Caterpillar Management
Management Kriterienprüfungen 3/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Joe Creed
Geschäftsführender
US$11.1m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 10.02% |
| Amtszeit als Geschäftsführer | 1yr |
| Eigentum des Geschäftsführers | 0.01% |
| Durchschnittliche Amtszeit des Managements | 2.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 5.1yrs |
Jüngste Management Updates
Recent updates
Caterpillar: The 43x P/E Data Center Trap
Apr 26
CAT: Future Returns Will Reflect Data Center Power And Physical AI Execution Risks
Caterpillar's analyst price target has been revised slightly higher to $754.33 from $742.18, with analysts pointing to updated fair value work, modestly adjusted revenue growth and profit margin assumptions, and a somewhat higher future P/E multiple to reflect recent sector research and sentiment. Analyst Commentary Recent Street research on Caterpillar has centered on higher price targets and updated views on long term demand drivers, digital capabilities, and the construction cycle.CAT: Future Returns Will Reflect Data Center Power And Cycle Normalization Risks
Analysts have lifted the fair value estimate for Caterpillar from about $588 to roughly $742, reflecting higher modeled revenue growth, a richer future P/E assumption of about 28x, and a slightly lower discount rate. This is supported by recent research that highlights strong data center related power demand, a healthy pipeline of mega construction projects, and Caterpillar's positioning in physical AI.
CAT: Data Center Power Dependence Will Likely Restrain Future Return Potential
Caterpillar's updated analyst price target reflects a modest fair value lift of about $1 per share. Analysts point to stronger construction demand signals from ConExpo, lengthening engine lead times tied to data center projects, and growing confidence in the company as a physical AI and infrastructure supplier.CAT: Data Center Power Dependence Will Likely Cap Future Return Potential
Caterpillar's updated fair value estimate has increased from about $475 to $521, as analysts factor in stronger projected revenue growth, a higher future P/E multiple, and ongoing demand in private non residential construction and data center power projects. Analyst Commentary Recent Street research on Caterpillar has been skewed toward higher price targets and generally constructive views, with several firms lifting their expectations alongside stronger assumptions for private non residential construction and data center related demand.
Caterpillar Inc. (CAT): The Industrial Architect – Leveraging the AI Data Center Boom and Infrastructure Supercycle in 2026.
Caterpillar (CAT) is currently operating as the engine of the global industrial recovery, trading at $752.18 as of the March 2, 2026, close. Despite a broader market rotation that has punished high-multiple growth stocks, Caterpillar has surged over 120% in the last year , recently hitting an all-time high above $775 on February 11.
CAT: Data Center Power Demand Will Drive Future Multiple Repricing
Caterpillar's analyst price target has been raised from $790 to $850. Analysts cited updated assumptions for faster revenue growth, a slightly lower discount rate, and a higher future P/E multiple, partly offset by more moderate profit margin expectations.CAT: Data Center Engine Reliance Will Likely Erode Future Return Expectations
The analyst price target for Caterpillar has moved higher from about US$393 to roughly US$475, with analysts pointing to updated assumptions for slightly stronger profit margins, a higher future P/E multiple, and ongoing support from data center driven engine demand. Analyst Commentary Across recent research, the tone around Caterpillar has leaned constructive, with a cluster of firms lifting their price targets by wide ranges, from around US$15 to as high as US$125.CAT: Data Center Power Demand Will Drive Future Earnings Repricing
Our Caterpillar fair value estimate is updated from $780 to $790, reflecting analysts' higher price targets and their focus on data center driven engine demand, stronger Energy & Transportation and Construction trends, and a slightly higher assumed future P/E multiple. Analyst Commentary Recent Street research on Caterpillar has leaned constructive, with several bullish analysts lifting price targets and highlighting specific growth drivers tied to engines, power generation and core construction and energy markets.CAT: Power Demand And Backlog Strength Will Drive Future Earnings Repricing
