Caterpillar (CAT) ROE: History & Chart

Caterpillar Inc.(CAT)

Agricultural - Machinery · Irving, TX

$822.48+0.00 (+0.00%)

Delayed quote: Sep 8, 2026, 4:00 PM EDT

About Caterpillar Inc.

Caterpillar Inc., a global enterprise founded in 1925 and headquartered in Deerfield, Illinois (having previously operated as Caterpillar Tractor Co. until its rebranding in 1986), is a premier manufacturer and vendor of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines across the world. The company's extensive offerings are organized into several operational divisions: Construction Industries: This segment delivers a broad spectrum of machinery for construction projects, including asphalt pavers, versatile backhoe and skid steer loaders, various sizes of excavators (from compact to heavy-duty), compactors, road-building equipment like cold planers and motorgraders, pipelayers, site preparation tractors, telehandlers, and utility vehicles, alongside a range of wheel loaders and track-type equipment. Resource Industries: Dedicated to the mining sector, this division supplies powerful equipment such as electric rope and hydraulic shovels, draglines, rotary drills, specialized hard rock vehicles, and a diverse fleet of mining, off-highway, and articulated trucks. It also offers longwall miners, wheel dozers, fleet management systems, autonomous vehicle solutions, crucial machinery components, selected work tools, and comprehensive safety and performance solutions for mining operations. Energy & Transportation: This segment focuses on power generation and propulsion systems. It provides reciprocating engines, generator sets, integrated power solutions, industrial turbines and associated services, remanufactured engines and parts, centrifugal gas compressors, and diesel-electric locomotives with related components and services. These products serve critical sectors including marine, oil and gas, industrial applications, and electric power generation. Financial Products: This segment supports customers with a variety of financial services, such as operating and finance leases, installment sale agreements, working capital loans, and wholesale financing schemes. It also offers insurance and risk management products tailored for vehicles, power generation facilities, and marine vessels. All Other: This encompassing segment is responsible for manufacturing essential consumables and components like filters, fluids, undercarriage parts, and ground engaging tools.

Irving, TX

118,000 employees

www.caterpillar.com

Industrials / Agricultural - Machinery

Sector: Industrials
Industry: Agricultural - Machinery
CEO: Joseph E. Creed

View full financials

CAT Return on Equity (ROE) Metrics

RETURN ON EQUITY (ROE)

55.85%

RETURN ON EQUITY (ROE) AVG TTM

48.67%

RETURN ON EQUITY (ROE) AVG 3Y

52.32%

RETURN ON EQUITY (ROE) AVG 5Y

46.96%

RETURN ON EQUITY (ROE) AVG 10Y

34.41%

RETURN ON EQUITY (ROE) AVG 15Y

31.38%

RETURN ON EQUITY (ROE) AVG 20Y

31.97%

CURRENT VS TTM AVG

+14.76%

CURRENT VS 3Y AVG

+6.76%

CURRENT VS 5Y AVG

+18.93%

CURRENT VS 10Y AVG

+62.33%

CURRENT VS 15Y AVG

+77.97%

CURRENT VS 20Y AVG

+74.70%

SECTOR MEDIAN · INDUSTRIALS

17.37%

median of 149 covered companies

CURRENT VS SECTOR MEDIAN

+221.56%

vs the sector median at left

NAME	MARKET CAP	RETURN ON EQUITY (ROE)	TTM	3Y	5Y
Caterpillar Inc. (CAT)	$378.86B	55.85%	48.67%	52.32%	46.96%
GE Aerospace (GE)vs ›	$347.49B	50.86%	40.25%	29.02%	19.40%
RTX Corporation (RTX)vs ›	$267.95B	11.66%	9.13%	7.69%	5.20%
GE Vernova Inc. (GEV)vs ›	$258.69B	79.69%	29.98%	7.09%	5.67%
Siemens AG (SIEGY)vs ›	$241.51B	11.93%	15.83%	13.97%	13.47%
Schneider Electric S.E. (SBGSY)vs ›	$194.71B	17.21%	15.61%	15.00%	13.91%
Deere & Company (DE)vs ›	$183.75B	17.41%	19.37%	32.38%	32.93%
ABB Ltd (ABBNY)vs ›	$180.73B	31.66%	28.36%	26.01%	22.57%
Union Pacific Corporation (UNP)vs ›	$171.36B	35.46%	39.30%	44.82%	42.81%
The Boeing Company (BA)vs ›	$166.55B	39.92%	171.68%	96.83%	80.09%

