CAT Caterpillar
Recip gensets and Solar Turbines for onsite power
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
CAT · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-29EarningsBeat / raise
Reported EPS 7.2 vs 7.03 expected (+2.4% surprise).
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7
2026-08-04EarningsBeat / raise
Reported EPS 8.17 vs 6.2 expected (+31.8% surprise).
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6
2026-04-30EarningsBeat / raise
Reported EPS 5.54 vs 4.64 expected (+19.3% surprise).
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5
2026-01-29EarningsBeat / raise
Reported EPS 5.16 vs 4.71 expected (+9.5% surprise).
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4
2025-10-29EarningsBeat / raise
Reported EPS 4.95 vs 4.52 expected (+9.4% surprise).
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3
2025-08-05EarningsMiss / cut
Reported EPS 4.72 vs 4.9 expected (-3.7% surprise).
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2
2025-04-30EarningsMiss / cut
Reported EPS 4.25 vs 4.34 expected (-2.2% surprise).
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1
2025-01-30EarningsBeat / raise
Reported EPS 5.14 vs 5.03 expected (+2.2% surprise).
Latest headlines
Auto-updated daily- How Much Downside Is Left In Caterpillar Stock?2026-11-12
- Global Landscape Attachments and Implements Market Report 2026: Size, Trends, and Forecast to 2030 | Deere, Caterpillar, Kubota, and Bobcat Capitalize on Smart Quick-Attach Demand2026-11-12
- CAT's Record $78B Backlog Signals Strength: Can Growth Continue?2026-11-12
- Caterpillar (CAT) Stock Looks Like A Bargain On Its 222% Run2026-11-11
- Michael Burry just made a big move on Caterpillar stock2026-11-11
- Can Caterpillar Stock Hit $820?2026-11-11
- Caterpillar faces further valuation risks despite machinery strength, Bank of America warns2026-11-11
Predictions involving CAT
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-29 | 7.03 | 7.2 | +2.4% |
| 2026-08-04 | 6.2 | 8.17 | +31.8% |
| 2026-04-30 | 4.64 | 5.54 | +19.3% |
| 2026-01-29 | 4.71 | 5.16 | +9.5% |
| 2025-10-29 | 4.52 | 4.95 | +9.4% |
| 2025-08-05 | 4.9 | 4.72 | −3.7% |
| 2025-04-30 | 4.34 | 4.25 | −2.2% |
| 2025-01-30 | 5.03 | 5.14 | +2.2% |
| 2024-10-30 | 5.35 | 5.17 | −3.4% |
| 2024-08-06 | 5.54 | 5.99 | +8.1% |
| 2024-04-25 | 5.13 | 5.6 | +9.1% |
| 2024-02-05 | 4.75 | 5.23 | +10.1% |
| 2023-10-31 | 4.79 | 5.52 | +15.2% |
| 2023-08-01 | 4.58 | 5.55 | +21.2% |
| 2023-04-27 | 3.79 | 4.91 | +29.5% |
| 2023-01-31 | 4.03 | 3.86 | −4.2% |
| 2022-10-27 | 3.17 | 3.95 | +24.8% |
| 2022-08-02 | 3.02 | 3.18 | +5.4% |
| 2022-04-28 | 2.6 | 2.88 | +10.6% |
| 2022-01-28 | 2.26 | 2.69 | +18.9% |
| 2021-10-28 | 2.2 | 2.66 | +20.8% |
| 2021-07-30 | 2.41 | 2.6 | +8.0% |
| 2021-04-29 | 1.94 | 2.87 | +48.0% |
| 2021-01-29 | 1.49 | 2.12 | +42.5% |
About Caterpillar
Website ↗Caterpillar Inc. provides construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. The Construction Industries segment offers asphalt pavers, cold planers, compactors, forestry machines, material handlers, motor graders, pipelayers, road reclaimers, telehandlers, track-type tractors, and track and wheel excavators; backhoe, compact track, skid steer, track-type, and wheel loaders; and related parts and work tools. Its Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers, and landfill and soil compactors; machinery components, and wear and maintenance components; and technology products a…
Three OEMs make nearly all heavy-duty gas turbines. Slot reservations stretch years out and set the pace for new firm generation.
What would prove us wrong. Weakens if turbine slot reservations are cancelled or pricing per kW falls.
When the grid can't deliver in time, campuses build their own: recip engines, fuel cells and aeroderivatives as a bridge — at higher cost per MWh.
What would prove us wrong. Weakens if interconnection speeds up enough that onsite power loses its time-to-power premium.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| GEV GE Vernova | Gas turbines, grid equipment and SMRs | $818.5 | +1.27% | −13.0% | +25.5% | |
| ENR.DE Siemens Energy | Gas turbines and grid technology | €132.5 | −0.18% | −2.0% | +10.5% | |
| 7011.T Mitsubishi Heavy Industries | Heavy-duty gas turbines | ¥3,155.0 | +0.54% | −15.2% | −17.3% | |
| BE Bloom Energy | Fuel cells for onsite data-centre power | $201.9 | −3.60% | −15.6% | +132.4% | |
| CMI Cummins | Gensets and engines for backup and prime power | $455.4 | −1.70% | −13.4% | −9.9% | |
| GNRC Generac | Large gensets for data centres | $192.9 | −0.58% | −2.6% | +41.4% | |
| WRT1V.HE Wärtsilä | Recip engine power plants | €26.22 | +1.83% | −12.0% | −10.8% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.