← Scroll for more →
Caterpillar Inc (CAT)
Construction Machinery & Equip
Latest Price
$713.38
TTM P/E
30.71
Normalized P/E
37.34
TTM Div Yield
0.86%
Fwd Div Yield
0.91%
Book Value
42.19
P/B Ratio
16.91
Valuation metrics
adjust assumptions →EPS: $18.81
Book value / share: $45.82
Formula: √(22.5 × EPS × BVPS)
Graham Number
$139.25
80% downside
Norm. op. income: $8.3B (median of 7yr)
Tax rate: 22%
Discount rate: 10%
Growth assumption: zero (EPV is a no-growth value)
Earnings Power Value
$81.97
89% downside
Base FCF: $8.9B (median of recent 5yr)
Growth: -1%/yr (median YOY, capped at 25%)
Discount rate: 10%
Terminal growth: 3%
Projection horizon: 10 years
DCF Fair Value
$149.22
79% downside
EPS: $18.81
Target P/E: 37×
Formula: EPS × P/E
P/E Fair Value
$695.97
2% downside
Institutional Ownership
75.2% held by institutions| Institution | Shares | Value | Ownership % | Change | Filing Date |
|---|---|---|---|---|---|
| BlackRock, Inc. | 37.99M | $40.46B | 8.26% | +805.6K | 2026-06-30 |
| State Street Corp | 34.39M | $36.62B | 7.48% | -488.3K | 2026-06-30 |
| Vanguard Capital Management LLC | 30.08M | $32.03B | 6.54% | -156.7K | 2026-06-30 |
| State Farm Mutual Automobile Insurance Co | 14.51M | $15.45B | 3.16% | -55.4K | 2026-06-30 |
| Vanguard Portfolio Management LLC | 12.03M | $12.81B | 2.62% | +320.4K | 2026-06-30 |
| Geode Capital Management, LLC | 11.18M | $11.92B | 2.43% | +48.0K | 2026-06-30 |
| Fisher Asset Management, LLC | 9.94M | $10.59B | 2.16% | +166.6K | 2026-06-30 |
| Morgan Stanley | 7.50M | $7.99B | 1.63% | +4.8K | 2026-06-30 |
| JPMorgan Chase & Co | 7.33M | $7.57B | 1.59% | +4.73M | 2026-06-30 |
| Gates Foundation Trust | 6.35M | $6.76B | 1.38% | -- | 2026-06-30 |