NAME

MARKET CAP

RETURN ON EQUITY (ROE)

TTM

Caterpillar Inc. (CAT)

$378.86B

55.85%

48.67%

52.32%

46.96%

GE Aerospace (GE)vs ›

$347.49B

50.86%

40.25%

29.02%

19.40%

RTX Corporation (RTX)vs ›

$267.95B

11.66%

9.13%

7.69%

5.20%

GE Vernova Inc. (GEV)vs ›

$258.69B

79.69%

29.98%

7.09%

5.67%

Siemens AG (SIEGY)vs ›

$241.51B

11.93%

15.83%

13.97%

13.47%

Schneider Electric S.E. (SBGSY)vs ›

$194.71B

17.21%

15.61%

15.00%

13.91%

Deere & Company (DE)vs ›

$183.75B

17.41%

19.37%

32.38%

32.93%

ABB Ltd (ABBNY)vs ›

$180.73B

31.66%

28.36%

26.01%

22.57%

Union Pacific Corporation (UNP)vs ›

$171.36B

35.46%

39.30%

44.82%

42.81%

The Boeing Company (BA)vs ›

$166.55B

39.92%

171.68%

96.83%

80.09%

Return on Equity (ROE) FAQ

What is the return on equity (ROE) for Caterpillar Inc. (CAT)?

The return on equity (ROE) for CAT stock is 55.85%.

Is Caterpillar Inc.'s return on equity (ROE) high or low?

The return on equity (ROE) of 55.85% is 19% above its 5-year average of 46.96%, near the high end of its 5-year range (26.09%–64.26%).

What is the TTM average return on equity (ROE) for Caterpillar Inc. (CAT)?

The TTM average return on equity (ROE) for CAT stock is 48.67%.

What is the 3Y average return on equity (ROE) for Caterpillar Inc. (CAT)?

The 3Y average return on equity (ROE) for CAT stock is 52.32%.

What is the 5Y average return on equity (ROE) for Caterpillar Inc. (CAT)?

The 5Y average return on equity (ROE) for CAT stock is 46.96%.

What is the 10Y average return on equity (ROE) for Caterpillar Inc. (CAT)?

The 10Y average return on equity (ROE) for CAT stock is 34.41%.

What is the 15Y average return on equity (ROE) for Caterpillar Inc. (CAT)?

The 15Y average return on equity (ROE) for CAT stock is 31.38%.

What is the 20Y average return on equity (ROE) for Caterpillar Inc. (CAT)?

The 20Y average return on equity (ROE) for CAT stock is 31.97%.

DATE	RETURN ON EQUITY (ROE)
2026-06-30	55.85%
2026-03-31	50.48%
2025-12-31	41.62%
2025-09-30	44.84%
2025-06-30	50.57%
2025-03-31	55.01%
2024-12-31	55.37%
2024-09-30	55.04%
2024-06-30	64.26%
2024-03-31	63.77%
2023-12-31	53.02%
2023-09-30	44.48%
2023-06-30	45.85%
2023-03-31	39.18%
2022-12-31	42.25%
2022-09-30	47.28%
2022-06-30	42.96%
2022-03-31	38.07%
2021-12-31	39.37%
2021-09-30	30.90%
2021-06-30	26.09%
2021-03-31	20.73%
2020-12-31	19.56%
2020-09-30	22.18%
2020-06-30	30.16%
2020-03-31	37.36%
2019-12-31	41.77%
2019-09-30	40.42%
2019-06-30	42.30%
2019-03-31	41.22%
2018-12-31	43.79%
2018-09-30	23.97%
2018-06-30	21.05%
2018-03-31	14.65%
2017-12-31	5.50%
2017-09-30	5.64%
2017-06-30	0.76%
2017-03-31	-1.07%
2016-12-31	-0.51%
2016-09-30	6.50%
2016-06-30	8.49%
2016-03-31	9.86%
2015-12-31	17.01%
2015-09-30	21.16%
2015-06-30	22.36%
2015-03-31	23.69%
2014-12-31	22.06%
2014-09-30	20.94%
2014-06-30	18.56%
2014-03-31	18.87%
2013-12-31	18.21%
2013-09-30	19.23%
2013-06-30	24.04%
2013-03-31	27.22%
2012-12-31	32.40%
2012-09-30	36.52%
2012-06-30	37.50%
2012-03-31	35.33%
2011-12-31	38.25%
2011-09-30	30.71%
2011-06-30	29.87%
2011-03-31	29.23%
2010-12-31	24.94%
2010-09-30	19.97%
2010-06-30	17.16%
2010-03-31	13.87%
2009-12-31	10.24%
2009-09-30	16.60%
2009-06-30	24.58%
2009-03-31	40.47%
2008-12-31	58.44%
2008-09-30	40.13%
2008-06-30	41.50%
2008-03-31	39.56%
2007-12-31	39.86%
2007-09-30	40.06%
2007-06-30	42.01%
2007-03-31	46.89%
2006-12-31	51.57%
2006-09-30	38.78%
2006-06-30	39.37%
2006-03-31	34.74%
2005-12-31	33.85%
2005-09-30	30.49%
2005-06-30	31.02%
2005-03-31	28.35%
2004-12-31	27.25%
2004-09-30	26.11%
2004-06-30	23.56%
2004-03-31	21.95%
2003-12-31	18.08%
2003-09-30	16.77%
2003-06-30	17.64%

