CAT
Price
$428.69
Change
-$9.33 (-2.13%)
Updated
Aug 1 closing price
Capitalization
181.64B
3 days until earnings call
JEPI
Price
$55.61
Change
-$0.87 (-1.54%)
Updated
Aug 1 closing price
Net Assets
40.74B
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CAT vs JEPI

Header iconCAT vs JEPI Comparison
Open Charts CAT vs JEPIBanner chart's image
Caterpillar
Price$428.69
Change-$9.33 (-2.13%)
Volume$4.03M
Capitalization181.64B
JPMorgan Equity Premium Income ETF
Price$55.61
Change-$0.87 (-1.54%)
Volume$7.69M
Net Assets40.74B
CAT vs JEPI Comparison Chart in %
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CAT
Daily Signalchanged days ago
Gain/Loss if bought
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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CAT vs. JEPI commentary
Aug 02, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CAT is a Hold and JEPI is a Hold.

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COMPARISON
Comparison
Aug 02, 2025
Stock price -- (CAT: $428.69)
Brand notoriety:
Market capitalization --

Long-Term Analysis

It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).

CAT’s FA Score shows that 4 FA rating(s) are green while.

  • CAT’s FA Score: 4 green, 1 red.

Short-Term Analysis

It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.

If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.

CAT’s TA Score shows that 3 TA indicator(s) are bullish.

  • CAT’s TA Score: 3 bullish, 3 bearish.

Price Growth

CAT (@Trucks/Construction/Farm Machinery) experienced а -1.17% price change this weekfor the same time period.

The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was -2.17%. For the same industry, the average monthly price growth was +2.28%, and the average quarterly price growth was +12.85%.

Reported Earning Dates

CAT is expected to report earnings on Nov 04, 2025.

Industries' Descriptions

@Trucks/Construction/Farm Machinery (-2.17% weekly)

The industry designs and builds agricultural, construction and other large commercial and transportation equipment. Tractors, planters and harvesters, as well as rock-crushing, railroad, demolition and other construction implements are produced by this industry. Rapid urbanization and industrialization has been bolstering the expansion of the construction sector in the past few decades, thereby boosting demand for heavy equipment businesses. Caterpillar Inc., Deere & Company and Cummins Inc (Ex. Cummins Engine Inc) are some prominent companies in this industry.

SUMMARIES
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FUNDAMENTALS RATINGS
CAT: Fundamental Ratings
CAT
OUTLOOK RATING
1..100
83
VALUATION
overvalued / fair valued / undervalued
1..100
80
Overvalued
PROFIT vs RISK RATING
1..100
15
SMR RATING
1..100
18
PRICE GROWTH RATING
1..100
9
P/E GROWTH RATING
1..100
19
SEASONALITY SCORE
1..100
n/a

Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.

TECHNICAL ANALYSIS
Technical Analysis
CATJEPI
RSI
ODDS (%)
Bearish Trend 2 days ago
64%
Bearish Trend 2 days ago
57%
Stochastic
ODDS (%)
N/A
Bearish Trend 2 days ago
66%
Momentum
ODDS (%)
N/A
Bearish Trend 2 days ago
75%
MACD
ODDS (%)
N/A
Bearish Trend 2 days ago
60%
TrendWeek
ODDS (%)
Bullish Trend 2 days ago
70%
Bearish Trend 2 days ago
69%
TrendMonth
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
78%
Advances
ODDS (%)
Bullish Trend 2 days ago
69%
Bullish Trend 10 days ago
78%
Declines
ODDS (%)
Bearish Trend 4 days ago
58%
Bearish Trend 2 days ago
69%
BollingerBands
ODDS (%)
Bearish Trend 2 days ago
57%
Bearish Trend 2 days ago
81%
Aroon
ODDS (%)
Bullish Trend 2 days ago
67%
Bullish Trend 2 days ago
75%
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CAT
Daily Signalchanged days ago
Gain/Loss if bought
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JEPI
Daily Signalchanged days ago
Gain/Loss if bought
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JEPI and

Correlation & Price change

A.I.dvisor indicates that over the last year, JEPI has been closely correlated with EMR. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if JEPI jumps, then EMR could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To JEPI
1D Price
Change %
JEPI100%
-0.91%
EMR - JEPI
75%
Closely correlated
-2.56%
SYK - JEPI
71%
Closely correlated
-3.80%
CAT - JEPI
70%
Closely correlated
-2.13%
CMI - JEPI
70%
Closely correlated
-3.20%
VLTO - JEPI
69%
Closely correlated
-0.08%
More