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Caterpillar
ISIN US1491231015
|WKN 850598
Market cap (in EUR)
231,938 m
Country
United States
Sector
Industrials
Dividend yield
1.00%
Overview
Quote
Description
Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.
Industrials Industrial Manufacturing Machinery Manufacturing United States
Chart
Financials
Key metrics
| Market capitalisation, EUR | 231,938 m |
| EPS, EUR | 17.65 |
| P/B ratio | 13.2 |
| P/E ratio | 30.0 |
| Dividend yield | 1.00% |
Income statement (2024)
| Revenue, EUR | 59,914 m |
| Net income, EUR | 9,977 m |
| Profit margin | 16.65% |
What ETF is Caterpillar in?
There are 50 ETFs which contain Caterpillar. All of these ETFs are listed in the table below. The ETF with the largest weighting of Caterpillar is the iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist).
Performance
Returns overview
| YTD | +42.57% |
| 1 month | +3.24% |
| 3 months | +23.81% |
| 6 months | +56.21% |
| 1 year | +40.84% |
| 3 years | +118.58% |
| 5 years | +236.51% |
| Since inception (MAX) | +546.26% |
| 2024 | +29.29% |
| 2023 | +19.64% |
| 2022 | +22.84% |
| 2021 | +25.14% |
Monthly returns in a heat map
Risk
Risk metrics in this section:
- Volatility, annualised, measured for 1, 3 and 5 year periods. The annualised volatility reflects the degree of price fluctuations during a one year period. The higher the volatility, the more significantly the price of the asset (stock, ETF, etc.) has changed in the past. Assets with higher volatility are generally considered more risky. We calculate the volatility based on the data for the past 1, 3 and 5 years so that you can see if price fluctuations for the ETF became stronger or weaker over time.
- Return per risk for 1, 3 and 5 year periods. This is the annualised (i.e. converted to a one year period) past return divided by the past annualised volatility. The metric puts the historical return of an asset in relation to its historical risk and gives you a retrospective indication of the degree of price fluctuation you had to bear with in order to obtain the return. We calculate this parameter for 1, 3 and 5 year periods to display its evolution over time.
- Maximum drawdown for a period. This shows the worst possible loss an investor could have suffered during the respective period, by first buying and subsequently selling the asset at the least favourable prices. For example, if there was the following sequence of daily ETF prices: 10€, 5€, 12€, 20€, an investor would have suffered the worst loss by buying for 10€ and subsequently selling for 5€. Therefore in this case the maximum drawdown would be (5€ - 10€)/10€ = -50%.
Risk overview
| Volatility 1 year | 31.67% |
| Volatility 3 years | 28.64% |
| Volatility 5 years | 28.55% |
| Return per risk 1 year | 1.29 |
| Return per risk 3 years | 1.04 |
| Return per risk 5 years | 0.96 |
| Maximum drawdown 1 year | -35.83% |
| Maximum drawdown 3 years | -35.83% |
| Maximum drawdown 5 years | -35.83% |
| Maximum drawdown since inception | -41.92% |
Rolling 1 year volatility
Latest articles
— Data provided by Trackinsight, etfinfo, Xignite Inc., gettex, FactSet and justETF GmbH. Quotes are either real-time (gettex) or 15 minutes delayed stock exchange quotes or NAVs (daily published by the fund provider). By default, ETF returns include dividend payments (if applicable). There is no warranty for completeness, accuracy and correctness for the displayed information.