CAT Caterpillar Inc

Five-factor quant read, peer ranking, and the analyst team's own call.

7.2

composite/ 10

Factor Scores Peer Comparison Desk Analysis

Value computed

3.8

priced for 17.0% growth vs 4.4% delivered · -19% to base-case fair value

Quality computed

7.0

Piotroski 4/8 · Altman safe zone · ROE 42% on 4.6x leverage · interest covered 24x

Momentum rank

9.0

12-month momentum near the top of the universe · deeply oversold on RSI

Defensive rank

6.0

Tactical rank

10.0

Descriptive, not predictive. Momentum, Defensive and Tactical are deciles within our liquid universe; Value and Quality are computed from filed financials. None of them forecasts a return - the model's out-of-sample AUC is published in the whitepaper. Deciles as of 2026-09-04.

Peer comparison

Composite score against sector peers · 6 names

7.5

7.2

6.9

6.7

6.5

5.2

CAT ranks #2 of 6 · peer average 6.7

No current desk call on CAT. The factor scores above are computed; a full analysis is four analyst desks, a bull-vs-bear debate and a risk committee, and takes about three minutes.

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Automated, educational research - not investment advice, and not a recommendation to buy or sell any security.