Caterpillar Inc.

NYSE:CAT Rapport sur les actions

Capitalisation boursière : US$410.0b

Caterpillar Dividendes et rachats

Dividende contrôle des critères 0/6

Caterpillar est une société versant des dividendes avec un rendement actuel de 0.68%. La prochaine date de paiement est le 19th May, 2026 avec une date ex-dividende de 20th April, 2026.

Informations clés

0.7%

Rendement du dividende

1.6%

Rendement des rachats

Rendement total pour l'actionnaire2.3%
Rendement futur des dividendes0.8%
Croissance des dividendes6.8%
Prochaine date de paiement du dividende19 May 26
Date ex-dividende20 Apr 26
Dividende par actionn/a
Ratio de distribution22%

Mises à jour récentes sur les dividendes et les rachats

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
Caterpillar Inc. (NYSE:CAT) Just Reported And Analysts Have Been Lifting Their Price Targets

A Look At The Intrinsic Value Of Caterpillar Inc. (NYSE:CAT)

Jul 18
A Look At The Intrinsic Value Of Caterpillar Inc. (NYSE:CAT)

Why Caterpillar Inc. (NYSE:CAT) Could Be Worth Watching

Jul 06
Why Caterpillar Inc. (NYSE:CAT) Could Be Worth Watching

The Price Is Right For Caterpillar Inc. (NYSE:CAT)

Jun 24
The Price Is Right For Caterpillar Inc. (NYSE:CAT)

Is Caterpillar (NYSE:CAT) A Risky Investment?

Jun 10
Is Caterpillar (NYSE:CAT) A Risky Investment?

We Like Caterpillar's (NYSE:CAT) Returns And Here's How They're Trending

May 17
We Like Caterpillar's (NYSE:CAT) Returns And Here's How They're Trending

Here's What Analysts Are Forecasting For Caterpillar Inc. (NYSE:CAT) After Its First-Quarter Results

May 02
Here's What Analysts Are Forecasting For Caterpillar Inc. (NYSE:CAT) After Its First-Quarter Results

Caterpillar: This Cat Is Out Of Lives For Now (Rating Downgrade)

Apr 15

Caterpillar Vs. Deere: Which One Is The Better Buy Amidst Tariffs?

Apr 06

Caterpillar: Diversification Without Diworsification; Home Depot Looks Healthy, So Do Others

Mar 12

Caterpillar: Good Long-Term Story, But Near-Term Woes Keep Me On The Sidelines

Mar 06

Caterpillar: Why The Stock Is Close To Fair Value

Feb 27

Caterpillar: Q4 Earnings Report Confirms Negative Macroeconomic Outlook, Indicating Margin Contraction

Jan 31

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: CAT ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements sont stables.

Dividende croissant: CAT ne verse pas de dividende notable pour le marché US, il n'est donc pas nécessaire de vérifier si les paiements augmentent.


Rendement des dividendes par rapport au marché

Caterpillar Rendement des dividendes par rapport au marché
Comment le rendement du dividende de CAT se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (CAT)0.7%
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Machinery)1.1%
Analyste prévisionnel (CAT) (jusqu'à 3 ans)0.8%

Dividende notable: Le dividende de CAT ( 0.68% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché US ( 1.4% ).

Dividende élevé: Le dividende de CAT ( 0.68% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché US ( 4.22% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: CAT ne verse pas de dividende notable pour le marché US.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: CAT ne verse pas de dividende notable pour le marché US.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/01 08:41
Cours de l'action en fin de journée2026/05/01 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Caterpillar Inc. est couverte par 61 analystes. 19 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
John EadeArgus Research Company
Mircea DobreBaird
Meredith TaylorBarclays