The analyst price target for Caterpillar has been raised from US$507 to US$780, with analysts citing stronger profit expectations, a higher assumed future P/E multiple, and recent Street research that highlights solid Q3 results, improving backlogs, and growing confidence around Energy & Transportation and Power Gen demand. Analyst Commentary Recent Street research on Caterpillar points to a wide range of views, but there is a clear pocket of bullish analysts who are leaning into the Q3 print, backlog trends, and perceived strength in Energy & Transportation, Power Gen, and Construction.CAT: Power Demand Optimism Will Likely Fade And Pressure Future Returns
Analysts have lifted their Caterpillar fair value estimate by about $28 to roughly $393, citing upward revisions to revenue growth and margins, a modestly higher assumed future P E multiple, and a wave of recent price target increases and upgrades following stronger than expected Q3 results and improving Power Gen and construction demand. Analyst Commentary Recent Street research reflects a broadly constructive view on Caterpillar following its Q3 earnings beat, with multiple upgrades and sizable price target increases.CAT: Future Returns Will Reflect Power Demand Upside And Tariff Headwind Risks
Analysts have nudged our Caterpillar price target higher by approximately $30 per share to reflect a stronger multiple on the Power Gen business, broad-based target hikes across the Street following Q3 outperformance, and growing conviction in secular demand and margin durability. Analyst Commentary Recent research updates reflect a broadly constructive but increasingly bifurcated view on Caterpillar, with most on the Street acknowledging stronger execution in Power Gen and core machinery, while debating how much of this strength is already embedded in the valuation.CAT: Future Performance Will Balance Demand Momentum And Rising Tariff Headwinds
Caterpillar's analyst price target has increased from $559 to $588. This reflects growing confidence among analysts due to strong recent earnings and an improved demand outlook across key segments.CAT: Fair Value Will Reflect Mixed Cycle Outlook Amid New Demand and Tariff Risks
Caterpillar's fair value estimate has increased by over $60 to $559, as analysts cite strong Q3 earnings, improved margins, and sustained demand, which are driving a higher price target for the shares. Analyst Commentary Recent analyst reports reflect a wide range of opinions on Caterpillar's outlook, with both bullish and bearish case elements evident following the company's strong quarterly performance and evolving macroeconomic conditions.Analysts Debate Caterpillar Outlook as Price Targets Rise and Valuation Climbs Amid New Risks
The analyst price target for Caterpillar has increased from approximately $468 to $498. Analysts cite resilient margins, improved inventory management, and expectations for continued earnings growth despite ongoing tariff headwinds as key drivers of this upward revision.Global Infrastructure Expansion Will Drive Equipment Renewal Cycle
Analysts have modestly increased their fair value estimate for Caterpillar to approximately $468. They cite stronger-than-expected operating margins, resilience against tariff pressures, and continued robust demand as supporting factors.Global Infrastructure Expansion Will Drive Equipment Renewal Cycle
Caterpillar’s consensus price target was raised to $458.91 as analysts grow more confident in operational momentum, resilient margins, and the potential for earnings recovery in 2025 despite tariff headwinds and some downward EPS revisions from bears. Analyst Commentary Bullish analysts are raising price targets based on strong Q2 results, resilient construction equipment margins, and successful management of dealer inventories, suggesting continued operational momentum despite tariff pressures.Global Infrastructure Expansion Will Drive Equipment Renewal Cycle
Caterpillar’s fair value estimate remains steady at $426.17, as both its future P/E ratio and consensus revenue growth forecasts show no significant change. What's in the News Caterpillar, Joule Capital Partners, and Wheeler Machinery Co. agreed to power Joule's Utah data center campus with Caterpillar's advanced generator sets, integrated cooling and power solutions, and substantial grid-forming battery energy storage, emphasizing fast deployment and comprehensive support.Caterpillar Inc. (NYSE:CAT) Just Reported And Analysts Have Been Lifting Their Price Targets
Aug 07
A Look At The Intrinsic Value Of Caterpillar Inc. (NYSE:CAT)
Jul 18Why Caterpillar Inc. (NYSE:CAT) Could Be Worth Watching
Jul 06The Price Is Right For Caterpillar Inc. (NYSE:CAT)
Jun 24Is Caterpillar (NYSE:CAT) A Risky Investment?
Jun 10We Like Caterpillar's (NYSE:CAT) Returns And Here's How They're Trending
May 17Here's What Analysts Are Forecasting For Caterpillar Inc. (NYSE:CAT) After Its First-Quarter Results
May 02Caterpillar: This Cat Is Out Of Lives For Now (Rating Downgrade)
Apr 15Caterpillar Vs. Deere: Which One Is The Better Buy Amidst Tariffs?
