Caterpillar Inc /US

ISIN US1491231015

WKN 850598

Market cap (in EUR)

326 217 M

Country

États-Unis

Sector

Industriels

Dividend yield

0,76%

Overview

Quote

Description

Caterpillar, Inc. fabrique des équipements de construction et d'exploitation minière, des moteurs diesel et à gaz naturel, des turbines à gaz industrielles et des locomotives diesel-électriques. Elle opère à travers les segments suivants : Construction Industries, Resource Industries, Energy and Transportation, Financial Products, et All Other. Le segment des industries de la construction soutient les clients qui utilisent des machines dans des applications de construction d'infrastructures et de bâtiments. Le segment des industries des ressources est chargé d'aider les clients qui utilisent des machines dans des applications d'exploitation minière et de carrière. Il comprend la stratégie commerciale, la conception des produits, la gestion et le développement des produits, la fabrication, le marketing, les ventes et le soutien aux produits. Le secteur de l'énergie et du transport soutient les clients dans les domaines du pétrole et du gaz, de la production d'électricité, de la marine, du rail et des applications industrielles. Le segment des produits financiers offre une gamme d'alternatives de financement aux clients et aux concessionnaires pour les machines et les moteurs Caterpillar, les turbines à gaz solaires, ainsi que d'autres équipements et navires. Le segment "All Other" comprend des activités telles que la stratégie commerciale, la gestion et le développement de produits, ainsi que la fabrication de filtres et de fluides, de trains de roulement, de pneus et de jantes, d'outils d'engagement et de transferts de fluides. La société a été fondée le 15 avril 1925 et son siège social se trouve à Irving, TX.

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Industriels Fabrication industrielle Fabrication de machines États-Unis

