Caterpillar Inc.
IndustrialsNYSE:CAT · New York Stock Exchange
+$12.94 today
Vol 2.03M · Avg 2.52M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
41.6%
avg 32.6%
ROIC
11.4%
avg 8.3%
ROA
9.0%
avg 6.6%
Analysis
ROE is currently the strongest return metric at 41.6% versus its period average of 32.6%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Joseph E. Creed | Chairman & CEO | $4.37M | — | 50 | $5,711.00 | <0.01% |
Kyle J. Epley | Chief Financial Officer | $2.68M | — | 53 | $5,711.00 | <0.01% |
Andrew R. J. Bonfield | Advisor | $2.60M | — | 64 | $75,989.00 | 0.02% |
Denise C. Johnson | Group President of Resource Industries | $2.49M | — | 60 | $3,907.00 | <0.01% |
Bob De Lange | Group President of Services, Distribution & Digital | $2.36M | — | 56 | $110,251.00 | 0.02% |
Christine Pambianchi | Chief Human Resources Officer | $2.08M | — | 58 | $3,083.00 | <0.01% |
Damien Giraud | Senior Vice President | — | — | — | — | — |
David Thomas Walton | Senior Vice President | — | — | 64 | $8,420.00 | <0.01% |
Matthew R. Jones | Chief Audit Officer | — | — | — | — | — |
Ognjen Redzic | Chief Digital Officer & Senior VP | — | — | 55 | — | — |
William E. Schaupp | Vice President & Chief Accounting Officer | — | — | 54 | $530.00 | <0.01% |
Jaime Mineart | Senior Vice President & Chief Technology Officer | — | — | — | — | — |
Jamie Engstrom | Senior Vice President & Chief Information Officer | — | — | 48 | — | — |
Alex Kapper | Vice President of Investor Relations | — | — | — | — | — |
Erick W. Lee | Chief Compliance Officer | — | — | — | — | — |
Derek Owens | Chief Legal Officer & General Counsel | — | — | 52 | $8,203.00 | <0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
1
$219,210.00
Sells
47
$187.13M
Net Sentiment
$186.91M
Net selling
Most Active
Johnson Denise C
18 transactions
1–10 of 48
Analysis
Insiders reported 1 buys worth $219,210.00 and 47 sells worth $187.13M over the last 12 months. That adds up to net selling of $186.91M. Johnson Denise C was the most active insider with 18 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | -21.0% | +17.1% (14yr)2 analysts |
| Revenue | N/A | N/A | -10.6% | +5.2% (14yr)4 analysts |
| Net Income | N/A | N/A | -23.8% | +15.0% (14yr)4 analysts |
| EBIT | N/A | N/A | -23.9% | +13.4% (14yr)4 analysts |
Analysis
Recent growth has been strongest in Revenue at -10.6% over three years. Forward estimates point to EPS at +17.1% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
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Who manages CAT?
Caterpillar Inc. (CAT) lists 16 active executives. The top listed executive is Andrew R. J. Bonfield, Advisor.
Are CAT insiders buying or selling?
Recent insider activity shows net selling of $241.28M.
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