Apr 06Caterpillar: Diversification Without Diworsification; Home Depot Looks Healthy, So Do Others
Mar 12Caterpillar: Good Long-Term Story, But Near-Term Woes Keep Me On The Sidelines
Mar 06Caterpillar: Why The Stock Is Close To Fair Value
Feb 27Caterpillar: Q4 Earnings Report Confirms Negative Macroeconomic Outlook, Indicating Margin Contraction
Jan 31Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$9b |
| Dec 31 2025 | n/a | n/a | US$9b |
| Sep 30 2025 | n/a | n/a | US$9b |
| Jun 30 2025 | n/a | n/a | US$9b |
| Mar 31 2025 | n/a | n/a | US$10b |
| Dec 31 2024 | US$11m | US$1m | US$11b |
| Sep 30 2024 | n/a | n/a | US$11b |
| Jun 30 2024 | n/a | n/a | US$11b |
| Mar 31 2024 | n/a | n/a | US$11b |
| Dec 31 2023 | US$7m | US$819k | US$10b |
| Sep 30 2023 | n/a | n/a | US$9b |
| Jun 30 2023 | n/a | n/a | US$8b |
| Mar 31 2023 | n/a | n/a | US$7b |
| Dec 31 2022 | US$6m | US$702k | US$7b |
| Sep 30 2022 | n/a | n/a | US$7b |
| Jun 30 2022 | n/a | n/a | US$7b |
| Mar 31 2022 | n/a | n/a | US$6b |
| Dec 31 2021 | US$7m | US$665k | US$6b |
Vergütung im Vergleich zum Markt: JoeDie Gesamtvergütung ($USD11.13M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.54M).
Entschädigung vs. Einkommen: JoeDie Bezüge der Mitarbeiter sind um mehr als 20 % gestiegen, während die Unternehmensgewinne im vergangenen Jahr um mehr als 20 % gesunken sind.
Geschäftsführer
Joe Creed (49 yo)
1yr
Amtszeit
US$11,130,565
Vergütung
Mr. Joseph E. Creed, also known as Joe, C.P.A., is CEO & Director of Caterpillar Inc. from May 1, 2025 and as its Chairman of the Board from April 1, 2026. Mr. Creed was Chief Operating Officer of Caterpil...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 1yr | US$11.13m | 0.010% $ 41.3m | |
| Advisor | no data | US$7.98m | 0.011% $ 46.7m | |
| Group President of Resource Industries | 10.1yrs | US$8.72m | 0.011% $ 43.9m | |
| Group President of Services | 9.3yrs | US$8.56m | 0.018% $ 75.8m | |
| VP & Chief Accounting Officer | 4.3yrs | keine Daten | 0.00019% $ 779.0k | |
| Senior VP & CTO | 1.3yrs | keine Daten | keine Daten | |
| Senior VP & Chief Information Officer | 6.3yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations | no data | keine Daten | keine Daten | |
| Chief Legal Officer & General Counsel | 2.3yrs | keine Daten | 0.0018% $ 7.2m | |
| Chief Compliance Officer | less than a year | keine Daten | keine Daten | |
| Chief Human Resources Officer | 1yr | keine Daten | 0.00071% $ 2.9m | |
| Chief Audit Officer | 6.3yrs | keine Daten | keine Daten |
2.3yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: CATDas Führungsteam des Unternehmens gilt als erfahren (2.3 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman & CEO | 1yr | US$11.13m | 0.010% $ 41.3m | |
| Independent Director | 5.1yrs | US$344.95k | 0.0017% $ 7.0m | |
| Independent Director | 16.9yrs | US$324.95k | 0.0013% $ 5.2m | |
| Lead Independent Director | 10.9yrs | US$394.95k | 0.0028% $ 11.4m | |
| Independent Director | 9.3yrs | US$349.95k | 0.0018% $ 7.2m | |
| Independent Director | 3.2yrs | US$319.95k | 0.00037% $ 1.5m | |
| Independent Director | 3.2yrs | US$324.95k | 0.00085% $ 3.5m | |
| Independent Director | 1.5yrs | US$25.00k | 0.00011% $ 451.0k | |
| Independent Director | 5.2yrs | US$319.95k | 0.00079% $ 3.2m |
5.1yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter
Erfahrener Vorstand: CATDie Vorstandsmitglieder gelten als erfahren (5.1 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/01 11:01 |
| Aktienkurs zum Tagesende | 2026/05/01 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Caterpillar Inc. wird von 61 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Eade | Argus Research Company |
| Mircea Dobre | Baird |
| Meredith Taylor | Barclays |