Caterpillar Inc /US

ISIN US1491231015

WKN 850598

Market cap (in EUR)

326,217 m

Country

United States

Sector

Industrials

Dividend yield

0.76%

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, Power and Energy, 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 Power and Energy 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 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.

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Industrials Industrial Manufacturing Machinery Manufacturing United States

Chart

Financials

Key metrics

Market capitalisation, EUR	326,217 m
EPS, EUR	19.93
P/B ratio	19.2
P/E ratio	34.9
Dividend yield	0.76%

Income statement (2025)

Revenue, EUR	59,912 m
Net income, EUR	7,875 m
Profit margin	13.14%

What ETF is Caterpillar Inc /US in?

There are 59 ETFs which contain Caterpillar Inc /US. All of these ETFs are listed in the table below. The ETF with the largest weighting of Caterpillar Inc /US is the iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist).

ETF	Weight	Investment focus	Fund size (in m EUR)
UBS Core MSCI World UCITS ETF USD acc	0.41%	Equity World	11,319
iShares MSCI World UCITS ETF (Dist)	0.40%	Equity World	8,426
BNP Paribas Easy S&P 500 UCITS ETF	0.56%	Equity United States	168
Amundi MSCI World Swap II UCITS ETF Dist	0.40%	Equity World	8,863
iShares STOXX USA Equity Multifactor UCITS ETF USD (Dist)	0.03%	Equity United States Multi-Factor Strategy	2
VanEck World Equal Weight Screened UCITS ETF A	0.40%	Equity World Equal Weighted	1,543
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0.29%	Equity World Social/Environmental	320
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	3.72%	Equity World Industrials Social/Environmental	105
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0.34%	Equity World	54,126
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0.15%	Equity United States Social/Environmental	16,769
UBS MSCI World Socially Responsible UCITS ETF USD dis	1.65%	Equity World Social/Environmental Climate Change	4,365
iShares MSCI North America UCITS ETF	0.53%	Equity North America	1,452
UBS Core MSCI World UCITS ETF USD dis	0.41%	Equity World	2,042
Vanguard FTSE Developed World UCITS ETF Acc	0.37%	Equity World	6,122
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.19%	Equity World Social/Environmental	1,760
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0.55%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP dis	0.41%	Equity World	113
VanEck Multi-Asset Balanced Allocation UCITS ETF	0.26%	Equity World Social/Environmental Multi-Asset Strategy	42
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0.57%	Equity United States Growth	659
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0.90%	Equity United States Social/Environmental	452
iShares MSCI All Country World UCITS ETF USD (Acc)	0.35%	Equity World	31,931
iShares MSCI USA Screened UCITS ETF USD (Dist)	0.59%	Equity United States Social/Environmental	1,504
UBS Core MSCI World UCITS ETF hEUR acc	0.41%	Equity World	939
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0.56%	Equity United States	189
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0.59%	Equity United States Social/Environmental	0
Vanguard S&P 500 UCITS ETF (USD) Distributing	0.55%	Equity United States	47,435
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0.31%	Equity World	71
Vanguard FTSE Developed World UCITS ETF Distributing	0.37%	Equity World	4,273
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2.40%	Equity United States Social/Environmental Climate Change	758
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	2.40%	Equity United States Social/Environmental Climate Change	266
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0.52%	Equity North America	3,040
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0.57%	Equity United States Growth	1
JPMorgan US Equity Premium Income Active UCITS ETF EUR Hedged (dist)	0.05%	Equity United States Covered Call Alternative Investments	17
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0.05%	Equity United States Covered Call Alternative Investments	495
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	3.18%	Equity United States Momentum	16
WisdomTree S&P 500 EUR Daily Hedged	0.56%	Equity United States	5
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0.58%	Equity United States Low Volatility/Risk Weighted	142
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0.56%	Equity United States	1,119
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0.25%	Equity World Multi-Factor Strategy	1
VanEck Multi-Asset Growth Allocation UCITS ETF	0.38%	Equity World Social/Environmental Multi-Asset Strategy	34
Xtrackers MSCI World UCITS ETF 1D	0.40%	Equity World	4,771
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0.57%	Equity United States Growth	6
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0.05%	Equity United States Covered Call Alternative Investments	42
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis	1.09%	Equity United States Growth	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0.55%	Equity United States	32,731
iShares MSCI World Screened UCITS ETF USD (Dist)	0.43%	Equity World Social/Environmental	1,030
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental Climate Change	197
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.16%	Equity World Social/Environmental	61
UBS Core MSCI USA UCITS ETF USD dis	0.56%	Equity United States	1,350
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0.34%	Equity World	24,052
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0.41%	Equity North America Social/Environmental Climate Change	47
AB Global Disruptors Portfolio UCITS ETF USD Acc	1.65%	Equity World Technology Social/Environmental Innovation	5
JPMorgan Global Equity Active UCITS ETF USD (dist)	0.72%	Equity World Social/Environmental	1
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0.56%	Equity United States	3,290
Vanguard FTSE North America UCITS ETF (USD) Distributing	0.52%	Equity North America	3,115
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0.11%	Equity World Social/Environmental	678
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0.59%	Equity United States Social/Environmental	336
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0.31%	Equity United States Social/Environmental	1,318
iShares Core S&P 500 UCITS ETF USD (Dist)	0.55%	Equity United States	20,554

Performance

Returns overview

YTD	+52.06%
1 month	+9.95%
3 months	-10.88%
6 months	+20.85%
1 year	+79.28%
3 years	+190.04%
5 years	+347.41%
Since inception (MAX)	+882.73%
2025	+42.57%
2024	+29.29%
2023	+19.64%
2022	+22.84%

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%.

ETF returns include dividend payments (if applicable).