Caterpillar Stock Insiders

CAT
 Stock
  

USD 178.29  0.47  0.26%   

Caterpillar employes about 107.7 K people. The company is managed by 51 executives with total tenure of roughly 296 years, averaging almost 5.0 years of service per executive having 2111.76 employees per reported executive. Break down Caterpillar management performance can provide insight into the firm performance. Note, employee sentiment is becoming a valuable factor that investors use to determine the amount of risk that may be associated with Caterpillar future performance.
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  Douglas Oberhelman  Chairman
Chairman and CEO
  Donald Umpleby  Chairman
Chairman of the Board, Chief Executive Officer, Director
  David Bozeman  President
Senior Vice President

Caterpillar Return on Sales

0.17

Share

Caterpillar Management Team Effectiveness

Caterpillar has Return on Asset of 6.38 % which means that on every $100 spent on asset, it made $6.38 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. Return on Investment is likely to gain to 14.40 in 2022, whereas Return on Average Assets are likely to drop 0.07 in 2022. Deposit Liabilities is likely to gain to about 1.2 B in 2022, whereas Total Liabilities is likely to drop slightly above 62.3 B in 2022.

Caterpillar Quarterly Total Assets

82.28 Billion

Share
Weighted Average Shares is likely to drop to about 537.9 M in 2022. Weighted Average Shares Diluted is likely to drop to about 544.1 M in 2022

Caterpillar Workforce Comparison

Caterpillar is number one stock in number of employees category among related companies. The total workforce of Farm & Heavy Construction Machinery industry is currently estimated at about 1.31 Million. Caterpillar holds roughly 107,700 in number of employees claiming about 8% of equities under Farm & Heavy Construction Machinery industry.

Caterpillar Profit Margins

The company has Net Profit Margin of 12.33 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 20.04 %, which entails that for every 100 dollars of revenue, it generated 0.2 of operating income.

Caterpillar Insider Trading

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Caterpillar insiders, such as employees or executives, is commonly permitted as long as it does not rely on Caterpillar's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases, Caterpillar insiders must file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Caterpillar Benchmark Summation

The output start index for this execution was four with a total number of output elements of fifty-seven. The Lowest and highest values over a specified period plots line showing minimum and maximum value of Caterpillar price series.
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Caterpillar Notable Stakeholders

A Caterpillar stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as Caterpillar often face trade-offs trying to please all of them. Caterpillar's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting Caterpillar's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.
Douglas Oberhelman - Chairman and CEOProfile
Donald Umpleby - Chairman of the Board, Chief Executive Officer, DirectorProfile
David Bozeman - Senior Vice PresidentProfile
Karl Weiss - Chief Technology Officer, Vice President of Innovation and Technology Development DivisionProfile
Ramin Younessi - Group President of Energy & TransportationProfile
Denise Johnson - Group President - Resources IndustriesProfile
William Ainsworth - Group President of Energy and TransportationProfile
Billy Ainsworth - Group President of Energy and TransportationProfile
Tom Bluth - Vice President - Legal Aftermarket SupportProfile
Joseph Creed - Vice President of Oil Gas and Marine DivisionProfile
Bob Lange - Group President of Customer and Dealer SupportProfile
Kyle Epley - Vice President of Finance Services DivisionProfile
James Buda - Executive Vice President - Law and Public PolicyProfile
Marty Haycraft - Vice President of Caterpillar Rail DivisionProfile
Robert Charter - Group PresidentProfile
Edward Rapp - Group President of Resource IndustriesProfile
Thomas Pellette - Senior Vice President of CaterpillarProfile
Bradley Halverson - CFO and Group President of Corporate ServicesProfile
James Umpleby - Group President Energy & TransportationProfile
Pablo Koziner - Vice President of Electric Power DivisionProfile
Joe Creed - Interim CFOProfile
Andrew Bonfield - Chief Financial OfficerProfile
Dennis Muilenburg - Independent DirectorProfile
Debra ReedKlages - Independent DirectorProfile
Debra Reed - Independent DirectorProfile
Jon Huntsman - Independent DirectorProfile
Daniel Dickinson - Independent DirectorProfile
David Calhoun - Presiding Independent DirectorProfile
Edward Rust - Independent DirectorProfile
Juan Gallardo - Independent DirectorProfile
Rayford Wilkins - Independent DirectorProfile
Miles White - Independent DirectorProfile
Kelly Ayotte - Independent DirectorProfile
Jesse Greene - Independent DirectorProfile
Gerald Johnson - Independent DirectorProfile
Davd MacLennan - Independent DirectorProfile
William Osborn - Independent DirectorProfile
Susan Schwab - Independent DirectorProfile
William Schaupp - Chief Accounting OfficerProfile
Anthony Fassino - Group President of Construction IndustriesProfile
Suzette Long - General Counsel, Corporate Secretary, Chief Legal OfficerProfile
Marc Cameron - Vice PresidentProfile
G Marvel - Chief Accounting OfficerProfile
Gary Marvel - Chief Accounting OfficerProfile
Cheryl Johnson - Chief Human Resource OfficerProfile
Michael Marvel - Chief Accounting OfficerProfile
Jananne Copeland - Chief Accounting OfficerProfile
E Savage - Vice President - Surface Mining & Technology DivisionProfile
Thomas Bluth - Vice President - Legal Aftermarket SupportProfile
Pam Heminger - Vice President - Strategic Procurement DivisionProfile
Martin Haycraft - Vice President of Caterpillar Rail DivisionProfile

