Company Caterpillar Inc.

CAT

US1491231015

Heavy Machinery & Vehicles

Real-time Estimate Cboe BZX Other stock markets 01:47:30 2024-12-10 pm EST			5-day change	1st Jan Change
391.79 ^USD	-1.87%		-1.94%	+32.41%

Dec. 09	Citigroup Adjusts Price Target on Caterpillar to $460 From $435, Keeps Buy Rating	MT
Dec. 09	JPMorgan Adjusts Price Target on Caterpillar to $515 From $500, Keeps Overweight Rating	MT

Business description: Caterpillar Inc.

Caterpillar Inc. is the world's leading producer of mining construction and operation equipment, diesel and natural gas motors, and industrial gas turbines. Net sales break down by activity as follows:

- sale of machines and motors (94.5%): terracing and construction machines (power shovels, high-lifts, bulldozers, etc.), agricultural and forestry tractors, motors and turbines (for heavy trucks, boats, industrial machines, and power stations), conveyer systems, hydraulic circuits and components, etc.;

- financial services (5.2%) ;

-other (0.6%).

Net sales are distributed geographically as follows: North America (51.6%), Europe/Africa/Middle East (20.4%), Asia/Pacific (18.1%) and Latin America (9.9%).

Number of employees: 113,200

Sales by Activity: Caterpillar Inc.

Fiscal Period: December	2019	2020	2021	2022	2023
Machinery, Energy & Transportation - Energy & Transportation	22.1B	17.47B	20.29B	23.75B	28B
Machinery, Energy & Transportation - Construction Industries	22.65B	16.92B	22.11B	25.27B	27.42B
Machinery, Energy & Transportation - All Other	500M	467M	511M	450M	449M
Machinery, Energy & Transportation - Resource Industries	10.28B	7.91B	9.96B	12.31B	13.58B
Financial Products	3.43B	3.04B	3.07B	3.25B	3.78B
Corporate Items and Eliminations	-615M	-395M	-413M	-448M	-749M
Inter-Segment Sales and Revenues	-4.54B	-3.66B	-4.56B	-5.16B	-5.43B

See all business segments

Geographical breakdown of sales: Caterpillar Inc.

Fiscal Period: December	2019	2020	2021	2022	2023
North America	25.78B	18.21B	22.02B	27.98B	34.61B
Europe, Africa, Middle East (EAME)	11.22B	9.86B	12.14B	12.81B	13.67B
Asia/Pacific	12.08B	10.24B	11.72B	11.89B	12.12B
Latin America	4.71B	3.43B	5.09B	6.74B	6.66B

See all geographic segments

Managers: Caterpillar Inc.

Director	Title	Age	Since
Donald Umpleby CEO	Chief Executive Officer	66	2016-12-31
Anthony Fassino PSD	President	53	-
Jason Kaiser PSD	President	-	2023-12-31
Andrew Bonfield DFI	Director of Finance/CFO	61	2018-08-31
Bob de Lange PSD	President	54	2016-12-31

See CATERPILLAR INC. governance

Members of the board: Caterpillar Inc.

Manager	Title	Age	Since
Daniel Dickinson BRD	Director/Board Member	62	2006-12-12
Susan Schwab BRD	Director/Board Member	69	2009-05-31
Donald Umpleby CHM	Chairman	66	2018-12-12
Debra Reed-Klages BRD	Director/Board Member	67	2015-05-31
Rayford Wilkins BRD	Director/Board Member	72	2017-04-10
Gerald Johnson BRD	Director/Board Member	61	2021-02-28
David MacLennan BRD	Director/Board Member	64	2021-04-13
Judith Marks BRD	Director/Board Member	60	2023-02-28
James Fish BRD	Director/Board Member	61	2023-02-28
Nazzic Keene BRD	Director/Board Member	63	2024-10-31

Composition of the Board of Directors

Shareholders: Caterpillar Inc.

