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

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Earnings data Q1 2023

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Earnings data Q1 2024

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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.

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Minority interest

Total liabilities & equity

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Book value per share

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Change in working capital

Cash from investing

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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

Apple

Salesforce

Cisco Systems

Goldman Sachs

Home Depot

Intel

McDonald's

Merck

Microsoft

Vaxcyte

Sio Gene Therapies

UnitedHealth Group

Visa

Two new sample breakout stocks for Week 26 with better than 10% short-term upside potential. This past week, the peak gains were in PDSB +18.6% and FSTX +6.7% with Market and S&P 500 Momentum Gauges the most negative since February.

Week 26 MDA Breakout Stocks - July 2021: Short-Term Picks To Give You An Edge

Deere & Company

Emerson Electric

Corning

Johnson Controls

As the global economy continues to rebound, this list of industrial stocks could benefit.

5 Best Industrial Stocks for the Rest of 2021

Martin Marietta Materials

Manitowoc Company

Oshkosh

Construction Partners

Terex

United Rentals

Vulcan Materials

Martin Marietta and Vulcan Materials are among the companies that Stifel and Jefferies see benefiting from the bipartisan infrastructure deal.

Infrastructure Bill Should Boost Several Sectors. Here Are a Few Ways to Play

ADTRAN Holdings Inc

Jacobs Solutions Inc

Nucor

We have narrowed down our search to five stocks that are likely to gain from the newly proposed infrastructure development plan. These are: CAT, J, EMR, ADTN and NUE.

Forget Inflation, Enjoy Markets' Bull Run With Top 5 Picks

H&E Equipment Services

Komatsu Ltd

5 Construction & Mining Equipment Stocks Defying Industry Odds

Nouveau Monde Graphite

Caterpillar's (CAT) agreement with Nouveau Monde for the development of zero-emission machines for its Matawinie Mine is likely to be a game changer for the mining industry.

Caterpillar (CAT) to Make Zero-Emission Machines for Nouveau Monde

(Kitco News) - Nouveau Monde, a Canadian company developing advanced carbon-neutral graphite-based material solutions for the growing lithium-ion and fuel cell markets, announced today that it has signed an agreement with Caterpillar pursuant to which Caterpillar will develop.

Caterpillar to produce 'zero-emission machines' for Nouveau Monde's Matawinie mine

BHP Billiton

Rio Tinto plc Sponsored

Vale S.A.

Miners like BHP, RIO and VALE are resorting to automation to boost operation efficiency. In sync with this, RIO partners with CAT to implement the world's first fully autonomous water truck at mine.

Miners Betting on Automation to Enhance Productivity & Efficiency

Dow Inc

Walmart

We have narrowed down our search to six Dow stocks that have strong growth potential for 2021. These are AAPL, HD, WMT, CAT, UNH and DOW.

Top 6 Blue-Chip Picks to Tap Dow's Comeback Rally

Leggett & Platt

M.D.C. Holdings

Now may be the time to get into housing stocks as the red-hot sector continues to surge. And these three picks also pay dividends!

3 Dividend Stocks Cashing in on the Housing Boom

Danaher

Alphabet

Philip Morris

Target

Taiwan Semiconductor Manufacturing

During this unsettled time, there are some great deals on great blue-chip stocks. Here are eight to consider buying now.

8 Blue-Chip Stocks to Buy to Fortify Your Portfolio

AbbVie

CVS Health

Citizens & Northern

Discovery

General Dynamics

Kinder Morgan

Norfolk Southern

Norwood Financial

Realty Income Corp

Healthpeak Properties

Provident Financial Services

Procter & Gamble

Starbucks

AT&T

Verizon

WestRock

In May, we received $581.67 in dividend income! This was a 32.19% year over year increase compared to May 2020. Until the dividend cut is finalized, we are still receiving a boatload of dividend income from AT&T.

Dividend Income Summary: Bert's May 2021 Summary

Favorable demand in end markets, positive movement in earnings estimates and higher-than-industry dividend yield makes Caterpillar (CAT) a strong investment option.

Here's Why You Should Add Caterpillar (CAT) to Your Portfolio

Automatic Data Processing

Cummins

General Electric

When searching for value investment opportunities, Oakmark Fund manager Bill Nygren (Trades, Portfolio) takes the approach of a business owner, considering each position as owning a piece of the business as opposed to just a stock certificate.

Bill Nygren's Favorite Industrial Stocks

Caterpillar Inc. (NYSE:CAT) shares were trading lower Thursday after one analyst said the company's rail and hydrogen initiatives leave much to be desired. The Caterpillar Analyst: Bank of America analyst Ross Gilardi reiterated a Neutral rating on Caterpillar with a $250 price target.

Why This Caterpillar Analyst Wants More Clarity On Hydrogen, Rail Strategies

News for Caterpillar Stock (CAT)