About Caterpillar Management Performance

The success or failure of an entity such as Caterpillar often depends on how effective the management is. Caterpillar management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Caterpillar management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Caterpillar management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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Last ReportedProjected for 2022
Return on Investment 13.74  14.40 
Return on Average Assets 0.08  0.07 
Return on Average Equity 0.39  0.34 
Return on Invested Capital 0.12  0.11 
Return on Sales 0.17  0.15 
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, site prep tractors, skid steer loaders, telehandlers, and utility vehicles mini, small, medium, and large excavators compact, small, and medium wheel loaders track-type tractors and loaders and wheel excavators. The Resource Industries segment provides electric rope shovels, draglines, hydraulic shovels, rotary drills, hard rock vehicles, track-type tractors, mining trucks, longwall miners, wheel loaders, off-highway trucks, articulated trucks, wheel tractor scrapers, wheel dozers, fleet management, landfill compactors, soil compactors, machinery components, autonomous ready vehicles and solutions, select work tools, and safety services and mining performance solutions. The Energy Transportation segment offers reciprocating engines, generator sets, integrated systems and solutions, turbines and turbine-related services, remanufactured reciprocating engines and components, centrifugal gas compressors, diesel-electric locomotives and components, and other rail-related products and services for marine, oil and gas, industrial, and electric power generation sectors. The companys Financial Products segment provides operating and finance leases, installment sale contracts, working capital loans, and wholesale financing plans and insurance and risk management products for vehicles, power generation facilities, and marine vessels. The All Other operating segment manufactures filters and fluids, undercarriage, ground engaging tools, etc. The company was formerly known as Caterpillar Tractor Co. and changed its name to Caterpillar Inc. in 1986. The company was founded in 1925 and is headquartered in Deerfield, Illinois.
The data published in Caterpillar's official financial statements usually reflect Caterpillar's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Caterpillar. For example, before you start analyzing numbers published by Caterpillar accountants, it's critical to develop an understanding of what Caterpillar's liquidity, profitability, and earnings quality are in the context of the Industrials space in which it operates.
Please note, the presentation of Caterpillar's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Caterpillar's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Caterpillar's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Caterpillar. Please utilize our Beneish M Score to check the likelihood of Caterpillar's management to manipulate its earnings.

Caterpillar Workforce Analysis

Traditionally, organizations such as Caterpillar use manpower efficiency calculations for various incentive schemes, employee appraisal, or as an initiative to improve the processes. However, it can also be used by investors to make long-term investment decisions. The trends in the profit per employee or revenue per employee are measured by net income or revenue divided by the current number of full-time employees over a given time interval. Because workforce needs differ across sectors, these ratios could be used to compare Caterpillar within its industry.

Caterpillar Manpower Efficiency

Return on Caterpillar Manpower

Revenue Per Employee446.1 K
Revenue Per Executive1 B
Net Income Per Employee65 K
Net Income Per Executive127.5 M
Working Capital Per Employee75.3 K
Working Capital Per Executive159.1 M
Today, most investors in Caterpillar Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Caterpillar's growth ratios. Consistent increases or decreases in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's per employee growth rates may not be enough to decide which company is a better investment. That's why investors frequently use static breakdown of Caterpillar per employee as a starting point in their analysis.

Per Employee

Caterpillar Per Employee Growth Over Time

Net Income Per Employee

65,007.66

Share
Caterpillar Net Income Per Employee is comparatively stable at the moment as compared to the past year. Caterpillar reported Net Income Per Employee of 60,251 in 2021

Revenue Per Employee

446,133

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Caterpillar Revenue Per Employee is comparatively stable at the moment as compared to the past year. Caterpillar reported Revenue Per Employee of 473,268 in 2021
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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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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.
Quarterly Earnings Growth YOY
0.032
Market Capitalization
95.1 B
Quarterly Revenue Growth YOY
0.14
Return On Assets
0.063
Return On Equity
0.39
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.