DATE

RETURN ON EQUITY (ROE)

2026-06-30

55.85%

2026-03-31

50.48%

2025-12-31

41.62%

2025-09-30

44.84%

2025-06-30

50.57%

2025-03-31

55.01%

2024-12-31

55.37%

2024-09-30

55.04%

2024-06-30

64.26%

2024-03-31

63.77%

2023-12-31

53.02%

2023-09-30

44.48%

2023-06-30

45.85%

2023-03-31

39.18%

2022-12-31

42.25%

2022-09-30

47.28%

2022-06-30

42.96%

2022-03-31

38.07%

2021-12-31

39.37%

2021-09-30

30.90%

2021-06-30

26.09%

2021-03-31

20.73%

2020-12-31

19.56%

2020-09-30

22.18%

2020-06-30

30.16%

2020-03-31

37.36%

2019-12-31

41.77%

2019-09-30

40.42%

2019-06-30

42.30%

2019-03-31

41.22%

2018-12-31

43.79%

2018-09-30

23.97%

2018-06-30

21.05%

2018-03-31

14.65%

2017-12-31

5.50%

2017-09-30

5.64%

2017-06-30

0.76%

2017-03-31

-1.07%

2016-12-31

-0.51%

2016-09-30

6.50%

2016-06-30

8.49%

2016-03-31

9.86%

2015-12-31

17.01%

2015-09-30

21.16%

2015-06-30

22.36%

2015-03-31

23.69%

2014-12-31

22.06%

2014-09-30

20.94%

2014-06-30

18.56%

2014-03-31

18.87%

2013-12-31

18.21%

2013-09-30

19.23%

2013-06-30

24.04%

2013-03-31

27.22%

2012-12-31

32.40%

2012-09-30

36.52%

2012-06-30

37.50%

2012-03-31

35.33%

2011-12-31

38.25%

2011-09-30

30.71%

2011-06-30

29.87%

2011-03-31

29.23%

2010-12-31

24.94%

2010-09-30

19.97%

2010-06-30

17.16%

2010-03-31

13.87%

2009-12-31

10.24%

2009-09-30

16.60%

2009-06-30

24.58%

2009-03-31

40.47%

2008-12-31

58.44%

2008-09-30

40.13%

2008-06-30

41.50%

2008-03-31

39.56%

2007-12-31

39.86%

2007-09-30

40.06%

2007-06-30

42.01%

2007-03-31

46.89%

2006-12-31

51.57%

2006-09-30

38.78%

2006-06-30

39.37%

2006-03-31

34.74%

2005-12-31

33.85%

2005-09-30

30.49%

2005-06-30

31.02%

2005-03-31

28.35%

2004-12-31

27.25%

2004-09-30

26.11%

2004-06-30

23.56%

2004-03-31

21.95%

2003-12-31

18.08%

2003-09-30

16.77%

2003-06-30

17.64%

Return on Equity (ROE): 55.85%

CAT Return on Equity (ROE)

CAT Average Return on Equity (ROE) Chart

CAT Current vs Average Return on Equity (ROE) Chart

CAT Return on Equity (ROE) Metrics

CAT Competitors' Return on Equity (ROE)

Return Analysis

Return on Equity (ROE) Formula & Definition

Return on Equity (ROE) FAQ

CAT Return on Equity (ROE) History

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