Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Caterpillar Inc

CAT · NYSE · Construction Machinery & Equip

Fundamental quality

REASONABLE

74

out of 100

Breakdown by area

I.GrowthEPS: 15.3% · Revenue: 5.5%
61
II.ProfitabilityNet margin: 13.3% · ROE: 50.5%
84
III.Financial healthNet debt/EBITDA: 1.91x · FCF: 13.4%
78

Source: SEC EDGAR · TTM through 31/03/2026

Reading the numbers

On average over recent years, earnings per share grew 15.3% a year and revenue advanced 5.5% a year.

On profitability, Caterpillar Inc shows a net margin of 13.3%, an ROE of 50.5%.

Its financial health shows net debt of 1.91 times its EBITDA and a free cash flow margin of 13.4%.

Adding up growth, profitability and financial strength, the traffic light gives CAT a fundamental quality of 74 out of 100. To also know whether it's cheap or expensive, the price is missing: enter it in the tool and you'll get the valuation verdict (P/E against its sector).

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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