Revenue segments as reported by the company.

Sales of Machinery, Energy & Transportation

Revenues of Financial Products

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Research and development

Interest expense of Financial Products

Other operating (income) expenses

Goodwill impairment charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Caterpillar

Solar Turbines is a designer and manufacturerer of industrial gas turbines for onshore and offshore electrical power generation, for marine propulsion and for producing, processing and transporting natural gas and oil. Solar Turbines is one of the world's leading producers of industrial gas turbines up to 30,000 horsepower (22,000 kW). There are more than 15,000 Solar Turbines gas turbine systems installed in over 100 countries worldwide that have collectively logged more than 2 billion hours of use.

Solar Turbines

Perkins Engines is primarily a diesel engine manufacturer for several markets including Agricultural, Construction, Material Handling, Power Generation and Industrial. Over the years Perkins has expanded its engine ranges and produces thousands of different engine specifications including diesel and gas engines.

Perkins Engines

Progress Rail Services is a supplier of railroad and transit system products and services and has become one of the largest integrated and diversified suppliers of railroad and transit system products and services in North America. Progress Rail markets products and services worldwide and maintains 110 facilities in the United States, 34 in Mexico, four in Canada, two in Brazil, five in UK, one in Italy, and one in Germany. Progress Rail is organized into two divisions: Engineering & Track Services and Locomotive & Railcar Services.

Progress Rail Services

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, and manufacturing filters and fluids, undercarriage, tires and rims, engaging tools, and fluid transfers. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Caterpillar reports robust Q4 earnings, eyes growth amid supply challenges

Caterpillar's Q4 2022 showcased strong sales growth and record profit per share. Challenges in the supply chain impacted certain sectors, but overall performance was robust.
The company's focus on key sectors like Energy & Transportation paid off with significant sales increases. Positive outlook for 2023 with expectations of increased sales and profit margins.
Maintaining strong ME&T free cash flow and service revenue growth are key strengths. Adjusted operating profit margins may face challenges in Q1 2023.
Despite challenges, Caterpillar remains optimistic about future growth opportunities and aims to meet its financial targets for the coming year.

Caterpillar excels in Q1 2023, eyes growth amid challenges

Caterpillar's Q1 2023 showcased robust financial performance, driven by strong sales growth and improved profit margins.
While challenges like dealer inventory management persist, the company's positive outlook and strategic investments position it well for future growth.
Opportunities in sustainability initiatives, market collaborations, and financial performance enhancements pave the way for a promising year ahead.

Caterpillar reports robust Q2 earnings, eyes growth amid challenges

Caterpillar's Q2 2023 performance showcased strong growth and profitability across segments, with a positive outlook for the full year. While facing challenges like supply chain disruptions and pricing pressures, the company remains focused on returning cash to shareholders and driving sustainability initiatives.

Caterpillar reports strong Q3 performance, eyes growth opportunities

Caterpillar anticipates another good year in 2024 with elevated backlog levels expected to normalize.
Company expects adjusted operating profit margin to exceed targets for the full year.
Focus on managing costs, improving efficiency, and adding value for customers through technology and services.
Competitive dynamics considered in pricing decisions to remain competitive and add value for customers.

Caterpillar (CAT) reports record-breaking 2023 performance and eyes growth opportunities

Caterpillar's 2023 performance exceeded expectations, with a strong focus on operational efficiency and strategic growth initiatives. The company faces challenges in weak market conditions in China and parts decline but sees opportunities in the energy transition and services growth. Caterpillar plans to return free cash flow to shareholders through dividends and share repurchases, emphasizing organic growth opportunities.

Caterpillar (CAT) posts solid Q1 results, eyes growth opportunities

Caterpillar (CAT) delivered a strong Q1 performance with flat sales but increased profitability. While facing challenges in the European construction market, CAT aims for continued growth in key segments and maintains a positive outlook for the year.

Caterpillar reports mixed Q2 results, focuses on sustainability and innovation

Caterpillar's Q2 2024 performance reflects a mixed bag with sales decline offset by improved profit margins and strong free cash flow. Sustainability efforts and product innovation are key strengths, while challenges include managing sales revenue decline and addressing analyst inquiries on various operational aspects.

Caterpillar reports solid Q3 earnings, eyes growth amid industry challenges

CAT's Q3 performance showcased strong profitability and cash flow despite revenue decline, driven by demand in Energy & Transportation.
While facing challenges in margin sustainability and industry dynamics, CAT's investments in new technologies and sustainability initiatives position it for growth.
Opportunities in sustaining demand, addressing concerns, and leveraging backlog indicate a positive outlook for CAT's future performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Adobe

Walmart

Walmart, Adobe, Caterpillar, Hovnanian and Blue Dolphin Energy are included in this Analyst Blog.

The Zacks Analyst Blog Walmart, Adobe, Caterpillar, Hovnanian and Blue Dolphin Energy

CAT stock gains due to China's stimulus measures and other company-related developments. We analyze whether it is a good time to invest in the stock.

China Stimulus, DET Launch & Trimble JV News Boost CAT: Buy the Stock?

Norfolk Southern

Public Storage

I considered selling several stocks to consolidate my portfolio, but ultimately decided to keep them. Each investment still aligns with my long-term strategy. While not all of them are particularly cheap, they offer strong fundamentals and growth potential, making them worth holding despite their current valuations. I'm sticking to my “never sell” approach for now, focusing on adding to these positions on weakness, as I expect them to outperform the market over time.

