CAT Caterpillar Inc. · $880.28 High-confluence leader (context)高共振 领先（参考） Terminal终端 ↗

All coverage所有股票 · Industrials

Caterpillar Inc. · Industrials

CAT

$880.28
Caterpillar Inc. is an American construction, mining, and other engineering equipment manufacturer.卡特彼勒公司是一家美国建筑、采矿及其他工程设备制造商。
Cyclical周期股 Mega cap超大盘 $410B
Engine stance引擎立场2026-07-20
High-confluence leader (context)高共振 领先（参考）
A cycle low is due in roughly ~0–19 trading days — watch for the turn, don't front-run it.周期低点预计在约 ~0–19 个交易日内出现——等待转向，切勿抢跑。
Open in Terminal打开终端 ↗ All coverage所有股票 Data through数据截至 2026-07-20 · regenerated nightly每日更新

Price Chart价格图表

CATERPILLAR INC. 700.00 800.00 900.00 1,000.00 1,100.00 880.28 2026-03-10 2026-04-06 2026-04-30 2026-05-26 2026-06-22 2026-07-17 50 SMA VOLUME 13.9MVOL MACD -8.866 MASTERMIND CATDAILY mastermind-x.comResearch dossier · regenerated nightly© 2026 Mastermind
Full chart in Terminal终端完整图表 ↗

Key Statistics关键统计

Price价格
$880.28
17.3% below 52-week high低于52周高点 17.3%
Market Cap市值
$410B
Normal volume正常成交量
P/E Ratio市盈率
46.1x
29.9x sector median
Forward P/E预测市盈率
28.9x
EPS每股收益 $19.09
Beta贝塔
1.69
Moves about 1.7x the market波动幅度约为市场的 1.7 倍
Dividend Yield股息收益率
0.74%
RSI (14)RSI（14）
40
Depressed偏低
Next Earnings下次财报
2026-08-04 (16d)
Volatility Rank波动率分位
96th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
1.9% of float

Performance价格表现

Period周期 CAT S&P 500vs Index对比指数
1 Week近1周 -7.6% -1.5% Lagged the index by 6.1 points落后指数 6.1 个百分点
1 Month近1月 -7.9% +0.6% Lagged the index by 8.5 points落后指数 8.5 个百分点
3 Months近3月 +11.0% +4.7% Beat the index by 6.3 points跑赢指数 6.3 个百分点
6 Months近6月 +36.7% +7.8% Beat the index by 28.9 points跑赢指数 28.9 个百分点
Year to date年初至今 +47.7% +9.1% Beat the index by 38.6 points跑赢指数 38.6 个百分点
1 Year近1年 +112.8% +19.4% Beat the index by 93.4 points跑赢指数 93.4 个百分点
3 Years近3年 +249.1% +69.4% Beat the index by 179.7 points跑赢指数 179.7 个百分点
5 Years近5年 +362.9% +83.9% Beat the index by 279.0 points跑赢指数 279.0 个百分点

Technicals技术面

Active signals活跃信号
Long-term Rising Trend1-Day Return (cross-sectional rank → top/bottom gainers)Valuation cheapness percentile (0–1, higher = cheaper vs peers)Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutralInsider Sell signal — fires when Insider Power ≤ 40 (net selling on quality-weighted basis)
RSI (14)RSI（14） 40 Depressed偏低
vs 50-day相对50日均线 -5.2% vs 50-day avg
vs 200-day相对200日均线 +22.5% vs 200-day avg
Trend strength (ADX)趋势强度（ADX） 18 No clear trend无明显趋势
Volatility rank波动率分位 96th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$849.75
Don't chase above不追高于
$880.30
Stop止损
$877.20
Watch — a low is approaching观察 — 低点临近

Earnings财务业绩

16
days until next report天后公布财报
2026-08-04

Estimates being raised — 5 analysts预期上调 — 5 位分析师

Post-earnings drift: -6.3% (20d)财报后漂移：-6.3%（20日）

Earnings call transcripts — coming soon财报电话会议记录 — 即将上线

Valuation估值

Multiple指标 CAT Sector median行业中位 Cheaper than相对便宜
P/E (trailing)市盈率（历史） 46.10x 29.89
24%
P/E (forward)市盈率（预测） 28.9x — —
P/S市销率 6.06x 2.21
11%
Earnings yield盈利收益率 2.17% 3.10
31%
FCF yield自由现金流收益率 2.18% 3.81
26%
Shareholder yield股东收益率 1.94% 2.29
45%
EV/EBITDA企业价值/EBITDA 32.08x 16.39
12%
P/FCF市值/自由现金流 45.93x 25.50
19%
Analyst price targets — coming soon分析师目标价 — 即将上线

Financials财务数据

Revenue营业收入
$41.7B
2020
$51.0B
2021
$59.4B
2022
$67.1B
2023
$64.8B
2024
$67.6B
2025
5yr CAGR5年复合增速: 10.1%
Earnings Per Share每股收益
$5.46
2020
$11.83
2021
$12.64
2022
$20.12
2023
$22.05
2024
$18.81
2025
5yr CAGR5年复合增速: 28.1%
Free Cash Flow自由现金流
$5.3B
2020
$6.1B
2021
$6.5B
2022
$11.3B
2023
$10.0B
2024
$8.9B
2025
Margins利润率
Operating margin营业利润率
16.5%
Net margin净利率
13.1%
FCF margin自由现金流利润率
17.4%
9.0%Return on Assets资产回报率
Leverage杠杆
Net debt / EBITDA净债务/EBITDA1.54
Current ratio流动比率1.44
Capital Allocation资本配置
Buybacks (TTM)回购（TTM）$5.2B
Stock-based comp股权薪酬$242.0M
Share count change (1y)股数变化（1年）-2.6%
Piotroski皮奥特罗斯基 6/9 Altman Z阿尔特曼Z: safe (5.4) Clean稳健