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 63 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)
iShares MSCI World UCITS ETF (Dist)	0,43%	Equity World	8,173
UBS Core MSCI World UCITS ETF USD acc	0,42%	Equity World	10,692
BNP Paribas Easy S&P 500 UCITS ETF	0,58%	Equity United States	163
Amundi MSCI World Swap II UCITS ETF Dist	0,44%	Equity World	8,606
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	0,42%	Equity World Equal Weighted	1,504
Goldman Sachs Alpha Enhanced World Equity Active UCITS ETF CLASS USD (Acc)	0,32%	Equity World Social/Environmental	305
iShares MSCI World Industrials Sector Advanced UCITS ETF USD (Dist)	3,82%	Equity World Industrials Social/Environmental	105
Vanguard FTSE All-World UCITS ETF (USD) Accumulating	0,35%	Equity World	51,203
iShares MSCI USA CTB Enhanced ESG UCITS ETF USD (Dist)	0,16%	Equity United States Social/Environmental	15,851
UBS MSCI World Socially Responsible UCITS ETF USD dis	1,75%	Equity World Social/Environmental Climate Change	4,176
iShares MSCI North America UCITS ETF	0,56%	Equity North America	1,382
UBS Core MSCI World UCITS ETF USD dis	0,42%	Equity World	1,968
Invesco Global Enhanced Equity UCITS ETF Acc	0,53%	Equity World Multi-Factor Strategy	1,024
Vanguard FTSE Developed World UCITS ETF Acc	0,39%	Equity World	5,912
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,21%	Equity World Social/Environmental	1,713
JPMorgan BetaBuilders US Equity UCITS ETF USD (dist)	0,58%	Equity United States	1
UBS Core MSCI World UCITS ETF hGBP dis	0,42%	Equity World	111
VanEck Multi-Asset Balanced Allocation UCITS ETF	0,24%	Equity World Social/Environmental Multi-Asset Strategy	43
JPMorgan US Growth Equity Active UCITS ETF USD (acc)	0,94%	Equity United States Growth	466
UBS S&P 500 Scored & Screened UCITS ETF USD dis	0,94%	Equity United States Social/Environmental	465
iShares MSCI All Country World UCITS ETF USD (Acc)	0,37%	Equity World	31,511
iShares MSCI USA Screened UCITS ETF USD (Dist)	0,63%	Equity United States Social/Environmental	1,441
UBS Core MSCI World UCITS ETF hEUR acc	0,42%	Equity World	961
UBS Core MSCI USA UCITS ETF EUR Hedged dis	0,59%	Equity United States	184
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Dist)	0,65%	Equity United States Social/Environmental	0
Vanguard S&P 500 UCITS ETF (USD) Distributing	0,58%	Equity United States	45,844
Vanguard FTSE Global All-Cap UCITS ETF USD Dist	0,32%	Equity World	9
Vanguard FTSE Developed World UCITS ETF Distributing	0,39%	Equity World	4,156
UBS MSCI USA Socially Responsible UCITS ETF USD dis	2,54%	Equity United States Social/Environmental Climate Change	722
UBS MSCI USA Socially Responsible UCITS ETF hEUR dis	2,54%	Equity United States Social/Environmental Climate Change	272
Vanguard FTSE North America UCITS ETF (USD) Accumulating	0,54%	Equity North America	2,883
JPMorgan US Growth Equity Active UCITS ETF USD (dist)	0,94%	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	16
JPMorgan US Equity Premium Income Active UCITS ETF USD (dist)	0,05%	Equity United States Covered Call Alternative Investments	485
iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)	3,64%	Equity United States Momentum	15
WisdomTree S&P 500 EUR Daily Hedged	0,58%	Equity United States	5
Invesco Global Enhanced Equity UCITS ETF GBP PfHdg Acc	0,53%	Equity World Multi-Factor Strategy	5
iShares Edge S&P 500 Minimum Volatility UCITS ETF USD (Dist)	0,61%	Equity United States Low Volatility/Risk Weighted	139
Amundi Core S&P 500 Swap UCITS ETF EUR Hedged Dist	0,58%	Equity United States	1,115
JPMorgan Global Equity Multi-Factor UCITS ETF USD (dist)	0,26%	Equity World Multi-Factor Strategy	1
VanEck Multi-Asset Growth Allocation UCITS ETF	0,39%	Equity World Social/Environmental Multi-Asset Strategy	34
Xtrackers MSCI World UCITS ETF 1D	0,44%	Equity World	4,690
JPMorgan US Growth Equity Active UCITS ETF EUR Hedged (acc)	0,94%	Equity United States Growth	6
Invesco Global Enhanced Equity UCITS ETF EUR PfHdg Acc	0,53%	Equity World Multi-Factor Strategy	9
Invesco S&P 500 Equal Weight Swap UCITS ETF Acc	0,19%	Equity United States Equal Weighted	992
JPMorgan US Equity Premium Income Active UCITS ETF EUR (dist)	0,05%	Equity United States Covered Call Alternative Investments	41
Vanguard Russell 1000 U.S. Growth UCITS ETF USD Dis	1,16%	Equity United States Growth	0
Vanguard S&P 500 UCITS ETF (USD) Accumulating	0,58%	Equity United States	31,060
iShares MSCI World Screened UCITS ETF USD (Dist)	0,46%	Equity World Social/Environmental	1,003
iShares MSCI World Paris-Aligned Climate UCITS ETF USD (Dist)	0,12%	Equity World Social/Environmental Climate Change	189
JPMorgan All Country Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,18%	Equity World Social/Environmental	60
UBS Core MSCI USA UCITS ETF USD dis	0,59%	Equity United States	1,295
Vanguard FTSE All-World UCITS ETF (USD) Distributing	0,35%	Equity World	23,550
Amundi MSCI North America ESG Broad Transition UCITS ETF Dist	0,47%	Equity North America Social/Environmental Climate Change	39
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)	0,73%	Equity World Social/Environmental	1
Amundi Core S&P 500 Swap UCITS ETF EUR Dist	0,58%	Equity United States	3,145
Vanguard FTSE North America UCITS ETF (USD) Distributing	0,54%	Equity North America	2,989
iShares MSCI World CTB Enhanced ESG UCITS ETF USD (Dist)	0,12%	Equity World Social/Environmental	675
Goldman Sachs Alpha Enhanced US Equity Active UCITS ETF USD (Acc)	0,65%	Equity United States Social/Environmental	337
JPMorgan US Research Enhanced Index Equity Active UCITS ETF USD (dist)	0,32%	Equity United States Social/Environmental	1,278
iShares Core S&P 500 UCITS ETF USD (Dist)	0,58%	Equity United States	19,858

Performance

Returns overview

YTD	+42.82%
1 month	-3.64%
3 months	-8.96%
6 months	+15.41%
1 year	+91.86%
3 years	+169.29%
5 years	+305.72%
Since inception (MAX)	+823.01%
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).