Caterpillar Inc. (CAT)

Over the past six months, Caterpillar's stock price has experienced significant movements. As of October 3, 2025, the share price was $497.85, marking a 25.01% increase from $398.25 on October 7, 2024. The stock has shown a 19.93% increase over the past 30 days and a 27.30% increase over the past 12 months, reaching a 52-week high of $504.48 on October 3, 2025. The stock also saw a downward movement after reaching an all-time high in late 2024, with a dip of more than 4% by June 2025, underperforming the broader equity market. In April 2025, Caterpillar reported a larger-than-expected first-quarter sales decline, with revenue falling 10% year-over-year to $14.25 billion, missing analyst expectations. A C-suite change was announced, with COO Joe Creed set to replace Jim Umpleby as CEO.

While specific detailed seasonal demand patterns for all Caterpillar products and services are not explicitly provided, tools exist to analyze the monthly seasonality of CAT stock. Historically, Caterpillar typically experiences higher sales during the second half of the year. However, recent trends indicate weakening demand and economic uncertainty, which have weighed on sales, with a projected decline in sales for the second half of 2024.

Caterpillar Inc. is a global leader in industrial goods and machinery, known as the world's largest manufacturer of construction and mining equipment. The company operates within the Industrial Goods and Machinery sector, with its core business in the heavy equipment, engines, and financial services industries. Caterpillar's product portfolio includes a wide range of equipment and machinery components, and the company provides services such as insurance, loans, leases, maintenance, training, and safety services.

Caterpillar Inc. has an expansive global presence, conducting business on every continent. Headquartered in Irving, Texas, U.S., the company operates through more than 500 locations worldwide, including manufacturing, marketing, logistics, services, research and development facilities, and dealer networks. The company's operations are categorized into "Inside United States" and "Outside United States" regions.

Caterpillar has historically built a strong brand reputation for quality products, ethical standards, and corporate social responsibility. However, its ethical image has faced challenges due to recent issues, including federal probes and conflicts with employees. Public comments calling for a boycott could indicate a negative impact on its reputation related to its involvement in certain global events. The company's involvement in conflict zones has highlighted the importance of compliance and ethical supply chains.

Caterpillar Inc. has significant institutional ownership, with approximately 59.07% to 72% of the company's stock held by institutional investors. The top 10 institutional investors collectively own 39% of Caterpillar, with Vanguard Group Inc., State Street Corp, and BlackRock, Inc. holding about 25%. Individual investors own approximately 27% to 40.73% of the company.