Caterpillar Inc. (CAT)
CAT · Industrials · 
United States
Caterpillar Inc. (CAT) is a US company in the Industrials sector. The stock has its largest weight in CIND (Dow Jones), at 7.32%. Anyone who holds an ETF containing Caterpillar also has an indirect stake in the company.
Data and Charts: Caterpillar
Key Data for Caterpillar
Caterpillar Stock Price Chart
The Caterpillar chart shows daily closing prices and is set to the current year by default. The stock is up 8.7% year to date and up 6.8% over twelve months. The last recorded close on October 30, 2026, was $622.75, at 15% of the 52-week range.
Price series from our database since Jul 11, 2024, 580 daily values.
Caterpillar Stock Performance
| Year to date | +8.7% | 1 year | +6.8% |
|---|---|---|---|
| 1 month | -23.2% | 3 months | -23.6% |
| Calendar year 2025 | +57.9% |
Measured in euros, Caterpillar is up 14.3% year to date and up 10.4% over twelve months. The difference from the dollar figures above comes from the exchange rate alone. Each daily price is converted at the ECB euro reference rate for that day.
Alysly Data Analysis: Caterpillar
What ETF Is Caterpillar In?
Caterpillar has above-average ETF coverage and is held by 23 of the 104 ETFs we track, which together follow 12 indices. That puts the stock in more ETFs than 87.8% of the 4,341 stocks we track.
| ETF | Index | Weight | per €1,000 in the ETF |
|---|---|---|---|
| CIND | Dow Jones | 7.32% | €73.20 |
| WIND | MSCI World Industrials | 3.05% | €30.52 |
| XDWI / XMIW | MSCI World Industrials | 3.04% | €30.43 |
| XDEM | MSCI World Momentum | 1.50% | €15.00 |
| XDEQ | MSCI World Quality | 0.92% | €9.22 |
| SXR8 | S&P 500 | 0.45% | €4.50 |
| SPYL / SPY5 | S&P 500 | 0.45% | €4.48 |
| XD9U / XD9D | MSCI USA | 0.45% | €4.47 |
| EUNL | MSCI World | 0.33% | €3.30 |
| SWWD | MSCI World | 0.33% | €3.30 |
| SPPW | MSCI World | 0.33% | €3.30 |
| XDWD / XDWL | MSCI World | 0.33% | €3.27 |
| SPYI / SPSA | MSCI ACWI IMI | 0.30% | €2.99 |
| SPYY | MSCI ACWI | 0.29% | €2.93 |
| IUSQ | MSCI ACWI | 0.29% | €2.90 |
| WIMI | MSCI World IMI | 0.29% | €2.89 |
| SPYD | S&P High Yield Dividend Aristocrats | 0.19% | €1.87 |
| XDEW | S&P 500 Equal Weight | 0.15% | €1.54 |
The last column shows how much of €1,000 in one of these funds goes to Caterpillar, based on each fund's latest holdings list.
US-listed ETFs holding Caterpillar (weight per latest SEC filing): VYM 1.50%, IVV 0.76%, SPY 0.76%, VOO 0.76%, VTI 0.68%. These funds are registered in the US; retail investors in the EU usually cannot buy them.
Caterpillar Weight in iShares Core MSCI World (EUNL) Since 2019
In iShares Core MSCI World (EUNL), Caterpillar had a weight of 0.17% on Sep 30, 2019 and 0.33% on Oct 29, 2026. The fund tracks the MSCI World. Its share peaked at 0.55% on Jun 30, 2026. The weight rises and falls with the stock's price performance relative to the other index members. It can also change when the index provider adjusts the index composition.
What's Inside Your ETF Portfolio and the ETF overlap check show how much Caterpillar overlaps with the rest of a portfolio.
Which Tracked Investors Hold Caterpillar?
Caterpillar is not among the largest purchases in the quarter ending Jun 30, 2026. The list is led by GOOGL, DAL and NEBIUS GROUP N.V. The only manager we track that holds Caterpillar reduced its position.
| Investor | Shares | Value | Quarter |
|---|---|---|---|
| Bridgewater Associates | 7,329 | $8M | reduced by 75,173 |
As of Jun 30, 2026. Based on quarterly filings with the US securities regulator, submitted up to 45 days after the reference date. The change counts shares, not price gains.
