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

Lowe's

Both stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. They have both an average and median increase of 19.7%. I've tracked 321 increases in 2022, 211 increases in Q1 2022, 107 in Q2, and 8 in Q3.

2 Upcoming Dividend Increases Including A Dividend King

Komatsu Ltd

Terex

Upbeat demand in end-markets, cost-control efforts and investment in digital initiatives are likely to aid the Zacks Manufacturing - Construction and Mining industry players like CAT, KMTUY and TEX.

3 Construction & Mining Equipment Stocks to Ride Demand Trends

AbbVie

British American Tobacco

Cigna

DuPont de Nemours

General Motors

With investors seeking viable ideas during this strange time, overlooked blue-chip stocks to buy could offer stable contrarian upside. The post 7 Overlooked Blue-Chip Stocks to Add to Your Buy List appeared first on InvestorPlace.

7 Overlooked Blue-Chip Stocks to Add to Your Buy List

Apple

American Express

Chevron

Home Depot

Coca-Cola

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

With many investors tired of the volatility this year seeking stability, the best Dow stocks to buy will command much interest. The post 7 Best Dow Stocks to Buy in July appeared first on InvestorPlace.

7 Best Dow Stocks to Buy in July

HCA Healthcare

Kite Realty Group

Newell Brands

Truist Financial

Following the long holiday weekend, major indexes received some reprieve in the week ending July 8, 2022, especially towards the tail end of the week. The release of the Federal Reserve's minutes and an inversion of the yield curve did little to sway markets significantly higher or lower. Nevertheless, volatility remained omnipresent.

5 Laggards For The Week Ending July 8, 2022

Caterpillar is a Dividend Aristocrat, and the firm paid out a special dividend in 2012. The company currently yields ~2.8%. Its strategy when facing revenue declines is to manage costs such that the fall in operating profits is less than 30% of the drop in revenue.

Caterpillar Knows How To Handle Cyclical Downturns

Amcor Plc

Emerson Electric

General Dynamics

Genuine Parts

Johnson & Johnson

McDonald's

Medtronic

Procter & Gamble

Sherwin-Williams

Target

V.F.

Exxon Mobil

I want to make certain that the Dividend Aristocrat I recommend will provide me with more than dividends. I want stock price appreciation as well.

S&P 500's Best Dividend Aristocrat Stocks To Consider

AGCO

Avnet

Cummins

First Commonwealth Financial

Nucor

These are top low-tech stocks with good yields and buybacks. Investors can expect these stocks to provide better returns due to these features.

6 Low-Tech Stocks With Good Yields and Buybacks

The heavy equipment company suffered from negative sentiment over its end markets in June.

Why Shares of Caterpillar Slumped in June

Price corrections and positive fundamentals have pushed Caterpillar closer to our buy zone. Its stock price corrected by more than 17% since our last writing.

Caterpillar Gets Closer To A Buy Zone

Caterpillar is a dividend aristocrat with more than 25 years of dividend increases. Despite the challenges, Caterpillar continues to grow in a healthy manner.

Caterpillar Is An Attractive Dividend Growth Stock

Enbridge

GlaxoSmithKline

Oracle

Constellation Brands

State Street

Planning for retirement can feel overwhelming in bear markets, but these seven retirement stocks can provide a boost to savings. Caterpillar (CAT): The heavy equipment manufacturer is enjoying strong demand for products.

7 Retirement Stocks to Buy in July

Deere & Company

Illumina

NextEra Energy

Visa

With the market becoming more convinced that a "soft landing" is in the cards, there are many good, beaten-down S&P 500 stocks to buy.  The post 7 Beaten-Down S&P 500 Stocks to Buy Before They Rebound appeared first on InvestorPlace.

7 Beaten-Down S&P 500 Stocks to Buy Before They Rebound

Solid demand in its markets, expected savings from cost-reduction actions and upbeat earnings growth estimates make Caterpillar (CAT) stock worth retaining in the portfolio.

Reasons to Retain Caterpillar (CAT) Stock in Your Portfolio

Albemarle

Franklin Resources

Clorox

Ecolab

ProShares S&P 500 Dividend Aristocrats ETF

Stanley Black & Decker

Sysco

T. Rowe Price Group

Walgreens

NOBL gains 0.31% in May but is down 5.99% in 2022 after the first 5 months. Thus far, through June 28th, the dividend aristocrat ETF is down 6.22%, inclusive of its dividend payment this month.

My Best Dividend Aristocrats For July 2022

Archer-Daniels-Midland Company

To be ranked as a Dividend Aristocrat, a company must increase its dividend for 25 consecutive years and be a member of the S&P 500. The well-established nature of these companies is undoubtedly a major positive.

3 Dividend Aristocrats That Income Investors Can't Ignore

Caterpillar, Inc. (NYSE:CAT) has been one of the most resilient stocks this year. As other major stocks crashed, Caterpillar has held strongly above the $190 support.

Caterpillar's weakness to persist as the stock breaks below key $190 support

Caterpillar stock (NYSE: CAT) has seen a fall of 9% over the last month, due to fears of recession and its impact on the company's business, after a solid financial performance over the last few quarters, driven by surging demand for industrial equipment and a better pricing environment.

What A Recession Would Mean For Caterpillar Stock?

News for Caterpillar Stock (CAT)