CAT US EQUITY Industrials Construction Machinery & Heavy Transportation Equipment CIK: 18230

Caterpillar Inc. (CAT) Quant Factor Diagnostic & Fair Value Model

Caterpillar Inc. (Ticker: CAT) is listed in the Industrials sector (Construction Machinery & Heavy Transportation Equipment). Below is its point-in-time financial profile, valuation multiples, and cross-sectional factor diagnostics.

$687.00

-2.42% Latest Close (2026-10-23)

Market Cap: $4.29B

P/E Ratio: 22.1

Momentum Strength 3M / 12M

-21.33%

1M: -14.68% 12M: +33.68%

Quality (ROE) Point-in-Time

Trailing Return on Equity

Technical Trend RSI 14

15.0

SMA50: $799.74 SMA200: $808.62

Valuation Multiplier Trailing

22.1

Moderate Valuation Corridor (15x - 30x P/E)

📊 Valuation & Multi-Factor Diagnostic

Moderate Valuation Corridor (15x - 30x P/E)

CAT trades within a typical sector multiple band (22.1x P/E), broadly aligned with trailing earnings.

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S&P 500 Momentum Alpha Strategy

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📈 Daily Candlestick & Volume Quant Chart

Interactive lightweight price action & volume breakdown over recent 90 trading days.

均线整理 (MA20/50) Piotroski F-Score: 4/9 (Moderate Financial Health)

Official Point-in-Time Financial Filing History

Zero Lookahead Bias: Every financial metric is timestamped at the exact moment officially published to the market.

备案 CIK: 18230 · 10-K 年报 / 10-Q 季报

Form	Period End	Filing Timestamp (Point-in-Time)	Revenue	Net Income	Operating CF	EPS (Diluted)
10-Q	2026-06-30	2026-08-05	$20.54B	-	$6.24B	$7.77
10-Q	2025-12-31	2026-08-05	-	-	-	-
10-Q	2025-06-30	2026-08-05	$16.57B	-	$4.41B	$4.62
10-Q	2026-03-31	2026-05-06	$17.41B	-	$1.87B	$5.47
10-Q	2025-03-31	2026-05-06	$14.25B	-	$1.29B	$4.20
10-K	2025-12-31	2026-02-13	$67.59B	-	$11.74B	$18.81
10-K	2024-12-31	2026-02-13	$64.81B	-	$12.04B	$22.05
10-K	2023-12-31	2026-02-13	$67.06B	-	$12.88B	$20.12

💡 Methodology & Frequently Asked Questions

Key reference details regarding Caterpillar Inc. (CAT) valuation multiples, momentum factors, and point-in-time filing conventions.

How should CAT's current valuation multiple be interpreted? ↓

CAT trades at a trailing P/E of 22.1x within the Industrials sector (moderate valuation corridor (15x - 30x p/e)). Valuation multiples are computed using trailing-twelve-month GAAP earnings against the latest close price.

What are CAT's key momentum and technical factor indicators? ↓

As of the latest close, CAT shows a 1-month return of -14.68%, 3-month return of -21.33%, and 12-month return of +33.68%, with a 14-day RSI of 15.0. Momentum factors reflect short- and intermediate-term price velocity across the equity cross-section.

What is Point-in-Time (PIT) financial data and why does it matter for CAT? ↓

Point-in-Time indexing aligns corporate fundamentals with their official public filing timestamps (Form 10-Q/10-K) rather than accounting period-end dates. This methodology eliminates lookahead bias in historical equity backtests.

How can CAT be incorporated into systematic factor models? ↓

CAT can be evaluated within customized multi-factor models or screened against cross-sectional filters (such as momentum quintiles and return on equity) to analyze historical turnover and risk-adjusted return.