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Caterpillar Inc (CAT)

Machinery
Otros
cíclico
dividend achiever

Caterpillar Inc. manufactures and sells construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives in the United States and internationally. Its 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; compact track, wheel, track-type, backhoe, and skid steer loaders; and related parts and tools. The company’s Resource Industries segment provides electric rope and hydraulic shovels, draglines, rotary drills, hard rock vehicles, tractors, mining trucks, wheel loaders, off-highway and articulated trucks, wide-body trucks, wheel tractor scrapers and dozers, fleet management products, landfill and soil compactors, machinery components, autonomous ready vehicles and solutions, work tools, and safety services and mining performance solutions, as well as related parts and services. Its Energy & Transportation segment offers reciprocating engine powered generator sets; reciprocating engines, drivetrain, and integrated systems and solutions; turbines, centrifugal gas compressors, and related services; and diesel-electric locomotives and components, and other rail-related products. The company’s Financial Products segment provides operating and finance leases, installment sale contracts, revolving charge accounts, repair/rebuild financing services, working capital loans, and wholesale financing; and insurance and risk management products and services. Its All Other segment offers wear and maintenance components; parts distribution; logistics solutions and distribution services; dealer portfolio management, and brand management and marketing strategy services; and digital investment services. Caterpillar Inc. was founded in 1925 and is headquartered in Irving, Texas.

Precio Actual

$617.62
+1.56% vs día anterior

Capitalización

289B

Desviación

+97.58%

Y/Y Growth

5.1%

EBIT Margin

19.7%

ROIC

14%

PEG Ratio

2.82

ROE

42%

3Y EPS Growth

7.8%

Dividend Yield

0.9%

Net Debt / EBITDA

2.1x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
-4.9%
CAGR EV/FCF (2026):
-49.4%
CAGR Prom.:
-0.9%
CAGR P/E:
1.8%
CAGR EV/EBITDA: 0.1%
CAGR EV/EBIT: -0.5%
Precio de compra para +15%:
$251.22

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
22x
(Fair: 24x)
EV/FCF
22x
EV/EBITDA
15x
EV/EBIT
17x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
32x
Fair P/E
24x
CAGR EV/FCF
Tu Múltiplo: 22x
-4.9%
2.5%
-3.3%
CAGR P/E
Tu Múltiplo: 22x
1.8%
9.7%
3.6%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-272.59%
Media vs. Gold
+12.60%
Media vs. Bono USA 7-10y
+23.69%
Media vs. Bono USA 1-3y
+22.84%
Media vs. Bono USA 20+y
+24.84%
Media vs. Dow Jones
+11.55%
Media vs. S&P 500
+9.31%
Media vs. NASDAQ 100
+3.39%
Media vs. MSCI World
+11.69%
Media vs. Russell 2000
+14.82%
Media vs. STOXX Europe 600
+17.82%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento CAT
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
3.21%3.95%-0.74%4.06%-0.85%0.23%+2.98%-0.04%+3.25%1.03%+2.18%2.32%+0.89%1.57%+1.64%1.88%+1.33%1.62%+1.59%4.62%-1.41%2.27%+0.94%
2025
59.23%110.77%-51.54%26.96%+32.28%-3.73%+62.96%0.05%+59.18%-11.17%+70.40%12.80%+46.43%24.01%+35.22%30.78%+28.45%17.88%+41.35%10.80%+48.43%5.50%+53.73%
2024
23.93%153.66%-129.73%11.76%+12.18%-0.15%+24.08%0.98%+22.95%-2.54%+26.47%13.74%+10.19%24.73%-0.80%44.52%-20.59%21.92%+2.01%15.78%+8.15%11.67%+12.26%
2023
23.77%-65.23%+89.00%0.78%+23.00%-15.93%+39.70%-5.00%+28.77%-31.00%+54.78%-9.40%+33.17%-19.95%+43.73%-33.89%+57.67%-19.70%+43.47%-22.50%+46.27%-13.29%+37.06%
2022
15.73%60.33%-44.60%-6.24%+21.97%-4.15%+19.88%-0.98%+16.71%-5.94%+21.66%20.23%-4.50%28.79%-13.06%23.20%-7.47%21.22%-5.49%15.39%+0.34%21.66%-5.93%
2021
13.50%301.93%-288.43%23.90%-10.40%8.33%+5.17%2.02%+11.48%15.12%-1.62%6.02%+7.48%15.29%-1.79%41.75%-28.25%12.94%+0.56%18.48%-4.98%-4.64%+18.14%
2020
20.92%88.85%-67.94%17.78%+3.14%5.55%+15.36%1.20%+19.72%10.91%+10.01%21.91%-0.99%28.34%-7.42%34.60%-13.68%25.23%-4.31%23.05%-2.13%23.42%-2.50%
2019
16.85%-71.79%+88.64%-3.12%+19.97%-0.97%+17.82%-0.24%+17.09%-3.17%+20.03%-6.03%+22.88%-7.01%+23.86%-5.30%+22.16%-11.16%+28.02%-13.00%+29.85%-13.42%+30.27%
2018
-19.08%1,184.56%-1,203.65%11.93%-31.02%0.76%-19.85%-0.63%-18.46%6.03%-25.12%24.33%-43.42%18.42%-37.50%27.16%-46.24%19.45%-38.54%12.45%-31.54%7.16%-26.24%
2017
67.66%1,184.56%-1,116.91%11.93%+55.73%-1.15%+68.81%-0.02%+67.68%-1.91%+69.57%24.33%+43.32%18.42%+49.24%27.16%+40.50%19.45%+48.20%12.45%+55.20%7.16%+60.50%
Media22.57%295.16%-272.59%9.97%+12.60%-1.12%+23.69%-0.27%+22.84%-2.26%+24.84%11.03%+11.55%13.26%+9.31%19.18%+3.39%10.89%+11.69%7.75%+14.82%4.75%+17.82%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
10/8/20255.1%19.7%2.1x22x(19x)22x15x17x$312.59$348.59$415.02$457.93$505.29

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
0.90%
Basado en 2026
Crecimiento Promedio
6.99%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2026
Actual
$5.53+8.43%
2025$5.10+8.28%
2024$4.71+8.03%
2023$4.36+5.83%
2022$4.12+4.30%
2021$3.95+17.56%
2020$3.36+8.04%
2019$3.11+0.97%
2018$3.08+2.33%
2017$3.01-
CAGR de Dividendos (2017 - 2026)
6.99%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2017
+67.66%
📉Worst Year
2018
-19.08%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

90%
9 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

CAT has demonstrated exceptional consistency with positive returns in 90% of years, qualifying as a Consistent Outperformer.