53/100 | 41/100 | 57/100 | 61/100 | -0.93 | 32.34% | CAT vs CRH |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
Popular CAT Comparisons
How CAT scores against the names it is most often compared with.
About the AIQ Score
Methodology for the current stock evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts3 recent quarterly periods are available for review.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period Jun 30, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching CAT
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for CAT
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
CAT Stock FAQ
What is CAT stock price today?
Caterpillar Inc.'s current stock price is $740.21. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.
Is CAT bullish or bearish right now?
CAT's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.
What is CAT's market cap?
CAT's market cap is $358.91B based on the latest completed market-close snapshot from Oct 21, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.
What is CAT's current P/E ratio?
CAT's current P/E ratio is 33.38 based on the latest completed market-close snapshot from Oct 21, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.
What is CAT's RSI?
CAT's 14-day RSI is 28.34 based on the latest completed market-close snapshot from Oct 21, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.
Is CAT above its 50-day and 200-day moving averages?
CAT is -8.18% from its 50-day SMA and -8.36% from its 200-day SMA based on the latest completed market-close snapshot from Oct 21, 2026. Moving-average position should be read with momentum and broader AIQ evidence.
When is CAT's next earnings date?
CAT's next earnings date is currently listed as Oct 29, 2026. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does CAT pay a dividend?
CAT's dividend yield is 0.79% based on the latest completed market-close snapshot from Oct 21, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.