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CAT vs OSK
Which Stock Would AI Choose? Caterpillar Inc. (CAT) vs. Oshkosh Corporation (OSK) Stock Comparison
Key Takeaways
- CAT has delivered approximately 170% returns over the past year, significantly outpacing OSK's roughly 70% gain.
- In recent weeks, CAT shares have risen about 19%, driven by data center power demand, while OSK has traded flat to slightly lower.
- CAT's year-to-date performance stands at around 45%, reflecting strong momentum in construction and power generation equipment.
- Both stocks operate in the industrials sector but differ in focus: CAT on heavy machinery and OSK on specialty vehicles.
- Analyst sentiment favors CAT with higher price targets amid upcoming earnings.
- CAT boasts a larger market cap of over $385 billion compared to OSK's smaller scale.
Introduction
Caterpillar Inc. (CAT) and Oshkosh Corporation (OSK) are prominent players in the industrials sector, focusing on heavy equipment and specialty vehicles, respectively. This stock comparison is relevant for investors navigating cyclical markets, sector rotation strategies, or diversification within manufacturing and infrastructure exposure. Traders seeking relative performance insights amid economic shifts, such as infrastructure spending and defense budgets, will find value in evaluating their business models, recent momentum, and market positioning. Both companies benefit from industrial demand but face distinct growth drivers and risks in the current environment.
CAT Overview and Recent Performance
Caterpillar Inc. (CAT) is a global leader in manufacturing construction, mining, and power generation equipment. In recent market activity, CAT shares have exhibited strong upward momentum, climbing about 19% over the past month and 45% year-to-date, with a current price around $829. Key influences include surging demand for power equipment tied to data centers and AI infrastructure, alongside a substantial order backlog. Analyst upgrades and optimism ahead of Q1 earnings have bolstered sentiment, despite a high P/E ratio (price-to-earnings, around 44) reflecting growth expectations. The stock's beta of 1.52 indicates higher volatility aligned with market cycles.
OSK Overview and Recent Performance
Oshkosh Corporation (OSK) designs and manufactures specialty vehicles, including access equipment, fire and emergency trucks, and military vehicles. Recent performance has been more subdued, with shares trading around $153 after a roughly 1.5% decline over the last four weeks, following a 70% annual gain but pulling back from a 52-week high near $180. Sentiment reflects caution after a Q4 earnings miss, with upcoming Q1 results on May 8 in focus. Demand in defense and vocational segments provides stability, but broader industrial slowdowns and supply chain pressures have tempered gains. The stock's positioning highlights niche exposure rather than broad cyclical surges.
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Head-to-Head Comparison
CAT and OSK both serve industrial end-markets but diverge in business models: CAT offers diversified global heavy machinery for construction and energy, while OSK specializes in U.S.-centric vocational and defense vehicles.
- Growth Drivers: CAT benefits from infrastructure and AI-powered data center demand; OSK relies on government contracts and emergency services.
- Recent Momentum: CAT leads with superior returns and upward trends; OSK shows consolidation post-rally.
- Risk Factors: Both are cyclical, exposed to economic slowdowns and commodity prices, but CAT's scale provides resilience versus OSK's niche volatility.
- Sector Exposure & Sentiment: Shared industrials tilt, yet CAT enjoys broader analyst optimism and higher market cap.
Tickeron AI Verdict
Tickeron’s AI tools would currently favor CAT over OSK, based on stronger trend consistency, superior relative performance, and catalysts like power generation demand amid data center expansion. While OSK offers niche stability, CAT's momentum and positioning suggest higher probability of near-term outperformance in a growth-oriented market.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
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 OSK is a StrongBuy.
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 whileOSK’s FA Score has 1 green FA rating(s).
- CAT’s FA Score: 4 green, 1 red.
- OSK’s FA Score: 1 green, 4 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 while OSK’s TA Score has 6 bullish TA indicator(s).
- CAT’s TA Score: 3 bullish, 5 bearish.
- OSK’s TA Score: 6 bullish, 5 bearish.
Price Growth
CAT (@Trucks/Construction/Farm Machinery) experienced а -8.84% price change this week, while OSK (@Trucks/Construction/Farm Machinery) price change was -5.49% for the same time period.
The average weekly price growth across all stocks in the @Trucks/Construction/Farm Machinery industry was -3.73%. For the same industry, the average monthly price growth was +8.06%, and the average quarterly price growth was +10.80%.
Reported Earning Dates
CAT is expected to report earnings on Aug 04, 2026.
OSK is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Trucks/Construction/Farm Machinery (-3.73% 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.
| CAT | OSK | CAT / OSK | |
| Capitalization | 444B | 8.9B | 4,990% |
| EBITDA | 15B | 1.1B | 1,367% |
| Gain YTD | 68.908 | 14.475 | 476% |
| P/E Ratio | 50.91 | 15.85 | 321% |
| Revenue | 70.8B | 10.4B | 681% |
| Total Cash | 4.07B | 250M | 1,629% |
| Total Debt | 43.1B | 1.15B | 3,758% |
CAT | OSK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 24 | 25 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 83 Overvalued | 75 Overvalued | |
PROFIT vs RISK RATING 1..100 | 2 | 76 | |
SMR RATING 1..100 | 19 | 63 | |
PRICE GROWTH RATING 1..100 | 4 | 49 | |
P/E GROWTH RATING 1..100 | 5 | 26 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
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.
OSK's Valuation (75) in the Trucks Or Construction Or Farm Machinery industry is in the same range as CAT (83). This means that OSK’s stock grew similarly to CAT’s over the last 12 months.
CAT's Profit vs Risk Rating (2) in the Trucks Or Construction Or Farm Machinery industry is significantly better than the same rating for OSK (76). This means that CAT’s stock grew significantly faster than OSK’s over the last 12 months.
CAT's SMR Rating (19) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (63). This means that CAT’s stock grew somewhat faster than OSK’s over the last 12 months.
CAT's Price Growth Rating (4) in the Trucks Or Construction Or Farm Machinery industry is somewhat better than the same rating for OSK (49). This means that CAT’s stock grew somewhat faster than OSK’s over the last 12 months.
CAT's P/E Growth Rating (5) in the Trucks Or Construction Or Farm Machinery industry is in the same range as OSK (26). This means that CAT’s stock grew similarly to OSK’s over the last 12 months.
| CAT | OSK | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 56% | 3 days ago 63% |
| Stochastic ODDS (%) | 3 days ago 54% | 3 days ago 68% |
| Momentum ODDS (%) | 3 days ago 72% | 3 days ago 70% |
| MACD ODDS (%) | 3 days ago 54% | 5 days ago 66% |
| TrendWeek ODDS (%) | 3 days ago 57% | 3 days ago 68% |
| TrendMonth ODDS (%) | 3 days ago 68% | 3 days ago 67% |
| Advances ODDS (%) | 5 days ago 73% | 6 days ago 65% |
| Declines ODDS (%) | 3 days ago 56% | 3 days ago 68% |
| BollingerBands ODDS (%) | 3 days ago 48% | 3 days ago 70% |
| Aroon ODDS (%) | 3 days ago 68% | 3 days ago 63% |
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OSK and
Correlation & Price change
A.I.dvisor indicates that over the last year, OSK has been loosely correlated with TEX. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if OSK jumps, then TEX could also see price increases.