Snapshot Gauges综合指标

Valuation vs Sector估值相对行业
Expensive vs sector相对行业偏贵
Cheaper than 18% of its sector on blended multiples综合估值倍数低于行业内 18% 的公司
Beta市场敏感度
1.69×
0.21×3×
Moves about 1.7× the market波动幅度约为市场的 1.7 倍
Financial Health财务健康
6/9
Altman阿尔特曼: safe
Adequate financial health财务健康状况一般
Dividend分红
0.74%
Pays a dividend (0.74% yield)有分红（收益率 0.74%）

Why Is It Moving为何波动

News新闻 1 recent stories — mixed1 篇最新报道，多空参半
Sector / Theme行业/主题 Industrials (Equal-Weight) theme — #15 of 46 themes「工业（等权）」主题 — 46 个主题中第 15 位
Macro宏观 Rate risk runs through its market / growth beta, not a distinct duration leg.其利率风险通过市场／成长beta体现，并无独立的久期暴露。
Positioning持仓 Insider cluster activity内部人集中交易
Technical技术面 CAT weekly MACD crossed downCAT 周线MACD下穿

Options Positioning期权持仓

Market makers are net short gamma — price moves may amplify做市商净持有负伽玛，价格波动可能被放大

Expected daily move预期日波动
±3.56%
Expected weekly move预期周波动
±7.97%
Call wall看涨密集区
$940
Put wall看跌密集区
$860
Gamma flip伽玛翻转
$899
25d risk reversal25d风险逆转
-3.1%
Flow资金流向

$117M premium traded; 0% 0DTE; 116 fresh positions; P/C 1.23; ~leans bearish/hedging (direction approx)成交权利金 $117M；0DTE占0%；116个新建仓；看跌看涨比 1.23；≈偏看跌/对冲（方向近似）

Skew: 偏斜：fear

Ownership & Smart Money持仓与聪明钱

Insider activity内部人员活动: -$139.1M net (1 buyers, 9 sellers)-$139.1M 净值（1 买家，9 卖家）
Concentrated ownership集中持仓
Fund基金 Grade评级 Activity动作 % of portfolio组合占比 As of截至
Gates Foundation Trust D Holding持有 14.2% 2026-03-31

Signal History信号历史

UNCONFIRMED TURN → NEARING A LOW未确认转向 → 接近低点
GET READY. Day 25 of a typical 23-44-day cycle — inside the window where lows usually form, and short-term momentum is washed out. No confirmed turn yet准备。典型 23-44 天周期的第 25 天——处于低点通常形成的窗口内，且短期动量已被洗净。尚无确认的转向
BOTTOM WATCH NEARING A LOW
Jul 17, 2026
CAT weekly MACD crossed downCAT 周线MACD下穿
The weekly MACD histogram turned negative — the slower, less-whippy momentum read.周线MACD柱状图转负 — 更慢、更少来回的动量信号。
Jul 13, 2026
BOTTOMING → UNCONFIRMED TURN筑底中 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 2, 2026
NEARING A LOW → BOTTOMING接近低点 → 筑底中
BUY SETUP买入预备
Jul 2, 2026
CAT daily MACD crossed downCAT 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $963.53.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$963.53。
Jul 1, 2026
UPTREND → NEARING A LOW上涨趋势 → 接近低点
GET READY准备
Jun 30, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jun 30, 2026
CAT made a new 52-week highCAT 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $1,064.90.价格创出52周新高 — 全市场关注的动量/趋势极值。$1,064.90。
Jun 25, 2026
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS止盈
Jun 25, 2026
CAT made a new 52-week highCAT 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $1,057.01.价格创出52周新高 — 全市场关注的动量/趋势极值。$1,057.01。
Jun 16, 2026
CAT made a new 52-week highCAT 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $945.46.价格创出52周新高 — 全市场关注的动量/趋势极值。$945.46。
Jun 16, 2026
CAT daily MACD crossed upCAT 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $945.46.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$945.46。

Showing last 15 of显示最近15条，共 5001 signals条信号

Factor Profile因子特征

Composite factor score综合因子得分: -0.33
Value价值
-0.5
Quality质量
-0.4
Investment资本投入
-0.2
Shareholder payout股东回报
-0.5
Low volatility低波动
+0.0
Low market beta低市场敏感度
-1.1
Earnings quality盈利质量
-0.3
Short interest空头兴趣
+1.1

Company Profile公司档案

Caterpillar Inc. is an American construction, mining, and other engineering equipment manufacturer.卡特彼勒公司是一家美国建筑、采矿及其他工程设备制造商。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
  • Margin compression despite revenue growth
  • Receivables stretch
  • Capital intensity rising

Recent News最新动态

$CAT stock fell 8% this week. Here's what we see in our data. Quiver 2026-07-18
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。
Open Analyzer打开分析器 Browse All Stocks浏览所有股票