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CAT
Stock ticker: NYSE
AS OF
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Capitalization
139.3B

CAT Caterpillar Forecast, Technical & Fundamental Analysis

a manufacturer of mining equipment, diesel and natural gas engines and industrial gas turbines

Technical Analysis# Of IndicatorsAvg. Odds
   
   
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A.I.Advisor
a Summary for CAT with price predictions
08:00 PM EDT Sep 21, 2023

CAT in upward trend: price expected to rise as it breaks its lower Bollinger Band on September 21, 2023

CAT may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In of 37 cases where CAT's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where CAT advanced for three days, in of 338 cases, the price rose further within the following month. The odds of a continued upward trend are .

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on September 15, 2023. You may want to consider selling the stock, shorting the stock, or exploring put options on CAT as a result. In of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

CAT moved below its 50-day moving average on September 21, 2023 date and that indicates a change from an upward trend to a downward trend.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where CAT declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Fundamental Analysis (Ratings)

Fear & Greed

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 71, placing this stock better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating outstanding price growth. CAT’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: CAT's P/B Ratio (7.639) is very high in comparison to the industry average of (1.881). P/E Ratio (17.007) is within average values for comparable stocks, (31.878). Projected Growth (PEG Ratio) (1.414) is also within normal values, averaging (1.778). Dividend Yield (0.018) settles around the average of (0.036) among similar stocks. P/S Ratio (2.196) is also within normal values, averaging (107.790).

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Caterpillar (NYSE:CAT), Deere & Company (NYSE:DE).

Industry description

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.

Market Cap

The average market capitalization across the Trucks/Construction/Farm Machinery Industry is 9.42B. The market cap for tickers in the group ranges from 223.29K to 139.3B. CAT holds the highest valuation in this group at 139.3B. The lowest valued company is OSRS at 223.29K.

High and low price notable news

The average weekly price growth across all stocks in the Trucks/Construction/Farm Machinery Industry was -2%. For the same Industry, the average monthly price growth was -3%, and the average quarterly price growth was 1%. AMMX experienced the highest price growth at 33%, while ZEVY experienced the biggest fall at -69%.

Volume

The average weekly volume growth across all stocks in the Trucks/Construction/Farm Machinery Industry was -76%. For the same stocks of the Industry, the average monthly volume growth was 51% and the average quarterly volume growth was 138%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 44
P/E Growth Rating: 66
Price Growth Rating: 55
SMR Rating: 60
Profit Risk Rating: 70
Seasonality Score: -18 (-100 ... +100)
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Technical Analysis# Of IndicatorsAvg. Odds
   
   
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A.I. Advisor
published Earnings

CAT is expected to report earnings to fall 14.95% to $4.72 per share on October 26

Caterpillar CAT Stock Earnings Reports
Q3'23
Est.
$4.72
Q2'23
Beat
by $0.98
Q1'23
Beat
by $1.11
Q4'22
Missed
by $0.16
Q3'22
Beat
by $0.78
The last earnings report on August 01 showed earnings per share of $5.55, beating the estimate of $4.57. With 1.71M shares outstanding, the current market capitalization sits at 139.30B.
A.I.Advisor
published Dividends

CAT paid dividends on August 18, 2023

Caterpillar CAT Stock Dividends
А dividend of $1.30 per share was paid with a record date of August 18, 2023, and an ex-dividend date of July 19, 2023. Read more...
A.I. Advisor
published General Information

General Information

a manufacturer of mining equipment, diesel and natural gas engines and industrial gas turbines

Industry TrucksConstructionFarmMachinery

Profile
Fundamentals
Details
Industry
Trucks Or Construction Or Farm Machinery
Address
5205 N. O'Connor Boulevard
Phone
+1 972 891-7700
Employees
7980
Web
https://www.caterpillar.com
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CAT and

Correlation & Price change

A.I.dvisor indicates that over the last year, CAT has been closely correlated with TEX. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CAT jumps, then TEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAT
1D Price
Change %
CAT100%
+0.38%
TEX - CAT
73%
Closely correlated
+0.14%
PCAR - CAT
70%
Closely correlated
+1.34%
AGCO - CAT
70%
Closely correlated
-0.63%
DE - CAT
68%
Closely correlated
-1.75%
OSK - CAT
67%
Closely correlated
-1.13%
More

Groups containing CAT

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CAT
1D Price
Change %
CAT100%
+0.38%
diesel
(undefined stocks)
91%
Closely correlated
+0.99%
CAT
(undefined stocks)
88%
Closely correlated
-0.28%
farm machinery
(undefined stocks)
85%
Closely correlated
-0.09%
Trucks/Construction/Farm Machinery
(undefined stocks)
84%
Closely correlated
-0.44%
dow majors
(undefined stocks)
82%
Closely correlated
-0.03%
More