3 Dividend Giants I'm Holding On To For Dear Life

AbbVie

Bank of America

Bank of New York Mellon

Blackrock Inc

Citizens Financial Group

Cigna

Deere & Company

Discover

Fastenal

Fifth Third Bancorp

Goldman Sachs

Interpublic Group of Companies

JPMorgan Chase & Co

KeyCorp

Lamb Weston Hlds

Morgan Stanley

Omnicom Group

Otis Worldwide

PNC Financial Services

Regions Financial

Ralph Lauren

Charles Schwab

Simon Property Group

Steel Dynamics

Entering October is the strongest period of the year for three-month returns, and shorter-term returns are also some of the best. Here we take a look at 30 dividend stocks in the S&P 500 that have been the best Q4 performers over the last ten years. 2024 has been a strong year already for high-yielding stocks, and now they have Q4 seasonality as another tailwind.

Dividend Stocks With Strong Q4 Seasonality

PPG Industries

PITTSBURGH--(BUSINESS WIRE)--PPG (NYSE: PPG) today announced that it has won a Caterpillar Supplier Excellence Award 2024 from Caterpillar Inc. (NYSE: CAT). Caterpillar procurement leadership presented the award at its Supplier Excellence Recognition event in Grapevine, Texas on Sept. 19. Invitations to the event are extended to the top four percent of CAT suppliers globally, With Caterpillar's global presence across multiple industries, this coveted award demonstrates PPG's excellence in meeti.

PPG wins prestigious 2024 Supplier Excellence Award from Caterpillar Inc.

Trimble

Renewed agreement enhances grade control solutions and expanded distribution options IRVING, Texas and WESTMINSTER, Colo., Oct. 2, 2024 /PRNewswire/ -- Caterpillar Inc. (NYSE: CAT) and Trimble (Nasdaq: TRMB) today announced the extension of their long-standing joint venture.

Caterpillar and Trimble Extend Long-Standing Joint Venture to Accelerate Grade Control Innovation and Customer Adoption Across the Construction Sector

Chevron

Exxon Mobil

Reliable dividend growth is a core quality of these three blue chip companies.

3 Stocks to Buy Now That Are on Their Way to Being Crowned Dividend Kings by 2045 (or Sooner)

Heavy equipment maker Caterpillar, Inc. (CAT) looks to have managed through a tough period and is poised for future wins.

Caterpillar Shares Climbing Higher

In the latest trading session, Caterpillar (CAT) closed at $392.39, marking a +0.32% move from the previous day.

Caterpillar (CAT) Increases Despite Market Slip: Here's What You Need to Know

Albemarle

Estee Lauder

Industrial, materials and consumer discretionary companies with exposure to China stand to benefit from stimulus.

Chinese Stocks Are Soaring, but So Are These 3 Dividend Stocks That Are Up Between 5% and 16% in 3 Days

Amazon

Freeport-McMoRan

Pure Storage

Investors are about 10 days from the start of the third quarter earnings season. This can be volatile for stocks as companies provide their financial data for the prior quarter and offer guidance for future quarters.

Earnings Season Countdown: 4 Stocks Poised for Growth

American Express

Walmart is the top Dow stock in 2024. Two of the index's big winners are expected to report earnings declines for Q3.

These Are The Top Five Dow Stocks This Year Heading Into The Fourth Quarter

Caterpillar is breaking records in sales and profitability metrics.

I Update My Recommendation of Caterpillar Stock

Caterpillar (CAT) shares rose more than 3% to a record high Thursday as reports of fresh Chinese stimulus efforts drove a wider market rally.

Caterpillar Stock Jumped To a Record High Thursday—Here's Why

BHP Billiton

Energy Transfer LP Unit

BHP Group said on Thursday it plans to test U.S.-based equipment manufacturer Caterpillar's new technology, which transfers energy to diesel-electric and battery-electric large mining trucks while they are working on a mine site.

BHP to test Caterpillar's new energy transfer system on its mining trucks

The latest trading day saw Caterpillar (CAT) settling at $378.25, representing a -1.99% change from its previous close.

Caterpillar (CAT) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Zacks.com users have recently been watching Caterpillar (CAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Caterpillar Inc. (CAT) is Attracting Investor Attention: Here is What You Should Know

Babcock & Wilcox Enterprises

Lyft

NuScale Power Corp

ZIM Integrated Shipping Services

As of Sept. 25, 2024, five stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.

Top 5 Industrials Stocks That May Collapse In Q3

Caterpillar Inc. NYSE: CAT is the leading manufacturer of heavy machinery, equipment, and vehicles for construction and mining. It operates in the industrial products sector, competing with heavy machinery makers Deer & Co. NYSE: DE, CNH Industrial N.V.

4 Catalysts Poised to Push Caterpillar Stock to Record Highs

IRVING, Texas , Sept. 24, 2024 /PRNewswire/ -- Caterpillar Inc. (NYSE: CAT) will immerse visitors in the mine site of the future at MINExpo 2024, featuring industry-leading technologies, groundbreaking advancements in the energy transition and innovative customized solutions designed to help increase customer efficiency, safety and profitability.

The Future Starts Today at MINExpo 2024 as Caterpillar Unveils the Latest Technologies, Services and Customized Solutions for Mining Customers Globally

Caterpillar's stock performs well, despite a challenging macroeconomic environment and manufacturing recession. The company's profitable growth strategy, including expanded offerings and services, positions it well for long-term success, generating significant free cash flow. Despite a slight decline in sales and operating profit in Q2, Caterpillar's robust dividend and share repurchase program make it attractive to investors.

Caterpillar: The Macroeconomic Factors Fueling Its Resilience (Rating Upgrade)

Canadian National Railway Company

Microsoft

It's hard to argue against the investing decisions of billionaire Bill Gates. At just 68, he's now worth $138.6 billion thanks in large part to the success of Microsoft.

Billionaire Bill Gates Has 88% of His Portfolio in These 5 Stocks

News for Caterpillar Stock (CAT)