Stocks With ETF Exposure Similar to Caterpillar
| Stock | Shared ETFs | r | 1 year | Annualized volatility | Net margin | Revenue growth |
|---|---|---|---|---|---|---|
| Caterpillar | – | – | +6.8% | 35.4% | 13.1% | +4.3% |
 Expeditors International of Washington | 22 | – | +65.4% | 27.7% | 7.3% | +4.4% |
 Cummins | 22 | +0.76 | +14.2% | 32.7% | 8.4% | -1.3% |
 W.W. Grainger | 22 | – | +42.1% | 23.3% | 9.5% | +4.5% |
 3M Company | 21 | – | +4.7% | 30.8% | 13.0% | +1.5% |
 Illinois Tool Works | 21 | – | +14.3% | 21.2% | 19.1% | +0.9% |
 Howmet Aerospace | 21 | – | -1.3% | 34.7% | 18.3% | +11.1% |
| J.B. Hunt Transport Services | 21 | – | +32.7% | 36.8% | – | – |
| C.H. Robinson Worldwide | 21 | – | -19.5% | 38.9% | 3.6% | -8.4% |
These stocks reach a portfolio through largely the same funds as Caterpillar. “Shared ETFs” counts the funds that hold both.
Return and volatility are calculated from our daily closing prices in US dollars. Margin and growth come from each company's latest SEC annual filing. Because fiscal years do not end on the same date for every company, the underlying periods are not fully identical.
Fundamental Analysis: Caterpillar
Caterpillar Key Financials
Figures come from the SEC annual filing for the latest reported fiscal year (period end Dec 31, 2025).
| Fiscal year | Revenue | Net income | Margin |
|---|---|---|---|
| FY ended Dec 2023 | 67.1 | 10.3 | 15.4% |
| FY ended Dec 2024 | 64.8 | 10.8 | 16.7% |
| FY ended Dec 2025 | 67.6 | 8.9 | 13.1% |
Latest Patents Granted to Caterpillar
In the 52 weekly issues of the US patent office from Nov 4, 2025 to Oct 27, 2026, Caterpillar received 390 utility patents and 66 design patents. That is 0.12% of all utility patents the US patent office granted in those weeks. The median time from filing to grant was 2.6 years.
| Granted | Patent | Title | Filed | Technology field |
|---|---|---|---|---|
| US 12774687 B2 | Fuel type detection for internal combustion engine | F02D Mechanical engineering; lighting; heating; weapons; blasting | ||
| US 12771166 B2 | Transfer switch for multiple power sources and multiple electrical loads | H02J Power supply and energy storage | ||
| US 12770764 B2 | Modular resistor grid to achieve “black box” resistance | H01C Electricity | ||
| US 12768924 B2 | Automated self testing of an electric field sensing device | G01R Measuring electric and magnetic variables | ||
| US 12768413 B2 | Brake cooling system and method to reduce energy consumption in a work machine | F16D Mechanical engineering; lighting; heating; weapons; blasting |
These are grants, not applications. The office usually publishes an application 18 months after the priority date; the grant tends to come much later. Owners counted: Caterpillar Inc. and Caterpillar SARL. Titles as published by the office; median time based on 204 patents with a known filing date.
The patent screener lists more grants, filterable by company, type and technology field. The M&A and patents page compares companies.
Technical Analysis: Caterpillar
Caterpillar Risk Metrics
The close on Oct 30, 2026, was 41.5% below the highest close since Jul 11, 2024. That high was reached on Jun 30, 2026. When the S&P 500 rose or fell 1%, Caterpillar moved 1.88% on average in the same direction (past 252 trading days). The correlation of 0.60 shows a clear but not close link to the broad market. Accordingly, moves in the S&P 500 explain part of the daily price moves of Caterpillar, but far from all.
What Caterpillar Correlates With
| Instrument | r | −1 … +1 |
|---|---|---|
| Cummins Inc. | +0.76 | |
| Keysight Technologies Inc | +0.76 | |
| Teradyne Inc. | +0.76 | |
| Nova Ltd. | +0.74 | |
| nVent Electric plc | +0.74 | |
| Applied Materials Inc. | +0.73 | |
| Marsh & McLennan Companies Inc. | -0.63 | |
| Brown & Brown Inc. | -0.60 | |
| Spotify Technology SA | -0.58 |
The strongest co-movers are listed at the top, the strongest inverse movers at the bottom. Low or negative correlations can help spread risk more broadly across a portfolio.