Name	Equities	%	Valuation
Vanguard Fiduciary Trust Co. 9.636 %	46,525,174	9.636 %	18 894 M $
STATE STREET CORPORATION 7.536 %	36,384,598	7.536 %	14 776 M $
BlackRock Advisors LLC 5.847 %	28,227,865	5.847 %	11 464 M $
State Farm Investment Management Corp. 3.673 %	17,734,370	3.673 %	7 202 M $
Capital Research & Management Co. (World Investors) 3.622 %	17,486,258	3.622 %	7 101 M $

Name	Equities	%	Valuation
Caixa DTVM SA 0.001488 %	114,935	0.001488 %	3 M $
BRAM - Bradesco Asset Management SA DTVM 0.000224 %	17,335	0.000224 %	443 199 $
Santa Fé Investimentos Ltda 0.000028 %	2,200	0.000028 %	56 247 $
Morgan Stanley Administradora de Carteiras SA 0.000001 %	50	0.000001 %	1 278 $

List of CATERPILLAR INC. shareholders

Company details: Caterpillar Inc.

Caterpillar, Inc.

5205 North O'Connor Boulevard Suite 100

75039, Irving

+972 891 7700

http://www.caterpillar.com

Group companies: Caterpillar Inc.

Name	Category and Sector
Caterpillar Financial Services Norway AS
Caterpillar Financial Services Ltd. Caterpillar Financial Services Ltd. Trucks/Construction/Farm MachineryProducer Manufacturing Caterpillar Financial Services Ltd. manufactures construction and mining equipment, diesel and natural gas engines and industrial gas turbines. The company was founded on February 25, 1995 and is headquartered in Oakville, Canada.	Trucks/Construction/Farm Machinery
Caterpillar Financial Leasing (Shanghai) Co. Ltd. Caterpillar Financial Leasing (Shanghai) Co. Ltd. Finance/Rental/LeasingFinance Part of Caterpillar, Inc., Caterpillar Financial Leasing (Shanghai) Co. Ltd. provides financing leasing services. The company is located in China.	Finance/Rental/Leasing
Caterpillar Finance France SA
Caterpillar SARL Caterpillar SARL Trucks/Construction/Farm MachineryProducer Manufacturing Caterpillar SARL manufactures construction and mining equipment. Its products include diesel and natural gas engines, and industrial gas turbines. The firm also provides heavy weight machines such as backhoe loader, soil recycler, drills, draglines, forwarders and high wall miner. The company was founded on July 14, 1997 and is headquartered in Geneva, Switzerland.	Trucks/Construction/Farm Machinery

See all subsidiaries

Construction Machinery

Add to a list Add to a list 0 selected To use this feature you must be a member Log in Sign up	Change	5d. change	1-year change	3-years change	Capi. ($)
CATERPILLAR INC.	+1.07%	-0.81%	+53.86%	+95.59%	193B
SANY HEAVY INDUSTRY CO.,LTD	-0.18%	-2.77%	+29.79%	-29.19%	19.51B
XCMG CONSTRUCTION MACHINERY CO., LTD.	+1.13%	-2.06%	+51.12%	+31.01%	13.11B
ZOOMLION HEAVY INDUSTRY SCIENCE AND TECHNOLOGY CO., LTD.	-0.57%	0.00%	+10.25%	-7.42%	7.94B
CHINA RAILWAY CONSTRUCTION HEAVY INDUSTRY CORPORATION LIMITED	-1.02%	-1.02%	+22.22%	-8.51%	3.55B
GUANGXI LIUGONG MACHINERY CO., LTD.	-2.07%	+2.25%	+78.93%	+46.46%	3.11B
DOOSAN BOBCAT INC.	-3.63%	+5.99%	-1.16%	-2.07%	2.98B
SHANTUI CONSTRUCTION MACHINERY CO., LTD.	-1.46%	-3.07%	+103.63%	+143.96%	2.09B
ACTION CONSTRUCTION EQUIPMENT LIMITED	-0.83%	+3.99%	+73.86%	+524.99%	2B
TAKEUCHI MFG. CO., LTD.	+1.01%	+2.04%	+18.02%	+82.18%	1.57B
Average	-0.66%	-0.70%	+44.05%	+87.70%	24.86B
Weighted average by Cap.	+0.76%	-2.32%	+49.99%	+79.60%