NASDAQ · STOCK
Caterpillar Inc.
$950.75
52W $391.52 – $1073.46
61/100
$436.72B
46.0
1.59
Price History (6M)
Executive Summary
6 analysts weighed in with 33% agreement on a bullish lean. Macro Analyst: Market regime is bullish (Bull market -- normal position sizing). Risk Analyst: High leverage (debt-to-equity 2.03) amplifies downside in a stress scenario. Overall recommendation: WATCH.
Executive Summary
6 analysts weighed in with 33% agreement on a bullish lean. Macro Analyst: Market regime is bullish (Bull market -- normal position sizing). Risk Analyst: High leverage (debt-to-equity 2.03) amplifies downside in a stress scenario. Overall recommendation: WATCH.
Bull & Bear Case
Bull Case
- Daily trend: uptrend.
- Weekly trend: uptrend.
- Daily and weekly trends are both bullish — multi-timeframe alignment, highest confidence.
- Higher Highs / Higher Lows structure confirms bullish price action.
- Bullish candlestick pattern(s) detected: Bullish Engulfing.
Bear Case
- MACD histogram is negative (-9.731) — bearish momentum.
AI Investment Committee
Committee Consensus
As of July 07, 2026
Overall Committee Score
61/100
Agreement
60%
Analysts
5
Conviction
Contested
Value Analyst
bearish
40
/ 100 · High confidence
Multiples don't clear a genuine value bar here, or cheapness looks justified by weak fundamentals
+ ROE of 47.6% shows genuine earnings power backing the valuation
− P/E of 46.0 is expensive by classic value standards
Growth Analyst
bullish
62
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ 3 consecutive earnings beats -- consistent execution
− EPS declining -2.1% YoY despite any revenue growth
Technical Analyst
neutral
57
/ 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
32
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.03) amplifies downside in a stress scenario
Macro Analyst
bullish
70
/ 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
neutral
60
/ 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Technical Analysis
RSI (14)
43.0
Neutral
MACD Histogram
-9.731
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.40
Inside Bands
Price vs Moving Averages
EMA 9
$974.92
Below
EMA 21
$964.97
Below
EMA 50
$916.66
Above
EMA 200
$732.01
Above
Fundamental Analysis
Valuation
0
Growth
62
Profitability
75
Financial Health
38
Valuation
P/E Ratio
46.0×
P/B Ratio
12.58×
PEG Ratio
—
Dividend Yield
0.69%
52W High
$1073.46
52W Low
$391.52
Quality & Growth
ROE
4757.0%
ROA
997.0%
Gross Margin
3384.0%
Operating Margin
1648.0%
Revenue Growth YoY
+1185.0%
Debt / Equity
2.03
AI Fundamental Assessment
P/E ratio of 46.0 (rich relative to a 15-40x range); Price-to-book of 12.6x; Revenue growth (YoY) of 11.8%; EPS growth (YoY) of -2.1%; Return on equity of 47.6%; Return on assets of 10.0%; Net margin of 13.3%; Gross margin of 33.8%; Current ratio of 1.44 (tight short-term liquidity); Debt-to-equity of 2.03; Most recent quarter beat estimates by 18.8%; 3 consecutive earnings beats; EPS growth accelerating (+4.2% -> +7.4% QoQ); Analyst estimates rising over recent quarters
Key Risks
- MACD histogram is negative (-9.731) — bearish momentum.
This risk summary is generated from quantitative data signals, not qualitative opinion. All investors should conduct their own due diligence. This is not financial advice.
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