Caterpillar Inc. (CAT)

CAT · Industrials · United States

Caterpillar Inc. (CAT) is a company in the Industrials sector, based in United States. The stock is held in 21 ETFs we track – with its largest weight of 9.01 % in CIND (dow-jones). Anyone holding one of these ETFs also owns a small indirect stake in Caterpillar.

Above-average ETF coverage: 21 of the 95 ETFs we cover hold Caterpillar, spread across 10 indices. That puts the stock in more ETFs than 85.2 % of the 4,334 stocks we cover.

Held in21 ETFs

Highest weight9.01 %

Indices10

SectorIndustrials

CountryUnited States

ISINUS1491231015

WKN850598

Data note 1

Price chart

Data note 2

Performance

Performance
Year to date	+36.6 %	1 year	+77.6 %
1 month	-11.2 %	3 months	-18.1 %
Calendar year 2025	+57.9 %

52W

Data note 3

Measured in euros, Caterpillar returned +39.2 % year to date and +81.8 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 4

Risk metrics

Max drawdown-34.3 %

Volatility p.a.34.8 %

Data note 5

Below peak-26.5 %

Beta to S&P 5001.75

Correlation to S&P 5000.56

The close on Sep 16, 2026 was 26.5 % below the highest close since Jul 11, 2024, reached on Jun 30, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Caterpillar moved on average 1.75 % in the same direction. The correlation of 0.56 shows how reliable that average is: the broad market explained part of the daily moves, but far from all.

Data note 6

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Cummins Inc.	+0.81
Keysight Technologies Inc	+0.81
Applied Materials Inc.	+0.80
Eaton Corp. Plc	+0.80
FLEX Ltd.	+0.80
Teradyne Inc.	+0.80
Marsh & McLennan Companies Inc.	-0.60
Cognizant Technology Solutions Corporation Class A	-0.59
Brown & Brown Inc.	-0.57

Data note 7

Key financials

Latest reported fiscal year (FY2025, period end 2025-12-31) as filed with the SEC.

Revenue67.6 bn $

Net income8.9 bn $

Diluted EPS18.81 $

Net margin13.1 %

Revenue growth+4.3 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	67.1	10.3	15.4 %
FY2024	64.8	10.8	16.7 %
FY2025	67.6	8.9	13.1 %

Data note 8

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
CIND	dow-jones	9.01 %	€90.10
WIND	msci-world-industrials	3.66 %	€36.60
XDWI / XMIW	msci-world-industrials	3.65 %	€36.50
XDEM	msci-world-momentum	1.79 %	€17.90
XDEQ	msci-world-quality	1.08 %	€10.80
SPYL / SPY5	sp500	0.56 %	€5.60
SXR8	sp500	0.55 %	€5.50
XD9U / XD9D	msci-usa	0.55 %	€5.50
SWWD	msci-world	0.40 %	€4.00
EUNL	msci-world	0.40 %	€4.00
SPPW	msci-world	0.40 %	€4.00
XDWD / XDWL	msci-world	0.40 %	€4.00
SPYI / SPSA	msci-acwi-imi	0.36 %	€3.60
SPYY	msci-acwi	0.36 %	€3.60
WIMI	msci-world-imi	0.35 %	€3.50
IUSQ	msci-acwi	0.35 %	€3.50

Data note 9

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Caterpillar as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Caterpillar had a weight of 0.17 % on Sep 30, 2019 and 0.40 % on Sep 16, 2026. Its share peaked at 0.55 % on Jun 30, 2026. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 10

How much Caterpillar Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Caterpillar — the figure counts the ETFs holding both.

Data note 11

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Caterpillar	+77.6 %	34.8 %	13.1 %	+4.3 %
3M Company	+3.9 %	31.1 %	13.0 %	+1.5 %
Expeditors International of Washington	+51.5 %	28.1 %	7.3 %	+4.4 %
Howmet Aerospace	+21.5 %	34.4 %	18.3 %	+11.1 %
Cummins	+27.0 %	33.0 %	–	-1.3 %
Comfort Systems USA	+104.2 %	56.6 %	55.8 %	-73.9 %
W.W. Grainger	+26.6 %	23.6 %	9.5 %	+4.5 %
Union Pacific Corporation	+30.1 %	22.8 %	29.1 %	+1.1 %
Boeing Company	-6.1 %	35.9 %	2.5 %	+34.5 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.