James Umpleby - Caterpillar Group President Energy & Transportation

CAT
 Stock
  

USD 171.23  7.15  4.36%   

  President
Mr. D. James Umpleby III is Group President Energy Transportation of Caterpillar Inc. since January 1 2013. He was elected to his current position as a Vice President of the Company and President of Solar Turbines Incorporated in 2010. During his 32 year career Mr. Umpleby has held a number of positions with increasing responsibilities
Age: 56  President Since 2014      
224-551-4000  https://www.caterpillar.com
Umpleby joined Solar in 1980 as an associate engineer and over the next fifteen years, he held various engineering and sales positions with responsibilities in the U.S. and Asia. In 1995, he became the Director of Power Systems Operations and Facility Manager of Solar’s Kearny Mesa gas turbine packaging facility. In 1997, he became a Solar Vice President with responsibility for customer services, followed by responsibilities as Vice President of Turbomachinery Products and Power Generation. In 2005, Mr. Umpleby assumed responsibilities as the General Manager, Global Services in the Product Support Division. He was named Solar’s Vice President for Oil and Gas in 2007, a position which he held until his election as Vice President of the Company and President of Solar.

Caterpillar Management Efficiency

Caterpillar has Return on Asset of 6.3 % which means that on every $100 spent on asset, it made $6.3 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 38.55 %, implying that it generated $38.55 on every 100 dollars invested. Caterpillar management efficiency ratios could be used to measure how well the company manages its routine affairs as well as how well it operates its assets and liabilities.
The company has 37.58 B in debt with debt to equity (D/E) ratio of 2.2, meaning that the company heavily relies on borrowing funds for operations. Caterpillar has a current ratio of 1.41, which is typical for the industry and considered as normal. Debt can assist Caterpillar until it has trouble settling it off, either with new capital or with free cash flow. So, Caterpillar's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Caterpillar sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Caterpillar to invest in growth at high rates of return. When we think about Caterpillar's use of debt, we should always consider it together with cash and equity.

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PRESIDENT Since

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2006
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. The company was founded in 1925 and is headquartered in Deerfield, Illinois. Caterpillar operates under Farm Heavy Construction Machinery classification in the United States and is traded on New York Stock Exchange. It employs 107700 people. Caterpillar (CAT) is traded on New York Stock Exchange in USA and employs 107,700 people.

Caterpillar Leadership Team

Elected by the shareholders, the Caterpillar's board of directors comprises two types of representatives: Caterpillar inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Caterpillar. The board's role is to monitor Caterpillar's management team and ensure that shareholders' interests are well served. Caterpillar's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Caterpillar's outside directors are responsible for providing unbiased perspectives on the board's policies.
Dennis Muilenburg, Independent Director
David Bozeman, Senior Vice President
Karl Weiss, Chief Technology Officer, Vice President of Innovation and Technology Development Division
William Schaupp, Chief Accounting Officer
Debra ReedKlages, Independent Director
Ramin Younessi, Group President of Energy & Transportation
Anthony Fassino, Group President of Construction Industries
Denise Johnson, Group President - Resources Industries
Joe Creed, Interim CFO
William Ainsworth, Group President of Energy and Transportation
Billy Ainsworth, Group President of Energy and Transportation
Suzette Long, General Counsel, Corporate Secretary, Chief Legal Officer
Marc Cameron, Vice President
Tom Bluth, Vice President - Legal Aftermarket Support
Debra Reed, Independent Director
Joseph Creed, Vice President of Oil Gas and Marine Division
Jon Huntsman, Independent Director
Douglas Oberhelman, Chairman and CEO
Bob Lange, Group President of Customer and Dealer Support
Daniel Dickinson, Independent Director
David Calhoun, Presiding Independent Director
Andrew Bonfield, Chief Financial Officer
G Marvel, Chief Accounting Officer
Gary Marvel, Chief Accounting Officer
Cheryl Johnson, Chief Human Resource Officer
Michael Marvel, Chief Accounting Officer
Edward Rust, Independent Director
Kyle Epley, Vice President of Finance Services Division
Juan Gallardo, Independent Director
James Buda, Executive Vice President - Law and Public Policy
Jananne Copeland, Chief Accounting Officer
Marty Haycraft, Vice President of Caterpillar Rail Division
Robert Charter, Group President
Rayford Wilkins, Independent Director
E Savage, Vice President - Surface Mining & Technology Division
Edward Rapp, Group President of Resource Industries
Donald Umpleby, Chairman of the Board, Chief Executive Officer, Director
Thomas Bluth, Vice President - Legal Aftermarket Support
Pam Heminger, Vice President - Strategic Procurement Division
Miles White, Independent Director
Thomas Pellette, Senior Vice President of Caterpillar
Kelly Ayotte, Independent Director
Bradley Halverson, CFO and Group President of Corporate Services
Jesse Greene, Independent Director
Gerald Johnson, Independent Director
James Umpleby, Group President Energy & Transportation
Martin Haycraft, Vice President of Caterpillar Rail Division
Davd MacLennan, Independent Director
William Osborn, Independent Director
Susan Schwab, Independent Director
Pablo Koziner, Vice President of Electric Power Division

Caterpillar Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Caterpillar a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Caterpillar without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Caterpillar

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Caterpillar position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Caterpillar will appreciate offsetting losses from the drop in the long position's value.

Moving together with Caterpillar

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The ability to find closely correlated positions to Caterpillar could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Caterpillar when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Caterpillar - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Caterpillar to buy it.
The correlation of Caterpillar is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Caterpillar moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Caterpillar moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Caterpillar can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Trending Equities. Note that the Caterpillar information on this page should be used as a complementary analysis to other Caterpillar's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.

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When running Caterpillar price analysis, check to measure Caterpillar's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Caterpillar is operating at the current time. Most of Caterpillar's value examination focuses on studying past and present price action to predict the probability of Caterpillar's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Caterpillar's price. Additionally, you may evaluate how the addition of Caterpillar to your portfolios can decrease your overall portfolio volatility.
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Is Caterpillar's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Caterpillar. If investors know Caterpillar will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Caterpillar listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Caterpillar is measured differently than its book value, which is the value of Caterpillar that is recorded on the company's balance sheet. Investors also form their own opinion of Caterpillar's value that differs from its market value or its book value, called intrinsic value, which is Caterpillar's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Caterpillar's market value can be influenced by many factors that don't directly affect Caterpillar's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Caterpillar's value and its price as these two are different measures arrived at by different means. Investors typically determine Caterpillar value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Caterpillar's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.